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Riverview Capital Advisers, LLC
|
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|
|
|
AIMZ Investment Advisors, LLC
|
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|
TCTC Holdings, LLC
|
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|
NorthRock Partners, LLC
|
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|
Samjo Management, LLC
|
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|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I
|
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|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Timber Creek Capital Management LLC
|
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COSAX - Columbia Funds Series Trust II - Columbia Overseas Core Fund Class A
|
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|
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|
Acadian Asset Management Llc
|
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|
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc.
|
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|
|
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|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
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|
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Newbridge Financial Services Group, Inc.
|
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Archer Investment Corp
|
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FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
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|
|
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|
Great West Life Assurance Co /can/
|
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|
Cambridge Investment Research Advisors, Inc.
|
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U.S. Capital Wealth Advisors, LLC
|
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Bearing Point Capital, Llc
|
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|
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DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I
|
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|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
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|
|
|
|
Brucke Financial, Inc.
|
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|
|
|
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Group One Trading, L.p.
|
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Exencial Wealth Advisors, Llc
|
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Sumitomo Mitsui Trust Holdings, Inc.
|
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TOWER TRUST & INVESTMENT Co
|
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Baker Tilly Financial, Llc
|
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Marotta Asset Management
|
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|
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DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I)
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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|
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Thoroughbred Financial Services, Llc
|
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Fox Run Management, L.l.c.
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Wells Fargo & Company/mn
|
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BRYN MAWR TRUST Co
|
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Strategic Advisors LLC
|
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Tang Capital Management Llc
|
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Y-Intercept (Hong Kong) Ltd
|
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MJT & Associates Financial Advisory Group, Inc.
|
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CWA Asset Management Group, LLC
|
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First Affirmative Financial Network
|
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Rhumbline Advisers
|
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Ridgewood Investments LLC
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Orbimed Advisors Llc
|
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ICW Investment Advisors LLC
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Mercer Global Advisors Inc /adv
|
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111 Capital
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund
|
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Lindbrook Capital, Llc
|
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Quotient Wealth Partners, LLC
|
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Thurston, Springer, Miller, Herd & Titak, Inc.
|
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Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A
|
|
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|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
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|
|
Moody National Bank Trust Division
|
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|
|
Us Bancorp \de\
|
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Truist Financial Corp
|
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Financial Network Wealth Advisors LLC
|
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|
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RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
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|
Stephens Inc /ar/
|
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|
Janney Montgomery Scott LLC
|
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NorthCrest Asset Manangement, LLC
|
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|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
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|
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
|
|
|
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|
Foundation Wealth Management, LLC\PA
|
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|
|
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class
|
|
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|
DAINX - Dunham Funds - Dunham International Stock Fund Class A
|
|
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|
Zwj Investment Counsel Inc
|
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|
Henry James International Management Inc.
|
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|
Traub Capital Management LLC
|
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|
First Horizon Advisors, Inc.
|
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|
D. E. Shaw & Co., Inc.
|
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|
Empire Financial Management Company, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
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|
|
Capital Fund Management S.a.
|
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|
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|
GW&K Investment Management, LLC
|
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|
|
Marietta Investment Partners Llc
|
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|
Allspring Global Investments Holdings, LLC
|
|
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|
Macquarie Group Ltd
|
|
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|
|
Philadelphia Trust Co
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Nwi Management Lp
|
|
|
|
|
|
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Gabelli Healthcare & Wellnessrx Trust
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
OAIEX - Optimum Fund Trust - Optimum International Fund Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
NWHNX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard International Equities Fund Institutional Service Class
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
RBB FUND, INC. - Aquarius International Fund
|
|
|
|
|
|
Tekla World Healthcare Fund
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Warther Private Wealth, LLC
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
DIHRX - DFA INVESTMENT DIMENSIONS GROUP INC - International High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Tlwm
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
Exome Asset Management LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
|
|
|
|
|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Iams Wealth Management, Llc
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
|
|
|
|
|
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Horizon Family Wealth, Inc.
|
|
|
|
|
|
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class
|
|
|
|
|
|
Benson Investment Management Company, Inc.
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
TROSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Overseas Stock Fund
|
|
|
|
|
|
PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund
|
|
|
|
|
|
Strategic Global Advisors, LLC
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Public Investment Fund
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Dymon Asia Capital (singapore) Pte. Ltd.
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
TXUG - Thornburg ETF Trust - Thornburg International Growth ETF
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Brookmont Capital Management
|
|
|
|
|
|
Hendley & Co Inc
|
|
|
|
|
|
WCMVX - Investment Managers Series Trust - WCM Focused International Value Fund Institutional Class Shares
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
APIE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive International Equity ETF
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
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|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
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|
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund
|
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|
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|
Point72 Asset Management, L.P.
|
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|
Schechter Investment Advisors, LLC
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|
Aaron Wealth Advisors LLC
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|
Graham Capital Management, L.P.
|
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|
Souders Financial Advisors
|
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SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
|
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|
IMC-Chicago, LLC
|
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|
Level Four Advisory Services, Llc
|
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|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
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|
Diversified Trust Co
|
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A
|
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|
Foresight Group Ltd Liability Partnership
|
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|
Truvestments Capital Llc
|
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|
Fourth Dimension Wealth, LLC
|
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|
Renaissance Technologies Llc
|
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Highline Wealth Partners Llc
|
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|
Roberts Glore & Co Inc /il/
|
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|
Resources Investment Advisors, LLC.
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KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
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|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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CIBC Asset Management Inc
|
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Scarborough Advisors, LLC
|
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Oarsman Capital, Inc.
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NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
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MEDX - Listed Funds Trust - Horizon Kinetics Medical ETF
|
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Dunhill Financial, LLC
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Gilman Hill Asset Management, LLC
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Nuveen, LLC
|
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Zions Bancorporation, National Association /ut/
|
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Captrust Financial Advisors
|
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Texas Capital Bancshares Inc/tx
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Optas, LLC
|
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Glenmede Investment Management, LP
|
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SOA Wealth Advisors, LLC.
|
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SSIFX - SATURNA INVESTMENT TRUST - Sextant International Fund Investor Shares
|
|
|
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|
Proficio Capital Partners LLC
|
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|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
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|
Cumberland Partners Ltd
|
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|
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|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
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|
Alliancebernstein L.p.
|
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|
AlTi Global, Inc.
|
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RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
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|
Consultiva Wealth Management, Corp.
|
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Sofos Investments, Inc.
|
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|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
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|
Tompkins Financial Corp
|
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|
Wolf Group Capital Advisors
|
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|
Legal Advantage Investments, Inc.
|
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|
Arista Wealth Management, LLC
|
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|
Private Wealth Asset Management, LLC
|
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|
Tidemark, LLC
|
|
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|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
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|
Riggs Asset Managment Co. Inc.
|
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|
Horizon Kinetics Asset Management Llc
|
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|
Wrapmanager Inc
|
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|
Advisors Asset Management, Inc.
|
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QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
Accuvest Global Advisors
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Dodge & Cox
|
|
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|
Shelton Capital Management
|
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|
Atlantic Union Bankshares Corp
|
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Connor, Clark & Lunn Investment Management Ltd.
|
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Centerpoint Advisors, LLC
|
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|
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|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
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|
|
PGKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison Technology Fund Class A
|
|
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|
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|
Saturna Capital CORP
|
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|
Insigneo Advisory Services, Llc
|
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|
LFA - Lugano Financial Advisors SA
|
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|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
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|
Kcm Investment Advisors Llc
|
|
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|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
R Squared Ltd
|
|
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|
|
|
HAOSX - HARBOR FUNDS - Harbor Overseas Fund Institutional Class
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
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|
Cresset Asset Management, LLC
|
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|
Moors & Cabot, Inc.
|
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|
GWM Advisors LLC
|
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|
Colony Group, LLC
|
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|
Kovack Advisors, Inc.
|
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|
Axis Wealth Partners, LLC
|
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|
|
1832 Asset Management L.P.
|
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|
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|
Wall Street Access Asset Management, LLC
|
|
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|
|
First Hawaiian Bank
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
PRVS - PARNASSUS INCOME FUNDS - Parnassus Value Select ETF
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco QQQ Low Volatility ETF
|
|
|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
RODM - Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Franklin Templeton ETF Trust - Franklin Income Focus ETF
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
VELA Funds - VELA Income Opportunities Fund Class A
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Encompass More Asset Management
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
MPLAX - PRAXIS MUTUAL FUNDS - Praxis International Index Fund Class A
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
DXIV - Dimensional ETF Trust - Dimensional International Vector Equity ETF
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
QAAGYX - T. Rowe Price International Series, Inc. - T. Rowe Price International Stock Portfolio
|
|
|
|
|
|
DIHP - Dimensional ETF Trust - Dimensional International High Profitability ETF
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
GHTMX - GOLDMAN SACHS TRUST - Goldman Sachs International Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
White Lighthouse Investment Management Inc.
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Cambiar Investors Llc
|
|
|
|
|
|
DFIC - Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Martin Investment Management, LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I
|
|
|
|
|
|
Principal Street Partners, LLC
|
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|
|
|
|
Sanders Capital, LLC
|
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|
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|
|
QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
SFG Wealth Management, LLC.
|
|
|
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|
Envestnet Asset Management Inc
|
|
|
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JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
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|
Polar Asset Management Partners Inc.
|
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Hughes Financial Services, LLC
|
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Ascent Group, LLC
|
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Louisiana State Employees Retirement System
|
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Nomura Holdings Inc
|
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PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
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|
JACDX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Environmental Opportunities Fund Class R6
|
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Twin Peaks Wealth Advisors, LLC
|
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AZNH - Precidian ETFs Trust - AstraZeneca PLC ADRhedged
|
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|
Net Worth Advisory Group
|
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|
Bare Financial Services, Inc
|
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Turtle Creek Wealth Advisors, LLC
|
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|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
Sit Investment Associates Inc
|
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|
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|
|
Pensionmark Financial Group, Llc
|
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PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
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|
|
Arrowstreet Capital, Limited Partnership
|
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Hollencrest Capital Management
|
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May Hill Capital, LLC
|
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1 North Wealth Services Llc
|
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True Wealth Design, LLC
|
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|
Vista Wealth Management Group, LLC
|
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|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
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|
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SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
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|
Prestige Wealth Management Group LLC
|
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Seacrest Wealth Management, Llc
|
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Prudent Man Advisors, LLC
|
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Wolff Wiese Magana Llc
|
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Pingora Partners LLC
|
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Norden Group Llc
|
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Commonwealth Equity Services, Llc
|
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AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF
|
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TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
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|
Five Oceans Advisors
|
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QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
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|
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|
Motco
|
|
|
|
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|
FDx Advisors, Inc.
|
|
|
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Private Advisor Group, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV
|
|
|
|
|
|
High Note Wealth, LLC
|
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|
|
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|
FSA Wealth Management LLC
|
|
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|
Ritholtz Wealth Management
|
|
|
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BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL
|
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|
Choate Investment Advisors
|
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|
Wcm Investment Management, Llc
|
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|
Salem Investment Counselors Inc
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
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|
|
Sei Investments Co
|
|
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|
Umb Bank N A/mo
|
|
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|
Madison Asset Management, LLC
|
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|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A
|
|
|
|
|
|
Coastline Trust Co
|
|
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|
|
|
Northern Trust Corp
|
|
|
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|
Ntv Asset Management Llc
|
|
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|
Anfield Capital Management, LLC
|
|
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|
Oakworth Capital, Inc.
|
|
|
|
|
|
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Overseas Core Fund Class 3
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV
|
|
|
|
|
|
APLIX - Cavanal Hill Funds - Hedged Income Fund Investor
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Value Fund (a)
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
MBEQX - M FUND INC - M International Equity Fund
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
VELA Funds - VELA Large Cap 130/30 Fund Class I
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Bellevue Group AG
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
ICELX - MAINSTAY FUNDS TRUST - MainStay Epoch International Choice Fund Investor Class
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
|
|
|
|
UEPIX - Profunds - Europe 30 Profund Investor Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Tekla Healthcare Investors
|
|
|
|
|
|
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
|
|
|
|
|
|
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Long Run Wealth Advisors, LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
|
|
|
|
|
CMIEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager International Equity Strategies Fund Institutional Class
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Cox Capital Mgt LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Oak Family Advisors, Llc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
GENW - Spinnaker ETF Series - Genter Capital International Dividend ETF
|
|
|
|
|
|
Simplify Asset Management Inc.
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Zevin Asset Management Llc
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
BHCFX - BARON SELECT FUNDS - Baron Health Care Fund
|
|
|
|
|
|
Prospector Partners Llc
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Putnam ETF Trust - Putnam BioRevolution ETF -
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
SIH Partners, LLLP
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
TOUS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity ETF
|
|
|
|
|
|
Aperture Investors, LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
Guerra Pan Advisors, Llc
|
|
|
|
|
|
BUFIX - BUFFALO FUNDS - Buffalo International Fund Investor Class
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
LifeGuide Financial Advisors, LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
RYEUX - RYDEX SERIES FUNDS - Europe 1.25x Strategy Fund Class H
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Europe 1.25x Strategy Fund Variable Annuity
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
Westport Asset Management Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
|
|
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Mascoma Wealth Management LLC
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General Partner, Inc.
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Beacon Investment Advisory Services, Inc.
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|
Grandfield & Dodd, Llc
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|
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
|
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|
Nixon Peabody Trust Co
|
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|
Richardson Financial Services Inc.
|
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|
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
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|
Hsbc Holdings Plc
|
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|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
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|
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
|
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|
Stockman Wealth Management, Inc.
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AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class
|
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|
Glen Eagle Advisors, LLC
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|
Bank of New York Mellon Corp
|
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Opal Wealth Advisors, LLC
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GLOBALT Investments LLC / GA
|
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Atria Wealth Solutions, Inc.
|
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|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
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|
Barry Investment Advisors, LLC
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New England Capital Financial Advisors LLC
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Paradigm Asset Management Co Llc
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Callan Capital, LLC
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|
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
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|
BIGFX - BARON SELECT FUNDS - Baron International Growth Fund
|
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|
Ramirez Asset Management, Inc.
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Impact Capital Partners LLC
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Valicenti Advisory Services Inc
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Redwood Investment Management, Llc
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PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
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|
Epoch Investment Partners, Inc.
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Garner Asset Management Corp
|
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Principia Wealth Advisory, LLC
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|
Avantax Advisory Services, Inc.
|
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Morton Brown Family Wealth, LLC
|
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GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
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|
JAKVX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class R6
|
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|
Hudson Bay Capital Management LP
|
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Brown Brothers Harriman & Co
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PHLAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Health Sciences Fund Class A
|
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|
Asset Planning,Inc
|
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Aprio Wealth Management, LLC
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SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A
|
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Wolverine Asset Management Llc
|
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Pacer Advisors, Inc.
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Key FInancial Inc
|
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Brian Low Financial Group, Llc
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American Capital Advisory, LLC
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Fedenia Advisers LLC
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Fwl Investment Management, Llc
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Bogart Wealth, LLC
|
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|
First Manhattan Co
|
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|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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|
Brown, Lisle/cummings, Inc.
|
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Caitong International Asset Management Co., Ltd
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Wedbush Securities Inc
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Quantinno Capital Management LP
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Primecap Management Co/ca/
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Park Place Capital Corp
|
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|
Dynamic Advisor Solutions LLC
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|
BlackRock, Inc.
|
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GeoWealth Management, LLC
|
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PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
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RODE - Lattice Strategies Trust - Hartford Multifactor Diversified International ETF
|
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|
NewEdge Wealth, LLC
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Nwam Llc
|
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Meridian Wealth Management, LLC
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GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
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|
Mb, Levis & Associates, Llc
|
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Hudock, Inc.
|
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James Investment Research Inc
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Occidental Asset Management, LLC
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GQG Partners LLC
|
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|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
Capital Analysts, Inc.
|
|
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|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
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|
|
Robbins Farley Llc
|
|
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|
|
|
SJS Investment Consulting Inc.
|
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|
|
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
|
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|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
|
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|
|
Ancora Advisors, LLC
|
|
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|
Beacon Capital Management, LLC
|
|
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|
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A
|
|
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|
First Pacific Financial
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
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|
GPS Wealth Strategies Group, LLC
|
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|
Albion Financial Group /ut
|
|
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|
Gf Fund Management Co. Ltd.
|
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|
Sectoral Asset Management Inc
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - International Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
|
|
|
|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
Howland Capital Management Llc
|
|
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|
|
AllianzGI Artificial Intelligence & Technology Opportunities Fund
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Hoey Investments, Inc
|
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|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
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|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
WDNA - WisdomTree Trust - WisdomTree BioRevolution Fund N/A
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Monte Financial Group, LLC
|
|
|
|
|
|
Youngs Advisory Group, Inc.
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Potomac Fund Management Inc /adv
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
COAVX - COLUMBIA FUNDS SERIES TRUST - Columbia Overseas Value Fund Class A
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
Orca Wealth Management, LLC
|
|
|
|
|
|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
|
|
SPWO - SP Funds Trust - SP Funds S&P World (ex-US) ETF
|
|
|
|
|
|
John Hancock Funds II - Health Sciences Fund Class NAV
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Sofinnova Investments, Inc.
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Affinity Wealth Management Llc
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
IEQ - Lazard Active ETF Trust - Lazard International Dynamic Equity ETF
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional
|
|
|
|
|
|
Tealwood Asset Management Inc
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core International Equity Fund
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Beck Bode, LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Alpine Global Dynamic Dividend Fund
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
TIQIX - TOUCHSTONE STRATEGIC TRUST - Touchstone Global ESG Equity Fund Class Y
|
|
|
|
|
|
QCVAX - Clearwater Investment Trust - Clearwater International Fund
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
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|
Pittenger & Anderson Inc
|
|
|
|
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|
Procyon Private Wealth Partners, LLC
|
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|
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|
First Foundation Advisors
|
|
|
|
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|
AA Financial Advisors, LLC
|
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|
Princeton Global Asset Management LLC
|
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|
STSEX - Blackrock Funds - Blackrock Exchange Portfolio Blackrock
|
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|
|
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|
Td Asset Management Inc
|
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|
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|
Mariner, LLC
|
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|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Equity Fund Class I
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
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|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
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|
Corient IA LLC
|
|
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|
SkyView Investment Advisors, LLC
|
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
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|
Natural Investments, Llc
|
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|
Caldwell Securities, Inc
|
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Manufacturers Life Insurance Company, The
|
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Colonial Trust Co / SC
|
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Artia Global Partners LP
|
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Buckingham Strategic Partners
|
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NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
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|
Gts Securities Llc
|
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|
Profund Advisors Llc
|
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|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
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|
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|
Coston, McIsaac & Partners
|
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Aegon Asset Management Uk Plc
|
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Silvercrest Asset Management Group Llc
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CAMIX - Advisors' Inner Circle Fund - Cambiar International Equity Fund Investor Class Shares
|
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Fifth Third Bancorp
|
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Stanley-Laman Group, Ltd.
|
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Crews Bank & Trust
|
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|
Skopos Labs, Inc.
|
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Hohimer Wealth Management, Llc
|
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Valued Wealth Advisors LLC
|
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|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
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|
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y
|
|
|
|
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|
HAP Trading, LLC
|
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|
|
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|
Act Two Investors Llc
|
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AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
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|
Millennium Management Llc
|
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|
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Veracity Capital LLC
|
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Seven Mile Advisory
|
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|
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
|
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|
Ameriprise Financial Inc
|
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|
|
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Brandywine Oak Private Wealth Llc
|
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FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
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|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
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|
Flagship Wealth Advisors, Llc
|
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Cullen/frost Bankers, Inc.
|
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HELX - Franklin Templeton ETF Trust - Franklin Genomic Advancements ETF
|
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|
Connecticut Wealth Management, LLC
|
|
|
|
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|
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class
|
|
|
|
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|
Commerce Bank
|
|
|
|
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|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
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|
|
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|
Resonant Capital Advisors, LLC
|
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|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity
|
|
|
|
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|
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I
|
|
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|
Zrc Wealth Management, Llc
|
|
|
|
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|
Price T Rowe Associates Inc /md/
|
|
|
|
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|
FPHAX - FIDELITY SELECT PORTFOLIOS - Pharmaceuticals Portfolio
|
|
|
|
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|
St Germain D J Co Inc
|
|
|
|
|
|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
|
|
|
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|
Investors Research Corp
|
|
|
|
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|
Sittner & Nelson, Llc
|
|
|
|
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|
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
|
|
|
|
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|
GOIGX - John Hancock Funds III - John Hancock International Growth Fund Class A
|
|
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|
Bradley Foster & Sargent Inc/ct
|
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|
Frank, Rimerman Advisors LLC
|
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|
Ameritas Investment Partners, Inc.
|
|
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|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
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|
BIB - PROSHARES TRUST - ProShares Ultra Nasdaq Biotechnology
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
|
|
|
|
|
PFG Advisors
|
|
|
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|
|
Garde Capital, Inc.
|
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|
Clark Capital Management Group, Inc.
|
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|
Nfj Investment Group, Llc
|
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|
Confluence Wealth Services, Inc.
|
|
|
|
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|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
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|
Washington Trust Advisors, Inc.
|
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|
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|
Lazard Asset Management Llc
|
|
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|
Tsfg, Llc
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
|
|
|
|
|
Ubs Oconnor Llc
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
VCFVX - VALIC Co I - International Value Fund
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - International Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Sphera Funds Management Ltd.
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Amplify ETF Trust - Amplify Weight Loss Drug & Treatment ETF
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
Sandler Capital Management
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
TEC - Harbor ETF Trust - Harbor Transformative Technologies ETF
|
|
|
|
|
|
MUNDX - MUNDOVAL FUNDS - Mundoval Fund
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Cloverfields Capital Group, Lp
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
SPGSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Premier Growth Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Integral Health Asset Management, LLC
|
|
|
|
|
|
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
TRIGX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Value Equity Fund
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
First Long Island Investors, LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional International Core Equity Fund Standard Class
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
TXUE - Thornburg ETF Trust - Thornburg International Equity ETF
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Value ETF -
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Thornburg Investment Management Inc
|
|
|
|
|
|
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
|
|
|
|
|
Armistice Capital, Llc
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
IBBQ - Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Biotechnology ETF
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
OZEM - Roundhill ETF Trust - Roundhill GLP-1 & Weight Loss ETF
|
|
|
|
|
|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Aurora Investment Counsel
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A
|
|
|
|
|
|
VELA Investment Management, LLC
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
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|
Bmc Fund Inc
|
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|
Clarius Group, LLC
|
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True North Advisors, LLC
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|
Profunds - Profund Vp Europe 30
|
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|
One Wealth Advisors, LLC
|
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|
Advisors Management Group Inc /adv
|
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|
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A
|
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|
|
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|
Westend Capital Management LLC
|
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|
Bank Julius Baer & Co. Ltd, Zurich
|
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|
TD Capital Management LLC
|
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|
Seascape Capital Management
|
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|
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|
|
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L
|
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|
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|
Peoples Financial Services Corp.
|
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|
Capstone Investment Advisors, Llc
|
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Clean Yield Group
|
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Centennial Bank/AR/
|
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Susquehanna International Group, Llp
|
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Professional Advisory Services Inc
|
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SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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DAVENPORT & Co LLC
|
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Alhambra Investment Partners LLC
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Xponance, Inc.
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Gabelli Funds Llc
|
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JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
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|
Hardman Johnston Global Advisors LLC
|
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Kilter Group LLC
|
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BCGDX - Ultimus Managers Trust - Blue Current Global Dividend Fund Institutional Class
|
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|
Gallacher Capital Management LLC
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Mackenzie Financial Corp
|
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Alyeska Investment Group, L.P.
|
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FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
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|
Meitav Dash Investments Ltd
|
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PARNASSUS FUNDS - Parnassus International Equity Fund Investor Shares
|
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Perpetual Ltd
|
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Mv Capital Management, Inc.
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STF Management LP
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Byrne Asset Management LLC
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Camden Capital, LLC
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Bailard, Inc.
|
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FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
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|
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|
S&t Bank/pa
|
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Morgan Stanley
|
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First Western Trust Bank
|
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|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
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|
Iron Horse Wealth Management, LLC
|
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|
Goelzer Investment Management, Inc.
|
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Toronto Dominion Bank
|
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Wealth Enhancement Advisory Services, Llc
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
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|
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|
Clear Investment Research, Llc
|
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Harvest Fund Management Co., Ltd
|
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AMAGX - AMANA MUTUAL FUNDS TRUST - Amana Growth Fund Investor Shares
|
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|
Ameritas Advisory Services, LLC
|
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|
Riversedge Advisors, Llc
|
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Northstar Financial Companies, Inc.
|
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|
Lowe Wealth Advisors, LLC
|
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Golden State Wealth Management, LLC
|
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|
Delos Wealth Advisors, LLC
|
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|
EP Wealth Advisors, Inc.
|
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|
Cubist Systematic Strategies, LLC
|
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|
Kornitzer Capital Management Inc /ks
|
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|
GDS Wealth Management
|
|
|
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|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
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|
Keel Point, LLC
|
|
|
|
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|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
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|
|
|
Breakwater Capital Group
|
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|
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A
|
|
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|
Generali Investments CEE, investicni spolecnost, a.s.
|
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|
Hallmark Capital Management Inc
|
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|
Fiduciary Group LLC
|
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|
Lvm Capital Management Ltd/mi
|
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|
Marcum Wealth, LLC
|
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|
Winch Advisory Services, LLC
|
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|
Kathmere Capital Management, LLC
|
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|
Diversify Advisory Services, LLC
|
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|
Adage Capital Partners Gp, L.l.c.
|
|
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|
|
|
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
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|
|
Fairscale Capital, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
Dougherty Wealth Advisers LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Avenue 1 Advisors, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON International Equity Portfolio
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
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|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Parkwood LLC
|
|
|
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|
|
Northstar Group, Inc.
|
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|
Stonegate Investment Group, LLC
|
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|
DekaBank Deutsche Girozentrale
|
|
|
|
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|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
DFSI - Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Wick Capital Partners, LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
IDVO - Amplify ETF Trust - Amplify International Enhanced Dividend Income ETF
|
|
|
|
|
|
Channing Global Advisors, Llc
|
|
|
|
|
|
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Oak Ridge Investments Llc
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Prairie Sky Financial Group LLC
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
PRITX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Stock Fund
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
Carter Financial Group, INC.
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
DCF Advisers, LLC
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
Banco de Sabadell, S.A
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
WCMI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust WCM International Equity ETF
|
|
|
|
|
|
Koa Wealth Management, LLC
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A
|
|
|
|
|
|
Cora Capital Advisors Llc
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Guardian Wealth Management, Inc.
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Clayton Partners LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Alpine Total Dynamic Dividend Fund
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
IEAIX - LAZARD FUNDS INC - Lazard International Equity Advantage Portfolio Institutional Shares
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
AVSD - AMERICAN CENTURY ETF TRUST - Avantis Responsible International Equity ETF
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP International Core Equity Class II
|
|
|
|
|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Lido Advisors, LLC
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Rosenberg Matthew Hamilton
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SNGRX - SIT MUTUAL FUNDS INC - Sit International Growth Fund
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PPH - VanEck Vectors ETF Trust - VanEck Vectors Pharmaceutical ETF
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AMG National Trust Bank
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QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
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Altrius Capital Management Inc
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Putnam ETF Trust - Putnam Sustainable Leaders ETF -
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RYOIX - RYDEX SERIES FUNDS - Biotechnology Fund Investor Class
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Aviso Financial Inc.
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Deutsche Bank Ag\
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AGNG - Global X Funds - Global X Longevity Thematic ETF
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Courier Capital Llc
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NJ State Employees Deferred Compensation Plan
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Qrg Capital Management, Inc.
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Driehaus Capital Management Llc
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Norges Bank
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ICICI Prudential Asset Management Co Ltd
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GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A
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Davis R M Inc
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Cary Street Partners Financial Llc
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Hilltop National Bank
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AlphaCore Capital LLC
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Pekin Hardy Strauss, Inc.
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SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
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Neuberger Berman Group LLC
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Guardian Capital Lp
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PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
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Bank Of Hawaii
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GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares
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Jfs Wealth Advisors, Llc
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GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional
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Credit Agricole S A
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CNGLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Global Fund
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BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares
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Empower Advisory Group, LLC
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Rathbone Brothers plc
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FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
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Gryphon Financial Partners LLC
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
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Custom Index Systems, Llc
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DHJJ Financial Advisors, Ltd.
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Pinnacle Bancorp, Inc.
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CIBC Private Wealth Group, LLC
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Evelyn Partners Investment Management Services Ltd
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HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
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Johnson Investment Counsel Inc
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Aqr Capital Management Llc
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PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
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Cromwell Holdings LLC
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Janus Henderson Group Plc
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PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A
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Triglav Skladi, D.o.o.
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LPL Financial LLC
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GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
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Oliver Luxxe Assets LLC
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JCIC Asset Management Inc.
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Causeway Capital Management Llc
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Spinnaker Investment Group, LLC
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BI Asset Management Fondsmaeglerselskab A/S
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SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1
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Essex Financial Services, Inc.
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AdvisorNet Financial, Inc
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DIVD - EA Series Trust - Altrius Global Dividend ETF
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Azzad Asset Management Inc /adv
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QNXT - iSHARES TRUST - iShares Nasdaq-100 ex Top 30 ETF
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Johnson Financial Group, Inc.
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Trifecta Capital Advisors, LLC
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FSM Wealth Advisors, LLC
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Abel Hall, LLC
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PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF
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Annis Gardner Whiting Capital Advisors, LLC
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Peapack Gladstone Financial Corp
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Creative Planning
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Arkadios Wealth Advisors
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D.a. Davidson & Co.
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Hantz Financial Services, Inc.
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SG Americas Securities, LLC
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First American Bank
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YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
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Bank Of Nova Scotia
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Inlight Wealth Management, LLC
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MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
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PFS Partners, LLC
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Cherry Tree Wealth Management, LLC
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DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A
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Glenview Trust Co
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Figure 8 Investment Strategies Llc
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EXOSX - MANNING & NAPIER FUND, INC. - Overseas Series Class I
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Geode Capital Management, Llc
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American National Bank
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MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L
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PIGDX - Federated Adviser Series - Federated International Growth Fund Class C Shares
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China Universal Asset Management Co., Ltd.
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FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
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VCNIX - VALIC Co I - Nasdaq-100 Index Fund
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Vontobel Holding Ltd.
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MQS Management LLC
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THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
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Asio Capital, LLC
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Wellington Management Group Llp
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Crawford Investment Counsel Inc
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Rockefeller Capital Management L.P.
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Phillips Wealth Planners LLC
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Everpar Advisors Llc
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Ingalls & Snyder Llc
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Malaga Cove Capital, LLC
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Capital Research Global Investors
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