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MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I
|
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Hsbc Holdings Plc
|
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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|
PXDIX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG BETA DIVIDEND FUND Institutional Class
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
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|
Concord Asset Management, LLC/VA
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GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional
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Moore Capital Management, Lp
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Essex Financial Services, Inc.
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Cetera Trust Company, N.A
|
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TCTC Holdings, LLC
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|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
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|
Snowden Capital Advisors LLC
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Swiss National Bank
|
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BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares
|
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Wills Financial Group LLC
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Maple Capital Management, Inc.
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DB Fitzpatrick & Co, Inc
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PrairieView Partners, LLC
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FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
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Partners in Financial Planning
|
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Koshinski Asset Management, Inc.
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
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Franklin Resources Inc
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Hoese & Co LLP
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Beck Mack & Oliver Llc
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Rockefeller Capital Management L.P.
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Neo Ivy Capital Management
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Sound Income Strategies, LLC
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Western Wealth Management, LLC
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Orion Portfolio Solutions, LLC
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NOLCX - Northern Funds - Northern Large Cap Core Fund
|
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SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
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Malaga Cove Capital, LLC
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Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
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Trust Co Of Virginia /va
|
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
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Jefferies Financial Group Inc.
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THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
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Wedge Capital Management L L P/nc
|
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MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
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Burns J W & Co Inc/ny
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Machina Capital S.a.s.
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
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Atlas Capital Advisors Llc
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
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Trust Co of Kansas
|
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VSTIX - VALIC Co I - Stock Index Fund
|
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BI Asset Management Fondsmaeglerselskab A/S
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Palisade Capital Management Llc/nj
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California State Teachers Retirement System
|
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Parallel Advisors, LLC
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Schechter Investment Advisors, LLC
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Plancorp, LLC
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STFGX - Advisers Investment Trust - State Farm Growth Fund
|
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Vivaldi Capital Management, LLC
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Curio Wealth, Llc
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Soros Capital Management Llc
|
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Lombard Odier Asset Management (Switzerland) SA
|
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Hamel Associates, Inc.
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Police & Firemen's Retirement System of New Jersey
|
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NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
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Shoker Investment Counsel, Inc.
|
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AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
|
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L.m. Kohn & Company
|
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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Mystic Asset Management, Inc.
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Cassaday & Co Wealth Management LLC
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Zions Bancorporation, National Association /ut/
|
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IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
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E. Ohman J:or Asset Management AB
|
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Alliancebernstein L.p.
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VCULX - VALIC Co I - Growth Fund
|
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Lockheed Martin Investment Management Co
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Nfj Investment Group, Llc
|
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Clare Market Investments LLC
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Old Port Advisors
|
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Well Done, LLC
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Transamerica Financial Advisors, Inc.
|
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Archon Partners LLC
|
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Wealth Preservation Advisors, LLC
|
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Icon Wealth Advisors, LLC
|
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Moneta Group Investment Advisors Llc
|
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|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
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|
Novus Advisors, Llc
|
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Cooper Financial Group
|
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Point72 Hong Kong Ltd
|
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Oliver Luxxe Assets LLC
|
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Rosenberg Matthew Hamilton
|
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
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|
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|
Baldwin Investment Management, LLC
|
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|
SPC Financial, Inc.
|
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BLI - Banque de Luxembourg Investments
|
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|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
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|
Lecap Asset Management Ltd
|
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|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
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|
Matrix Asset Advisors Inc/ny
|
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|
MUFG Securities EMEA plc
|
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|
West Paces Advisors Inc.
|
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|
Global Retirement Partners, LLC
|
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|
Whalerock Point Partners, Llc
|
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|
Belpointe Asset Management LLC
|
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|
Ameritas Investment Partners, Inc.
|
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|
Bank & Trust Co
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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|
Mirabaud Asset Management Ltd
|
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|
Schwarz Dygos Wheeler Investment Advisors Llc
|
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|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
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|
Stratos Wealth Partners, LTD.
|
|
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|
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|
Kanawha Capital Management Llc
|
|
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|
Brown, Lisle/cummings, Inc.
|
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|
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|
Boston Private Wealth Llc
|
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|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
|
|
|
|
|
Condor Capital Management
|
|
|
|
|
|
Global Strategic Investment Solutions, LLC
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
FGIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Global Infrastructure Fund Class A
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Duff & Phelps Investment Management Co
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Foyston, Gordon, & Payne Inc
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Skye Global Management LP
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
AAFCPAs Wealth Management, LLC
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Tema ETF Trust - Tema American Reshoring ETF
|
|
|
|
|
|
Edge Wealth Management LLC
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
VADGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Dividend Growth Fund Admiral Shares
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Scopus Asset Management, L.p.
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Duff & Phelps Global Utility Income Fund Inc.
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Correct Capital Wealth Management
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Smart Portfolios, LLC
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
Aldebaran Financial Inc.
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Paragon Capital Management LLC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Ackerman Capital Advisors, LLC
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
Forefront Analytics, LLC
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
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|
Integrated Wealth Concepts LLC
|
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|
Xponance, Inc.
|
|
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|
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
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|
D.B. Root & Company, LLC
|
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|
Aspect Partners, LLC
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Sciencast Management LP
|
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Lincoln Capital LLC
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Qube Research & Technologies Ltd
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West Financial Advisors, LLC
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Smith Chas P & Associates Pa Cpas
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Atria Wealth Solutions, Inc.
|
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|
Public Employees Retirement Association Of Colorado
|
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|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
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|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
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|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
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Provenance Wealth Advisors, LLC
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Nekton Capital Ltd.
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Tribridge Partners Financial LLC
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First Interstate Bank
|
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WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
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|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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FT Vest Total Return Income Fund: Series A4
|
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|
Cadinha & Co Llc
|
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Empire Financial Management Company, LLC
|
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Connor, Clark & Lunn Investment Management Ltd.
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Factory Mutual Insurance Co
|
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Cottage Street Advisors LLC
|
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Mpwm Advisory Solutions, Llc
|
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Atlantic Union Bankshares Corp
|
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Financial Avengers, Inc.
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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Home Federal Bank Of Tennessee
|
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|
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
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|
Ballentine Partners, LLC
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Private Advisor Group, LLC
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Campion Asset Management LLC
|
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Orleans Capital Management Corp/la
|
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Cornerstone Financial Group, LLC /NE/
|
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Texas Bank & Trust Co
|
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Marshall Financial Group LLC
|
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Koesten, Hirschmann & Crabtree, INC.
|
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QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
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Anchor Investment Management, LLC
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Opes Wealth Management LLC
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Wells Fargo & Company/mn
|
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Graves-Light Private Wealth Management, Inc.
|
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Douglas Lane & Associates, LLC
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IMA Wealth, Inc.
|
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Meridian Financial Partners LLC
|
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Mechanics Financial Corp
|
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PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
|
|
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LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
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CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
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Engineers Gate Manager LP
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
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Bridges Investment Management Inc
|
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|
FT Vest Hedged Equity Income Fund: Series A4
|
|
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|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
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|
Appleton Partners Inc/ma
|
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Gallacher Capital Management LLC
|
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Alta Capital Management Llc/
|
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Platform Technology Partners
|
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|
Arjuna Capital
|
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|
Fairscale Capital, LLC
|
|
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|
RMR Wealth Builders
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
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|
Camden Capital, LLC
|
|
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|
Elefante Mark B
|
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|
KDT Advisors, LLC
|
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|
Bouchey Financial Group Ltd
|
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|
Mayflower Financial Advisors, LLC
|
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|
Keystone Financial Services, LLC
|
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|
Coastline Trust Co
|
|
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|
First Bancorp, Inc /ME/
|
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|
Renaissance Technologies Llc
|
|
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|
|
|
First Financial Bankshares Inc
|
|
|
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|
|
Roundview Capital LLC
|
|
|
|
|
|
Sequent Planning LLC
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
|
|
|
|
|
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Scharf Investments, Llc
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Cardinal Strategic Wealth Guidance
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Central Valley Advisors, Llc
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
CSUAX - COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC - Cohen & Steers Global Infrastructure Fund Inc. Class A
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
Hutchinson Capital Management/ca
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
Eley Financial Management, Inc
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
North Forty Two & Co.
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Private Capital Advisors, Inc.
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Burt Wealth Advisors
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
Franklin Templeton ETF Trust - Franklin Income Focus ETF
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
Granite Harbor Advisors, Inc.
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Deprince Race & Zollo Inc
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
Schubert & Co
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
BLLD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Infrastructure ETF
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Oakmont Corp
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Montis Financial, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Oakwell Private Wealth Management, LLC
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
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|
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
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|
|
Abacus Wealth Partners, LLC
|
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|
|
|
Frisch Financial Group, Inc.
|
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|
Valued Wealth Advisors LLC
|
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|
Retirement Systems of Alabama
|
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|
Liberty All Star Growth Fund Inc.
|
|
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|
PAVE - Global X Funds - Global X U.S. Infrastructure Development ETF
|
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|
BlackDiamond Wealth Management Inc.
|
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|
CX Institutional
|
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|
Wilkins Investment Counsel Inc
|
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|
FineMark National Bank & Trust
|
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|
Morton Capital Management LLC/CA
|
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|
Bartlett & Co. Wealth Management Llc
|
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|
|
South Dakota Investment Council
|
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|
CIBC World Markets Inc.
|
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|
Ellis Investment Partners, LLC
|
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|
Northstar Group, Inc.
|
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Advocate Group Llc
|
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
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|
|
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|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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|
Baker Avenue Asset Management, LP
|
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Center for Financial Planning, Inc.
|
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CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
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Thrivent Financial For Lutherans
|
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|
|
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CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
|
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|
S-Bank Fund Management Ltd
|
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Sunburst Financial Group, LLC
|
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QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
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|
Brasada Capital Management, Lp
|
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Venturi Wealth Management, LLC
|
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Two Sigma Securities, Llc
|
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Kingswood Wealth Advisors, Llc
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Kings Path Partners LLC
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|
Pacific Center for Financial Services
|
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Sharp Financial Services, LLC
|
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Gilman Hill Asset Management, LLC
|
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DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
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|
Charles Schwab Investment Management Inc
|
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PFG Advisors
|
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SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1
|
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|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
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|
Ensign Peak Advisors, Inc
|
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|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
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|
Sonora Investment Management Group, LLC
|
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DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
|
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Reuter James Wealth Management, Llc
|
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NJ State Employees Deferred Compensation Plan
|
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|
Laurel Wealth Advisors LLC
|
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|
Trexquant Investment LP
|
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Magnolia Capital Advisors Llc
|
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Banque Pictet & Cie Sa
|
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Wilson & Boucher Capital Management, LLC
|
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Radnor Capital Management, LLC
|
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Davis Capital Management
|
|
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|
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|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
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|
JHGEX - John Hancock Funds II - Global Equity Fund Class A
|
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|
Stonebridge Capital Advisors LLC
|
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Calamos Advisors LLC
|
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Brookfield Real Assets Income Fund Inc.
|
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|
VNUAX - Advisors' Inner Circle Fund II - Vontobel U.S. Equity Fund A Shares
|
|
|
|
|
|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
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|
Daiwa Securities Group Inc.
|
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|
Legacy Private Trust Co.
|
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Northwestern Mutual Investment Management Company, Llc
|
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|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
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|
Wealth Dimensions Group, Ltd.
|
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Woodstock Corp
|
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|
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|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
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|
Perpetual Ltd
|
|
|
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|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
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|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Red Mountain Financial, LLC
|
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|
|
Generation Capital Management LLC
|
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|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
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|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A
|
|
|
|
|
|
MPAIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Advantage Portfolio Class I
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Ashford Capital Management Inc
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Aft, Forsyth & Sober, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares
|
|
|
|
|
|
Sage Investment Counsel LLC
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Bretton Capital Management, LLC
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Waypoint Wealth Partners Inc.
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
XTN - SPDR SERIES TRUST - SPDR(R) S&P(R) Transportation ETF
|
|
|
|
|
|
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
VNGYX - Advisors' Inner Circle Fund II - Vontobel Global Equity Fund Y Shares
|
|
|
|
|
|
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Northwest Quadrant Wealth Management, LLC
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
BRTNX - PFS FUNDS - Bretton Fund
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
RYPIX - RYDEX SERIES FUNDS - Transportation Fund Investor Class
|
|
|
|
|
|
Northstar Financial Companies, Inc.
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
BGLAX - Brookfield Investment Funds - Brookfield Global Listed Infrastructure Fund Class A
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Genesis Wealth Advisors, LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
SUPL - PROSHARES TRUST - ProShares Supply Chain Logistics ETF
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Stillwater Wealth Management Group
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class
|
|
|
|
|
|
OMC Financial Services LTD
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Cvfg Llc
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Granite Group Advisors, LLC
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
BancFirst Trust & Investment Management
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
West Bancorporation Inc
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Cohen & Steers Infrastructure Fund Inc
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
SMART Wealth LLC
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
Mendel Capital Management LLC
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
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|
Resolution Capital Ltd
|
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|
CENTRAL TRUST Co
|
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|
Nilsine Partners, LLC
|
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|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
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|
Matthew Goff Investment Advisor, LLC
|
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|
Rathbone Brothers plc
|
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|
Essex Investment Management Co Llc
|
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IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
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|
Verity Asset Management, Inc.
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|
Level Four Advisory Services, Llc
|
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BLB&B Advisors, LLC
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Bell Investment Advisors, Inc
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|
Fiduciary Trust Co
|
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R Squared Ltd
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Sweeney & Michel, Llc
|
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Lord, Abbett & Co. Llc
|
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FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
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|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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|
Congress Wealth Management LLC / DE /
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ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
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DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
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Patton Albertson Miller Group, Llc
|
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Aureus Asset Management, LLC
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Fiduciary Group LLC
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Pinney & Scofield, Inc.
|
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Apriem Advisors
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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High Note Wealth, LLC
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Convergence Investment Partners, LLC
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Pachira Investments Inc.
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Park Square Financial Group, LLC
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
Hikari Power Ltd
|
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|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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|
Sivia Capital Partners, LLC
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|
Gallo Partners, LP
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Financial Synergies Wealth Advisors, Inc.
|
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Jackson Real Assets Fund
|
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EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
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|
Us Bancorp \de\
|
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Smith Anglin Financial, LLC
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Public Sector Pension Investment Board
|
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BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
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Winthrop Capital Management, LLC
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Benin Management CORP
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FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
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Fisher Funds Management LTD
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Empirical Finance, LLC
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Running Oak Capital LLC
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Wendell David Associates Inc
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Horizons Wealth Management
|
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LJI Wealth Management, LLC
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Rakuten Investment Management, Inc.
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Valmark Advisers, Inc.
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
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|
Newbridge Financial Services Group, Inc.
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Cornerstone Advisory, LLC
|
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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|
Cresset Asset Management, LLC
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PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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Searle & Co.
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Fred Alger Management, Llc
|
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Bennett Selby Investments Lp
|
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First County Bank /CT/
|
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|
Core Wealth Partners LLC
|
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|
Prosperity Consulting Group, LLC
|
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|
Cornerstone Total Return Fund Inc
|
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|
Acorn Wealth Advisors, LLC
|
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|
Ambassador Advisors, LLC
|
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|
XTX Topco Ltd
|
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|
Rede Wealth, LLC
|
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|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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|
Versant Capital Management, Inc
|
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|
EBI - RBB Fund Trust - Longview Advantage ETF
|
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|
Madrona Financial Services, LLC
|
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|
Rialto Wealth Management, LLC
|
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|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
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|
Gould Capital, LLC
|
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|
Fairfield, Bush & Co.
|
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|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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|
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|
Pacific Point Advisors, LLC
|
|
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|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
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|
Fiduciary Family Office, Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
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|
New York State Common Retirement Fund
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
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|
Holistic Financial Partners
|
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|
WFA Asset Management Corp
|
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|
Silvant Capital Management LLC
|
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|
POM Investment Strategies, LLC
|
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|
Isthmus Partners, Llc
|
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|
Tocqueville Asset Management L.p.
|
|
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|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
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|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
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|
Focus Financial Network, Inc.
|
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|
First Foundation Advisors
|
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|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
SHPP - Pacer Funds Trust - Pacer Industrials and Logistics ETF
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Sanchez Wealth Management Group
|
|
|
|
|
|
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Quinn Opportunity Partners LLC
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Fjell Capital, LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Cairn Investment Group, Inc.
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Dougherty Wealth Advisers LLC
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
|
|
|
|
|
Diamant Asset Management, Inc.
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
PGRNX - PAX WORLD FUNDS SERIES TRUST I - Pax Global Environmental Markets Fund Investor Class
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Castlekeep Investment Advisors Llc
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Talbot Financial, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Guerra Pan Advisors, Llc
|
|
|
|
|
|
New Perspectives, Inc
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
Westport Asset Management Inc
|
|
|
|
|
|
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Skylands Capital, LLC
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Manuka Financial, LLC
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
Marquette Asset Management, LLC
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
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|
|
Parkside Investments, LLC
|
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|
Neville Rodie & Shaw Inc
|
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Steel Peak Wealth Management LLC
|
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|
Tectonic Advisors Llc
|
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|
Menora Mivtachim Holdings Ltd.
|
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|
Brass Tax Wealth Management, Inc
|
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|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
River Wealth Advisors LLC
|
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|
Cordatus Wealth Management LLC
|
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|
Personal Cfo Solutions, Llc
|
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Catalytic Wealth RIA, LLC
|
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|
Cigna Investments Inc /new
|
|
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|
Sequoia Financial Advisors, LLC
|
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|
Westfield Capital Management Co Lp
|
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|
Ironwood Investment Counsel, LLC
|
|
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|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
FSRFX - FIDELITY SELECT PORTFOLIOS - Transportation Portfolio
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
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|
Balentine LLC
|
|
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|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Souders Financial Advisors
|
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|
AlphaCore Capital LLC
|
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|
Pettyjohn, Wood & White, Inc
|
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|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
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|
Centaurus Financial, Inc.
|
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Ami Investment Management Inc
|
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
|
Groupama Asset Managment
|
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Heritage Trust Co
|
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PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class
|
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|
Dodge & Cox
|
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SCS Capital Management LLC
|
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Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
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|
APG Asset Management N.V.
|
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|
Fifth Third Wealth Advisors LLC
|
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|
Solstein Capital, LLC
|
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|
Summit Trail Advisors, Llc
|
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RSRFX - Advisors' Inner Circle Fund II - REAVES UTILITIES AND ENERGY INFRASTRUCTURE FUND INSTITUTIONAL CLASS SHARES
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
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|
Piscataqua Savings Bank
|
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|
Lmcg Investments, Llc
|
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Calamos Long/Short Equity & Dynamic Income Trust
|
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|
US Asset Management LLC
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|
Hutner Capital Management Inc
|
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Df Dent & Co Inc
|
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1620 Investment Advisors, Inc.
|
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|
PGUAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Infrastructure Fund Class A
|
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|
SkyView Investment Advisors, LLC
|
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|
Compass Financial Group, INC/SD
|
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Td Private Client Wealth Llc
|
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MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
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|
SG Americas Securities, LLC
|
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|
Pitcairn Co
|
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Mission Wealth Management, Lp
|
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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Citigroup Inc
|
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|
Eagle Global Advisors Llc
|
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Banque Transatlantique SA
|
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Heritage Wealth Management, Inc.
|
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XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
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|
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A
|
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|
Essex LLC
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
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|
|
Total Investment Management Inc
|
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|
Advanced Asset Management Advisors Inc
|
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|
Nuveen, LLC
|
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|
Checchi Capital Advisers, LLC
|
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|
IFM Investors Pty Ltd
|
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|
Exencial Wealth Advisors, Llc
|
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|
|
Bridgefront Capital, LLC
|
|
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|
|
Perennial Advisors, LLC
|
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|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Forte Asset Management Llc
|
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|
Smith & Howard Wealth Management, LLC
|
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|
Millennium Management Llc
|
|
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|
|
Seamount Financial Group Inc
|
|
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|
|
Joel Isaacson & Co., LLC
|
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|
|
Equitable Holdings, Inc.
|
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|
|
Northern Trust Corp
|
|
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|
Wedbush Securities Inc
|
|
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|
Sargent Investment Group, LLC
|
|
|
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|
International Assets Investment Management, Llc
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
|
|
|
|
|
Windward Capital Management Co /ca
|
|
|
|
|
|
Versus Capital Real Assets Fund Llc
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
AIAFX - Aberdeen Funds - Aberdeen Global Infrastructure Fund Class A
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Marotta Asset Management
|
|
|
|
|
|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
HWAY - Themes ETF Trust - Themes US Infrastructure ETF
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
Seven Springs Wealth Group, LLC
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Principal Diversified Select Real Asset Fund
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Meketa Infrastructure Fund
|
|
|
|
|
|
PCG Wealth Advisors, LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Wealth Group Ltd
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
NETZ - Engine No. 1 ETF Trust - Engine No. 1 Transform Climate ETF
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A
|
|
|
|
|
|
Invenio Wealth Partners Llc
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Blackrock Enhanced Global Dividend Trust
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
Broadleaf Partners, LLC
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I
|
|
|
|
|
|
LOGIX - ADVISORS SERIES TRUST - Scharf Fund Institutional Class
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund
|
|
|
|
|
|
Wilkinson Global Asset Management LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
Client 1st Advisory Group, Llc
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Ironvine Capital Partners, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
RGAVX - Legg Mason Global Asset Management Trust - RARE Global Infrastructure Value Fund Class A
|
|
|
|
|
|
Standard Family Office LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
McClarren Financial Advisors, Inc.
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Independent Investors Inc
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
|
|
|
|
|
|
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A
|
|
|
|
|
|
Annandale Capital, LLC
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
NRSH - Tidal ETF Trust - Aztlan North America Nearshoring Stock Selection ETF
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares
|
|
|
|
|
|
WRLDX - ADVISORS SERIES TRUST - Scharf Global Opportunity Fund Retail Class
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Luts & Greenleigh Group, Inc
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
FMIEX - WASATCH FUNDS TRUST - Wasatch Global Value Fund Investor Class shares
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Profunds - Profund Vp Industrials
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Gardner Russo & Quinn Llc
|
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|
Beaird Harris Wealth Management, LLC
|
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|
Moloney Securities Asset Management, LLC
|
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|
CoreFirst Bank & Trust
|
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|
Pfc Capital Group, Inc.
|
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|
Brown Advisory Inc
|
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|
Sava Infond d.o.o.
|
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|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
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|
Cambiar Investors Llc
|
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|
Sapient Capital Llc
|
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|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Value Fund Class I
|
|
|
|
|
|
Strategic Advocates LLC
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
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|
Wynn Capital, LLC
|
|
|
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|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
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|
|
Pegasus Asset Management, Inc.
|
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|
1832 Asset Management L.P.
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|
Dividend Asset Capital, Llc
|
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|
WealthTrust Axiom LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
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|
|
Garde Capital, Inc.
|
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|
Grassi Investment Management
|
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Red Door Wealth Management, LLC
|
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|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
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|
Pacer Advisors, Inc.
|
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|
Chatham Capital Group, Inc.
|
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Nebula Research & Development LLC
|
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Arrowstreet Capital, Limited Partnership
|
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Millstone Evans Group, LLC
|
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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|
Klingman & Associates, LLC
|
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|
Emprise Bank
|
|
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|
Texas Yale Capital Corp.
|
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Westside Investment Management, Inc.
|
|
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|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
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|
Affinity Wealth Management Llc
|
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Baker Tilly Financial, Llc
|
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|
New York Life Investment Management Llc
|
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Asset Management One Co., Ltd.
|
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Sit Investment Associates Inc
|
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|
Atlas Brown,Inc.
|
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Fidelity National Financial, Inc.
|
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|
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|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
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|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Maven Securities LTD
|
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|
Powers Advisory Group, LLC
|
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|
Neumann Capital Management, LLC
|
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|
Wambolt & Associates, LLC
|
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|
Kempen Capital Management N.v.
|
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|
Abacus Planning Group, Inc.
|
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|
SS&H Financial Advisors, Inc.
|
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Howland Capital Management Llc
|
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|
Murphy & Mullick Capital Management Corp
|
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Gluskin Sheff & Assoc Inc
|
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|
|
Keyes, Stange & Wooten Wealth Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
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|
|
Syntax Research, Inc.
|
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|
Crossmark Global Holdings, Inc.
|
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Fayez Sarofim & Co
|
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|
Silicon Valley Capital Partners
|
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|
Aull & Monroe Investment Management Corp
|
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|
Golden State Wealth Management, LLC
|
|
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|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
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|
Sabal Trust CO
|
|
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|
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|
Nabity-Jensen Investment Management Inc
|
|
|
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|
|
Nichols & Pratt Advisers Llp /ma
|
|
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|
|
Quest 10 Wealth Builders, Inc.
|
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|
|
Allegheny Financial Group LTD
|
|
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|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
Bank of New York Mellon Corp
|
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|
|
Main Street Financial Solutions, LLC
|
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|
Westwood Holdings Group Inc
|
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|
|
Garda Capital Partners Lp
|
|
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|
|
R.H. Investment Group, LLC
|
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|
|
|
Leibman Financial Services, Inc.
|
|
|
|
|
|
Vident Advisory, LLC
|
|
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|
|
Vise Technologies, Inc.
|
|
|
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|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1
|
|
|
|
|
|
E Six Thirteen, Llc
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
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|
|
Shell Asset Management Co
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Blue Capital, Inc.
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
Financial Advisory Partners, Llc
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
Dupont Capital Management Corp
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Prentiss Smith & Co Inc
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
QV Investors Inc.
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Tealwood Asset Management Inc
|
|
|
|
|
|
QRVLX - FPA FUNDS TRUST - FPA Queens Road Value Fund
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
|
|
|
|
|
|
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
|
|
|
|
|
|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
|
|
|
|
|
AMAGX - AMANA MUTUAL FUNDS TRUST - Amana Growth Fund Investor Shares
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Fenimore Asset Management Inc
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
Parker Financial LLC
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
DHFYX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Concentrated Fund Class Y
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
1776 Wealth LLC
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Pacific Sage Partners, LLC
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Blackrock Utility & Infrastructure Trust
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
Valicenti Advisory Services Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Fishman Jay A Ltd/mi
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Wallington Asset Management, LLC
|
|
|
|
|
|
Fortune Financial Advisors, LLC
|
|
|
|
|
|
ELCV - Strategy Shares - Eventide High Dividend ETF
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
McMill Wealth Management
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Cooper Investors Pty Ltd
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Aventail Capital Group, LP
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Baker Boyer National Bank
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Partners Group Holding AG
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
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|
Sage Private Wealth Group, Llc
|
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|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
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|
TruNorth Capital Management, LLC
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|
Real Talk Capital, LLC
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|
DRH Investments, Inc.
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Highview Capital Management LLC/DE/
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PGJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Infrastructure Fund Class A
|
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True Wealth Design, LLC
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|
Concord Wealth Partners
|
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|
Coastal Investment Advisors, Inc.
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|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
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|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
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|
Ameriflex Group, Inc.
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|
|
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|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
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|
Galvin, Gaustad & Stein, LLC
|
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|
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|
Traveka Wealth, LLC
|
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|
FTZIX - Capitol Series Trust - Fuller & Thaler Behavioral Unconstrained Equity Fund Institutional Shares
|
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|
Tufton Capital Management
|
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|
Mercer Global Advisors Inc /adv
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|
Nvwm, Llc
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Fiduciary Alliance LLC
|
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|
|
Amica Retiree Medical Trust
|
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|
IFC Advisors LLC
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Prana Capital Management, LP
|
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Noble Wealth Management PBC
|
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|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
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|
NOSIX - Northern Funds - Northern Stock Index Fund
|
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|
White Lighthouse Investment Management Inc.
|
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|
Vermillion Wealth Management, Inc.
|
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|
Mosaic Financial Group, Llc
|
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|
Atomi Financial Group, Inc.
|
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|
Wetzel Investment Advisors, Inc.
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Howard Capital Management Group, LLC
|
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Van Eck Associates Corp
|
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Bank of Jackson Hole Trust
|
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|
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I
|
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|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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|
Kearns & Associates LLC
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|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
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|
Rexford Capital Inc
|
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|
Stolper Co
|
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|
Mesirow Financial Investment Management, Inc.
|
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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|
Transatlantique Private Wealth Llc
|
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|
Paradigm Financial Partners, Llc
|
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|
Azzad Asset Management Inc /adv
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|
Armstrong Henry H Associates Inc
|
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Jaffetilchin Investment Partners, LLC
|
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|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
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|
Renaissance Investment Group LLC
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|
Louisiana State Employees Retirement System
|
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|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
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|
State Street Corp
|
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|
Columbia River Financial Group, LLC
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Sunpointe, LLC
|
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|
Mcdonald Capital Investors Inc/ca
|
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|
Rossby Financial, LCC
|
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|
Vision Capital Management, Inc.
|
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GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
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|
Clean Yield Group
|
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|
Trifecta Capital Advisors, LLC
|
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|
Penobscot Investment Management Company, Inc.
|
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|
Summit Global Investments
|
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|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
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|
Regions Financial Corp
|
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Royal London Asset Management Ltd
|
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Landaas & Co /wi /adv
|
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|
Elyxium Wealth, LLC
|
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|
SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF
|
|
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|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
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|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
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|
|
Granite Investment Partners, LLC
|
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|
Commonwealth Equity Services, Llc
|
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|
Diamond Hill Capital Management Inc
|
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|
Coastal Bridge Advisors, LLC
|
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|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
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|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
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|
Financiere des Professionnels - Fonds d,investissement inc.
|
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|
|
Syverson Strege & Co
|
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|
Whalen Wealth Management Inc.
|
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|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
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|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
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|
|
Private Capital Management Llc
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Creegan & Nassoura Financial Group, LLC
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
KP Management LLC
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Pring Turner Capital Group Inc
|
|
|
|
|
|
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
First Citizens Financial Corp
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
Sirios Capital Management L P
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Greenwood Gearhart Inc
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Rare Infrastructure Ltd
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
MADFX - Matrix Advisors Funds Trust - Matrix Advisors Dividend Fund
|
|
|
|
|
|
Lifestyle Asset Management, Inc.
|
|
|
|
|
|
B.O.S.S. Retirement Advisors, LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
Values First Advisors, Inc.
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
Ssi Investment Management Llc
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
TPOR - Direxion Shares ETF Trust - Direxion Daily Transportation Bull 3X Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Multi-strategy Growth & Income Fund
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Corundum Trust Company, INC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Entruity Wealth, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Resolute Wealth Strategies, LLC
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Palogic Value Management, L.P.
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
New England Professional Planning Group Inc.
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Transportation Fund Variable Annuity
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
West Tower Group, LLC
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Bennett Associates Wealth Management
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Cortland Associates Inc/mo
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
LKEQX - LKCM Funds - LKCM Equity Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
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|
Journey Advisory Group, LLC
|
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|
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
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|
CHB Investment Group, LLC
|
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Kerrisdale Advisers, LLC
|
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|
MBE Wealth Management, LLC
|
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Inceptionr Llc
|
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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|
Binnacle Investments Inc
|
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|
O'shaughnessy Asset Management, Llc
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Slagle Financial, LLC
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|
Hanson & Doremus Investment Management
|
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FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
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|
RMB Capital Management, LLC
|
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|
Catalyst Capital Advisors LLC
|
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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|
Truist Financial Corp
|
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|
Mill Creek Capital Advisors, LLC
|
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Austin Private Wealth, LLC
|
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Shelter Mutual Insurance Co
|
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|
Nicollet Investment Management, Inc.
|
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Ingalls & Snyder Llc
|
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Oliver Lagore Vanvalin Investment Group
|
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|
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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|
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|
Hemington Wealth Management
|
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Peoples Bank/KS
|
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Community Bank & Trust, Waco, Texas
|
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Lokken Investment Group LLC
|
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DekaBank Deutsche Girozentrale
|
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LGT Financial Advisors LLC
|
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PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A
|
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|
Financial Management Network Inc
|
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Horizon Family Wealth, Inc.
|
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Forbes J M & Co Llp
|
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|
Frank, Rimerman Advisors LLC
|
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MFA Wealth Services
|
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|
Parvin Asset Management, LLC
|
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Mariner, LLC
|
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FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
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|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
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|
Callan Capital, LLC
|
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Little House Capital Llc
|
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Bill Few Associates, Inc.
|
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Values Added Financial LLC
|
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Lynch & Associates/in
|
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Barnes Dennig Private Wealth Management LLC
|
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|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
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|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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|
State Farm Mutual Automobile Insurance Co
|
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Toronto Dominion Bank
|
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Ethic Inc.
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Financial Partners Group, Inc
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Tortoise Investment Management, LLC
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LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
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Union Bancaire Privee, UBP SA
|
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Reliant Investment Partners, LLC
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Wexford Capital Lp
|
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RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
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|
|
IHT Wealth Management, LLC
|
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|
MGB Wealth Management, LLC
|
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|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
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|
Montag A & Associates Inc
|
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|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
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|
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|
Rehmann Capital Advisory Group
|
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|
Beacon Financial Advisory LLC
|
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|
ClearAlpha Technologies LP
|
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|
True North Advisors, LLC
|
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|
Impax Asset Management Group plc
|
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RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
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|
|
Howard Capital Management Inc.
|
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|
Steward Partners Investment Advisory, Llc
|
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|
Meiji Yasuda Asset Management Co Ltd.
|
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|
|
High Net Worth Advisory Group LLC
|
|
|
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|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
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|
Dakota Wealth Management
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
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|
Ridgecrest Wealth Partners, Llc
|
|
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|
Obermeyer Wood Investment Counsel, Lllp
|
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|
|
Leo Wealth, LLC
|
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|
|
Alpha Financial Partners, LLC
|
|
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|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
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|
|
|
EdgeRock Capital LLC
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Hyperion Capital Advisors LP
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Thomas Story & Son Llc
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Kerntke Otto McGlone Wealth Management Group
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Westwood Wealth Management
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
|
|
|
|
|
|
Aft, Forsyth & Company, Inc.
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Sloy Dahl & Holst, LLC
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Hollow Brook Wealth Management LLC
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Oxler Private Wealth LLC
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
Banque de Luxembourg S.A.
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Master's Wealth Management Inc.
|
|
|
|
|
|
Miramar Capital, LLC
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Night Owl Capital Management, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
Nicola Wealth Management Ltd.
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Encompass More Asset Management
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
|
|
|
|
|
JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV
|
|
|
|
|
|
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
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|
|
Bay Harbor Wealth Management, LLC
|
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|
BKM Wealth Management, LLC
|
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|
Strategic Investment Solutions, Inc. /IL
|
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|
Garrison Point Advisors, Llc
|
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|
Courage Miller Partners, LLC
|
|
|
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|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
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|
|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
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|
|
Kathmere Capital Management, LLC
|
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ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
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|
|
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
|
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|
Hopwood Financial Services, Inc.
|
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|
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|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
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|
|
Lighthouse Investment Partners, LLC
|
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Jarislowsky, Fraser Ltd
|
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|
Swedbank AB
|
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Maj Invest Holding A/S
|
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Trueblood Wealth Management, LLC
|
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Global Financial Private Client, LLC
|
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|
|
Kestra Advisory Services, LLC
|
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|
|
|
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A
|
|
|
|
|
|
DMG Group, LLC
|
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|
Sigma Planning Corp
|
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|
Louisbourg Investments Inc.
|
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|
OneAscent Financial Services LLC
|
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Mill Capital Management, LLC
|
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|
My Purposeful Wealth Corp.
|
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|
|
Jackson, Grant Investment Advisers, Inc.
|
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|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Nbc Securities, Inc.
|
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|
|
|
|
Schoolcraft Capital LLC
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
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|
Addison Capital Co
|
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|
Arcadia Investment Management Corp/mi
|
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|
Simplex Trading, Llc
|
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Blueshift Asset Management, LLC
|
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Gould Asset Management Llc /ca/
|
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Lee Danner & Bass Inc
|
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|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
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|
Cape Investment Advisory, Inc.
|
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Cfm Wealth Partners Llc
|
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PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
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|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
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|
Sawgrass Asset Management Llc
|
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|
First Horizon Advisors, Inc.
|
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|
Valeo Financial Advisors, LLC
|
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|
Capital Wealth Planning, LLC
|
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|
Richard C. Young & CO., LTD.
|
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|
VeraBank, N.A.
|
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|
Nissay Asset Management Corp /japan/ /adv
|
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
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Hartline Investment Corp/
|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
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|
Headinvest, Llc
|
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STXV - EA Series Trust - Strive 1000 Value ETF
|
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|
Gotham Asset Management, LLC
|
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|
PFG Investments, LLC
|
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|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
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|
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|
Bellwether Advisors, LLC
|
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|
ICONIQ Capital, LLC
|
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|
Allworth Financial LP
|
|
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|
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
First City Capital Management, Inc.
|
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|
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|
Battery Global Advisors, LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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|
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|
Woodmont Investment Counsel Llc
|
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|
Mackenzie Financial Corp
|
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|
Flagship Harbor Advisors, Llc
|
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|
MetLife Investment Management, LLC
|
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|
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|
|
Stiles Financial Services Inc
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
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|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Harvey Investment Co Llc
|
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|
|
|
|
King Luther Capital Management Corp
|
|
|
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|
|
denkapparat Operations GmbH
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Planning Center, Inc.
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
David Wealth Management LLC
|
|
|
|
|
|
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
FLIIX - ADVISORS SERIES TRUST - First State Global Listed Infrastructure Fund Class I
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
|
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Icon Advisers Inc/co
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
Cottonwood Capital Advisors, Llc
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Affiance Financial, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Hendley & Co Inc
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Alexander Labrunerie & Co., Inc.
|
|
|
|
|
|
Midwest Financial Group LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Hall Capital Management Co Inc
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Trinity Financial Advisors LLC
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Ames National Corp
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Reaves Utility Income Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Focused Equity Fund Class II
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
TradeLink Capital LLC
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
BlackRock ETF Trust II - BlackRock Total Return ETF
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
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Tranquility Partners, LLC
|
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PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
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Connecticut Wealth Management, LLC
|
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Lakeridge Wealth Management LLC
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LKBAX - LKCM Funds - LKCM Balanced Fund
|
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Central Pacific Bank - Trust Division
|
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Intellus Advisors LLC
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Monetary Management Group Inc
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IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A
|
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|
Up Strategic Wealth Investment Advisors Llc
|
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|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
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Nbt Bank N A /ny
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Clal Insurance Enterprises Holdings Ltd
|
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Segment Wealth Management, LLC
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Silvia Mccoll Wealth Management, Llc
|
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Benchmark Financial Wealth Advisors, LLC
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Eubel Brady & Suttman Asset Management Inc
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Motco
|
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Group One Trading, L.p.
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Deutsche Bank Ag\
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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Meridian Wealth Management, LLC
|
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State Board Of Administration Of Florida Retirement System
|
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AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
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|
Addison Advisors LLC
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PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
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|
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FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio
|
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Sheaff Brock Investment Advisors, LLC
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
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|
EP Wealth Advisors, Inc.
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Farmers & Merchants Investments Inc
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Lcnb Corp
|
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Clg Llc
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First Heartland Consultants, Inc.
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Burford Brothers, Inc.
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
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Armbruster Capital Management, Inc.
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Keb Asset Management, Llc
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Burke & Herbert Bank & Trust Co
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Sovran Advisors, LLC
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Ethos Financial Group, LLC
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Amundi
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T. Rowe Price Investment Management, Inc.
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SBI Securities Co., Ltd.
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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Centennial Bank/AR/
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Nicolet Advisory Services, Llc
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Korea Investment CORP
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Regent Peak Wealth Advisors LLC
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CFO4Life Group, LLC
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Meketa Investment Group Inc /adv
|
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Amplify ETF Trust - Amplify AI Powered Equity ETF
|
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Caisse De Depot Et Placement Du Quebec
|
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Norinchukin Bank, The
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Pinnacle West Asset Management, Inc.
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MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L
|
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United Asset Strategies, Inc.
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Strategic Financial Services, Inc,
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Levin Capital Strategies, L.p.
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Krane Funds Advisors LLC
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MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class
|
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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Pecaut & Co.
|
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FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF
|
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Notis-McConarty Edward
|
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Cynosure Management, Llc
|
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Calton & Associates, Inc.
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Fortis Advisors, LLC
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SHP ETF Trust - FIS Knights of Columbus Global Belief ETF
|
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Shorepoint Capital Partners LLC
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Prime Capital Investment Advisors, LLC
|
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
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First Western Trust Bank
|
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|
Partners Group Private Equity (master Fund), Llc
|
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|
Heartwood Wealth Advisors LLC
|
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Perritt Capital Management Inc
|
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|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
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Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
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Bank Julius Baer & Co. Ltd, Zurich
|
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|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
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|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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|
Pictet North America Advisors SA
|
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|
Spire Wealth Management
|
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|
WPG Advisers, LLC
|
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|
Oppenheimer Asset Management Inc.
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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|
Traynor Capital Management, Inc.
|
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Alteri Wealth LLC
|
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|
Grandfield & Dodd, Llc
|
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Hosking Partners LLP
|
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BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF
|
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Trust Co
|
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|
B. Metzler seel. Sohn & Co. AG
|
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|
First Financial Bank - Trust Division
|
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|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
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|
Financial Management Professionals, Inc.
|
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|
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|
Martingale Asset Management L P
|
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|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
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|
Philadelphia Trust Co
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
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|
|
Axa S.a.
|
|
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|
Drive Wealth Management, Llc
|
|
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|
Ritholtz Wealth Management
|
|
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|
Turn8 Private Wealth Inc.
|
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|
|
Gleason Group, Inc.
|
|
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|
|
Financial Connections Group, Inc.
|
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|
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|
True Link Financial Advisors, LLC
|
|
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|
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|
Bank of New Hampshire
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
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|
|
|
Essex Savings Bank
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
Davidson Kempner Capital Management Lp
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Sterling Financial Group, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Jupiter Wealth Management LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Motiv8 Investments LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Founders Capital Management, Llc
|
|
|
|
|
|
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
RIFR - Russell Investments Exchange Traded Funds - Global Infrastructure Active ETF
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
Constitution Capital LLC
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
FNSTX - FIDELITY INVESTMENT TRUST - Fidelity Infrastructure Fund
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
RGIAX - RUSSELL INVESTMENT CO - Global Infrastructure Fund Class A
|
|
|
|
|
|
Keeler THomas Management LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Ivy Lane Capital Management, Llc
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Vickerman Investment Advisors, Inc.
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Yoffe Investment Management, LLC
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
Citizens Financial Group Inc/ri
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Fundamentun, Llc
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Busey Wealth Management
|
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Park Edge Advisors, LLC
|
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THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
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Natixis
|
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ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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|
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
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|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
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|
Lantz Financial LLC
|
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Miracle Mile Advisors, LLC
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PFW Advisors LLC
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BlackRock Capital Allocation Trust
|
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Principal Securities, Inc.
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Crawford Investment Counsel Inc
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Greenwich Wealth Management LLC
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SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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Parsons Capital Management Inc/ri
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National Bank Of Canada /fi/
|
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Mosaic Family Wealth Partners, Llc
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180 Wealth Advisors, Llc
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Proficio Capital Partners LLC
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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Full Sail Capital, LLC
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Ipsen Advisor Group LLC
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LRI Investments, LLC
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TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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Sentinel Trust Co Lba
|
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Westfuller Advisors, LLC
|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
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|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
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ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
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AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
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1 North Wealth Services Llc
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Firestone Capital Management
|
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Riverview Trust Co
|
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Independence Bank of Kentucky
|
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Farmers Trust Co
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Peterson Wealth Services
|
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Drexel Morgan & Co.
|
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Pioneer Wealth Management Group
|
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WealthPlan Investment Management, LLC
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Socorro Asset Management LP
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
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Brentview Investment Management LLC
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Atria Investments Llc
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National Pension Service
|
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Optimum Investment Advisors
|
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FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
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Adalta Capital Management LLC
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FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
|
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|
Oarsman Capital, Inc.
|
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Oak Harvest Investment Services
|
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FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
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Legacy Wealth Managment, LLC/ID
|
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FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
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|
Richardson Capital Management LLC
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CWA Asset Management Group, LLC
|
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PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
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|
Morgan Stanley
|
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|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
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|
Edgar Lomax Co/va
|
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Principle Wealth Partners Llc
|
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Diligent Investors, LLC
|
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Agf Management Ltd
|
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Midwest Professional Planners, LTD.
|
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Barr E S & Co
|
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|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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|
Bollard Group LLC
|
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|
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
|
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|
Seacrest Wealth Management, Llc
|
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|
Duncker Streett & Co Inc
|
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|
Shulman DeMeo Asset Management LLC
|
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|
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
Metis Global Partners, LLC
|
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|
M. Kraus & Co
|
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|
Banco de Sabadell, S.A
|
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|
Macroview Investment Management Llc
|
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|
Richardson Financial Services Inc.
|
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|
Pittenger & Anderson Inc
|
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|
Conning Inc.
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Cox Capital Mgt LLC
|
|
|
|
|
|
James Hambro & Partners
|
|
|
|
|
|
NovaPoint Capital, LLC
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Palisades Hudson Asset Management, L.P.
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
Eclectic Associates Inc /adv
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Slow Capital, Inc.
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Clifford Group, LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Lmp Capital & Income Fund Inc.
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
Lindenwold Advisors
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
New Vernon Investment Management Llc
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Cantor Fitzgerald Sustainable Infrastructure Fund
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A
|
|
|
|
|
|
Portman Square Capital LLP
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
Martin & Co Inc /tn/
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Roberts Wealth Advisors, LLC
|
|
|
|
|
|
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
|
|
|
|
|
Croban
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Ninepoint Partners LP
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
PGSYX - Victory Portfolios IV - Victory Pioneer Global Equity Fund Class Y
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
|
|
|
|
|
EXI - iSHARES TRUST - iShares Global Industrials ETF
|
|
|
|
|
|
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Greenhaven Associates Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/first State Global Infrastructure Fund (a)
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Borer Denton & Associates, Inc.
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Puzo Michael J
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Stack Financial Management, Inc
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
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|
Anfield Capital Management, LLC
|
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|
Muirfield Wealth Advisors Llc
|
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|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
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|
MBL Wealth, LLC
|
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|
Lansforsakringar Fondforvaltning AB (publ)
|
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|
Rossmore Private Capital
|
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|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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|
Torray Llc
|
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|
Riverwater Partners LLC
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|
SNS Financial Group, LLC
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Keybank National Association/oh
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|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
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|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
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|
Reaves W H & Co Inc
|
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|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
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|
Clear Harbor Asset Management, LLC
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NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
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|
Briaud Financial Planning, Inc
|
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Bank OZK
|
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|
Sittner & Nelson, Llc
|
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Bank Of Stockton
|
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|
Zwj Investment Counsel Inc
|
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|
JRM Investment Counsel, LLC
|
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|
Bank Of Montreal /can/
|
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Bnp Paribas
|
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|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
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|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
|
|
|
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|
Windsor Capital Management, LLC
|
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|
FIL Ltd
|
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|
Unigestion Holding SA
|
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Papp L Roy & Associates
|
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Matisse Capital
|
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Massachusetts Wealth Management
|
|
|
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|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
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|
|
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|
Intech Investment Management Llc
|
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|
Morse Asset Management, Inc
|
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ExodusPoint Capital Management, LP
|
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|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
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|
|
|
Sage Mountain Advisors LLC
|
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|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
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|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
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|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
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Capital International Sarl
|
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Christopher J. Hasenberg, Inc
|
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Pacific Sun Financial Corp
|
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FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
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|
Signature Resources Capital Management, LLC
|
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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JDM Financial Group LLC
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
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Twinbeech Capital Lp
|
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Tudor Investment Corp Et Al
|
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|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
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|
Sofos Investments, Inc.
|
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Lewis Asset Management, LLC
|
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BRGIX - PROFESSIONALLY MANAGED PORTFOLIOS - Bridges Investment Fund
|
|
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|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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|
Wasatch Advisors Inc
|
|
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|
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
|
|
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|
Versus Capital Infrastructure Income Fund
|
|
|
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|
|
PGSLX - PRINCIPAL FUNDS, INC. - Global Sustainable Listed Infrastructure Fund Institutional Class
|
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|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
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|
Pinnacle Wealth Management Advisory Group, LLC
|
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|
Silvercrest Asset Management Group Llc
|
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|
Royal Bank Of Canada
|
|
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|
Burney Co/
|
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|
Principal Financial Group Inc
|
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|
Saybrook Capital /nc
|
|
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|
Alpha Omega Wealth Management LLC
|
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|
|
Pekin Hardy Strauss, Inc.
|
|
|
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|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
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|
|
Barbara Oil Co.
|
|
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|
|
|
FLIAX - ADVISORS SERIES TRUST - First Sentier American Listed Infrastructure Fund Institutional Class
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
PRVS - PARNASSUS INCOME FUNDS - Parnassus Value Select ETF
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
FTXR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Transportation ETF
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Coyle Financial Counsel LLC
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Bright Rock Capital Management, Llc
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
Sculptor Capital LP
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
Oldfather Financial Services, LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Community Bank of Raymore
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Councilmark Asset Management, LLC
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
Pcg Asset Management, Llc
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A
|
|
|
|
|
|
TCM Advisors, LLC
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Shay Capital LLC
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Alpha DNA Investment Management LLC
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
Rothschild & Co Wealth Management UK Ltd
|
|
|
|
|
|
Flagstone Financial Management
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
DHTAX - DIAMOND HILL FUNDS - Diamond Hill All Cap Select Fund Class A
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Gladwyn Financial Advisors, Inc.
|
|
|
|
|
|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
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|
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|
Accretive Wealth Partners, LLC
|
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|
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|
|
Retirement Planning Co of New England, Inc.
|
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|
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|
|
Welch & Forbes Llc
|
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|
IMS Capital Management
|
|
|
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|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
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|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
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|
|
Wrapmanager Inc
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
CVRD - Madison ETFs Trust - Madison Covered Call ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Wolverine Asset Management Llc
|
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|
|
Shepherd Financial Partners LLC
|
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|
Canada Post Corp Registered Pension Plan
|
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|
Sfmg, Llc
|
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Bristol John W & Co Inc /ny/
|
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Quintet Private Bank (Europe) S.A.
|
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|
Y-Intercept (Hong Kong) Ltd
|
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|
Wesbanco Bank Inc
|
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|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
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|
|
|
Yousif Capital Management, Llc
|
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|
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|
Savvy Advisors, Inc.
|
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|
Trail Ridge Investment Advisors, LLC
|
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|
Tower Bridge Advisors
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
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|
Roxbury Financial LLC
|
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|
Handelsbanken Fonder AB
|
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|
YHB Investment Advisors, Inc.
|
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|
Fidelis Capital Partners, LLC
|
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|
Blair William & Co/il
|
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|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
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|
|
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|
Exchange Capital Management, Inc.
|
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|
O'Keefe Stevens Advisory, Inc.
|
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|
Midwest Trust Co
|
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|
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|
Tritonpoint Wealth, Llc
|
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|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Live Oak Investment Partners
|
|
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|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A)
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
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|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
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|
Von Berge Wealth Management Group, LLC
|
|
|
|
|
|
Professional Financial Advisors, LLC
|
|
|
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|
|
First National Bank Sioux Falls
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
CAMX - ADVISORS' INNER CIRCLE FUND - Cambiar Aggressive Value ETF
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Financial Advisors, LLC
|
|
|
|
|
|
Waterway Wealth Management, LLC
|
|
|
|
|
|
Drum Hill Capital, LLC
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
Forum Financial Management, LP
|
|
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|
|
First National Trust Co
|
|
|
|
|
|
Orser Capital Management, Llc
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
Mendota Financial Group, LLC
|
|
|
|
|
|
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
HFR Wealth Management, LLC
|
|
|
|
|
|
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
CCLA Investment Management Ltd
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Capricorn Fund Managers Ltd
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Bnc Wealth Management, Llc
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Phraction Management LLC
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
HMV Wealth Advisors, LLC
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Clarity Wealth Development LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
RBB FUND, INC. - SGI Enhanced Market Leaders ETF
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Morey & Quinn Wealth Partners, LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Safeguard Investment Advisory Group, LLC
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
TSGMX - TRANSAMERICA FUNDS - Transamerica Sustainable Growth Equity R6
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Intelligent Financial Strategies
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
|
|
|
Grimes & Company, Inc.
|
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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|
Yukon Wealth Management, Inc.
|
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|
Jain Global LLC
|
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IYT - iSHARES TRUST - iShares Transportation Average ETF
|
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|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
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|
Topsail Wealth Management, LLC
|
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|
Apexium Financial, Lp
|
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MEMBERS Trust Co
|
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Intrust Bank Na
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Hilltop National Bank
|
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Five Oceans Advisors
|
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Detalus Advisors, LLC
|
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Raelipskie Partnership
|
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|
Klp Kapitalforvaltning As
|
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PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
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|
Facet Wealth, Inc.
|
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|
Elser Financial Planning, Inc
|
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|
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|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
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|
MONECO Advisors, LLC
|
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|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
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|
Cornerstone Advisors, LLC
|
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|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
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Pingora Partners LLC
|
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|
Papamarkou Wellner Asset Management inc.
|
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|
Refined Wealth Management
|
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|
Longview Financial Advisors LLC
|
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|
Dai-Ichi Life Insurance Company, Ltd
|
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|
Guggenheim Strategic Opportunities Fund
|
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True Vision MN LLC
|
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Chicago Capital, LLC
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Haverford Trust Co
|
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Knights of Columbus Asset Advisors LLC
|
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Alps Advisors Inc
|
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Harvest Fund Management Co., Ltd
|
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Fielder Capital Group LLC
|
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|
Virtus Global Dividend & Income Fund Inc.
|
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|
Wealth Advisory Solutions, LLC
|
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|
RTD Financial Advisors, Inc.
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JCIC Asset Management Inc.
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Barnes Pettey Financial Advisors, Llc
|
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Kovitz Investment Group Partners, LLC
|
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Mascagni Wealth Management, Inc.
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First Command Advisory Services, Inc.
|
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Moss Adams Wealth Advisors LLC
|
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Williams Jones Wealth Management, LLC.
|
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|
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
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|
Wingate Wealth Advisors, Inc.
|
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Providence Wealth Advisors, LLC
|
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Glenmede Investment Management, LP
|
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|
Bahl & Gaynor Inc
|
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|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
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|
Tower View Investment Management & Research LLC
|
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ESG Planning
|
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|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
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|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
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|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
Natural Investments, Llc
|
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A. D. Beadell Investment Counsel, Inc.
|
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|
Sunbelt Securities, Inc.
|
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Amalgamated Bank
|
|
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|
Caliber Wealth Management, LLC / KS
|
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
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|
Barnett & Company, Inc.
|
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|
Boit C F David
|
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Jennison Associates Llc
|
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PDS Planning, Inc
|
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|
St. Louis Trust Co
|
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Capital Investment Advisors, LLC
|
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|
Foster Group, Inc.
|
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Cherokee Insurance Co
|
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Delta Asset Management Llc/tn
|
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Corton Capital Inc.
|
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Liberty Wealth Management Llc
|
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GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
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|
Highland Capital Management, Llc
|
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Bailard, Inc.
|
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DRIPX - MP63 FUND INC - MP63 Fund
|
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|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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|
Johnson Investment Counsel Inc
|
|
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|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Tweedy, Browne Co LLC
|
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|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
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|
|
Sowell Financial Services LLC
|
|
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|
Evergreen Capital Management Llc
|
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|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Cadent Capital Advisors, LLC
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
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|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Exchange Bank
|
|
|
|
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|
New Republic Capital, LLC
|
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|
Wellington Shields & Co., LLC
|
|
|
|
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|
Crewe Advisors LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Advisory Research Inc
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
VNEYX - Advisors' Inner Circle Fund II - Vontobel Global Environmental Change Fund Y Shares
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
AAFMAA Wealth Management & Trust LLC
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Wilkins Miller Wealth Management, LLC
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Heritage Investment Group, Inc.
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Spreng Capital Management, Inc.
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Acorn Creek Capital Llc
|
|
|
|
|
|
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Martin Capital Partners, LLC
|
|
|
|
|
|
Brian Low Financial Group, Llc
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Consolidated Capital Management, Llc
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES
|
|
|
|
|
|
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Sage Financial Management Group, Inc.
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Delaney Dennis R
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
East Coast Asset Management, LLC.
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Shared Vision Wealth Group LLC
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Aberdeen Standard Global Infrastructure Income Fund
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Signaturefd, Llc
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Hurley Capital, LLC
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TigerOak Management, L.L.C.
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Brookfield Asset Management Inc.
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Pictet Asset Management Holding SA
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Paragon Private Wealth Management, LLC
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Brandywine Global Investment Management, LLC
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Squarepoint Ops LLC
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FT Vest Total Return Income Fund: Series B1
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
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Crowley Wealth Management, Inc.
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STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
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GFG Capital, LLC
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Americana Partners, LLC
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PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
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ISAM Funds (UK) Ltd
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Crestwood Advisors Group LLC
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
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Investor's Fiduciary Advisor Network, LLC
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FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
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Peoples Bank /oh
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Mirova
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St. Johns Investment Management Company, LLC
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
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Kozak & Associates, Inc.
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Berbice Capital Management LLC
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BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
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FLC Capital Advisors
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Waratah Capital Advisors Ltd.
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Saturna Capital CORP
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Ntv Asset Management Llc
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Quotient Wealth Partners, LLC
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Syon Capital Llc
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Capstone Investment Advisors, Llc
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SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
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Healthcare Of Ontario Pension Plan Trust Fund
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Arete Wealth Advisors, LLC
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Kendall Capital Management
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Old Point Trust & Financial Services N A
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IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
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Shellback Capital, LP
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Berry Wealth Group, LP
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
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THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
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Sumitomo Mitsui DS Asset Management Company, Ltd
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Bedel Financial Consulting, Inc.
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LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF
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Dorsey & Whitney Trust CO LLC
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
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MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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Drake & Associates, LLC
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Baird Financial Group, Inc.
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JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
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PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
|
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First Affirmative Financial Network
|
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Norman Fields, Gottscho Capital Management, LLC
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VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
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Harvest Portfolios Group Inc.
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MTM Investment Management, LLC
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Jfs Wealth Advisors, Llc
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HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
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HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
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Summit Wealth Group Llc / Co
|
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Painted Porch Advisors LLC
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Bryant Woods Investment Advisors, LLC
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
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Hiley Hunt Wealth Management
|
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Beese Fulmer Investment Management, Inc.
|
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Altus Wealth Group LLC
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Accurate Wealth Management, LLC
|
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Patrick M Sweeney & Associates, Inc
|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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Magnetar Financial LLC
|
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Badgley Phelps Wealth Managers, LLC
|
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|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
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|
Symphony Financial, Ltd. Co.
|
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
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|
Atlantic Trust, LLC
|
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|
Kestra Investment Management, LLC
|
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|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
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|
Quantum Financial Advisors, LLC
|
|
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|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
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|
Burling Wealth Partners, Llc
|
|
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|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
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|
|
Symmetry Investments LP
|
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|
IFG Advisors, LLC
|
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|
Spdr S&p 500 Etf Trust
|
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|
GDS Wealth Management
|
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|
Union Savings Bank
|
|
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|
Obsidian Personal Planning Solutions LLC
|
|
|
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|
|
New Covenant Trust Company, N.A.
|
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|
Canopy Partners, LLC
|
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|
Vestcor Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Rosenblum Silverman Sutton S F Inc /ca
|
|
|
|
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|
Simon Quick Advisors, Llc
|
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|
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|
Stenahm Asset Managment Ltd
|
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|
Geode Capital Management, Llc
|
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|
Oakworth Capital, Inc.
|
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|
Sagard Holdings Management Inc.
|
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|
Pathstone Holdings, LLC
|
|
|
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|
Act Wealth Management, Llc
|
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|
Portland Global Advisors LLC
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
TAGStone Capital, Inc.
|
|
|
|
|
|
RW Investment Management LLC
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Panoramic Capital Partners, LLC
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Heathbridge Capital Management Ltd.
|
|
|
|
|
|
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Waverton Investment Management Ltd
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
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|
