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Perennial Investment Advisors, LLC
|
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Atticus Wealth Management, Llc
|
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|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
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|
Kiker Wealth Management, LLC
|
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|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
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|
|
Norris Perne & French Llp/mi
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|
OMC Financial Services LTD
|
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|
Wealth Group, Ltd.
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|
Avenir Corp
|
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Armis Advisers, LLC
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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Alteri Wealth LLC
|
|
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|
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NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
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|
Graypoint LLC
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Eq Wealth Advisors, Llc
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FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
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Baring Financial LLC
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Lakeridge Wealth Management LLC
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Stenger Family Office, LLC
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Birchbrook, Inc.
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X-Square Capital, LLC
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Vontobel Holding Ltd.
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Ironwood Financial, llc
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Global Wealth Strategies & Associates
|
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Everhart Financial Group, Inc.
|
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FT Vest Hedged Equity Income Fund: Series A4
|
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Narwhal Capital Management
|
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Farmers Trust Co
|
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GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI
|
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Valtinson Bruner Financial Planning LLC
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Maia Wealth LLC
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Northwestern Mutual Investment Management Company, Llc
|
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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Optimum Investment Advisors
|
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First National Bank & Trust Co Of Newtown
|
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Associated Banc-corp
|
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FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
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|
|
Inlet Private Wealth, LLC
|
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Sterling Capital Management LLC
|
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Financial Advisory Service, Inc.
|
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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Czech National Bank
|
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Whitener Capital Management, Inc.
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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White Lighthouse Investment Management Inc.
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Regions Financial Corp
|
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Orrstown Financial Services Inc
|
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River Street Advisors LLC
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Hsbc Holdings Plc
|
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Flagship Harbor Advisors, Llc
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Allred Capital Management, LLC
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Affiance Financial, LLC
|
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Oak Thistle LLC
|
|
|
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|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
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|
Quadrature Capital Ltd
|
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Stuart Chaussee & Associates, Inc.
|
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MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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Byrne Financial Freedom, Llc
|
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|
Sax Wealth Advisors, Llc
|
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|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
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|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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|
Connor, Clark & Lunn Investment Management Ltd.
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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|
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|
Allen Capital Group, LLC
|
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|
Hudson Portfolio Management LLC
|
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|
Patten & Patten Inc/tn
|
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|
Shum Financial Group, Inc.
|
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|
Verdence Capital Advisors LLC
|
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|
Gabelli Dividend & Income Trust
|
|
|
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|
|
Asset Planning Services Inc /la/ /adv
|
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|
Journey Advisory Group, LLC
|
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|
|
Pallas Capital Advisors LLC
|
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|
CX Institutional
|
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|
Callahan Advisors, LLC
|
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|
NCM Capital Management, LLC
|
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|
Meridian Wealth Advisors, LLC
|
|
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|
|
|
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
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|
Front Row Advisors LLC
|
|
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|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
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|
|
WESPAC Advisors SoCal, LLC
|
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|
|
Equitable Holdings, Inc.
|
|
|
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|
|
Legend Financial Advisors, Inc.
|
|
|
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|
|
Tripletail Wealth Management, LLC
|
|
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|
|
Richards, Merrill & Peterson, Inc.
|
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|
|
|
|
Edgemoor Investment Advisors, Inc.
|
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|
Fayez Sarofim & Co
|
|
|
|
|
|
Destination Wealth Management
|
|
|
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|
Geneos Wealth Management Inc.
|
|
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|
|
Hancock Whitney Corp
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
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|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
TBG - EA Series Trust - TBG Dividend Focus ETF
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
Investmark Advisory Group LLC
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Stegent Equity Advisors, Inc.
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
EdgeRock Capital LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Intrepid Capital Management Inc
|
|
|
|
|
|
Symmetry Partners, LLC
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
Matrix Private Capital Group Llc
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
|
|
|
|
|
Compton Wealth Advisory Group, LLC
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
StrongBox Wealth, LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Access Financial Services, Inc.
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Juncture Wealth Strategies, Llc
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
ARK Investment Management LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Castlekeep Investment Advisors Llc
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Certior Financial Group, Llc
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Secured Retirement Advisors, Llc
|
|
|
|
|
|
Borer Denton & Associates, Inc.
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Minichmacgregor Wealth Management, Llc
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
RiverPark Advisors, LLC
|
|
|
|
|
|
Helen Stephens Group, LLC
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Chronos Wealth Management, LLC
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Birinyi Associates Inc
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Counterweight Ventures, LLC
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Sandbox Financial Partners, LLC
|
|
|
|
|
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BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
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Guyasuta Investment Advisors Inc
|
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Voloridge Investment Management, Llc
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Pathstone Holdings, LLC
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Thoma Capital Management LLC
|
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Sumitomo Mitsui DS Asset Management Company, Ltd
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|
Gwn Securities Inc.
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Birch Capital Management, LLC
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Sofos Investments, Inc.
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Ing Groep Nv
|
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Trilogy Capital Inc.
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First Hawaiian Bank
|
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Cigna Investments Inc /new
|
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RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
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Cito Capital Group, LLC
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Aua Capital Management, Llc
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CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
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KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
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TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
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First National Bank Of Omaha
|
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Voya Investment Management Llc
|
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Engineers Gate Manager LP
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NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
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LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
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QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
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Putney Financial Group LLC
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Prostatis Group LLC
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Rise Advisors, LLC
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Capstone Wealth Management Group, Llc
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Balyasny Asset Management Llc
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PARK CIRCLE Co
|
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CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
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Empire Financial Management Company, LLC
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YACKX - AMG FUNDS - AMG Yacktman Fund Class I
|
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Abound Wealth Management
|
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Schulhoff & Co Inc
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Group One Trading, L.p.
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Range Financial Group LLC
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Profunds - Profund Vp Large-cap Value
|
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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Oregon Public Employees Retirement Fund
|
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Atria Investments Llc
|
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Simplex Trading, Llc
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Capital Asset Advisory Services LLC
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Addison Advisors LLC
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McMahon Financial Advisors, LLC
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PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
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Fortem Financial Group, Llc
|
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JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
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Investor's Fiduciary Advisor Network, LLC
|
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We Are One Seven, LLC
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Leo Wealth, LLC
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FourThought Financial Partners, LLC
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Key FInancial Inc
|
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Woodmont Investment Counsel Llc
|
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Financial Security Advisor, Inc.
|
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Palumbo Wealth Management LLC
|
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FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
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|
Compass Financial Services Inc
|
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Moody Aldrich Partners Llc
|
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THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
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|
Centennial Bank/AR/
|
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Clearview Wealth Advisors LLC
|
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FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
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|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
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|
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF
|
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|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
Td Asset Management Inc
|
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|
Iron Horse Wealth Management, LLC
|
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Prosperity Consulting Group, LLC
|
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|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
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|
Lafayette Investments, Inc.
|
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Norinchukin Bank, The
|
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Carlton Hofferkamp & Jenks Wealth Management, LLC
|
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|
Exeter Financial, LLC
|
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|
Lummis Asset Management, LP
|
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|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Wealth Alliance
|
|
|
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|
First Horizon Advisors, Inc.
|
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ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
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|
Harbour Trust & Investment Management Co
|
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|
Cypress Capital Management LLC (WY)
|
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Zions Bancorporation, National Association /ut/
|
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|
Pinnacle Associates Ltd
|
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|
Nvwm, Llc
|
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|
Willis Investment Counsel
|
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|
Commonwealth Financial Services, LLC
|
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|
XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
|
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|
Harbor Asset Planning, Inc.
|
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|
Northwest Quadrant Wealth Management, LLC
|
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|
Revisor Wealth Management LLC
|
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|
|
Cullinan Associates Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Americana Partners, LLC
|
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|
|
Holistic Planning, LLC
|
|
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|
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|
Russell Investments Group, Ltd.
|
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|
|
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|
DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
|
|
|
|
|
EWG Elevate Inc.
|
|
|
|
|
|
Duncker Streett & Co Inc
|
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|
CCOR - Listed Funds Trust - Core Alternative ETF
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
S. R. Schill & Associates
|
|
|
|
|
|
SHLD - Global X Funds - Global X Defense Tech ETF
|
|
|
|
|
|
Hi-Line Capital Management, LLC
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Bolthouse Investments, LLC
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Woodard & Co Asset Management Group Inc /adv
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
RFP Financial Group LLC
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
Icon Advisers Inc/co
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
U S Wealth Group, Llc.
|
|
|
|
|
|
Disciplined Equity Management, Inc.
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
Campion Asset Management LLC
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
PAGRX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Aggressive Growth Portfolio Class I
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
ARKX - Ark ETF Trust - ARK Space Exploration & Innovation ETF
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Smith & Howard Wealth Management, LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Penn Davis Mcfarland Inc
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
Vivid Wealth Management, LLC
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Riverpark Capital Management Llc
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Cypress Capital Advisors, LLC
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
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|
Qsemble Capital Management, LP
|
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|
|
Carderock Capital Management Inc
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Windward Capital Management Co /ca
|
|
|
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|
|
Independent Advisor Alliance
|
|
|
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|
|
Fragasso Group Inc.
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
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|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
NS Partners Ltd
|
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|
Mechanics Financial Corp
|
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|
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|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
LifePlan Financial, LLC
|
|
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|
|
Legacy Financial Advisors, Inc.
|
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|
Boston Private Wealth Llc
|
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|
|
Tritonpoint Wealth, Llc
|
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|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
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|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
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|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
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|
|
Studio Investment Management Llc
|
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|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
DIVD - EA Series Trust - Altrius Global Dividend ETF
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
IOEZX - SCM Trust - ICON EQUITY INCOME FUND Institutional Class
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
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|
|
Hm Payson & Co
|
|
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|
|
|
Pullen Investment Management, LLC
|
|
|
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|
|
New York State Teachers Retirement System
|
|
|
|
|
|
WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
B&D White Capital Company, LLC
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
MUNDX - MUNDOVAL FUNDS - Mundoval Fund
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Yukon Wealth Management, Inc.
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Goldstream Capital Management Ltd
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
GGM Financials LLC
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Rokos Capital Management LLP
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Indie Asset Partners, LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Montz Harcus Wealth Management LLC
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Archon Partners LLC
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Foronjy Financial Llc
|
|
|
|
|
|
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Oak Grove Capital LLC
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
Prepared Retirement Institute LLC
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Rooted Wealth Advisors, Inc.
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Northwest Financial Advisors
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
KEAT - EA Series Trust - Keating Active ETF
|
|
|
|
|
|
Rockingstone Advisors LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Turn8 Private Wealth Inc.
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Fairfield Financial Advisors, LTD
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Aft, Forsyth & Company, Inc.
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Dimension Capital Management Llc
|
|
|
|
|
|
Crestmont Private Wealth LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
Shilanski & Associates, Inc.
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
Meridian Management Co
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
New Millennium Group LLC
|
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Pandora Wealth, Inc.
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Colony Group, LLC
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|
Frederick Financial Consultants, LLC
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|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
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|
Fortune Financial Advisors, LLC
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|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
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|
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
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|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
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|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
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|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
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Epoch Investment Partners, Inc.
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Ptm Wealth Management, Llc
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BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
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Wright Investors Service Inc
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Baker Ellis Asset Management LLC
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Sippican Capital Advisors
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BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
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Piscataqua Savings Bank
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
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Scopus Asset Management, L.p.
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Apriem Advisors
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BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
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Elser Financial Planning, Inc
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Rakuten Investment Management, Inc.
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West Michigan Advisors, Llc
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
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Michael A. Dubis Financial Planning, LLC
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Versor Investments LP
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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|
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|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
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|
Core Wealth Advisors, Inc.
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Berger Financial Group, Inc
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Leavell Investment Management, Inc.
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
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|
Avestar Capital, LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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|
Patrick Mauro Investment Advisor, INC.
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GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF
|
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|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
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|
Boyer & Corporon Wealth Management, LLC
|
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|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
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|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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Security National Bank Of Sioux City Iowa /ia/
|
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Bradley & Co. Private Wealth Management, LLC
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|
New York State Common Retirement Fund
|
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|
Briaud Financial Planning, Inc
|
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|
TCTC Holdings, LLC
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Krane Funds Advisors LLC
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Chevy Chase Trust Holdings, Inc.
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Redmond Asset Management, LLC
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|
Bogart Wealth, LLC
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|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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|
Watts Gwilliam & Co., LLC
|
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|
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|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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|
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|
Shufro Rose & Co Llc
|
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Financial Gravity Companies, Inc.
|
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Naples Global Advisors, Llc
|
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Wesleyan Assurance Society
|
|
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|
Versant Capital Management, Inc
|
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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|
Bank & Trust Co
|
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|
Spears Abacus Advisors LLC
|
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Blair William & Co/il
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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Brown Brothers Harriman & Co
|
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Old Port Advisors
|
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GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
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|
Elgethun Capital Management
|
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|
Mather Group, Llc.
|
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|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
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|
Wendell David Associates Inc
|
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|
Evelyn Partners Investment Management Services Ltd
|
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|
Financiere des Professionnels - Fonds d,investissement inc.
|
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|
Massmutual Trust Co Fsb/adv
|
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|
Virtue Capital Management, LLC
|
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|
New Hampshire Trust
|
|
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|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
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|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
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|
Panagora Asset Management Inc
|
|
|
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|
bLong Financial, LLC
|
|
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|
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|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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|
Smith Thornton Advisors LLC
|
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|
Schnieders Capital Management Llc
|
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|
Kapitalo Investimentos Ltda
|
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|
Benjamin Edwards Inc
|
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|
CenterBook Partners LP
|
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|
First Commonwealth Financial Corp /pa/
|
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|
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|
Institutional Investment Strategy Fund
|
|
|
|
|
|
FCG Investment Co
|
|
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|
Jefferies Financial Group Inc.
|
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|
Gradient Capital Advisors, LLC
|
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|
|
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|
IMS Capital Management
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
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|
Laurion Capital Management LP
|
|
|
|
|
|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
PYA Waltman Capital, LLC
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
J. Stern & Co. LLP
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Mills Wealth Advisors LLC
|
|
|
|
|
|
Trustco Bank Corp N Y
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Profunds - Profund Vp Industrials
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Cornerstone Capital, Inc.
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Real Talk Capital, LLC
|
|
|
|
|
|
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
TPG Advisors LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Monaco Asset Management SAM
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Vantage Investment Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Smart Money Group LLC
|
|
|
|
|
|
HMV Wealth Advisors, LLC
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Tru Independence Asset Management 2, Llc
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Forefront Analytics, LLC
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Ground Swell Capital, LLC
|
|
|
|
|
|
Oak Family Advisors, Llc
|
|
|
|
|
|
Members Capital Advisors Inc
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
American Trust Investment Advisors, LLC
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Elm3 Financial Group, LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
Biondo Investment Advisors, LLC
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
DKM Wealth Management, Inc.
|
|
|
|
|
|
Pure Portfolios Holdings Llc
|
|
|
|
|
|
October Effect Ltd
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Founders Capital Management, Llc
|
|
|
|
|
|
Semus Wealth Partners LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
Pfc Capital Group, Inc.
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
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Nearwater Capital Markets, Ltd
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Lmcg Investments, Llc
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Jpmorgan Chase & Co
|
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Binnacle Investments Inc
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Wade Financial Advisory, Inc
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Trinity Legacy Partners, LLC
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Resources Management Corp /ct/ /adv
|
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USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
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|
Bowen Hanes & Co Inc
|
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|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
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|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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|
Summit Wealth Partners, LLC
|
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Victrix Investment Advisors
|
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D. E. Shaw & Co., Inc.
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Sherbrooke Park Advisers Llc
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Guardian Wealth Management, Inc.
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RKL Wealth Management LLC
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Frazier Financial Advisors, LLC
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Cornerstone Wealth Group, LLC
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RMG Wealth Management LLC
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UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
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|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
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Granite Investment Partners, LLC
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BKD Wealth Advisors, LLC
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Meiji Yasuda Asset Management Co Ltd.
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CLARET ASSET MANAGEMENT Corp
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Spirit Of America Management Corp/ny
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Asset Planning Corporation
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Salomon & Ludwin, LLC
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tru Independence LLC
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
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Carolina Wealth Advisors, LLC
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Spectrum Financial Alliance Ltd LLC
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Liberty Capital Management, Inc.
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RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
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Benchmark Financial Wealth Advisors, LLC
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Mendel Money Management
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Cranbrook Wealth Management, LLC
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Nikulski Financial, Inc.
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Centric Wealth Management
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Investment Management Corp /va/ /adv
|
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Adviser Investments LLC
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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TruNorth Capital Management, LLC
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Liberty Wealth Management Llc
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New Republic Capital, LLC
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Pinnacle Financial Partners Inc
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Walker Asset Management, LLC
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Clear Street Markets Llc
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First Bancorp, Inc /ME/
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BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
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SevenBridge Financial Group, LLC
|
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|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
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FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
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|
Ping Capital Management, Inc.
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Summit X, LLC
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IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
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MEMBERS Trust Co
|
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Transcend Wealth Collective, Llc
|
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Midwest Trust Co
|
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Wealth Preservation Advisors, LLC
|
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|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
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Alliance Wealth Advisors, LLC /UT
|
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Hennion & Walsh Asset Management, Inc.
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Wells Fargo & Company/mn
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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MetLife Investment Management, LLC
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
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MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
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Delta Asset Management Llc/tn
|
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VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
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Beaumont Financial Advisors, LLC
|
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Breakwater Investment Management
|
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Stansberry Asset Management, Llc
|
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Harvest Fund Management Co., Ltd
|
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E Fund Management Co., Ltd.
|
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EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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|
Evercore Wealth Management, LLC
|
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Boomfish Wealth Group, LLC
|
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Resona Asset Management Co.,Ltd.
|
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Janney Montgomery Scott LLC
|
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|
Wellington Shields & Co., LLC
|
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Jones Financial Companies Lllp
|
|
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|
Stony Point Wealth Management Inc.
|
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NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
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|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
J2 Capital Management Inc
|
|
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|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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|
Penserra Capital Management LLC
|
|
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|
MTM Investment Management, LLC
|
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|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
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|
|
RMB Capital Management, LLC
|
|
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|
Captrust Financial Advisors
|
|
|
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|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
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|
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|
|
Glass Wealth Management Co LLC
|
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|
|
GFG Capital, LLC
|
|
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|
|
|
Venturi Wealth Management, LLC
|
|
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|
Founders Financial Securities Llc
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
Clarion Wealth Managment Partners, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Altrius Capital Management Inc
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
Valley Forge Investment Consultants Inc Adv
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Kelly Financial Services LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
PSECX - Pinnacle Capital Management Funds Trust - 1789 Growth and Income Fund Class C Shares
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Masso Torrence Wealth Management Inc.
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
GCAD - Gabelli ETFs Trust - Gabelli Commercial Aerospace and Defense Fund
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Wills Financial Group LLC
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Financial Harvest, LLC
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
East Coast Asset Management, LLC.
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Kerusso Capital Management LLC
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
Maj Invest Holding A/S
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Value Stock ETF
|
|
|
|
|
|
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
Marotta Asset Management
|
|
|
|
|
|
Solidarilty Wealth, LLC
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
STAR Financial Bank
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
DMKC Advisory Services, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
Pollock Investment Advisors, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Jupiter Wealth Management LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Kaufman Rossin Wealth, LLC
|
|
|
|
|
|
VLEQX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Equity Fund Investor Class
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
QTUM - ETF Series Solutions - Defiance Quantum ETF
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Vista Cima Wealth Management LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
Ariel Investments, Llc
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
McDonough Capital Management, Inc
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
LPEFX - FINANCIAL INVESTORS TRUST - ALPS/Red Rocks Listed Private Equity Fund Investor Shares
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Select Asset Management & Trust
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Sage Investment Counsel LLC
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Ledyard National Bank
|
|
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Parsons Capital Management Inc/ri
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McElhenny Sheffield Capital Management, LLC
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Total Wealth Planning & Management, Inc.
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First Dallas Securities Inc.
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Point72 (DIFC) Ltd
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Bollard Group LLC
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Dana Investment Advisors, Inc.
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waypoint wealth counsel
|
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Ipsen Advisor Group LLC
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Davis Investment Partners, LLC
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VeraBank, N.A.
|
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FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
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|
Cypress Advisory Group LLC
|
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QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
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|
Joel Isaacson & Co., LLC
|
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NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
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Lynch & Associates/in
|
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PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
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Maxi Investments CY Ltd
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Broadway Wealth Solutions, Inc.
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Roundview Capital LLC
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Cordatus Wealth Management LLC
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Ccm Investment Group, Llc
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Coston, McIsaac & Partners
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Grantham, Mayo, Van Otterloo & Co. LLC
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Clifford Swan Investment Counsel Llc
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Hilltop Holdings Inc.
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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Conning Inc.
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Stephens Inc /ar/
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Nomura Holdings Inc
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Insight Advisors, LLC/ PA
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VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
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Alpha Family Trust
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Bellwether Advisors, LLC
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Marcum Wealth, LLC
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Principia Wealth Advisory, LLC
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Frank, Rimerman Advisors LLC
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Mitchell & Pahl Private Wealth, Llc
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Investment Research & Advisory Group, Inc.
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LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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Grassi Investment Management
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PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
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Quantbot Technologies LP
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Activest Wealth Management
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Hollencrest Capital Management
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Ashton Thomas Private Wealth, LLC
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Twin Peaks Wealth Advisors, LLC
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Beaton Management Co. Inc.
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Kennebec Savings Bank
|
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Kestra Investment Management, LLC
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Millstone Evans Group, LLC
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Florida Financial Advisors, Llc
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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Illinois Municipal Retirement Fund
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TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares
|
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Elwood & Goetz Wealth Advisory Group, LLC
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JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
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Dorsey & Whitney Trust CO LLC
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Bank Of Hawaii
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Kickstand Ventures, Llc.
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
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Whittier Trust Co
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NewEdge Wealth, LLC
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KRMA - Global X Funds - Global X Conscious Companies ETF
|
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FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
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American Money Management, LLC
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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Oak Asset Management, LLC
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WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
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Northeast Financial Consultants Inc
|
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Bradley Foster & Sargent Inc/ct
|
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UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
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FT Vest Hedged Equity Income Fund: Series A3
|
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Mizuho Securities Usa Llc
|
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|
First National Bank Sioux Falls
|
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Pin Oak Investment Advisors Inc
|
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|
Widmann Financial Services, Inc.
|
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McGlone Suttner Wealth Management, Inc.
|
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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CoreCap Advisors, LLC
|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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Seed Wealth Management, Inc.
|
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New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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|
Empowered Funds, LLC
|
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Virtu Financial LLC
|
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Insigneo Advisory Services, Llc
|
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|
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A
|
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|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
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|
Equitable Trust Co
|
|
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|
Country Club Bank /gfn
|
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|
Riverbend Wealth Management, LLC
|
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Canton Hathaway, LLC
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
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|
Blue Chip Partners, Inc.
|
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|
Old Republic International Corp
|
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|
YAFFX - AMG FUNDS - AMG Yacktman Focused Fund Class N
|
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|
Yousif Capital Management, Llc
|
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|
WealthTrak Capital Management LLC
|
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|
Orleans Capital Management Corp/la
|
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|
Schrum Private Wealth Management LLC
|
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|
VGLSX - VALIC Co I - Global Strategy Fund
|
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|
|
Charles Schwab Investment Management Inc
|
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|
Greatmark Investment Partners, Inc.
|
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|
Highline Wealth Partners Llc
|
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|
Franklin Templeton ETF Trust - Franklin Income Focus ETF
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Harvest Investment Advisors, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
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|
|
|
Rogco, Lp
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
Fingerlakes Wealth Management, Inc.
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
FTWO - EA Series Trust - Strive FAANG 2.0 ETF
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
Pachira Investments Inc.
|
|
|
|
|
|
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
|
|
|
|
|
Private Capital Management Llc
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
Rock Point Advisors, LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
MUFG Securities EMEA plc
|
|
|
|
|
|
EXI - iSHARES TRUST - iShares Global Industrials ETF
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Inman Jager Wealth Management, LLC
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Warner Financial, Inc
|
|
|
|
|
|
Mine & Arao Wealth Creation & Management, LLC.
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
Michels Family Financial, LLC
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
TL Private Wealth
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Cove Street Capital, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Greenhouse Wealth Management, LLC
|
|
|
|
|
|
Parkshore Wealth Management, Inc.
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
Marathon Trading Investment Management LLC
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class
|
|
|
|
|
|
CWC Advisors, LLC.
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Innova Wealth Partners
|
|
|
|
|
|
Old West Investment Management, LLC
|
|
|
|
|
|
Yardley Wealth Management LLC
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF
|
|
|
|
|
|
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
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Parkside Financial Bank & Trust
|
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Waddell & Associates, Llc
|
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MOKAN Wealth Management Inc.
|
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|
Robbins Farley Llc
|
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|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
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|
Horrell Capital Management, Inc.
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Global Strategic Investment Solutions, LLC
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Oliver Lagore Vanvalin Investment Group
|
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BridgePort Financial Solutions, LLC
|
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|
Martingale Asset Management L P
|
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|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
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|
Cornerstone Strategic Value Fund Inc
|
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|
Huntington National Bank
|
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Glen Eagle Advisors, LLC
|
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USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
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|
JNBA Financial Advisors
|
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Delta Global Management LP
|
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Platform Technology Partners
|
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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|
Credential Securities Inc.
|
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|
City State Bank
|
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|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
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|
State Of Michigan Retirement System
|
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|
ICONIQ Capital, LLC
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Titleist Asset Management, Llc
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Readystate Asset Management Lp
|
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McMill Wealth Management
|
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Yacktman Asset Management Lp
|
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Ironwood Investment Counsel, LLC
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Cwm, Llc
|
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Alta Capital Management Llc/
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Stiles Financial Services Inc
|
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Eubel Brady & Suttman Asset Management Inc
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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|
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|
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
|
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|
Summit Wealth Group Llc / Co
|
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|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
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|
Payden & Rygel
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
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|
|
BlackRock ETF Trust II - BlackRock Total Return ETF
|
|
|
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|
CIBC World Markets Inc.
|
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Sigma Investment Counselors Inc
|
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VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
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SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
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Trueblood Wealth Management, LLC
|
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Voya Global Equity Dividend & Premium Opportunity Fund
|
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|
Cantor Fitzgerald Investment Adviser L.p.
|
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Mason & Associates Inc
|
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|
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
|
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DRW Securities, LLC
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LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
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|
Delta Accumulation, LLC
|
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California Public Employees Retirement System
|
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WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
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|
HighMark Wealth Management LLC
|
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|
YHB Investment Advisors, Inc.
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
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Guerra Pan Advisors, Llc
|
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Tudor Investment Corp Et Al
|
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Eisler Capital Management Ltd.
|
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Altfest L J & Co Inc
|
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Keebeck Wealth Management, LLC
|
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Shelton Wealth Management, Llc
|
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BigSur Wealth Management LLC
|
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|
Zurich Insurance Group Ltd/FI
|
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|
Sachetta, LLC
|
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|
Secure Asset Management, LLC
|
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Lumbard & Kellner, LLC
|
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|
Hanson & Doremus Investment Management
|
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|
AdvisorNet Financial, Inc
|
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|
Victory Capital Management Inc
|
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|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
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|
Machina Capital S.a.s.
|
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|
Lindenwold Advisors
|
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|
Jeppson Wealth Management, Llc
|
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|
Intact Investment Management Inc.
|
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|
Orion Portfolio Solutions, LLC
|
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|
Penobscot Investment Management Company, Inc.
|
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|
Zullo Investment Group, Inc.
|
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|
Seamount Financial Group Inc
|
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|
Intrepid Financial Planning Group LLC
|
|
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|
Bond & Devick Financial Network, Inc.
|
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|
Constitution Capital LLC
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
Guardian Asset Advisors, LLC
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Weaver C. Barksdale & Associates, Inc.
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Keystone Financial Planning, Inc.
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
First International Bank & Trust
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Optimist Retirement Group LLC
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Croban
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
S.E.E.D. Planning Group LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
Financial Advisory Partners, Llc
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Tamar Securities, LLC
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
Distillate Capital Partners LLC
|
|
|
|
|
|
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
|
|
|
|
|
Integris Wealth Management, LLC
|
|
|
|
|
|
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF
|
|
|
|
|
|
Madrona Financial Services, LLC
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
Acas, Llc
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Wela Strategies, Inc.
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Barnes Wealth Management Group, Inc
|
|
|
|
|
|
Papamarkou Wellner Asset Management inc.
|
|
|
|
|
|
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Eliot Finkel Investment Counsel, LLC
|
|
|
|
|
|
Flavin Financial Services, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
UFO - Procure ETF Trust II - Procure Space ETF
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Beacon Bridge Wealth Partners, LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Davis R M Inc
|
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Busey Wealth Management
|
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STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
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|
First Financial Bankshares Inc
|
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Redwood Wealth Management Group, LLC
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Weatherly Asset Management L. P.
|
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|
Cornerstone Total Return Fund Inc
|
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Belpointe Asset Management LLC
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DiNuzzo Private Wealth, Inc.
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Smith Chas P & Associates Pa Cpas
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GeoWealth Management, LLC
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Old Second National Bank Of Aurora
|
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Change Path, LLC
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UMA Financial Services, Inc.
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Cooper Financial Group
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Northwestern Mutual Wealth Management Co
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Integrity Financial Corp /WA
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Principal Securities, Inc.
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FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
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Gradient Investments LLC
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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Southland Equity Partners LLC
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Two Sigma Securities, Llc
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Tealwood Asset Management Inc
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National Pension Service
|
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PFG Advisors
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Pineridge Advisors LLC
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LM Advisors LLC
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Cypress Capital, LLC
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
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Canada Post Corp Registered Pension Plan
|
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Absher Wealth Management, Llc
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SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
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CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
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SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
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PineBridge Investments, L.P.
|
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Challenger Wealth Management
|
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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|
Azimuth Capital Investment Management LLC
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Carnegie Lake Advisors LLC
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Talon Private Wealth, LLC
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First National Trust Co
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Wealth Effects Llc
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MAI Capital Management
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Greenwood Capital Associates Llc
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Lmp Capital & Income Fund Inc.
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Camden Capital, LLC
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Advyzon Investment Management, LLC
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FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
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Gateway Investment Advisers Llc
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PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
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Fca Corp /tx
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DeDora Capital, Inc.
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Paradigm Asset Management Co Llc
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Roxbury Financial LLC
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Douglass Winthrop Advisors, LLC
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Horan Securities, Inc.
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O'Keefe Stevens Advisory, Inc.
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Emerald Advisors, LLC
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Apexium Financial, Lp
|
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Plimoth Trust Co Llc
|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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|
Private Trust Co Na
|
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Spirepoint Private Client, Llc
|
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EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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|
G&S Capital LLC
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Parkworth Wealth Management, Inc.
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Carmel Capital Partners, LLC
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Horizon Kinetics Asset Management Llc
|
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First National Bank of Mount Dora, Trust Investment Services
|
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Old National Bancorp /in/
|
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DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A
|
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|
Pensionmark Financial Group, Llc
|
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|
Virtus Investment Advisers, Inc.
|
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Ally Financial Inc.
|
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
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|
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|
Janney Capital Management LLC
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|
Sepio Capital, LP
|
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|
Neuberger Berman Group LLC
|
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|
Impact Capital Partners LLC
|
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|
Central Bank & Trust Co
|
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|
TD Waterhouse Canada Inc.
|
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|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Burt Wealth Advisors
|
|
|
|
|
|
Copia Wealth Management
|
|
|
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|
Austin Private Wealth, LLC
|
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|
|
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
|
|
|
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|
FITE - SPDR SERIES TRUST - SPDR S&P Kensho Future Security ETF
|
|
|
|
|
|
Courier Capital Llc
|
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|
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|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
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|
|
|
Tradition Wealth Management, LLC
|
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|
Acima Private Wealth, Llc
|
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Calamos Wealth Management LLC
|
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|
Bellevue Asset Management, Llc
|
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|
M&t Bank Corp
|
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|
BlackRock Capital Allocation Trust
|
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|
Canada Pension Plan Investment Board
|
|
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|
Voya Financial Advisors, Inc.
|
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|
UXI - PROSHARES TRUST - ProShares Ultra Industrials
|
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|
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|
GAMMA Investing LLC
|
|
|
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|
Smith, Moore & Co.
|
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|
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|
|
Clarus Wealth Advisors
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Focused Investors LLC
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
|
|
|
|
|
NUKZ - EXCHANGE TRADED CONCEPTS TRUST - Range Nuclear Renaissance Index ETF
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
Kiley Juergens Wealth Management, Llc
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Rheos Capital Works Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Savoie Capital LLC
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Reston Wealth Management Llc
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Union Heritage Capital, LLC
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Portolan Capital Management, LLC
|
|
|
|
|
|
Invenio Wealth Partners Llc
|
|
|
|
|
|
Miller Financial Services LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Well Done, LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
Creegan & Nassoura Financial Group, LLC
|
|
|
|
|
|
Menlo Advisors Llc
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
MWA Asset Management
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Panoramic Investment Advisors, Llc
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Maripau Wealth Management Llc
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
|
|
|
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CCMG - EA Series Trust - CCM Global Equity ETF
|
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|
Ariose Capital Management Ltd
|
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|
Prossimo Advisors, LLC
|
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|
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
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|
CIBC Private Wealth Group, LLC
|
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|
Cookson Peirce & Co Inc
|
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|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
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|
Gries Financial Llc
|
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|
Strategic Blueprint, LLC
|
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Rothschild Investment Llc
|
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CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
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Holocene Advisors, LP
|
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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|
Schwarz Dygos Wheeler Investment Advisors Llc
|
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|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
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|
Arrowstreet Capital, Limited Partnership
|
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Voleon Capital Management Lp
|
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FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
White Knight Strategic Wealth Advisors, LLC
|
|
|
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|
Keel Point, LLC
|
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|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
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|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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|
Alerus Financial Na
|
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CAPROCK Group, Inc.
|
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FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
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|
Byrne Asset Management LLC
|
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|
ELCO Management Co., LLC
|
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Wetherby Asset Management Inc
|
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|
Bank Of America Corp /de/
|
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Paragon Private Wealth Management, LLC
|
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|
Atom Investors LP
|
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|
1620 Investment Advisors, Inc.
|
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|
Kapstone Financial Advisors LLC
|
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|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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|
Inscription Capital, LLC
|
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|
Perritt Capital Management Inc
|
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|
Howe & Rusling Inc
|
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Trifecta Capital Advisors, LLC
|
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PKS Advisory Services, LLC
|
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|
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
|
|
|
|
|
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I
|
|
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|
Mission Wealth Management, Lp
|
|
|
|
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FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
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|
|
Stonebridge Capital Advisors LLC
|
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|
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
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|
Accel Wealth Management
|
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Emerald Investment Partners, Llc
|
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Arrowroot Family Office, LLC
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Centiva Capital, LP
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Moloney Securities Asset Management, LLC
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Quantinno Capital Management LP
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Sequoia Financial Advisors, LLC
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Walled Lake Planning & Wealth Management, Llc
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Wolverine Trading, Llc
|
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Hurley Capital, LLC
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SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
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|
Eagle Global Advisors Llc
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Brandywine Oak Private Wealth Llc
|
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SummitTX Capital, L.P.
|
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
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|
Ameritas Investment Partners, Inc.
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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Tompkins Financial Corp
|
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|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
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|
United Asset Strategies, Inc.
|
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|
Flaharty Asset Management, LLC
|
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|
Peterson Wealth Services
|
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|
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
|
|
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|
Park Place Capital Corp
|
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|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
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|
Gw Henssler & Associates Ltd
|
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|
Bank Of Stockton
|
|
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|
HCR Wealth Advisors
|
|
|
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|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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|
Cerro Pacific Wealth Advisors LLC
|
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|
Sfmg, Llc
|
|
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|
|
First Fiduciary Investment Counsel, Inc.
|
|
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|
Creative Capital Management Investments LLC
|
|
|
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|
|
Profunds - Profund Vp Bull
|
|
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|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
Red Mountain Financial, LLC
|
|
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|
|
F/M Investments LLC
|
|
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|
|
Northside Capital Management, LLC
|
|
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|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Highview Capital Management LLC/DE/
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
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|
Franklin Resources Inc
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
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|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
AVPEX - ALPS Variable Investment Trust - ALPS/Red Rocks Listed Private Equity Portfolio Class I
|
|
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|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Castle Wealth Management Llc
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
R. W. Roge & Company, Inc.
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
Signet Investment Advisory Group, Inc.
|
|
|
|
|
|
Financial Partners Group, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Flexibly Managed Fund
|
|
|
|
|
|
Kaydan Wealth Management, Inc.
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
TCM Advisors, LLC
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
Monograph Wealth Advisors, Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Landing Point Financial Group, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
Matisse Capital
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
MTCGX - M FUND INC - M Large Cap Growth Fund
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
IAM Advisory, LLC
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Insight 2811, Inc.
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
West Tower Group, LLC
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Sitrin Capital Management LLC
|
|
|
|
|
|
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Mendel Capital Management LLC
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Griffith & Werner, Inc.
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
|
|
Aspetuck Financial Management LLC
|
|
|
|
|
|
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
|
|
|
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Demars Financial Group, LLC
|
|
|
|
|
|
Fox Hill Wealth Management
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Swmg, Llc
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Westchester Capital Management, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Macroview Investment Management Llc
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
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JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
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REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
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|
Signature Estate & Investment Advisors Llc
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SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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Eagle Rock Investment Company, Llc
|
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Moisand Fitzgerald Tamayo, LLC
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
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Linscomb & Williams, Inc.
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SOA Wealth Advisors, LLC.
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OneAscent Financial Services LLC
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Tower Bridge Advisors
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Integrity Alliance, Llc.
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KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
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Divergent Planning, LLC
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|
Cardiff Park Advisors, Llc
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Marex Group plc
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Kodai Capital Management LP
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
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Capital Fund Management S.a.
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D.B. Root & Company, LLC
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WPG Advisers, LLC
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Rexford Capital Inc
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Legacy Wealth Managment, LLC/ID
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VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
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Fieldview Capital Management, LLC
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Sumitomo Mitsui Trust Holdings, Inc.
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BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
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Ingalls & Snyder Llc
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Kingstone Capital Partners Texas, LLC
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True Link Financial Advisors, LLC
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Oppenheimer & Co Inc
|
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Putnam Fl Investment Management Co
|
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|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
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Compass Capital Corp /ma/ /adv
|
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Badgley Phelps Wealth Managers, LLC
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King Luther Capital Management Corp
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VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
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Goelzer Investment Management, Inc.
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Logan Capital Management Inc
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Brinker Capital Investments, LLC
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Nbc Securities, Inc.
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VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
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Lipe & Dalton
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Gsa Capital Partners Llp
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Vista Wealth Management Group, LLC
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
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XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
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|
FSC Wealth Advisors, LLC
|
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Mizuho Securities Usa Llc
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WBAT - WisdomTree Trust - WisdomTree Battery Value Chain and Innovation Fund NA
|
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Marino, Stram & Associates Llc
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CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
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|
Waverton Investment Management Ltd
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Belfer Management LLC
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FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
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Bernard Wealth Management Corp.
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OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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Axa S.a.
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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Spdr S&p 500 Etf Trust
|
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Bokf, Na
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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Whipplewood Advisors, LLC
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Carl P. Sherr & Co., LLC
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Patrick M Sweeney & Associates, Inc
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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Retirement Systems of Alabama
|
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Resurgent Financial Advisors LLC
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ProVise Management Group, LLC
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Nisa Investment Advisors, Llc
|
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Daymark Wealth Partners, Llc
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GWM Advisors LLC
|
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POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF
|
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|
Cary Street Partners Financial Llc
|
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|
Valley Brook Capital Group, Inc.
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Vinva Investment Management Ltd
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Asset Management One Co., Ltd.
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|
SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF
|
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|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
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|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
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|
Intellus Advisors LLC
|
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|
Mechanics Bank Trust Department
|
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|
Morgan Dempsey Capital Management Llc
|
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|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
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|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
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|
Money Concepts Capital Corp
|
|
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|
Forum Financial Management, LP
|
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|
Retirement Planning Group
|
|
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|
Arthur M. Cohen & Associates, Llc
|
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|
|
Nvest Financial, LLC
|
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|
Beacon Pointe Advisors, LLC
|
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|
Kentucky Retirement Systems
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
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|
|
Meixler Investment Management, Ltd.
|
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|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Fishman Jay A Ltd/mi
|
|
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|
|
|
JT Stratford LLC
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Strategic Planning Group, Llc
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
MBM Wealth Consultants, LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
DFEN - Direxion Shares ETF Trust - Direxion Daily Aerospace & Defense Bull 3X Shares
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
ROKT - SPDR SERIES TRUST - SPDR S&P Kensho Final Frontiers ETF
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Evergreen Wealth Management, LLC
|
|
|
|
|
|
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Cypress Financial Planning Llc
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
Wolff Financial Management Llc
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Diamant Asset Management, Inc.
|
|
|
|
|
|
Ccm Investment Advisers Llc
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Stack Financial Management, Inc
|
|
|
|
|
|
Oak Associates Ltd /oh/
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Tepp RIA, LLC
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Villere St Denis J & Co Llc
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
MISL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Indxx Aerospace & Defense ETF
|
|
|
|
|
|
Jones Road Capital Management, L.p.
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
FreeGulliver LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
Prosperity Financial Group, Inc.
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Schwartz Investment Counsel Inc
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
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Concurrent Investment Advisors, LLC
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Patron Partners Advisors, Llc
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Journey Beyond Wealth, LLC
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Phoenix Wealth Advisors
|
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Park Square Financial Group, LLC
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Allen Wealth Management, Llc
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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Keating Investment Counselors Inc
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Venture Visionary Partners LLC
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Opinicus Capital, Inc.
|
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FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
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|
|
|
|
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
|
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|
Creative Financial Designs Inc /adv
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Blume Capital Management, Inc.
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ITA - iSHARES TRUST - iShares U.S. Aerospace & Defense ETF
|
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Wbh Advisory Inc
|
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Hartland & Co., LLC
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Evolution Wealth Management Inc.
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Laffer Investments
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Hohimer Wealth Management, Llc
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Strathmore Capital Advisors, Inc.
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Souders Financial Advisors
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
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|
Adamsbrown Wealth Consultants Llc
|
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KC Investment Advisors, LLC
|
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|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
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Private Capital Management, LLC
|
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McGuire Investment Group, LLC
|
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SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
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|
Private Advisor Group, LLC
|
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Lindbrook Capital, Llc
|
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Norden Group Llc
|
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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|
Scientech Research LLC
|
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Picton Mahoney Asset Management
|
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WASHINGTON TRUST Co
|
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|
Hartford Financial Management Inc.
|
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|
Orca Wealth Management, LLC
|
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|
Mutual Advisors, LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
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|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
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|
First Financial Corp /in/
|
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|
Lvm Capital Management Ltd/mi
|
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Acadian Asset Management Llc
|
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OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
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|
Mitchell Sinkler & Starr/pa
|
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VICAX - Northern Lights Fund Trust IV - USA Mutuals Vice Global Fund Class A
|
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Viking Fund Management Llc
|
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Vanguard Group Inc
|
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Sandy Spring Bank
|
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Knuff & Co LLC
|
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Polymer Capital Management (US) LLC
|
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MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
|
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|
|
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|
Fortis Group Advisors, LLC
|
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|
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|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
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|
Vise Technologies, Inc.
|
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|
Capital Market Strategies LLC
|
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|
Peachtree Investment Partners, LLC
|
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|
BSW Wealth Partners
|
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|
Bartlett & Co. Wealth Management Llc
|
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|
Addison Capital Co
|
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|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
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|
|
|
Dynamic Advisor Solutions LLC
|
|
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|
Cohen Capital Management, Inc.
|
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|
Cypress Asset Management Inc/tx
|
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|
|
Quantum Financial Advisors, LLC
|
|
|
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|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
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|
|
United Advisor Group, LLC
|
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|
LVW Advisors, LLC
|
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|
Skopos Labs, Inc.
|
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|
FLC Capital Advisors
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Richardson Financial Services Inc.
|
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|
|
GDS Wealth Management
|
|
|
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|
Clark Capital Management Group, Inc.
|
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|
Ransom Advisory, Ltd
|
|
|
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|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Embree Financial Group
|
|
|
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|
Decatur Capital Management, Inc.
|
|
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|
|
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF
|
|
|
|
|
|
Genesee Capital Advisors, LLC
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
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|
|
|
Dougherty Wealth Advisers LLC
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Meridian Financial Partners LLC
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
|
|
|
|
|
Mycio Wealth Partners, Llc
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Howard Wealth Management, Llc
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Scharf Investments, Llc
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Signature Wealth Management Group
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Opus Investment Management Inc
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
|
|
|
|
|
WPWealth LLP
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Hikari Power Ltd
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
SFG Wealth Management, LLC.
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
AMRGX - AMERICAN GROWTH FUND INC - AMERICAN GROWTH FUND Series One SERIES ONE CLASS D
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
Morris Retirement Advisors, LLC
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Symphony Financial Services, Inc.
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
LOGIX - ADVISORS SERIES TRUST - Scharf Fund Institutional Class
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
XAR - SPDR SERIES TRUST - SPDR(R) S&P(R) Aerospace & Defense ETF
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
Keyvantage Wealth, Llc
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Advisory Research Inc
|
|
|
|
|
|
Eagle Capital Management, LLC
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
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|
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|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Intrua Financial, LLC
|
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|
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|
Canal Insurance CO
|
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Victory Financial Group, Llc
|
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|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
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|
Jane Street Group, Llc
|
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|
Family Legacy, Inc.
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
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|
Confluence Investment Management Llc
|
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|
Charter Trust Co
|
|
|
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|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
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|
Hantz Financial Services, Inc.
|
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|
Park Avenue Securities Llc
|
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|
Burney Co/
|
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CBIZ Investment Advisory Services, LLC
|
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|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
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|
General Partner, Inc.
|
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QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
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BankPlus Trust Department
|
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|
Aries Wealth Management
|
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Strategies Wealth Advisors, LLC
|
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Purus Wealth Management, LLC
|
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|
Tilia Fiduciary Partners, Inc.
|
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|
Mbb Public Markets I Llc
|
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Fortress Private Ledger, Llc
|
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|
Forefront Wealth Management Inc.
|
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|
Mesirow Financial Investment Management, Inc.
|
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|
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|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
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|
Dagco, Inc.
|
|
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
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|
RFG Advisory, LLC
|
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|
Opus Capital Group, LLC
|
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Invesco Ltd.
|
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Delta Financial Advisors Llc
|
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Missouri Trust & Investment Co
|
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Amundi
|
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First County Bank /CT/
|
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
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|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
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|
LaSalle St. Investment Advisors, LLC
|
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|
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|
RBA Wealth Management, LLC
|
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|
VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class
|
|
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Mark Sheptoff Financial Planning, Llc
|
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West Wealth Group, LLC
|
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|
Calton & Associates, Inc.
|
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|
CFO4Life Group, LLC
|
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|
Capital Investment Advisors, LLC
|
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Copley Financial Group, Inc.
|
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MADE - iSHARES TRUST - iShares U.S. Manufacturing ETF
|
|
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|
PPA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Aerospace & Defense ETF
|
|
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|
Portfolio Strategies, Inc.
|
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|
Qtron Investments LLC
|
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|
Truist Financial Corp
|
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|
Voya Global Advantage & Premium Opportunity Fund
|
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|
Sawgrass Asset Management Llc
|
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Everpar Advisors Llc
|
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|
Novem Group
|
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|
Invesco, Llc
|
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|
Teacher Retirement System Of Texas
|
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|
PrairieView Partners, LLC
|
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|
Squarepoint Ops LLC
|
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|
|
SILVER OAK SECURITIES, Inc
|
|
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|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
One Day In July LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Epiq Partners, Llc
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
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|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
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|
|
Cresta Advisors, Ltd.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Fluent Financial, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Trust Co of Kansas
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Sterling Financial Group, Inc.
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Sl Advisors, Llc
|
|
|
|
|
|
Shulman DeMeo Asset Management LLC
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
Primoris Wealth Advisors, Llc
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Torray Llc
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Spinnaker Investment Group, LLC
|
|
|
|
|
|
Dominguez Wealth Management Solutions, Inc.
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
VADGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Dividend Growth Fund Admiral Shares
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Darden Wealth Group Inc
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Sharp Financial Services, LLC
|
|
|
|
|
|
Hikari Tsushin, Inc.
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Curtis Advisory Group, LLC
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
ROI Financial Advisors, LLC
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
Bennett Associates Wealth Management
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Landaas & Co /wi /adv
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Littlejohn Financial Services, Inc.
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
High Falls Advisors, Inc
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Private Capital Advisors, Inc.
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Meridian Financial, LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Stillwater Wealth Management Group
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Disciplined Investors, L.L.C.
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Keebeck Alpha, LP
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
Martin Capital Partners, LLC
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
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|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Scholtz & Company, Llc
|
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|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
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|
|
|
Chapman Financial Group, Llc
|
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|
|
|
Gibbs Wealth Management
|
|
|
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|
Washington Capital Management Inc
|
|
|
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|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
Hamel Associates, Inc.
|
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|
Excalibur Management Corp
|
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|
Western Pacific Wealth Management, LP
|
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|
Gentry Private Wealth, Llc
|
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|
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|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Verus Capital Partners, Llc
|
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|
|
|
|
Harbor Group, Inc.
|
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|
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|
Personal Cfo Solutions, Llc
|
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|
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|
Harbor Investment Advisory, Llc
|
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|
Lazard Asset Management Llc
|
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|
|
|
ARKQ - Ark ETF Trust - ARK Autonomous Technology & Robotics ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Motiv8 Investments LLC
|
|
|
|
|
|
Miramar Capital, LLC
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
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|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
ARFFX - ARIEL INVESTMENT TRUST - Ariel Focus Fund Investor Class
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Kingsman Wealth Management, Inc.
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Mirae Asset Securities (usa) Inc.
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Collier Financial
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Integras Partners LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Vantage Point Financial LLC
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
|
|
|
|
|
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
PSI Advisors, LLC
|
|
|
|
|
|
Finer Wealth Management, Inc.
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Capstone Triton Financial Group, LLC
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Palouse Capital Management, Inc.
|
|
|
|
|
|
Financial Enhancement Group LLC
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Shay Capital LLC
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
Globeflex Capital L P
|
|
|
|
|
|
Butensky & Cohen Financial Security, Inc
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
New World Advisors LLC
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Quad-Cities Investment Group, LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Hall Capital Management Co Inc
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Pacific Wealth Strategies Group, Inc.
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
SMART Wealth LLC
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
|
|
|
|
|
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Oak Harvest Investment Services
|
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NATO - Themes ETF Trust - Themes Transatlantic Defense ETF
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Bank of New Hampshire
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Investment Management Corp of Ontario
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Daiwa Securities Group Inc.
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
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Merit Financial Group, LLC
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Capital Investment Counsel, LLC
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Moseley Investment Management Inc
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Saxon Interests, Inc.
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
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Mirae Asset Global Investments Co., Ltd.
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Virginia Retirement Systems Et Al
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IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
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Legacy Capital Wealth Partners, LLC
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Steigerwald, Gordon & Koch Inc.
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Signature Resources Capital Management, LLC
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Plan Group Financial, LLC
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BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
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Saratoga Research & Investment Management
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DHJJ Financial Advisors, Ltd.
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Cullen/frost Bankers, Inc.
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Wedmont Private Capital
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AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
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Commonwealth Retirement Investments LLC
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Capstone Wealth Management Group LLC
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Wealth Enhancement Advisory Services, Llc
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Flagship Wealth Advisors, Llc
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Gryphon Financial Partners LLC
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FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
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GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
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ROGSX - Oak Associates Funds - Red Oak Technology Select Fund
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UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
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Walleye Trading LLC
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
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Pines Wealth Management, LLC
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BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF
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Amitell Capital Pte Ltd
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ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF
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Richardson Capital Management LLC
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Macquarie Group Ltd
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Quotient Wealth Partners, LLC
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Relyea Zuckerberg Hanson LLC
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Radnor Capital Management, LLC
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TrueWealth Advisors, LLC
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Plante Moran Financial Advisors, LLC
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EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
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Rbo & Co Llc
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Matrix Trust Co
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
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Alpha Cubed Investments, LLC
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Quest Partners LLC
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J. L. Bainbridge & Co., Inc.
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First Trust Advisors Lp
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
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My Legacy Advisors, LLC
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Hughes Financial Services, LLC
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Truefg, Llc
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Lee Johnson Capital Management, Llc
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
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LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
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Pacific Heights Asset Management Llc
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Aster Capital Management (DIFC) Ltd
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RW Investment Management LLC
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TigerOak Management, L.L.C.
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Stonehearth Capital Management, LLC
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Sierra Summit Advisors Llc
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Fort Sheridan Advisors Llc
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VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
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Bank Of Montreal /can/
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Gabelli Equity Trust Inc
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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Beaird Harris Wealth Management, LLC
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Aull & Monroe Investment Management Corp
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Hodges Capital Management Inc.
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Capital Advantage, Inc.
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Edgestream Partners, L.P.
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Bristlecone Advisors, LLC
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Precedent Wealth Partners, Llc
|
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Keybank National Association/oh
|
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Gallagher Capital Advisors, LLC
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Coastal Investment Advisors, Inc.
|
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GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
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CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
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|
Farmers & Merchants Investments Inc
|
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|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
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|
Connecticut Wealth Management, LLC
|
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Erste Asset Management GmbH
|
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Mindset Wealth Management, Llc
|
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Pettyjohn, Wood & White, Inc
|
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Legacy Wealth Asset Management, LLC
|
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Red Cedar Investment Management, Llc
|
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Fisher Asset Management, LLC
|
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Noble Wealth Management PBC
|
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Point72 Hong Kong Ltd
|
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Searle & Co.
|
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|
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
|
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|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
Wellington Shields Capital Management, LLC
|
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|
HFM Investment Advisors, LLC
|
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|
FSDAX - FIDELITY SELECT PORTFOLIOS - Defense and Aerospace Portfolio
|
|
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|
|
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class
|
|
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|
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|
Greenleaf Trust
|
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|
ORG Partners LLC
|
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|
Anfield Capital Management, LLC
|
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|
GSB Wealth Management, LLC
|
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|
Catalyst Private Wealth, Llc
|
|
|
|
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|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
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|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
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|
Aquatic Capital Management LLC
|
|
|
|
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|
Northcape Wealth Management, Llc
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Hgk Asset Management Inc
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Beaumont Asset Management, L.L.C.
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
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|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
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|
|
|
|
New England Capital Financial Advisors LLC
|
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|
|
|
|
Mystic Asset Management, Inc.
|
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|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Rockbridge Capital Management LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
Onefund, Llc
|
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|
|
|
Morningstar Investment Management LLC
|
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|
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|
Nicolet Advisory Services, Llc
|
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|
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|
Aspen Investment Management Inc
|
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|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
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|
Tri-continental Corp
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Certus Wealth Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Groesbeck Investment Management Corp /nj/
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
Prosperitas Financial LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Harold Davidson & Associates Inc.
|
|
|
|
|
|
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF
|
|
|
|
|
