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Court Place Advisors, LLC
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Intech Investment Management Llc
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Addison Advisors LLC
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Candriam Luxembourg S.C.A.
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Hoese & Co LLP
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Accordant Advisory Group Inc
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Samalin Investment Counsel, LLC
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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Wealthedge Investment Advisors, Llc
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Pinnacle Holdings, LLC
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SkyView Investment Advisors, LLC
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HORAN Wealth, LLC
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Pcg Asset Management, Llc
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FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
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|
Elevated Capital Advisors, LLC
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ExodusPoint Capital Management, LP
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Horan Capital Advisors, LLC.
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Independence Financial Advisors, LLC
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Retirement Planning Group, Llc / Ny
|
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Mma Asset Management Llc
|
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Davidson Trust Co
|
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Aberdeen Wealth Management LLC
|
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LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
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Souders Financial Advisors
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THMEX - Advisors' Inner Circle Fund III - CCT Thematic Equity Fund Institutional Shares
|
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Berkshire Asset Management Llc/pa
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Global Wealth Management Investment Advisory, Inc.
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Schroder Investment Management Group
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Ironwood Investment Counsel, LLC
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TCI Wealth Advisors, Inc.
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Hoxton Planning & Management, LLC
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Gradient Investments LLC
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KC Investment Advisors, LLC
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Css Llc/il
|
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PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
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|
BayBridge Capital Group, LLC
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Lbmc Investment Advisors, Llc
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Hsbc Holdings Plc
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Strategic Financial Concepts, LLC
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Resources Investment Advisors, LLC.
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First United Bank Trust/
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PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
|
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Chicago Partners Investment Group LLC
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Cyndeo Wealth Partners, LLC
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Axa S.a.
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Cascades Capital Asset Management, LLC
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SBI Securities Co., Ltd.
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JNBA Financial Advisors
|
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|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
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|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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|
Qube Research & Technologies Ltd
|
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Caxton Associates Llp
|
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Stillwater Wealth Management Group
|
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Roof Eidam & Maycock/adv
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Weatherly Asset Management L. P.
|
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Maia Wealth LLC
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Parkworth Wealth Management, Inc.
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Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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|
Ransom Advisory, Ltd
|
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Prudential Financial Inc
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
Terril Brothers, Inc.
|
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Copia Wealth Management
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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Opinicus Capital, Inc.
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TD Capital Management LLC
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IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
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EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
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HFR Wealth Management, LLC
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Ag2r La Mondiale Gestion D'actifs
|
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Quilter Plc
|
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Hara Capital LLC
|
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TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
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|
Oak Thistle LLC
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Essex Investment Management Co Llc
|
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Alan B. Lancz & Associates, Inc.
|
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Morris Financial Concepts, Inc.
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Johnson Investment Counsel Inc
|
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|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
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|
CSM Advisors, LLC
|
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|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
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|
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|
Stewardship Advisors, LLC
|
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Moloney Securities Asset Management, LLC
|
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|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
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|
Formidable Asset Management, LLC
|
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|
|
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C
|
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|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
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|
|
Resources Management Corp /ct/ /adv
|
|
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|
|
|
Providence Wealth Advisors, LLC
|
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|
|
Allstate Corp
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
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|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Sandbox Financial Partners, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
GW&K Investment Management, LLC
|
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|
Willis Johnson & Associates, Inc.
|
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|
Verus Capital Partners, Llc
|
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|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
Miramar Capital, LLC
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
DYLG - Global X Funds - Global X Dow 30 Covered Call & Growth ETF
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Elequin Capital Lp
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Foundation Resource Management Inc
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Dominguez Wealth Management Solutions, Inc.
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
Pring Turner Capital Group Inc
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
GenWealth Group, Inc.
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Morgan Dempsey Capital Management Llc
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Kiley Juergens Wealth Management, Llc
|
|
|
|
|
|
Cincinnati Specialty Underwriters Insurance CO
|
|
|
|
|
|
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Peak Financial Management, Inc.
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Horizon Wealth Management, LLC
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Bulwark Capital Corp
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
Brand Asset Management Group, Inc.
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
MBE Wealth Management, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Juncture Wealth Strategies, Llc
|
|
|
|
|
|
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Oldfather Financial Services, LLC
|
|
|
|
|
|
Sterling Financial Planning, Inc.
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Prostatis Group LLC
|
|
|
|
|
|
Armor Investment Advisors, LLC
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
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|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
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|
|
|
Davy Global Fund Management Ltd
|
|
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|
|
|
Washington Trust Advisors, Inc.
|
|
|
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|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
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|
|
Clear Point Advisors Inc.
|
|
|
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|
|
Curbstone Financial Management Corp
|
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|
Artemis Investment Management LLP
|
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|
Ritholtz Wealth Management
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
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|
|
Front Row Advisors LLC
|
|
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|
|
Korea Investment CORP
|
|
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|
Patten & Patten Inc/tn
|
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|
NewSquare Capital LLC
|
|
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|
Yoffe Investment Management, LLC
|
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|
|
National Bank Of Canada /fi/
|
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|
|
|
|
Vega Investment Solutions
|
|
|
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|
|
Paradigm Asset Management Co Llc
|
|
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|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Gabelli Utility Trust
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
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|
BLB&B Advisors, LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
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|
Consolidated Portfolio Review Corp
|
|
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|
Daiwa Securities Group Inc.
|
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|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
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|
|
|
Chapman Financial Group, Llc
|
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|
Chapin Davis, Inc.
|
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|
Independent Advisor Alliance
|
|
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|
Gladwyn Financial Advisors, Inc.
|
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|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Argentarii, LLC
|
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|
Wolverine Trading, Llc
|
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|
Fortress Financial Solutions, LLC
|
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|
American Money Management, LLC
|
|
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|
|
III Capital Management
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
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|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Communication Services Sector Fund (I)
|
|
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|
|
|
Pacer Advisors, Inc.
|
|
|
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|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Beta Wealth Group, Inc.
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
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|
|
Cibc World Markets Corp
|
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|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
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|
|
|
EdgeRock Capital LLC
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
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|
|
|
WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
Spreng Capital Management, Inc.
|
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|
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|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
J2 Capital Management Inc
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
VTCAX - VANGUARD WORLD FUND - Vanguard Communication Services Index Fund Admiral Shares
|
|
|
|
|
|
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class
|
|
|
|
|
|
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
Visionary Horizons, LLC
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
DCM Advisors, LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
BLKC - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Game Creek Capital, LP
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Cooke & Bieler Lp
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Laird Norton Trust Company, Llc
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Elevation Series Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
Sloy Dahl & Holst, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
Cincinnati Financial Corp
|
|
|
|
|
|
One Wealth Capital Management, Llc
|
|
|
|
|
|
Keating Investment Counselors Inc
|
|
|
|
|
|
Yelin Lapidot Holdings Management Ltd.
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Fusion Capital, LLC
|
|
|
|
|
|
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
DJIA - Global X Funds - Global X Dow 30 Covered Call ETF
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
ROI Financial Advisors, LLC
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Drexel Morgan & Co.
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
DIVD - EA Series Trust - Altrius Global Dividend ETF
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
Bridgeway Capital Management Inc
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A
|
|
|
|
|
|
Value Partners Investments Inc.
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Drum Hill Capital, LLC
|
|
|
|
|
|
Villere St Denis J & Co Llc
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
GQG Partners LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Rs Crum Inc.
|
|
|
|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
National Wealth Management Group, LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
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Spurstone Advisory Services, LLC
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|
Gotham Asset Management, LLC
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|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
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|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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|
Group One Trading, L.p.
|
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|
LCM Capital Management Inc
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|
Piscataqua Savings Bank
|
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Virtue Capital Management, LLC
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|
Minot DeBlois Advisors LLC
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RMB Capital Management, LLC
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Lloyd Advisory Services, LLC.
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|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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Colonial Trust Advisors
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Deseret Mutual Benefit Administrators
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Highland Capital Management, Llc
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
GM Advisory Group, Inc.
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|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
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Flagship Wealth Advisors, Llc
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BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
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|
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|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
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Pinnacle Wealth Management Advisory Group, LLC
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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MBA Advisors LLC
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GLOBALT Investments LLC / GA
|
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Paragon Private Wealth Management, LLC
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Exchange Capital Management, Inc.
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Financial Partners Group, Inc
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AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
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|
Clay Northam Wealth Management, LLC
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Accent Capital Management, LLC
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Golden State Wealth Management, LLC
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RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
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|
Gallagher Capital Advisors, LLC
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Czech National Bank
|
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Goldstone Financial Group, LLC
|
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RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
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Webster Bank, N. A.
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NWF Advisory Services Inc.
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Capital Fund Management S.a.
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Plotkin Financial Advisors, LLC
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SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2
|
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|
Mill Creek Capital Advisors, LLC
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Roberts Wealth Advisors, LLC
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Snowden Capital Advisors LLC
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Oarsman Capital, Inc.
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Colonial River Wealth Management, LLC
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Westchester Capital Management, Inc.
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Shepherd Financial Partners LLC
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WealthTrak Capital Management LLC
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PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
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Financial Partners Group, LLC
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Fulcrum Equity Management
|
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Horizon Funds - Centre American Select Equity Fund Investor Class
|
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Evolution Advisers, Inc.
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Uniting Wealth Partners, LLC
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HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
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First Horizon Advisors, Inc.
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Argus Investors' Counsel, Inc.
|
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IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
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|
Grant Street Asset Management, Inc.
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Redwood Wealth Management Group, LLC
|
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Aster Capital Management (DIFC) Ltd
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Oak Harbor Wealth Partners, Llc
|
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Diligent Investors, LLC
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Credential Qtrade Securities Inc.
|
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NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
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|
Centricity Wealth Management, LLC
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|
Hexagon Capital Partners LLC
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Wbi Investments, Inc.
|
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Atlantic Edge Private Wealth Management, LLC
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SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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|
Nvwm, Llc
|
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|
New York State Common Retirement Fund
|
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Penbrook Management LLC
|
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
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|
Pines Wealth Management, LLC
|
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Foster & Motley Inc
|
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|
Ameliora Wealth Management Ltd.
|
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|
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A
|
|
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|
Crowley Wealth Management, Inc.
|
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|
Liberty Square Wealth Partners Llc
|
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|
Stamos Capital Partners, L.p.
|
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|
Dai-Ichi Life Insurance Company, Ltd
|
|
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|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
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|
Vinva Investment Management Ltd
|
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|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
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|
Ehrlich Financial Group
|
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|
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|
Capital Advisors, Ltd. LLC
|
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|
Financial Network Wealth Management LLC
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
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|
JB Capital LLC
|
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|
Ar Asset Management Inc
|
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|
Exencial Wealth Advisors, Llc
|
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|
CNB Bank
|
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|
Avidian Wealth Solutions, LLC
|
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|
BCS Wealth Management
|
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|
Plan Group Financial, LLC
|
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|
Regal Investment Advisors LLC
|
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S&t Bank/pa
|
|
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|
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|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Freestate Advisors LLC
|
|
|
|
|
|
Quad-Cities Investment Group, LLC
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
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|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Cincinnati Insurance Co
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Sprinkle Financial Consultants LLC
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
Black Diamond Capital Management, L.l.c.
|
|
|
|
|
|
Members Capital Advisors Inc
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
EVUAX - WELLS FARGO FUNDS TRUST - Wells Fargo Utility and Telecommunications Fund Class A
|
|
|
|
|
|
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
WCPIX - Profunds - Communication Services Ultrasector Profund Investor Class
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
|
|
|
|
|
FGD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Dow Jones Global Select Dividend Index Fund
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
Needham Investment Management Llc
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
St. Nicholas Private Asset Management, Inc
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
|
|
|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
HCMAX - ALPS Series Trust - Hillman Value Fund
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
Mawer Investment Management Ltd.
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Kagan Cocozza Asset Management
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Coco Enterprises, LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Mork Capital Management, LLC
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
New World Advisors LLC
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
ArrowMark Colorado Holdings LLC
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
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South Dakota Investment Council
|
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Cornerstone Wealth Group, LLC
|
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|
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|
DIVO - Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
|
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|
Graves-Light Private Wealth Management, Inc.
|
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|
Drucker Wealth 3.0, LLC
|
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Fort Sheridan Advisors Llc
|
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USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
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L2 Asset Management, LLC
|
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|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
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Presper Financial Architects, LLC
|
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SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
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Beacon Investment Advisors Llc
|
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|
YHB Investment Advisors, Inc.
|
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Headlands Technologies LLC
|
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LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF
|
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|
Oppenheimer Asset Management Inc.
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|
Atomi Financial Group, Inc.
|
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Y.D. More Investments Ltd
|
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Element Wealth, LLC
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Byrne Asset Management LLC
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Heritage Wealth Management, Inc.
|
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Mechanics Bank Trust Department
|
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Fiduciary Alliance LLC
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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|
W Advisors, Llc
|
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Wealth Preservation Advisors, LLC
|
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Shorepoint Capital Partners LLC
|
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Brian Low Financial Group, Llc
|
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Commerce Bank
|
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RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N
|
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|
Flavin Financial Services, Inc.
|
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|
Heartwood Wealth Advisors LLC
|
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|
Wambolt & Associates, LLC
|
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|
Calton & Associates, Inc.
|
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Blue Bell Private Wealth Management, Llc
|
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Wolff Wiese Magana Llc
|
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|
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|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
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|
Tokio Marine Asset Management Co Ltd
|
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|
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|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
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|
Security National Bank Of Sioux City Iowa /ia/
|
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|
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
|
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|
Skopos Labs, Inc.
|
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Us Bancorp \de\
|
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Curio Wealth, Llc
|
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Certified Advisory Corp
|
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Aprio Wealth Management, LLC
|
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Aviance Capital Partners, LLC
|
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|
Beacon Harbor Wealth Advisors, Inc.
|
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|
Stolper Co
|
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O'Brien Wealth Partners LLC
|
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|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
Stablepoint Partners, LLC
|
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Asahi Life Asset Management Co., Ltd.
|
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Register Financial Advisors LLC
|
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Stansberry Asset Management, Llc
|
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JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
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|
Luken Investment Analytics, LLC
|
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McIlrath & Eck, LLC
|
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|
Victory Financial Group, Llc
|
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Dynamic Advisor Solutions LLC
|
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Luts & Greenleigh Group, Inc
|
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|
CENTRAL TRUST Co
|
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Capital A Wealth Management, LLC
|
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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|
Baron Silver Stevens Financial Advisors, Llc
|
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|
Sofos Investments, Inc.
|
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TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
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|
FMIEX - WASATCH FUNDS TRUST - Wasatch Global Value Fund Investor Class shares
|
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|
RSPC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 (R) Equal Weight Communication Services ETF
|
|
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|
|
Atria Wealth Solutions, Inc.
|
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|
Archer Investment Corp
|
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Employees Retirement System of Texas
|
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|
Oak Hill Wealth Advisors, Llc
|
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|
Peregrine Asset Advisers, Inc.
|
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|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
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|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
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|
|
Integral Investment Advisors, Inc.
|
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BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Spdr Dow Jones Industrial Average Etf Trust
|
|
|
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|
Legend Financial Advisors, Inc.
|
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|
Penobscot Investment Management Company, Inc.
|
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|
Rogco, Lp
|
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|
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF
|
|
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|
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|
Mv Capital Management, Inc.
|
|
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|
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|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Mount Vernon Associates Inc /md/
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Clough Global Dividend & Income Fund
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Paradigm Capital Management, LLC/NV
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Atlantic Family Wealth, Llc
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
Veritas Investment Partners (UK) Ltd.
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares
|
|
|
|
|
|
ERn Financial, LLC
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
Roffman Miller Associates Inc /pa/
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
AGQI - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Global Quality Income ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Dynamic Financial Group
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Emerald Advisors, LLC
|
|
|
|
|
|
Smh Capital Advisors Inc
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
Castleview Partners, Llc
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Franklin Templeton ETF Trust - Franklin Income Focus ETF
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
LMCMX - Advisor Managed Portfolios - Miller Income Fund Class IS
|
|
|
|
|
|
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Kercheville Advisors, LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
VLEQX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Equity Fund Investor Class
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
BOCHK Asset Management Ltd
|
|
|
|
|
|
Rempart Asset Management Inc.
|
|
|
|
|
|
Prentiss Smith & Co Inc
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
William Allan, Llc
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Keystone Financial Planning, Inc.
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Dnp Select Income Fund Inc
|
|
|
|
|
|
Ariel Investments, Llc
|
|
|
|
|
|
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
EDOW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow 30 Equal Weight ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF
|
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|
|
|
|
Entropy Technologies, LP
|
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|
Systematic Alpha Investments, LLC
|
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|
Clear Street Markets Llc
|
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Quantum Financial Advisors, LLC
|
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|
Invera Wealth Advisors, LLC
|
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|
Roble, Belko & Company, Inc
|
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|
AllSquare Wealth Management LLC
|
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|
Longfellow Investment Management Co Llc
|
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|
Capital Analysts, Inc.
|
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|
Semmax Financial Advisors Inc.
|
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Private Wealth Asset Management, LLC
|
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Alliance Wealth Advisors, LLC
|
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|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
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|
New Mexico Educational Retirement Board
|
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EICVX - FundVantage Trust - EIC Value Fund Class A
|
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
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|
Yoder Wealth Management, Inc.
|
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|
Ballast, Inc.
|
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Arete Wealth Advisors, LLC
|
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IHT Wealth Management, LLC
|
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Compass Planning Associates Inc
|
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Phoenix Holdings Ltd.
|
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Rahlfs Capital, Llc
|
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WPG Advisers, LLC
|
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WMG Financial Advisors, LLC
|
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Great Lakes Advisors, Llc
|
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SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
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|
Intellus Advisors LLC
|
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|
Carrera Capital Advisors
|
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|
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THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
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|
Albert D Mason Inc
|
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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|
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|
Ashton Thomas Securities, Llc
|
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|
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VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
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Stratos Wealth Partners, LTD.
|
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|
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|
GTCAX - Gamco Global Series Funds, Inc - Gabelli Global Content & Connectivity Fund Class A
|
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ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I
|
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Maryland Capital Advisors Inc.
|
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Pacitti Group Inc.
|
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VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
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ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
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FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF
|
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Spinnaker Trust
|
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Resurgent Financial Advisors LLC
|
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Kelly Lawrence W & Associates Inc/ca
|
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HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
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GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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Financial Advocates Investment Management
|
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Resona Asset Management Co.,Ltd.
|
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Nwam Llc
|
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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|
Factory Mutual Insurance Co
|
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|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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Manufacturers Life Insurance Company, The
|
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Waverton Investment Management Ltd
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Mayflower Financial Advisors, LLC
|
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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Bank OZK
|
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Asset Dedication, LLC
|
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FIL Ltd
|
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Prudent Man Investment Management, Inc.
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
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|
Auto-Owners Insurance Co
|
|
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|
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|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
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|
Proffitt & Goodson Inc
|
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|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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|
Jackson Hole Capital Partners, LLC
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
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Grandview Asset Management LLC
|
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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|
Wrapmanager Inc
|
|
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|
Advisors Asset Management, Inc.
|
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FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
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|
American Investment Services, Inc.
|
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|
Russell Investments Group, Ltd.
|
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|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
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|
Vista Investment Partners Ii, Llc
|
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|
Brookstone Capital Management
|
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|
J. Safra Sarasin Holding AG
|
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|
Aqr Capital Management Llc
|
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|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Ci Investments Inc.
|
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|
Strategic Financial Services, Inc,
|
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|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
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|
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|
City National Bank Of Florida /msd
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
XTL - SPDR SERIES TRUST - SPDR(R) S&P(R) Telecom ETF
|
|
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|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Alliance Wealth Management Group
|
|
|
|
|
|
Bravias Capital Group, LLC
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
Spartan Planning & Wealth Management
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
Virginia Wealth Management Group, Inc.
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
Bridgewealth Advisory Group, LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Fiduciary Advisors, Inc.
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Ridgepath Capital Management LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Mizuho Markets Cayman LP
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Trail Ridge Investment Advisors, LLC
|
|
|
|
|
|
Aufman Associates Inc
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A
|
|
|
|
|
|
Measured Risk Portfolios, Inc.
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
LVZ Advisors, Inc.
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Strong Tower Advisory Services
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Single Point Partners, LLC
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Kerusso Capital Management LLC
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Lane & Associates LLC
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
Wingate Wealth Advisors, Inc.
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Mainsail Financial Group, LLC
|
|
|
|
|
|
Gabelli Multimedia Trust Inc.
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Pinnacle Wealth Management Group, Inc.
|
|
|
|
|
|
Winslow Asset Management Inc
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
Hillman Capital Management, Inc.
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
FSA Advisors, Inc.
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I
|
|
|
|
|
|
ETF Store, Inc.
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Community Bank of Raymore
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Acap Strategic Fund
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Hrc Wealth Management, Llc
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
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|
FUKOKU MUTUAL LIFE INSURANCE Co
|
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|
National Asset Management, Inc.
|
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Boothe Investment Group, Inc.
|
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MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
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Ingalls & Snyder Llc
|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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|
626 Financial, LLC
|
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|
Eagle Rock Investment Company, Llc
|
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Mathes Company, Inc.
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Sigma Planning Corp
|
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Bard Financial Services, Inc.
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DecisionPoint Financial, LLC
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Genus Capital Management Inc.
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O'shaughnessy Asset Management, Llc
|
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WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
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UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
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AIA Group Ltd
|
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FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
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Maven Securities LTD
|
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MJT & Associates Financial Advisory Group, Inc.
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BWNYX - BULLFINCH FUND INC - Greater Western New York Series
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Financial Perspectives, Inc
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Jacobs Levy Equity Management, Inc
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BancorpSouth Bank
|
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JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
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Arnhold LLC
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RFG Advisory, LLC
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Townsquare Capital Llc
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Albion Financial Group /ut
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
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Trifecta Capital Advisors, LLC
|
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Sovran Advisors, LLC
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Donald L. Hagan, LLC
|
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C2C Wealth Management, LLC
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Mb, Levis & Associates, Llc
|
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Change Path, LLC
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OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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Teachers Retirement System Of The State Of Kentucky
|
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XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
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|
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|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
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|
Anchor Pointe Wealth Management, LLC
|
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Bay Capital Advisors, LLC
|
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VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
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Range Financial Group LLC
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Fortitude Family Office, LLC
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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King Luther Capital Management Corp
|
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Amplify ETF Trust - Amplify CWP Growth & Income ETF
|
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Murphy, Middleton, Hinkle & Parker, Inc.
|
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Pictet & Cie (Europe) SA
|
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CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
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White Knight Strategic Wealth Advisors, LLC
|
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|
Bruce G. Allen Investments, LLC
|
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Sandy Spring Bank
|
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Harvest Portfolios Group Inc.
|
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Optimist Retirement Group LLC
|
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SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
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TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
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Banque Transatlantique SA
|
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Kesler, Norman & Wride, LLC
|
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Jpmorgan Chase & Co
|
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North Star Asset Management Inc
|
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|
Redmond Asset Management, LLC
|
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|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
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|
Morris Retirement Advisors, LLC
|
|
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|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
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|
Fundamentun, Llc
|
|
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|
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FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
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|
|
FCG Investment Co
|
|
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|
Counterweight Ventures, LLC
|
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|
Sound Income Strategies, LLC
|
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|
Parvin Asset Management, LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
TBG - EA Series Trust - TBG Dividend Focus ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Secured Retirement Advisors, Llc
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Afg Fiduciary Services Limited Partnership
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Greenup Street Wealth Management Llc
|
|
|
|
|
|
Baugh & Associates, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Vancity Investment Management Ltd
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Santori & Peters, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Clearwater Capital Advisors, LLC
|
|
|
|
|
|
Quinn Opportunity Partners LLC
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Weinberger Asset Management, Inc
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
West Tower Group, LLC
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
Duff & Phelps Investment Management Co
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Viewpoint Capital Management LLC
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Aspen Wealth Strategies, LLC
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Tang Capital Management Llc
|
|
|
|
|
|
Perkins Capital Management Inc
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Valley Financial Group, Inc.
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Cobler Capital Management, LLC
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Shore Point Advisors, LLC
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Orca Wealth Management, LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
Winebrenner Capital Management Llc
|
|
|
|
|
|
Rbo & Co Llc
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Hill Island Financial Llc
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Miller Value Partners, Llc
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Woodard & Co Asset Management Group Inc /adv
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
bLong Financial, LLC
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
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FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
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|
UDOW - PROSHARES TRUST - ProShares UltraPro Dow30
|
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Brandywine Global Investment Management, LLC
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Private Advisor Group, LLC
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FCOM - FIDELITY COVINGTON TRUST - Fidelity MSCI Communication Services Index ETF
|
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|
Kennedy Investment Group
|
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|
Brinker Capital Investments, LLC
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Ontario Teachers Pension Plan Board
|
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Pioneer Trust Bank N A/or
|
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FBMPX - FIDELITY SELECT PORTFOLIOS - Communication Services Portfolio
|
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Financial Connections Group, Inc.
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Noble Wealth Management PBC
|
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|
Stock Yards Bank & Trust Co
|
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|
Tradition Wealth Management, LLC
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|
Lebenthal Global Advisors, LLC
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|
Capital Investment Counsel, Inc
|
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|
Country Club Bank /gfn
|
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Meridian Wealth Advisors, LLC
|
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|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
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|
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF
|
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|
Beaumont Financial Advisors, LLC
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DMG Group, LLC
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PineBridge Investments, L.P.
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Legacy Investment Solutions, LLC
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Advisory Alpha, LLC
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|
Spears Abacus Advisors LLC
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|
Perkins Coie Trust Co
|
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|
Cahaba Wealth Management, Inc.
|
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|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
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|
PMYRX - Victory Portfolios IV - Victory Pioneer Equity Premium Income Fund Class Y
|
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|
|
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|
Visionary Wealth Advisors
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
Rialto Wealth Management, LLC
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Clarius Group, LLC
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Anb Bank
|
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Hunter Associates Investment Management Llc
|
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NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
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First Bancorp, Inc /ME/
|
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German American Bancorp, Inc.
|
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Dumont & Blake Investment Advisors Llc
|
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|
NFP Retirement, Inc.
|
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Evolution Wealth Management Inc.
|
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BUNRX - BULLFINCH FUND INC - Unrestricted Series
|
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Weiss Asset Management LP
|
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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DeDora Capital, Inc.
|
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Spire Wealth Management
|
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WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
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DAVENPORT & Co LLC
|
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Sienna Gestion
|
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Metis Global Partners, LLC
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Patten Group, Inc.
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RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
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|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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Alliancebernstein L.p.
|
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|
Cerro Pacific Wealth Advisors LLC
|
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SRS Capital Advisors, Inc.
|
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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Northstar Asset Management Llc
|
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Joel Isaacson & Co., LLC
|
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Wills Financial Group LLC
|
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|
Vanguard Capital Wealth Advisors
|
|
|
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|
Richardson Financial Services Inc.
|
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|
|
FSTCX - FIDELITY SELECT PORTFOLIOS - Telecommunications Portfolio
|
|
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|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Blair William & Co/il
|
|
|
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|
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF
|
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Strs Ohio
|
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|
University Of Texas/texas Am Investment Managment Co
|
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Miller Financial Services LLC
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|
PFG Advisors
|
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|
Park Avenue Securities Llc
|
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|
Abundance Wealth Counselors
|
|
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|
|
Hallmark Capital Management Inc
|
|
|
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|
IFS Advisors, LLC
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
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|
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|
Beacon Pointe Advisors, LLC
|
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|
Newman Dignan & Sheerar, Inc.
|
|
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|
Two Sigma Investments, Lp
|
|
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USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
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|
|
MAS Advisors LLC
|
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|
|
Anfield Capital Management, LLC
|
|
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|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
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|
Voloridge Investment Management, Llc
|
|
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|
|
|
Avantax Advisory Services, Inc.
|
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|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
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|
|
Fiduciary Group LLC
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Taylor & Morgan Wealth Management, LLC
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
Cooksen Wealth, LLC
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Rench Wealth Management, Inc.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Ellsworth Growth & Income Fund Ltd
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
PMARX - Pioneer Series Trust VI - Pioneer Flexible Opportunities Fund : Class A Shares
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Planned Solutions, Inc.
|
|
|
|
|
|
Second Half Financial Partners, LLC
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
John Hancock Premium Dividend Fund
|
|
|
|
|
|
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Concorde Asset Management, LLC
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
|
|
|
|
|
PARK CIRCLE Co
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Creegan & Nassoura Financial Group, LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Johnson & White Wealth Management, LLC
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
DOGG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest DJIA Dogs 10 Target Income ETF
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Telecommunications Fund Variable Annuity
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Howard Wealth Management, Llc
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Iams Wealth Management, Llc
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Leuthold Group, Llc
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
KNCT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Networking ETF
|
|
|
|
|
|
Te Ahumairangi Investment Management Ltd
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
Lakeside Advisors, INC.
|
|
|
|
|
|
Sage Private Wealth Group, Llc
|
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|
Midwest Financial Group LLC
|
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|
Perbak Capital Partners LLP
|
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|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
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|
|
|
Howe & Rusling Inc
|
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|
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|
Kinneret Advisory, LLC
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|
Argyle Capital Partners, LLC
|
|
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|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
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|
United Asset Strategies, Inc.
|
|
|
|
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|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
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|
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB
|
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|
Corps Capital Advisors, LLC
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|
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares
|
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|
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|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
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|
Holistic Planning, LLC
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|
|
|
|
|
VERITY Wealth Advisors
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
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|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
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|
Connor, Clark & Lunn Investment Management Ltd.
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|
Reaves Utility Income Fund
|
|
|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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|
Royal London Asset Management Ltd
|
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|
Nissay Asset Management Corp /japan/ /adv
|
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|
Wesleyan Assurance Society
|
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|
Pathstone Holdings, LLC
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West Michigan Advisors, Llc
|
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Simplex Trading, Llc
|
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BLPIX - Profunds - Bull Profund Investor Class
|
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|
Patrick M Sweeney & Associates, Inc
|
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|
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|
Chesapeake Wealth Management
|
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|
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|
Hurley Capital, LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
WFH - Direxion Shares ETF Trust - Direxion Work From Home ETF
|
|
|
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|
Brown Miller Wealth Management, LLC
|
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Rockbridge Investment Management, LCC
|
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Kraft Asset Management, Llc
|
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|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
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|
WT Wealth Management
|
|
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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|
|
|
|
Ledyard National Bank
|
|
|
|
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|
Berger Financial Group, Inc
|
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|
Sivia Capital Partners, LLC
|
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|
State Street Corp
|
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|
First Heartland Consultants, Inc.
|
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Lakeridge Wealth Management LLC
|
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|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
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|
Unison Advisors LLC
|
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Precedent Wealth Partners, Llc
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
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|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
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|
Horizon Bancorp Inc /in/
|
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|
Envestnet Portfolio Solutions, Inc.
|
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|
Nomura Holdings Inc
|
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|
OneAscent Financial Services LLC
|
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|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
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|
Cornerstone Enterprises, Llc
|
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|
Evermay Wealth Management Llc
|
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Northeast Investment Management
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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|
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|
Cross Staff Investments Inc
|
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Perennial Investment Advisors, LLC
|
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|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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|
Advantage Trust Co
|
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|
Werba Rubin Papier Wealth Management
|
|
|
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|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Milestone Asset Management, Llc
|
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|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
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|
Vestcor Inc
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
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|
Nexus Investment Management ULC
|
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|
Granite Harbor Advisors, Inc.
|
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|
Clarkston Capital Partners, LLC
|
|
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|
|
|
Channel Wealth Llc
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I
|
|
|
|
|
|
Check Capital Management Inc/ca
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Red Spruce Capital, LLC
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
UDI - USCF ETF Trust - USCF Dividend Income Fund
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
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|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Trinity Legacy Partners, LLC
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Finer Wealth Management, Inc.
|
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|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Clg Llc
|
|
|
|
|
|
LST - Managed Portfolio Series - Leuthold Select Industries ETF
|
|
|
|
|
|
Youngs Advisory Group, Inc.
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Groesbeck Investment Management Corp /nj/
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
STAR Financial Bank
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
Genesee Capital Advisors, LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Qvr Llc
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Blankinship & Foster, LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
RFP Financial Group LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
Ames National Corp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Griffith & Werner, Inc.
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
DJD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dow Jones Industrial Average Dividend ETF
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
Rede Wealth, LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class
|
|
|
|
|
|
HTG Investment Advisors, Inc.
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Primoris Wealth Advisors, Llc
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
Harbor Group, Inc.
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF
|
|
|
|
|
|
Front Street Capital Management, Inc.
|
|
|
|
|
|
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Shepherd Kaplan Krochuk, Llc
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Crabel Capital Management, LLC
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Cambridge Investment Research Advisors, Inc.
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|
Tounjian Advisory Partners, Llc
|
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|
Sawyer & Company, Inc
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|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
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|
Sunpointe, LLC
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|
Tudor Investment Corp Et Al
|
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|
Bahl & Gaynor Inc
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Bigelow Investment Advisors, LLC
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|
Wimmer Associates 1, Llc
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Regions Financial Corp
|
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Next Level Private LLC
|
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FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
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|
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|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
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|
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|
G&S Capital LLC
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|
Tyche Wealth Partners LLC
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|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
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|
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|
|
Westport Asset Management Inc
|
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Silvia Mccoll Wealth Management, Llc
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Loudon Investment Management, LLC
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Shell Asset Management Co
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Eagle Strategies LLC
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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|
Boston Private Wealth Llc
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PayPay Securities Corp
|
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Weaver C. Barksdale & Associates, Inc.
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NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
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Northwestern Mutual Investment Management Company, Llc
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Saxon Interests, Inc.
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Eldridge Investment Advisors, Inc.
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Lifeworks Advisors, LLC
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Allen Capital Group, LLC
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BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
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Silvercrest Asset Management Group Llc
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Latitude Advisors, LLC
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Sage Mountain Advisors LLC
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
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|
|
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|
Lazari Capital Management, Inc.
|
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Trust Point Inc.
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Secure Asset Management, LLC
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Flynn Zito Capital Management, Llc
|
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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|
LGT Group Foundation
|
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American Financial Advisors, LLC
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Atria Investments Llc
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Global Financial Private Client, LLC
|
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First PREMIER Bank
|
|
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
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|
Evelyn Partners Investment Management LLP
|
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GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
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|
Tower Wealth Partners, Inc.
|
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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|
Clark & Stuart, Inc
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NorthCrest Asset Manangement, LLC
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Walker Asset Management, LLC
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Triangle Securities Wealth Management
|
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United Community Bank
|
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Avenue 1 Advisors, LLC
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F/M Investments LLC
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AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
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|
Callan Capital, LLC
|
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|
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|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
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|
Cornell Pochily Investment Advisors, Inc.
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Minichmacgregor Wealth Management, Llc
|
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Hobbs Group Advisors, LLC
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Boston Trust Walden Corp
|
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Advisors Management Group Inc /adv
|
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JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
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|
Grimes & Company, Inc.
|
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Wedgewood Investors Inc /pa/
|
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|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
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|
FWRLX - FIDELITY SELECT PORTFOLIOS - Wireless Portfolio
|
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|
Genesis Wealth Advisors, LLC
|
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|
Security National Bank Of So Dak
|
|
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|
Morningstar Investment Management LLC
|
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|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
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|
|
O'ROURKE & COMPANY, Inc
|
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|
Wood Tarver Financial Group, LLC
|
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|
Truist Financial Corp
|
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|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
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|
Scissortail Wealth Management, LLC
|
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|
Vista Investment Partners Llc
|
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|
PrairieView Partners, LLC
|
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|
HighMark Wealth Management LLC
|
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|
Bank of Jackson Hole Trust
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
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|
|
Watts Gwilliam & Co., LLC
|
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|
IXP - iSHARES TRUST - iShares Global Comm Services ETF
|
|
|
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|
BankPlus Trust Department
|
|
|
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|
American National Bank
|
|
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|
Strengthening Families & Communities, LLC
|
|
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|
Man Group plc
|
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|
FLC Capital Advisors
|
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|
Bank Of Nova Scotia
|
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|
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|
Hollencrest Capital Management
|
|
|
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|
Bell Bank
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
HFQAX - JANUS INVESTMENT FUND - Janus Henderson Global Equity Income Fund Class A
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Wernau Asset Management Inc.
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
Centre Asset Management, LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Oxinas Partners Wealth Management LLC
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Empire Life Investments Inc.
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Dow 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
TOWTX - MSS Series Trust - Towpath Technology Fund Institutional Share Class
|
|
|
|
|
|
XLC - SELECT SECTOR SPDR TRUST - The Communication Services Select Sector SPDR Fund
|
|
|
|
|
|
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Credit Capital Investments LLC
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
Boyar Asset Management Inc.
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
Promethos Capital, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
|
|
|
|
Councilmark Asset Management, LLC
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Dow Index Fund (I)
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
RPG Investment Advisory, LLC
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Eley Financial Management, Inc
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
IYZ - iSHARES TRUST - iShares U.S. Telecommunications ETF
|
|
|
|
|
|
Edmp, Inc.
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
Us Financial Advisors, Llc
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
PSI Advisors, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Rather & Kittrell, Inc.
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
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|
Jacobsen Capital Management
|
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|
Cornerstone Select Advisors, LLC
|
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Howard Hughes Medical Institute
|
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|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
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|
Challenger Wealth Management
|
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|
Hudson Portfolio Management LLC
|
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GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
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|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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|
Venturi Wealth Management, LLC
|
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|
Bbr Partners, Llc
|
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|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
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|
Versant Capital Management, Inc
|
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NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
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|
Barnes Wealth Management Group, Inc
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Consolidated Planning Corp
|
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BEAM Asset Management, LLC
|
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Chesley Taft & Associates LLC
|
|
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FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
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Towercrest Capital Management
|
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|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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Lsv Asset Management
|
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Good Life Advisors, LLC
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WestEnd Advisors, LLC
|
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BlackRock ETF Trust - BlackRock Large Cap Value ETF
|
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|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
Rafferty Asset Management, LLC
|
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|
Kestra Investment Management, LLC
|
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City Holding Co
|
|
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|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
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|
|
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|
Bfsg, Llc
|
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|
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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|
|
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|
Harbour Trust & Investment Management Co
|
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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Ethic Inc.
|
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KEAT - EA Series Trust - Keating Active ETF
|
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|
Beacon Financial Group
|
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|
Empire Financial Management Company, LLC
|
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Carolina Wealth Advisors, LLC
|
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Brick & Kyle, Associates
|
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Cobblestone Capital Advisors Llc /ny/
|
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Goodman Advisory Group, LLC
|
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|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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|
DLK Investment Management, LLC
|
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Kahn Brothers Group Inc /de/
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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Providence Capital Advisors, LLC
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AdvisorNet Financial, Inc
|
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GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
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|
Stonebridge Financial Group, LLC
|
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LifeSteps Financial, Inc.
|
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TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
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Aureus Asset Management, LLC
|
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Encompass More Asset Management
|
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VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
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|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
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HighTower Advisors, LLC
|
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LTL - PROSHARES TRUST - ProShares Ultra Telecommunications
|
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Nuveen S&p 500 Dynamic Overwrite Fund
|
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Argent Trust Co
|
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|
Public Employees Retirement System Of Ohio
|
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LVW Advisors, LLC
|
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Capital Advantage, Inc.
|
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PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
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HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
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Signet Financial Management, Llc
|
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Martin & Co Inc /tn/
|
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Reik & Co., Llc
|
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Quest 10 Wealth Builders, Inc.
|
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Community Bank & Trust, Waco, Texas
|
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Old Port Advisors
|
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BOS Asset Management, LLC
|
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|
King Wealth
|
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Sterling Capital Management LLC
|
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|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
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|
Hickory Point Bank & Trust
|
|
|
|
|
|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
|
|
|
|
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
|
|
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|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
CacheTech Inc.
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
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|
|
|
McLean Asset Management Corp
|
|
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|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional
|
|
|
|
|
|
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
|
|
|
|
|
Wellington Capital Management, Inc.
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
WealthCare Investment Partners, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
Selective Wealth Management, Inc.
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
Harrington Investments, INC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
RYMIX - RYDEX SERIES FUNDS - Telecommunications Fund Investor Class
|
|
|
|
|
|
MWA Asset Management
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
Asset Management Advisors, LLC
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Trustco Bank Corp N Y
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Bonness Enterprises Inc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
ROE - EA Series Trust - Astoria US Quality Kings ETF
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Inman Jager Wealth Management, LLC
|
|
|
|
|
|
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
Windle Wealth, LLC
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Landaas & Co /wi /adv
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Adamsbrown Wealth Consultants Llc
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
Socha Financial Group, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Blackhawk Capital Partners LLC.
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
BCGM Wealth Management, LLC
|
|
|
|
|
|
Kelly Financial Services LLC
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Rothschild Capital Partners, LLC
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Insight 2811, Inc.
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Letko, Brosseau & Associates Inc
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares
|
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|
|
|
Acadian Asset Management Llc
|
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|
Root Financial Partners, LLC
|
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|
FNY Investment Advisers, LLC
|
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|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
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|
|
TruNorth Capital Management, LLC
|
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|
Bernard Wealth Management Corp.
|
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|
Charter Research & Investment Group, Inc.
|
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|
Total Wealth Planning & Management, Inc.
|
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|
Abc Arbitrage Sa
|
|
|
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Kondo Wealth Advisors, Inc.
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
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|
Oliver Luxxe Assets LLC
|
|
|
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|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
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|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Bestgate Wealth Advisors, LLC
|
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|
Penserra Capital Management LLC
|
|
|
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|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
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|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Integris Wealth Management, LLC
|
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|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
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|
Cohen & Steers, Inc.
|
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|
Powers Advisory Group, LLC
|
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|
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|
Apexium Financial, Lp
|
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|
JGP Wealth Management, LLC
|
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|
Maytus Capital Management, LLC
|
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|
|
|
Tsfg, Llc
|
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|
Sequoia Financial Advisors, LLC
|
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|
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|
Cresta Advisors, Ltd.
|
|
|
|
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|
Rockline Wealth Management, LLC
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
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|
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
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|
Woodbridge CO LTD
|
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
WFA Asset Management Corp
|
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|
Crews Bank & Trust
|
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|
Horan Securities, Inc.
|
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|
Epoch Investment Partners, Inc.
|
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|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
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|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
Advance Capital Management, Inc.
|
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|
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|
Charter Trust Co
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Patrick Mauro Investment Advisor, INC.
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
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|
Windsor Advisory Group, LLC
|
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|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
AGLOX - ARIEL INVESTMENT TRUST - Ariel Global Fund Investor Class
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Lynx Investment Advisory
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
Invenomic Capital Management LP
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
White Pine Investment CO
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
MPGFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Growth Fund
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Bright Rock Capital Management, Llc
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Proquility Private Wealth Partners, LLC
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Petra Financial Advisors Inc
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
|
|
|
|
|
|
Lakeshore Capital Group, Inc.
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Elevation Series Trust - The Opal Dividend Income ETF
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Nottingham Advisors, Inc.
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
Northwest Financial Advisors
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
SGHIX - SATURNA INVESTMENT TRUST - Sextant Global High Income Fund
|
|
|
|
|
|
DHIVX - Centre Funds - Centre Global Infrastructure Fund Investor Class
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Sara-Bay Financial
|
|
|
|
|
|
MOKAN Wealth Management Inc.
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
|
|
|
|
|
|
Leslie Global Wealth, LLC
|
|
|
|
|
|
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
VAUGHAN & Co SECURITIES, INC.
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
Stoneridge Investment Partners Llc
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Foresight Capital Management Advisors, Inc.
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
CENTAUR MUTUAL FUNDS TRUST - Copley Fund
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Mendel Capital Management LLC
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Salzhauer Michael
|
|
|
|
|
|
Matrix Private Capital Group Llc
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
|
|
|
|
|
Advisory Research Inc
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Dividend Stock ETF
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
Live Oak Investment Partners
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Martin Capital Partners, LLC
|
|
|
|
|
|
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
FFNLX - VARIABLE INSURANCE PRODUCTS FUND IV - Communication Services Portfolio Initial Class
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
American Alpha Advisors, LLC
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Master's Wealth Management Inc.
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
|
|
|
|
|
|
PYA Waltman Capital, LLC
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
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HBK Sorce Advisory LLC
|
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|
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A
|
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|
|
|
Pflug Koory, LLC
|
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|
Principia Wealth Advisory, LLC
|
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|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
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|
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|
Liontrust Investment Partners LLP
|
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|
Millstone Evans Group, LLC
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|
Douglas Lane & Associates, LLC
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|
Annex Advisory Services, LLC
|
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|
Lavaca Capital Llc
|
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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|
Grantham, Mayo, Van Otterloo & Co. LLC
|
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|
Talon Private Wealth, LLC
|
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|
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
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|
Mission Wealth Management, Lp
|
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|
Seven Mile Advisory
|
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FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
|
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|
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|
HF Advisory Group, LLC
|
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|
Mountain Pacific Investment Advisers Inc/id
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CORDA Investment Management, LLC.
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Squarepoint Ops LLC
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Wealthquest Corp
|
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Woodward Diversified Capital, Llc
|
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EPG Wealth Management LLC
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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|
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|
First Foundation Advisors
|
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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Fidelity D & D Bancorp Inc
|
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|
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DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
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|
|
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|
Ritter Daniher Financial Advisory LLC / DE
|
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Ing Groep Nv
|
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|
Td Asset Management Inc
|
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Boston Family Office Llc
|
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|
TPG Advisors LLC
|
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Twin Capital Management Inc
|
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Clough Capital Partners L P
|
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Lombard Odier Asset Management (USA) Corp
|
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|
Daymark Wealth Partners, Llc
|
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Nuveen S&p 500 Buywrite Income Fund
|
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|
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|
Berkley W R Corp
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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NOLVX - Northern Funds - Northern Large Cap Value Fund
|
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|
Argyle Capital Management Inc.
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Angeles Wealth Management, Llc
|
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Kimelman & Baird, LLC
|
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Mark Sheptoff Financial Planning, Llc
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PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
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Wealthbridge Capital Management, Llc
|
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Dean Investment Associates, Llc
|
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Ferguson Wellman Capital Management, Inc
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Adviser Investments LLC
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
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Carr Financial Group Corp
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Providence First Trust Co
|
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First National Bank & Trust Co Of Newtown
|
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Brown Shipley& Co Ltd
|
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Hilltop Partners LLC
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Tufton Capital Management
|
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Readystate Asset Management Lp
|
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SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
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|
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|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
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|
Vanguard Group Inc
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
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|
Atlantic Trust, LLC
|
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|
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|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
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|
Dogwood Wealth Management LLC
|
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|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
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|
B&l Asset Management Llc
|
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MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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|
TCG Advisory Services, LLC
|
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|
Central Valley Advisors, Llc
|
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|
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
|
|
|
|
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|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
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|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
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|
Interchange Capital Partners, LLC
|
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|
Silicon Valley Capital Partners
|
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|
State Of Wisconsin Investment Board
|
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Allianz Asset Management GmbH
|
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|
Morton Community Bank
|
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Jag Capital Management, Llc
|
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|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
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|
Charter Capital Management, LLC\DE
|
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|
Dakota Wealth Management
|
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|
Lincluden Management Ltd
|
|
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|
Diversify Advisory Services, LLC
|
|
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|
Williams Jones Wealth Management, LLC.
|
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|
Rise Advisors, LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
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|
AlTi Global, Inc.
|
|
|
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|
FVALX - FORESTER FUNDS INC - Forester Value Fund Class N
|
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|
|
Meridian Financial, LLC
|
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|
Edgemoor Investment Advisors, Inc.
|
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|
Nautilus Advisors LLC
|
|
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|
|
Crumly & Associates Inc.
|
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|
|
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
USS Investment Management Ltd
|
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|
Mascoma Wealth Management LLC
|
|
|
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|
|
Berkshire Bank
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Palogic Value Management, L.P.
|
|
|
|
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|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Gould Capital, LLC
|
|
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|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
V2 Financial group LLC
|
|
|
|
|
|
FIUIX - FIDELITY SELECT PORTFOLIOS - Fidelity Telecom and Utilities Fund
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Seven Springs Wealth Group, LLC
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
Spring Capital Management, Llc
|
|
|
|
|
|
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Schubert & Co
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Cutler Capital Management, LLC
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
|
Blue Capital, Inc.
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Tributary Capital Management, LLC
|
|
|
|
|
|
DIV - Global X Funds - Global X SuperDividend U.S. ETF
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
Wolff Financial Management Llc
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
SimpliFi, Inc.
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
SFYF - Tidal ETF Trust - SoFi 50 ETF
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Allen Wealth Management, Llc
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
RYDHX - RYDEX SERIES FUNDS - Dow Jones Industrial Average Fund Class H
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Heathbridge Capital Management Ltd.
|
|
|
|
|
|
Canal Insurance CO
|
|
|
|
|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Capstone Wealth Management Group LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Morey & Quinn Wealth Partners, LLC
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Mount Lucas Management LP
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Aldebaran Financial Inc.
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Oder Investment Management, LLC
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Disciplined Equity Management, Inc.
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
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|
Probity Advisors, Inc.
|
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|
Brevan Howard Capital Management LP
|
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Lindbrook Capital, Llc
|
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|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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|
Bontempo Ohly Capital Mgmt Llc
|
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|
FSC Wealth Advisors, LLC
|
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|
Rollins Financial Advisors, LLC
|
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|
Institutional Investment Strategy Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
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|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
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|
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|
|
Econ Financial Services Corp
|
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|
Seelaus Asset Management LLC
|
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|
Chung Wu Investment Group, LLC
|
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|
Robertson Stephens Wealth Management, LLC
|
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|
Alpha Cubed Investments, LLC
|
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|
Treasurer of the State of North Carolina
|
|
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|
Norges Bank
|
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|
Mbb Public Markets I Llc
|
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|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
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|
F&V Capital Management, LLC
|
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|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
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|
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|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
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|
Hamel Associates, Inc.
|
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Core Alternative Capital
|
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|
MeadowBrook Investment Advisors LLC
|
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FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
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|
Kidder Stephen W
|
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Cornerstone Capital, Inc.
|
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AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
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|
Umb Bank N A/mo
|
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VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
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|
Essex Financial Services, Inc.
|
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South Plains Financial, Inc.
|
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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|
CapWealth Advisors, LLC
|
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|
Destination Wealth Management
|
|
|
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|
Intrepid Capital Management Inc
|
|
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
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|
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|
Bellevue Asset Management, Llc
|
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Bridgewater Associates, LP
|
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|
New York State Teachers Retirement System
|
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|
Logan Capital Management Inc
|
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Marion Wealth Management
|
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PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class
|
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|
|
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|
HFCGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Growth Fund Investor Class
|
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|
Capital Investment Advisory Services, LLC
|
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|
Stokes Family Office, LLC
|
|
|
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|
Board of the Pension Protection Fund
|
|
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|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
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|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
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|
Headland Capital, LLC
|
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|
Obermeyer Wood Investment Counsel, Lllp
|
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|
Redwood Park Advisors LLC
|
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|
Ronald Blue Trust, Inc.
|
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|
Hennessy Advisors Inc
|
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|
Marino, Stram & Associates Llc
|
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Leisure Capital Management
|
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|
Guardian Wealth Advisors, Llc / Nc
|
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|
Moors & Cabot, Inc.
|
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|
Global Assets Advisory, LLC
|
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|
Canada Pension Plan Investment Board
|
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|
Groupe la Francaise
|
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Outfitter Financial LLC
|
|
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|
|
XAIX - DBX ETF TRUST - Xtrackers Artificial Intelligence and Big Data ETF
|
|
|
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|
|
Aspire Private Capital, LLC
|
|
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|
James J. Burns & Company, LLC
|
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|
|
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|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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|
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
|
|
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|
Moody Lynn & Lieberson, Llc
|
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|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
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|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
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|
Financial Strategies Group, Inc.
|
|
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|
Arista Wealth Management, LLC
|
|
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|
Stratos Wealth Advisors, LLC
|
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|
SGL Investment Advisors, Inc.
|
|
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|
Detalus Advisors, LLC
|
|
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|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
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|
|
Lanham O'Dell & Company, Inc.
|
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|
Orca Investment Management, LLC
|
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|
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|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
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|
|
TDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Technology Dividend Target Income ETF
|
|
|
|
|
|
Signet Investment Advisory Group, Inc.
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Solitude Financial Services
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Demars Financial Group, LLC
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
Diamant Asset Management, Inc.
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Triton Wealth Management, PLLC
|
|
|
|
|
|
Blodgett Wealth Advisors, Llc
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
ShoreHaven Wealth Partners, LLC
|
|
|
|
|
|
Wasatch Advisors Inc
|
|
|
|
|
|
Campion Asset Management LLC
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Dupree Financial Group, LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Prepared Retirement Institute LLC
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
XLSR - SSGA Active Trust - SPDR(R) SSGA US Sector Rotation ETF
|
|
|
|
|
|
Michels Family Financial, LLC
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
Capital Markets Trading UK LLP
|
|
|
|
|
|
Sowa Financial Group, Inc.
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Osprey Private Wealth LLC
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Jentner Corp
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
Verus Financial Partners, Inc.
|
|
|
|
|
|
Palacios Wealth Management, LLC
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
St. Louis Financial Planners Asset Management, LLC
|
|
|
|
|
|
WealthBridge Investment Counsel Inc.
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares
|
|
|
|
|
|
Vista Private Wealth Partners. LLC
|
|
|
|
|
|
Tweedy, Browne Co LLC
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Equity Investment Corp
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
U S Wealth Group, Llc.
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
|
|
|
|
|
|
JBR Co Financial Management Inc
|
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|
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|
|
Diversify Wealth Management, Llc
|
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|
Net Worth Advisory Group
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
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|
|
|
Field & Main Bank
|
|
|
|
|
|
Highline Wealth Partners Llc
|
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|
|
Valicenti Advisory Services Inc
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Cora Capital Advisors Llc
|
|
|
|
|
|
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
|
|
|
|
RCGE - EA Series Trust - RockCreek Global Equality ETF
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
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|
|
Creekmur Asset Management LLC
|
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|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
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|
First Western Trust Bank
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
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|
|
Fwl Investment Management, Llc
|
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|
Burkett Financial Services, Llc
|
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|
TBH Global Asset Management, LLC
|
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|
|
Qtron Investments LLC
|
|
|
|
|
|
Tcw Strategic Income Fund Inc
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Butensky & Cohen Financial Security, Inc
|
|
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|
|
|
Rakuten Securities, Inc.
|
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|
|
|
Gabelli Funds Llc
|
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|
|
Coppell Advisory Solutions LLC
|
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|
|
Cardinal Point Capital Management, ULC
|
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|
D.a. Davidson & Co.
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Twin City Private Wealth, Llc
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
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|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
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|
|
Tandem Investment Partners LLC
|
|
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|
|
Hapanowicz & Associates Financial Services, Inc
|
|
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|
|
Sentry Investment Management Llc
|
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|
|
Portland Financial Advisors Inc
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
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|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Lakeshore Financial Planning, Inc.
|
|
|
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|
|
Certior Financial Group, Llc
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
Ironwood Wealth Management, Inc.
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Profunds - Profund Vp Telecommunications
|
|
|
|
|
|
Pacific Sage Partners, LLC
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
TRIFX - MUTUAL FUND SERIES TRUST - Catalyst/SMH Total Return Income Fund Class A
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
Redwood Financial Network Corp
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
John Hancock Tax-advantaged Dividend Income Fund
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Lmp Capital & Income Fund Inc.
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Pitti Group Wealth Management, LLC
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
|
|
|
|
|
|
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
London & Capital Asset Management Ltd
|
|
|
|
|
|
UDPIX - Profunds - Ultradow 30 Profund Investor Class
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Thematics Asset Management
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
Bourne Lent Asset Management Inc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Tilson Financial Group, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Northstar Financial Companies, Inc.
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Axis Wealth Partners, LLC
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Straight Path Wealth Management
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Muirfield Wealth Advisors Llc
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
Ahl Investment Management, Inc.
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
ACSI - Tidal ETF Trust - American Customer Satisfaction ETF
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
Smith Thornton Advisors LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
RoundAngle Advisors LLC
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
FNSTX - FIDELITY INVESTMENT TRUST - Fidelity Infrastructure Fund
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Motiv8 Investments LLC
|
|
|
|
|
|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
PRVS - PARNASSUS INCOME FUNDS - Parnassus Value Select ETF
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Hedges Asset Management LLC
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
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Ntv Asset Management Llc
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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LifePlan Financial, LLC
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MainStreet Investment Advisors LLC
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MBOVX - M FUND INC - M Large Cap Value Fund
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IMA Wealth, Inc.
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Eqis Capital Management, Inc.
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NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
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|
Naples Global Advisors, Llc
|
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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|
Hartford Investment Management Co
|
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Twin Peaks Wealth Advisors, LLC
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Hilltop Holdings Inc.
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Waldron Private Wealth LLC
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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Landscape Capital Management, L.l.c.
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Milestone Asset Management Group, LLC
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Arvest Bank Trust Division
|
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North Forty Two & Co.
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Howard Capital Management Inc.
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Sage Investment Counsel LLC
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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Prospect Financial Services LLC
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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IFG Advisory, LLC
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Mine & Arao Wealth Creation & Management, LLC.
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SlateStone Wealth, LLC
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
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Summit Wealth Group Llc / Co
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Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
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OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
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Cidel Asset Management Inc
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NCM Capital Management, LLC
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Mitchell Mcleod Pugh & Williams Inc
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MEMBERS Trust Co
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Birmingham Capital Management Co Inc/al
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CMG Global Holdings, LLC
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TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
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SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
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Summit Financial Strategies, Inc.
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Schwerin Boyle Capital Management Inc
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Gamco Investors, Inc. Et Al
|
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SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
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SPC Financial, Inc.
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Koss-Olinger Consulting, LLC
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Gabelli Equity Trust Inc
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VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A
|
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Northwest Capital Management Inc
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Shulman DeMeo Asset Management LLC
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Frazier Financial Advisors, LLC
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Titleist Asset Management, Llc
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Dorsey & Whitney Trust CO LLC
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RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
|
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First County Bank /CT/
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TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
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Quest Partners LLC
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Symmetry Partners, LLC
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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First Financial Corp /in/
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Pinnacle Associates Ltd
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Battery Global Advisors, LLC
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Donoghue Forlines LLC
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Bokf, Na
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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MBM Wealth Consultants, LLC
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MONECO Advisors, LLC
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NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
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Asset Planning,Inc
|
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USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
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Comerica Bank
|
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Kestra Private Wealth Services, Llc
|
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McKinley Carter Wealth Services, Inc.
|
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TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
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Capital Wealth Planning, LLC
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
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|
Archford Capital Strategies, LLC
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Chicago Capital, LLC
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GeoWealth Management, LLC
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Marquette Asset Management, LLC
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Livforsakringsbolaget Skandia, Omsesidigt
|
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Mufg Securities Americas Inc.
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Tocqueville Asset Management L.p.
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Investment Management Corp of Ontario
|
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UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
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|
Warburton Capital Management, LLC
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Mraz, Amerine & Associates, Inc.
|
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PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
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|
Private Wealth Management Group, LLC
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|
Safeguard Investment Advisory Group, LLC
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|
Cullinan Associates Inc
|
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|
Ambassador Advisors, LLC
|
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|
PAX Financial Group, LLC
|
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|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
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|
|
Azimuth Capital Investment Management LLC
|
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|
Prime Capital Investment Advisors, LLC
|
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|
Vivaldi Capital Management, LLC
|
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|
Delta Financial Advisors Llc
|
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|
Thrivent Financial For Lutherans
|
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|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
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|
|
Summit Global Investments
|
|
|
|
|
|
Vigilare Wealth Management
|
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|
MAI Capital Management
|
|
|
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|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
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|
|
CoreCap Advisors, LLC
|
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|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Principle Wealth Partners Llc
|
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|
|
Patriot Financial Group Insurance Agency, LLC
|
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|
|
Old Point Trust & Financial Services N A
|
|
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|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Haven Capital Group, Inc.
|
|
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|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
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|
|
Weaver Capital Management LLC
|
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|
|
Yousif Capital Management, Llc
|
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|
|
Kapitalo Investimentos Ltda
|
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|
|
|
|
MADDEN SECURITIES Corp
|
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|
|
|
|
Quarry LP
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Baader Bank INC
|
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|
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|
|
Westmount Partners, LLC
|
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|
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|
|
Carson Advisory Inc.
|
|
|
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|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Cassia Capital Partners, LLC
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional
|
|
|
|
|
|
Cincinnati Indemnity Co
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
TrueMark Investments, LLC
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Cairn Investment Group, Inc.
|
|
|
|
|
|
Sandhill Capital Partners LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Pullen Investment Management, LLC
|
|
|
|
|
|
Partnership Wealth Management, LLC
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
Kraematon Investment Advisors, Inc
|
|
|
|
|
|
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
|
|
|
|
|
Oribel Capital Management, LP
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
Aldebaran Capital, Llc
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Altrius Capital Management Inc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Fonville Wealth Management LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
NXTG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx NextG ETF
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
PRMTX - T. Rowe Price Communications & Technology Fund, Inc. - T. Rowe Price Communications & Technology Fund
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
SFG Wealth Management, LLC.
|
|
|
|
|
|
Spectrum Asset Management, Inc. (NB/CA)
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Accuvest Global Advisors
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
Biondo Investment Advisors, LLC
|
|
|
|
|
|
Affinity Wealth Management Llc
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
SIXG - ETF Series Solutions - Defiance Next Gen Connectivity ETF
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Adams Wealth Management
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
M Holdings Securities, Inc.
|
|
|
|
|
|
Bridge Generations Wealth Management Llc
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Stonehearth Capital Management, LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Nuveen Dow 30sm Dynamic Overwrite Fund
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Horizon Funds - Centre Global Infrastructure Fund Investor Class
|
|
|
|
|
|
PharVision Advisers, LLC
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Reaves W H & Co Inc
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
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|
|
EWG Elevate Inc.
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
Kooman & Associates
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
IPAYX - INTEGRITY FUNDS - Integrity Dividend Summit Fund Class I
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Sterneck Capital Management, LLC
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
RWC Asset Management LLP
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Foundry Partners, LLC
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
Boyer & Corporon Wealth Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
HDOGX - HENNESSY FUNDS TRUST - Hennessy Total Return Fund Investor Class
|
|
|
|
|
|
Windward Capital Management Co /ca
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
PPTAX - VIRTUS EQUITY TRUST - Virtus KAR Global Quality Dividend Fund CLASS A
|
|
|
|
|
|
First Trust Enhanced Equity Income Fund
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Persium Advisors, LLC
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
HBFBX - HENNESSY FUNDS TRUST - Hennessy Balanced Fund Investor Class
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
Penn Davis Mcfarland Inc
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
MontVue Capital Management, Inc.
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Byrne Financial Freedom, Llc
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Purus Wealth Management, LLC
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Financial Advisors, LLC
|
|
|
|
|
|
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
OMC Financial Services LTD
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Advantage Advisers Xanthus Fund, L.l.c.
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
First International Bank & Trust
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund
|
|
|
|
|
|
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Corrado Advisors, Llc
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
tru Independence LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Nan Shan Life Insurance Co., Ltd.
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
CJM Wealth Advisers, Ltd.
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Shilanski & Associates, Inc.
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
Sweeney & Michel, Llc
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Adams Asset Advisors, LLC
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Verus Wealth Management, Llc
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
Meridian Financial Partners LLC
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Joseph P. Lucia & Associates, LLC
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Rainier Family Wealth Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
DDM - PROSHARES TRUST - ProShares Ultra Dow30
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Solidarilty Wealth, LLC
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
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Neumann Capital Management, LLC
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Sciencast Management LP
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Neville Rodie & Shaw Inc
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Lido Advisors, LLC
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Yacktman Asset Management Lp
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FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
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FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
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Klp Kapitalforvaltning As
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Taylor Financial Group, Inc.
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Private Trust Co Na
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