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KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
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|
VENAX - VANGUARD WORLD FUND - Vanguard Energy Index Fund Admiral Shares
|
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|
Precedent Wealth Partners, Llc
|
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La Banque Postale Asset Management SA
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New Age Alpha Funds Trust - NAA Allocation Fund Class C
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GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
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|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
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|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
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|
Winthrop Capital Management, LLC
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Matthew Goff Investment Advisor, LLC
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Trust Co Of Oklahoma
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UBS Group AG
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CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
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|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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Carnegie Lake Advisors LLC
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Old North State Trust, LLC
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O'Brien Greene & Co. Inc
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Full Sail Capital, LLC
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Rs Crum Inc.
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EIPI - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Energy Income Partners Enhanced Income ETF
|
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|
Northeast Planning Associates, Inc. / Nh /
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Cliftonlarsonallen Wealth Advisors, Llc
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Smithfield Trust Co
|
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Rathbone Brothers plc
|
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Clearbridge Investments, LLC
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City Holding Co
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FSM Wealth Advisors, LLC
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CIBC World Markets Inc.
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FEAMX - FIRST EAGLE FUNDS - First Eagle Fund of America Class C
|
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PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
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AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
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Archvest Wealth Advisors, Inc.
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Garrison Point Advisors, Llc
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Lincoln Capital LLC
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Park Square Financial Group, LLC
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Twin Peaks Wealth Advisors, LLC
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Rappaport Reiches Capital Management, LLC
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Lakeshore Financial Planning, Inc.
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Gardner Russo & Quinn Llc
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DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
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FT Vest Hedged Equity Income Fund: Series B1
|
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|
Corundum Group, Inc.
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Kingdom Financial Group LLC.
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LCF - Touchstone ETF Trust - Touchstone US Large Cap Focused ETF
|
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FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
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|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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|
Independent Investors Inc
|
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Bay Harbor Wealth Management, LLC
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Kennondale Capital Management LLC
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Vicus Capital
|
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Phillips Financial Management, Llc
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Citadel Advisors Llc
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Talon Private Wealth, LLC
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Crowley Wealth Management, Inc.
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Legacy Bridge, LLC
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Firethorn Wealth Partners, Llc
|
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MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF
|
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Magnolia Capital Management Ltd
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Nexus Investment Management ULC
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McNamara Financial Services, Inc.
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Magnolia Capital Advisors Llc
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Hobbs Group Advisors, LLC
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Meiji Yasuda Life Insurance Co
|
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Oxinas Partners Wealth Management LLC
|
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|
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
|
|
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|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
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|
Hickory Point Bank & Trust
|
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|
FT Vest Hedged Equity Income Fund: Series A4
|
|
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|
|
N.E.W. Advisory Services LLC
|
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|
Clarus Group, Inc.
|
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Drexel Morgan & Co.
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
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|
Sage Mountain Advisors LLC
|
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Claris Advisors, Llc / Mo /
|
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|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
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|
LBJ Family Wealth Advisors, Ltd.
|
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|
L & S Advisors Inc
|
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|
Simmons Bank
|
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|
Buckingham Strategic Partners
|
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|
Cutler Investment Counsel Llc
|
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|
Garde Capital, Inc.
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|
New Hampshire Trust
|
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|
Newbridge Financial Services Group, Inc.
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
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|
Community Bank of Raymore
|
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|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
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|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
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|
|
|
ASLV - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Special Large Value ETF
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Value Fund Class I
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Mountain Capital Investment Advisors, Inc
|
|
|
|
|
|
SCS Capital Management LLC
|
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|
|
Broadway Wealth Solutions, Inc.
|
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|
|
|
Cairn Investment Group, Inc.
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Sprucegrove Investment Management Ltd
|
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|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Bishop & Co Investment Management, LLC
|
|
|
|
|
|
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
|
|
Cove Street Capital, LLC
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Financial Alternatives, Inc
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Schwerin Boyle Capital Management Inc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Rock Point Advisors, LLC
|
|
|
|
|
|
Puff Wealth Management, Llc
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
SMRI - EA Series Trust - Bushido Capital US Equity ETF
|
|
|
|
|
|
PYA Waltman Capital, LLC
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Berkshire Money Management, Inc.
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
RoundAngle Advisors LLC
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Timber Creek Capital Management LLC
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
|
|
|
|
Eaton Vance Tax-managed Global Diversified Equity Income Fund
|
|
|
|
|
|
Armstrong Henry H Associates Inc
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
|
|
|
McAlister, Sweet & Associates, Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
Financial Life Advisors
|
|
|
|
|
|
Tower Wealth Partners, Inc.
|
|
|
|
|
|
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Caerus Investment Advisors, LLC
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
Mount Vernon Associates Inc /md/
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
Roberts Wealth Advisors, LLC
|
|
|
|
|
|
Tillman Hartley LLC
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
bLong Financial, LLC
|
|
|
|
|
|
Waterford Advisors, LLC
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Hosking Partners LLP
|
|
|
|
|
|
FFNMX - VARIABLE INSURANCE PRODUCTS FUND - Floating Rate High Income Portfolio Initial Class
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Beacon Wealthcare LLC
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
S.E.E.D. Planning Group LLC
|
|
|
|
|
|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
|
|
|
|
|
Triune Financial Partners, LLC
|
|
|
|
|
|
Castle Wealth Management Llc
|
|
|
|
|
|
Nan Shan Life Insurance Co., Ltd.
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
C2C Wealth Management, LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
DDFG, Inc
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
LVZ Advisors, Inc.
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Ferguson Shapiro LLC
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
ETF Opportunities Trust - Opportunistic Trader ETF
|
|
|
|
|
|
First Citizens Financial Corp
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Mason & Associates Inc
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Rps Advisory Solutions Llc
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
Sage Investment Counsel LLC
|
|
|
|
|
|
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
BG Investment Services, Inc.
|
|
|
|
|
|
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares
|
|
|
|
|
|
FXN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Energy AlphaDEX Fund
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Nabity-Jensen Investment Management Inc
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Hamel Associates, Inc.
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Bey-Douglas LLC
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
Ironsides Asset Advisors, LLC
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Drake & Associates, LLC
|
|
|
|
|
|
Shayne & Co., Llc
|
|
|
|
|
|
Stolper Co
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
Future Fund LLC
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Ultimus Managers Trust - Westwood Salient Enhanced Energy Income ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
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|
LMR Partners LLP
|
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|
Patriot Financial Group Insurance Agency, LLC
|
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|
Mid-American Wealth Advisory Group, Inc.
|
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|
J. Safra Sarasin Holding AG
|
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|
Fortress Private Ledger, Llc
|
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|
Diversified Enterprises, LLC
|
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|
Abel Hall, LLC
|
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|
Encompass Wealth Advisors, Llc
|
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|
Meridian Management Co
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
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|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
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|
Nicolet Advisory Services, Llc
|
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|
Pure Financial Advisors, Inc.
|
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|
Act Wealth Management, Llc
|
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|
Paladin Advisory Group, LLC
|
|
|
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|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
Exeter Financial, LLC
|
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|
Compass Wealth Management LLC
|
|
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|
Bartlett & Co. Wealth Management Llc
|
|
|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Intrua Financial, LLC
|
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|
Southeast Asset Advisors Inc.
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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Sand Hill Global Advisors, LLC
|
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|
PineBridge Investments, L.P.
|
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|
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|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
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|
AlphaStar Capital Management, LLC
|
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|
Profunds - Profund Vp Bull
|
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Udine Wealth Management, Inc.
|
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GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
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|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
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|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
Colony Group, LLC
|
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|
Mutual Of America Capital Management Llc
|
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Roman Butler Fullerton & Co
|
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|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
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|
Jones Financial Companies Lllp
|
|
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|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Glass Wealth Management Co LLC
|
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|
Cassaday & Co Wealth Management LLC
|
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|
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|
|
White Knight Strategic Wealth Advisors, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A
|
|
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|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
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|
Jaffetilchin Investment Partners, LLC
|
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|
Cutler Capital Management, LLC
|
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|
Cornerstone Wealth Management, LLC
|
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|
Diligent Investors, LLC
|
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|
Integral Investment Advisors, Inc.
|
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|
PKO Investment Management Joint-Stock Co
|
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|
Investment Advisory Group, LLC
|
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|
Bank Julius Baer & Co. Ltd, Zurich
|
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|
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|
Naviter Wealth, LLC
|
|
|
|
|
|
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
|
|
|
|
|
|
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class
|
|
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|
|
Fi3 FINANCIAL ADVISORS, LLC
|
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|
Longfellow Investment Management Co Llc
|
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|
CTC Alternative Strategies, Ltd.
|
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|
|
Ameritas Advisory Services, LLC
|
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|
|
SK Wealth Management, LLC
|
|
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|
|
Renasant Bank
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
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|
|
|
Meeder Advisory Services, Inc.
|
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|
|
|
|
Stillwater Wealth Management Group
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
|
|
|
|
|
Capital Management Associates /ny/
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Brightwater Advisory LLC
|
|
|
|
|
|
Ccg Wealth Management, Llc
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Atom Investors LP
|
|
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|
|
|
Hardman Johnston Global Advisors LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Dentgroup LLC
|
|
|
|
|
|
Wiser Wealth Management, Inc
|
|
|
|
|
|
Altrius Capital Management Inc
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
American Financial & Tax Strategies Inc
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
Kellett Schaffner Wealth Advisors LLC
|
|
|
|
|
|
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
VCAAX - VALIC Co I - Asset Allocation Fund
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Meixler Investment Management, Ltd.
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Ccm Investment Advisers Llc
|
|
|
|
|
|
Jessup Wealth Management, Inc
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
GBVCX - Victory Portfolios IV - Victory Pioneer Global Value Fund Class C
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
Pinnacle Financial Group, LLC / IL
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
RYEIX - RYDEX SERIES FUNDS - Energy Fund Investor Class
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
M1 Capital Management LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Christian Investment Advisors, Inc.
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
FSENX - FIDELITY SELECT PORTFOLIOS - Energy Portfolio
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
Euro Pacific Asset Management, LLC
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Acas, Llc
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
Tenon Financial LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Walled Lake Planning & Wealth Management, Llc
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Gladius Capital Management LP
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Unified Investment Management
|
|
|
|
|
|
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
RAM Investment Partners, LLC
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Kagan Cocozza Asset Management
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Nkcfo Llc
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
FOCIX - FAIRHOLME FUNDS INC - The Fairholme Focused Income Fund
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
Finer Wealth Management, Inc.
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Bridge Generations Wealth Management Llc
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
FTXN - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Oil & Gas ETF
|
|
|
|
|
|
Rinkey Investments
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
Tandem Financial, LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Southern Capital Advisors, Llc
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
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|
|
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|
Sequent Asset Management, LLC
|
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|
Oppenheimer Asset Management Inc.
|
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|
Quantitative Investment Management, LLC
|
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|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
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|
IMS Capital Management
|
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|
Financial & Tax Architects, LLC
|
|
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|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
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|
Total Wealth Planning, Llc
|
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|
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|
Ballentine Partners, LLC
|
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|
|
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|
Advisors Management Group Inc /adv
|
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
PXI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Energy Momentum ETF
|
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|
Etesian Wealth Advisors, Inc.
|
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|
Fortress Wealth Management, Inc.
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|
Fulton Breakefield Broenniman Llc
|
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|
Bridgeway Capital Management Inc
|
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GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares
|
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|
Smith Thornton Advisors LLC
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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|
Twin City Private Wealth, Llc
|
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|
Probity Advisors, Inc.
|
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Linscomb & Williams, Inc.
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Atlantic Union Bankshares Corp
|
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Payden & Rygel
|
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Natixis
|
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Angeles Wealth Management, Llc
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
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|
|
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|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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|
WorthPointe, LLC
|
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Global Trust Asset Management, LLC
|
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Nations Financial Group Inc, /ia/ /adv
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Cadent Capital Advisors, LLC
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E Fund Management Co., Ltd.
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Lakewood Asset Management LLC
|
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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|
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RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
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|
Prosperity Wealth Management, Inc.
|
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FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF
|
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|
J. L. Bainbridge & Co., Inc.
|
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Capital Counsel Llc/ny
|
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Clg Llc
|
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RKL Wealth Management LLC
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Inscription Capital, LLC
|
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Summit Wealth Group Llc / Co
|
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QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
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Investment Management Corp /va/ /adv
|
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Ipsen Advisor Group LLC
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Sweeney & Michel, Llc
|
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|
Greykasell Wealth Strategies, Inc.
|
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|
Teachers Retirement System Of The State Of Kentucky
|
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|
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|
Scissortail Wealth Management, LLC
|
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UPAR - Tidal ETF Trust - UPAR Ultra Risk Parity ETF
|
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|
Moody National Bank Trust Division
|
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Counterweight Ventures, LLC
|
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JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
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|
Blair William & Co/il
|
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Prossimo Advisors, LLC
|
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Cora Capital Advisors Llc
|
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Agate Pass Investment Management, LLC
|
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Federated Hermes, Inc.
|
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NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
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|
Mma Asset Management Llc
|
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|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
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|
Spreng Capital Management, Inc.
|
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Wilkins Miller Wealth Management, LLC
|
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|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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|
Cullen Capital Management, LLC
|
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|
Milestone Asset Management, Llc
|
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BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares
|
|
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|
First United Bank Trust/
|
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THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
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|
DT Investment Partners, LLC
|
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|
Ritholtz Wealth Management
|
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|
Korea Investment CORP
|
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Invenio Wealth Partners Llc
|
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LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
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|
Victory Financial Group, Llc
|
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|
44 Wealth Management Llc
|
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Fermata Advisors, LLC
|
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|
Jnl Series Trust - Jnl/blackrock Global Natural Resources Fund (a)
|
|
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|
Greenwood Gearhart Inc
|
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|
Lesa Sroufe & Co
|
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|
Dudley Capital Management, Llc
|
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|
Citizens Business Bank
|
|
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|
|
FT Vest Rising Dividend Achievers Total Return Fund
|
|
|
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|
First Eagle Investment Management, LLC
|
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|
Concord Wealth Partners
|
|
|
|
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|
Ostrum Asset Management
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Avondale Wealth Management
|
|
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|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
|
|
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|
Clear Street Markets Llc
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
Sharpepoint Llc
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Integras Partners LLC
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Second Half Financial Partners, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Maxi Investments CY Ltd
|
|
|
|
|
|
FTWO - EA Series Trust - Strive FAANG 2.0 ETF
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Wealthstar Advisors, Llc
|
|
|
|
|
|
Brooktree Capital Management
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Value Fund
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Barnes Wealth Management Group, Inc
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
THPMX - THOMPSON IM FUNDS INC - Thompson MidCap Fund
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
|
|
|
|
|
Retirement Financial Solutions, Llc
|
|
|
|
|
|
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
|
|
|
|
|
Courage Miller Partners, LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Shelton Wealth Management, Llc
|
|
|
|
|
|
Enzi Wealth
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
POPFX - Managed Portfolio Series - Prospector Opportunity Fund
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
SEPIX - SARATOGA ADVANTAGE TRUST - Energy & Basic Materials Portfolio Energy & Basic Materials Class I
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Red Spruce Capital, LLC
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Barings Llc
|
|
|
|
|
|
Yacktman Asset Management Lp
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Tamar Securities, LLC
|
|
|
|
|
|
West Wealth Group, LLC
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Axim Planning & Wealth
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Tortoise Capital Advisors, L.l.c.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
Satovsky Asset Management Llc
|
|
|
|
|
|
Moller Financial Services
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
KilterHowling LLC
|
|
|
|
|
|
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
|
|
|
|
|
Resolute Wealth Strategies, LLC
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
DLK Investment Management, LLC
|
|
|
|
|
|
Castellan Group, LLC
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
VanderPol Investments L.L.C.
|
|
|
|
|
|
Trinity Financial Advisors LLC
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
Integrity Financial Corp /WA
|
|
|
|
|
|
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Guardian Investment Management
|
|
|
|
|
|
Compass Planning Associates Inc
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Crown Oak Advisors, LLC
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
OMC Financial Services LTD
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
GAGEX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Energy Fund
|
|
|
|
|
|
WISEX - AZZAD FUNDS - Azzad Wise Capital Fund
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Wealth Management Nebraska
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Guided Capital Wealth Management, LLC
|
|
|
|
|
|
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A
|
|
|
|
|
|
Pacific Wealth Strategies Group, Inc.
|
|
|
|
|
|
Lee Johnson Capital Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IB
|
|
|
|
|
|
Capital & Planning, Llc
|
|
|
|
|
|
Washburn Capital Management, Inc.
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
Smith & Howard Wealth Management, LLC
|
|
|
|
|
|
Elequin Capital Lp
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Flynn Zito Capital Management, Llc
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
DMKC Advisory Services, LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
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|
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
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|
|
|
|
KDK Private Wealth Management, LLC
|
|
|
|
|
|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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|
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|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
First Financial Group Corp
|
|
|
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|
Bay Capital Advisors, LLC
|
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|
Koshinski Asset Management, Inc.
|
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|
SG Americas Securities, LLC
|
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|
Minot DeBlois Advisors LLC
|
|
|
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|
Kennebec Savings Bank
|
|
|
|
|
|
VGENX - VANGUARD SPECIALIZED FUNDS - Vanguard Energy Fund Investor Shares
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
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|
|
|
|
Next Level Wealth Planning, LLC
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
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|
Northeast Financial Consultants Inc
|
|
|
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|
Regatta Capital Group, Llc
|
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|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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|
|
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|
FFHCX - FIDELITY SUMMER STREET TRUST - Fidelity Series Floating Rate High Income Fund
|
|
|
|
|
|
Ivy Lane Capital Management, Llc
|
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|
|
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|
Cabot Wealth Management Inc
|
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|
Meitav Dash Investments Ltd
|
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|
Saba Capital Management, L.P.
|
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|
Nearwater Capital Markets, Ltd
|
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Ewa, Llc
|
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Fruth Investment Management
|
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|
Sims Investment Management, Llc
|
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|
Clark Capital Management Group, Inc.
|
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Orion Portfolio Solutions, LLC
|
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Financial Network Wealth Management LLC
|
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|
Lifestyle Asset Management, Inc.
|
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|
Traveka Wealth, LLC
|
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|
Hendley & Co Inc
|
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|
Nilsine Partners, LLC
|
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Jag Capital Management, Llc
|
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|
Amundi
|
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|
Windle Wealth, LLC
|
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|
Duncan Williams Asset Management, LLC
|
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|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
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|
Patton Fund Management, Inc.
|
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|
First Heartland Consultants, Inc.
|
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Clarity Financial LLC
|
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|
|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
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|
|
|
|
Cypress Capital, LLC
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
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|
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
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|
|
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|
Flywheel Private Wealth LLC
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
Peirce Capital Management, LLC
|
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|
Texas Capital Bank Wealth Management Services Inc
|
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|
Simplex Trading, Llc
|
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|
|
|
|
INFIX - Managed Portfolio Series - Tortoise MLP & Energy Income Fund Institutional Class Shares
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
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|
Cove Private Wealth, LLC
|
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|
Pacifica Partners Inc.
|
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|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
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|
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund
|
|
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|
Aldebaran Financial Inc.
|
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|
Allen Mooney & Barnes Investment Advisors LLC
|
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|
Kestra Advisory Services, LLC
|
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|
Manufacturers Life Insurance Company, The
|
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FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
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|
Redwood Investment Management, Llc
|
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Arcataur Capital Management LLC
|
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|
Glass Jacobson Investment Advisors llc
|
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|
Cohen Klingenstein LLC
|
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|
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|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
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|
|
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C
|
|
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|
Denali Advisors Llc
|
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|
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FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
Fingerlakes Wealth Management, Inc.
|
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|
Taurus Asset Management, Llc
|
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|
Greenwood Capital Associates Llc
|
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|
Westover Capital Advisors, LLC
|
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|
Front Row Advisors LLC
|
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|
CI Private Wealth, LLC
|
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|
Carmel Capital Partners, LLC
|
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|
Meriwether Wealth & Planning, LLC
|
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|
Central Bank & Trust Co
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
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|
|
Bourne Lent Asset Management Inc
|
|
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|
|
Advyzon Investment Management, LLC
|
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|
|
Empower Advisory Group, LLC
|
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|
OneAscent Financial Services LLC
|
|
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|
|
Evelyn Partners Investment Management (Europe) Ltd
|
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|
|
L2 Asset Management, LLC
|
|
|
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|
|
Old North State Wealth Management, LLC
|
|
|
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|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
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|
|
Colonial Trust Co / SC
|
|
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|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
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|
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|
Stoneridge Investment Partners Llc
|
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|
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|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
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|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Longbow Finance SA
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Cypress Capital Advisors, LLC
|
|
|
|
|
|
Fusion Capital, LLC
|
|
|
|
|
|
HT Partners LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Abound Financial, Llc
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
IGE - iSHARES TRUST - iShares North American Natural Resources ETF
|
|
|
|
|
|
Peoples Bank /oh
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
SLT Holdings LLC
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Allen Wealth Management, Llc
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Parkwoods Wealth Partners, LLC
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Donald L. Hagan, LLC
|
|
|
|
|
|
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
Bright Financial Advisors, Inc.
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
R. W. Roge & Company, Inc.
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
Alpha Financial Partners, LLC
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
American Assets Inc
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
Avaii Wealth Management, Llc
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Natural Resources Portfolio Class IB
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
ShankerValleau Wealth Advisors, Inc.
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
Fonville Wealth Management LLC
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
|
|
|
|
|
Portfolio Strategies, Inc.
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
Franklin Templeton ETF Trust - Franklin Income Focus ETF
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
AHITX - AMERICAN HIGH INCOME TRUST - AMERICAN HIGH INCOME TRUST Class A
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
Prentiss Smith & Co Inc
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Nova R Wealth, Inc.
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Warner Financial, Inc
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Motiv8 Investments LLC
|
|
|
|
|
|
Floyd Financial Group Llc
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Sharper & Granite LLC
|
|
|
|
|
|
Westchester Capital Management, Inc.
|
|
|
|
|
|
Wingate Wealth Advisors, Inc.
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Financial Partners Group, LLC
|
|
|
|
|
|
Post Resch Tallon Group Inc.
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Allen Operations Llc
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
DIG - PROSHARES TRUST - ProShares Ultra Oil & Gas
|
|
|
|
|
|
CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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Regent Peak Wealth Advisors LLC
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FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A
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Canvas Wealth Advisors, LLC
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Maple Capital Management, Inc.
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Union Bancaire Privee, UBP SA
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Monte Financial Group, LLC
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Hoge Financial Services, Llc
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STFBX - Advisers Investment Trust - State Farm Balanced Fund
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Wambolt & Associates, LLC
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WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
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Vaughan Nelson Investment Management, L.p.
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WFA of San Diego, LLC
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New England Research & Management, Inc.
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Investors Asset Management Of Georgia Inc /ga/ /adv
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Capital A Wealth Management, LLC
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FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
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PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
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RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
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Victory Capital Management Inc
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Rockefeller Capital Management L.P.
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CIBC Private Wealth Group, LLC
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Principle Wealth Partners Llc
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Carter Financial Group, INC.
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Heirloom Wealth Management
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Accurate Wealth Management, LLC
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Fiduciary Wealth Partners, LLC
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Ade, Llc
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Destination Wealth Management
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Financial Advisory Service, Inc.
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Portland Global Advisors LLC
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Patrick M Sweeney & Associates, Inc
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Lummis Asset Management, LP
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Cullen/frost Bankers, Inc.
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Onyx Bridge Wealth Group LLC
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AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
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SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
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TradeWell Securities, LLC.
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Frontier Asset Management, LLC
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Financial Gravity Companies, Inc.
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Garrett Wealth Advisory Group, LLC
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PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
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Painted Porch Advisors LLC
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Beaumont Financial Advisors, LLC
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
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Employees Retirement System of Texas
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GFS Advisors, LLC
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Indiana Trust & Investment Management CO
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Pullen Investment Management, LLC
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Howland Capital Management Llc
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Ivy Variable Insurance Portfolios - Ivy VIP Value Class II
|
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Modus Advisors, LLC
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Optima Capital Llc
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Heritage Wealth Advisors
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Hubbell Strickland Wealth Management, LLC
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Waters Parkerson & Co., Llc
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Hartford Investment Management Co
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Asset Planning,Inc
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MBL Wealth, LLC
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
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Sepio Capital, LP
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Synergy Financial Management, LLC
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JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
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LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
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Blue Fin Capital, Inc.
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Cobler Capital Management, LLC
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Keb Asset Management, Llc
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Coastline Trust Co
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LM Advisors LLC
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Essex Financial Services, Inc.
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Galvin, Gaustad & Stein, LLC
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Willis Johnson & Associates, Inc.
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Manchester Financial Inc
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Cultivar Capital, Inc.
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Private Capital Advisors, Inc.
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Hayek Kallen Investment Management
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Group One Trading, L.p.
|
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FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
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RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
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VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
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|
NDVR, Inc.
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Everhart Financial Group, Inc.
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Private Advisory Group LLC
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Newton One Investments LLC
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Arcadia Investment Management Corp/mi
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Braun Stacey Associates Inc
|
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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|
Blossom Wealth Management
|
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|
Howard Hughes Medical Institute
|
|
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|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
|
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|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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|
General American Investors Co Inc
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|
Five Oceans Advisors
|
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|
Allspring Global Investments Holdings, LLC
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|
Shepherd Financial Partners LLC
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|
Empire Financial Management Company, LLC
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|
Stonebridge Capital Advisors LLC
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|
Perkins Coie Trust Co
|
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|
Hollow Brook Wealth Management LLC
|
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|
Botty Investors LLC
|
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|
PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
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|
G2 Capital Management, Llc / Oh
|
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|
Principal Securities, Inc.
|
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|
Kieckhefer Group Llc
|
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|
Federation des caisses Desjardins du Quebec
|
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|
Avantax Planning Partners, Inc.
|
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|
Resources Investment Advisors, LLC.
|
|
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|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
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|
Czech National Bank
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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|
Hilltop Holdings Inc.
|
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|
Somerset Trust Co
|
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|
CIBC Asset Management Inc
|
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|
Private Client Services, Llc
|
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|
Nicholson Wealth Management Group, LLC
|
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|
Cahaba Wealth Management, Inc.
|
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|
McLean Asset Management Corp
|
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|
Semus Wealth Partners LLC
|
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|
|
Proathlete Wealth Management Llc
|
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|
|
BCGM Wealth Management, LLC
|
|
|
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|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Aqr Capital Management Llc
|
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|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Axecap Investments, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Austin Wealth Management, LLC
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
ELCV - Strategy Shares - Eventide High Dividend ETF
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
FCG Investment Co
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
WealthCare Investment Partners, LLC
|
|
|
|
|
|
Safeguard Financial, LLC
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
Adamsbrown Wealth Consultants Llc
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Regency Capital Management Inc.\DE
|
|
|
|
|
|
Infrastructure Capital Advisors, Llc
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Kempner Capital Management Inc.
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Value ETF -
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
|
|
|
|
|
Rench Wealth Management, Inc.
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Oldfather Financial Services, LLC
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
VERITY Wealth Advisors
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Oak Associates Ltd /oh/
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
EdgeRock Capital LLC
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Compass Capital Management, Inc
|
|
|
|
|
|
Asset Planning Services Inc /la/ /adv
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
Capital Management Corp /va
|
|
|
|
|
|
Value Holdings Management Co. Llc
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund
|
|
|
|
|
|
CV Advisors LLC
|
|
|
|
|
|
Vista Private Wealth Partners. LLC
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
Adams Asset Advisors, LLC
|
|
|
|
|
|
Swisher Financial Concepts, Inc.
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
Lane & Associates LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Motco
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
Pinnacle Family Advisors, LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Byrne Financial Freedom, Llc
|
|
|
|
|
|
W Advisors, Llc
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RWM Asset Management, LLC
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M&G Plc
|
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Brooks, Moore & Associates, Inc.
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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Steele Capital Management, Inc.
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DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
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Chiron Capital Management, Llc
|
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Mowery & Schoenfeld Wealth Management, LLC
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Rollins Financial Advisors, LLC
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SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
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|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
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|
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
|
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|
Pittenger & Anderson Inc
|
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
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Rodgers Brothers Inc.
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First Fiduciary Investment Counsel, Inc.
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Hazlett, Burt & Watson, Inc.
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Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
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Stonehage Fleming Financial Services Holdings Ltd
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Wallace Hart LLC
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First National Bank of Hutchinson
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First National Trust Co
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49 Wealth Management, Llc
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Fiduciary Planning LLC
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Joule Financial, LLC
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Jupiter Wealth Management LLC
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MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
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|
Jane Street Group, Llc
|
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Elwood & Goetz Wealth Advisory Group, LLC
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Montag A & Associates Inc
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Foster Victor Wealth Advisors, LLC
|
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|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
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|
Crescent Sterling, Ltd.
|
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Builder Investment Group Inc /adv
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HC Advisors, LLC
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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|
Farmers & Merchants Trust Co of Long Beach
|
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Cornerstone Wealth Group, LLC
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Concorde Financial Corp
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Security National Bank
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Lyell Wealth Management, Lp
|
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Security Financial Services, INC.
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ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
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Balyasny Asset Management Llc
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Macroview Investment Management Llc
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Oak Hill Wealth Advisors, Llc
|
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VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
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LifeWealth Investments, LLC
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McAdam, LLC
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Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
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Providence First Trust Co
|
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|
FFGCX - FIDELITY INVESTMENT TRUST - Fidelity Global Commodity Stock Fund
|
|
|
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|
|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
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HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
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|
Cyndeo Wealth Partners, LLC
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|
Freedom Day Solutions, LLC
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Donoghue Forlines LLC
|
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Capital Group Private Client Services, Inc.
|
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Emerald Investment Partners, Llc
|
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Hickory Asset Management, Inc.
|
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Mairs & Power Inc
|
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Spectrum Strategic Capital Management, LLC
|
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Bell & Brown Wealth Advisors, Llc
|
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|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
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Farrell Financial LLC
|
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|
Capital Fund Management S.a.
|
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Bedell Frazier Investment Counseling, LLC
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Awm Capital, Llc
|
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Bnp Paribas Arbitrage, Sa
|
|
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|
Strata Wealth Advisors, LLC
|
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|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Lawson Kroeker Investment Management Inc/ne
|
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|
Wallace Capital Management Inc.
|
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Tower View Investment Management & Research LLC
|
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|
Grandfield & Dodd, Llc
|
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|
BEAM Asset Management, LLC
|
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Aviance Capital Partners, LLC
|
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|
Shulman DeMeo Asset Management LLC
|
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|
BKM Wealth Management, LLC
|
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|
Provident Investment Management, Inc.
|
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|
Cape Ann Savings Bank
|
|
|
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|
Jefferies Financial Group Inc.
|
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|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
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|
|
Slow Capital, Inc.
|
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|
Harrell Investment Partners, Llc
|
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|
Td Asset Management Inc
|
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|
Nbt Bank N A /ny
|
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|
|
Change Path, LLC
|
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|
Vista Capital Partners, Inc.
|
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|
Correct Capital Wealth Management
|
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|
|
|
|
City Center Advisors, LLC
|
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|
Partners Wealth Management, Llc
|
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|
|
Savant Capital, LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
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|
|
|
Sterling Investment Advisors, Ltd.
|
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|
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|
|
Seeds Investor Llc
|
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|
Becker Capital Management Inc
|
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|
GQG Partners LLC
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Seven Springs Wealth Group, LLC
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
Tevis Investment Management
|
|
|
|
|
|
TCP Asset Management, LLC
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Diversified Portfolios, Inc.
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Castleview Partners, Llc
|
|
|
|
|
|
B.O.S.S. Retirement Advisors, LLC
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
Waypoint Wealth Partners Inc.
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
Mathes Company, Inc.
|
|
|
|
|
|
Northern Capital Management, Inc.
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Tlwm
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
WT Wealth Management
|
|
|
|
|
|
Dynamic Financial Group
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Barnes Pettey Financial Advisors, Llc
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Cincinnati Insurance Co
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
Catalina Capital Group, LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Helen Stephens Group, LLC
|
|
|
|
|
|
Westbourne Investments, Inc.
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
DNLAX - BNY MELLON OPPORTUNITY FUNDS - BNY Mellon Natural Resources Fund Class A
|
|
|
|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Prospect Financial Services LLC
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Elefante Mark B
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
Treasure Coast Financial Planning
|
|
|
|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Front Street Capital Management, Inc.
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Rockport Wealth LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Mirae Asset Securities (usa) Inc.
|
|
|
|
|
|
DeepCurrents Investment Group LLC
|
|
|
|
|
|
Voya Prime Rate Trust
|
|
|
|
|
|
Roffman Miller Associates Inc /pa/
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
Ruffer LLP
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
HOVLX - HOMESTEAD FUNDS INC - Value Fund
|
|
|
|
|
|
David J Yvars Group
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
MXHYX - GREAT-WEST FUNDS INC - Great-West High Yield Bond Fund Investor Class
|
|
|
|
|
|
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
|
|
|
|
|
|
Capital Wealth Alliance, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
|
|
|
|
|
North Point Portfolio Managers Corp/oh
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Riverchase Wealth Management, Llc
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Core Wealth Advisors, Inc.
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Coco Enterprises, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Biltmore Wealth Management, LLC
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Alexander Labrunerie & Co., Inc.
|
|
|
|
|
|
Inman Jager Wealth Management, LLC
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
Re Advisers Corp
|
|
|
|
|
|
Landaas & Co /wi /adv
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Foyston, Gordon, & Payne Inc
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
Hexagon Capital Partners LLC
|
|
|
|
|
|
CAP Partners, LLC
|
|
|
|
|
|
Weybosset Research & Management Llc
|
|
|
|
|
|
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Kinloch Capital, LLC
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
Paradigm Capital Management, LLC/NV
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
Clough Capital Partners L P
|
|
|
|
|
|
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
|
|
|
|
|
Presilium Private Wealth, Llc
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
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Well Done, LLC
|
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FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A
|
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|
|
|
|
BLACKROCK NATURAL RESOURCES TRUST - BLACKROCK NATURAL RESOURCES TRUST Investor A
|
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|
Rexford Capital Inc
|
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Riggs Asset Managment Co. Inc.
|
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|
Verus Capital Partners, Llc
|
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Gries Financial Llc
|
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|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
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|
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|
Joel Isaacson & Co., LLC
|
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|
OneAscent Investment Solutions LLC
|
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|
Ipswich Investment Management Co., Inc.
|
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QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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|
Seelaus Asset Management LLC
|
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First Merchants Corp
|
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|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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|
HNRIX - HENNESSY FUNDS TRUST - Hennessy BP Energy Fund Institutional Class
|
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|
Ames National Corp
|
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|
Mediolanum International Funds Ltd
|
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|
Barnes Dennig Private Wealth Management LLC
|
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|
Retirement Wealth Solutions LLC
|
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|
Marotta Asset Management
|
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|
Herold Advisors, Inc.
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
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|
Bnp Paribas
|
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|
Barry Investment Advisors, LLC
|
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|
Prepared Retirement Institute LLC
|
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|
RB Capital Management, LLC
|
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Cordatus Wealth Management LLC
|
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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|
Park Edge Advisors, LLC
|
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Linden Thomas Advisory Services, LLC
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
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|
Coordinated Financial Services, Inc.
|
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|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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|
Bokf, Na
|
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|
Tilia Fiduciary Partners, Inc.
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
Lord, Abbett & Co. Llc
|
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Capital International Inc /ca/
|
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|
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|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
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|
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|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
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|
Fulton Bank, N.a.
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
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|
Reliant Investment Management, LLC
|
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Monograph Wealth Advisors, Llc
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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|
|
Synovus Financial Corp
|
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|
Auxier Asset Management
|
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|
Regal Investment Advisors LLC
|
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|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
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|
|
LOM Asset Management Ltd
|
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|
Illinois Municipal Retirement Fund
|
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|
Shearwater Capital LLC
|
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|
Philadelphia Trust Co
|
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|
Edge Wealth Management LLC
|
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|
Oakwell Private Wealth Management, LLC
|
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|
My Personal CFO, LLC
|
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|
Phoenix Holdings Ltd.
|
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MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
|
|
|
|
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|
Old Republic International Corp
|
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|
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
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|
Keystone Financial Group, Inc.
|
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
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|
Pioneer Trust Bank N A/or
|
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|
|
|
Bbr Partners, Llc
|
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|
Cypress Wealth Services, LLC
|
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|
Talbot Financial, LLC
|
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|
Tarbox Family Office, Inc.
|
|
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|
GUSH - Direxion Shares ETF Trust - Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares
|
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|
|
Versant Capital Management, Inc
|
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|
FVALX - FORESTER FUNDS INC - Forester Value Fund Class N
|
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|
|
|
Chapman Investment Management, LLC
|
|
|
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|
|
Bank Of Stockton
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
Shelter Mutual Insurance Co
|
|
|
|
|
|
Spring Capital Management, Llc
|
|
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|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
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|
|
Spire Wealth Management
|
|
|
|
|
|
APCM Wealth Management for Individuals
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
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|
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|
Islay Capital Management, Llc
|
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|
|
McGowan Group Asset Management, Inc.
|
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|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Armbruster Capital Management, Inc.
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
Oregon Pacific Wealth Management, LLC
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Aurora Investment Managers, LLC.
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Corrigan Financial, Inc.
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
Family Investment Center, Inc.
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Israel Discount Bank of New York
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Lpwm Llc
|
|
|
|
|
|
First International Bank & Trust
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
XLSR - SSGA Active Trust - SPDR(R) SSGA US Sector Rotation ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Trademark Financial Management, LLC
|
|
|
|
|
|
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Sandhill Capital Partners LLC
|
|
|
|
|
|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
XY Planning Network, Inc.
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
IENAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Energy Fund Class A
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Southport Management, L.l.c.
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Symmetry Investments LP
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
LRT Capital Management, LLC
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
Atwater Malick LLC
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Torno Capital, Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Financial Life Planners
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF
|
|
|
|
|
|
Mills Wealth Advisors LLC
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
RPAR - Tidal ETF Trust - RPAR Risk Parity ETF
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Fischer Financial Services, Inc.
|
|
|
|
|
|
Winebrenner Capital Management Llc
|
|
|
|
|
|
Fee-Only Financial Planning, L.C.
|
|
|
|
|
|
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A
|
|
|
|
|
|
Grantvest Financial Group LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
1776 Wealth LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
Altman Advisors, Inc.
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
FreeGulliver LLC
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Arbor Trust Wealth Advisors, Llc
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Wealthspan Partners, Llc
|
|
|
|
|
|
Herbst Group, Llc
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Hoertkorn Richard Charles
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Attessa Capital LLC
|
|
|
|
|
|
Deane Retirement Strategies, Inc.
|
|
|
|
|
|
Lauterbach Financial Advisors, LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
TOPT - iSHARES TRUST - iShares Top 20 U.S. Stocks ETF
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Pvg Asset Management Corp
|
|
|
|
|
|
Alphadyne Asset Management, LLC
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Randolph Co Inc
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Armor Investment Advisors, LLC
|
|
|
|
|
|
Drum Hill Capital, LLC
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Capstone Wealth Management Group LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Ascent Capital Management, LLC
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Legacy CG, LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
PSPFX - US GLOBAL INVESTORS FUNDS - Global Resources Fund
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
CWC Advisors, LLC.
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Heritage Wealth Management, Inc. /CA/
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Pcg Asset Management, Llc
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
Vestia Personal Wealth Advisors
|
|
|
|
|
|
Montis Financial, LLC
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Dagco, Inc.
|
|
|
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Fiduciary Trust Co
|
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|
Leisure Capital Management
|
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|
Harbour Trust & Investment Management Co
|
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|
Fagan Associates, Inc.
|
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|
Boltwood Capital Management
|
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|
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|
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
|
|
|
|
|
|
NETZ - Engine No. 1 ETF Trust - Engine No. 1 Transform Climate ETF
|
|
|
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|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
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|
Notis-McConarty Edward
|
|
|
|
|
|
Hutchinson Financial Advisors, INC
|
|
|
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|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Performa Ltd (US), LLC
|
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|
NCM Capital Management, LLC
|
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|
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF
|
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|
World Equity Group, Inc.
|
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|
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|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Capital Markets Trading UK LLP
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
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|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
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|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
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|
Long Road Investment Counsel, LLC
|
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|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
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|
Comprehensive Financial Consultants Institutional, Inc.
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|
Clune & Associates, Ltd.
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Peachtree Investment Partners, LLC
|
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|
Landmark Wealth Management, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
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|
|
Exchange Bank
|
|
|
|
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|
Donaldson Capital Management, Llc
|
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|
|
|
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
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|
RedJay Asset Management Inc.
|
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|
Bruce G. Allen Investments, LLC
|
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|
Midwest Trust Co
|
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|
Fenimore Asset Management Inc
|
|
|
|
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|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
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|
Summit Financial, LLC
|
|
|
|
|
|
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
|
|
|
|
|
|
Sawyer & Company, Inc
|
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|
|
|
|
Hoese & Co LLP
|
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|
|
Larson Financial Group LLC
|
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|
Betterment LLC
|
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|
Mizuho Markets Cayman LP
|
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|
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|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
GQJPX - Advisors' Inner Circle Fund III - GQG PARTNERS INTERNATIONAL QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
Wise Wealth Partners
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
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|
First Dallas Securities Inc.
|
|
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|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
Reaves W H & Co Inc
|
|
|
|
|
|
Schwartz Investment Counsel Inc
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
|
|
|
|
|
Dempze Nancy E
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
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|
Lakeside Advisors, INC.
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Taddei, Ludwig & Associates, Inc.
|
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|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Stonebridge Financial Planning Group, LLC
|
|
|
|
|
|
Teza Capital Management LLC
|
|
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|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
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|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
Sunflower Bank, N.A.
|
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|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
Financial Strategies Group, Inc.
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Prostatis Group LLC
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Hirtle Callaghan & Co LLC
|
|
|
|
|
|
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A
|
|
|
|
|
|
Redwood Financial Network Corp
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
ABIG - EA Series Trust - Argent Large Cap ETF
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
Cannon Financial Strategists, Inc.
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
LifePlan Investment Advisors, Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Ring Mountain Capital, LLC
|
|
|
|
|
|
Consilium Wealth Advisory, LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Reaves Utility Income Fund
|
|
|
|
|
|
Planning Directions Inc
|
|
|
|
|
|
Hobart Private Capital, LLC
|
|
|
|
|
|
Canal Insurance CO
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Matisse Capital
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
Adapt Wealth Advisors, Llc
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
CMT Capital Markets Trading GmbH
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
New World Advisors LLC
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Intergy Private Wealth, LLC
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
|
|
|
|
|
American Alpha Advisors, LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
Park Capital Management, LLC / WI
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Fulcrum Equity Management
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
RFP Financial Group LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Live Oak Investment Partners
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
PCG Wealth Advisors, LLC
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Sprott Inc.
|
|
|
|
|
|
J2 Capital Management Inc
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Verus Financial Partners, Inc.
|
|
|
|
|
|
Eldridge Investment Advisors, Inc.
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
GenWealth Group, Inc.
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
DIVD - EA Series Trust - Altrius Global Dividend ETF
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Axis Wealth Partners, LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Level Financial Advisors, Inc.
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Quantum Financial Planning Services, Inc.
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
J.P. Marvel Investment Advisors, LLC
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
Symphony Financial Services, Inc.
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Brian Low Financial Group, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
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Wealth Advisors Northwest LLC
|
|
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|
|
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class
|
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|
|
Retirement Planning Group, Llc / Ny
|
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Atlas Wealth Partners, LLC
|
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
Western Pacific Wealth Management, LP
|
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|
Novus Advisors, Llc
|
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Ashton Thomas Private Wealth, LLC
|
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|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
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|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
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|
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|
Sheets Smith Wealth Management
|
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Main Street Financial Solutions, LLC
|
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|
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|
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund
|
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|
Hantz Financial Services, Inc.
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|
Davis R M Inc
|
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Mindset Wealth Management, Llc
|
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THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
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|
ROI Financial Advisors, LLC
|
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|
State Board Of Administration Of Florida Retirement System
|
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|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
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|
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
|
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|
|
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|
Camelot Portfolios, LLC
|
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Taylor Hoffman Capital Management LLC
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|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
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|
Peterson Wealth Advisors, LLC
|
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|
Skopos Labs, Inc.
|
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Burling Wealth Partners, Llc
|
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MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund
|
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|
Cacti Asset Management Llc
|
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|
Physicians Financial Services, Inc.
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SageView Advisory Group, LLC
|
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Community Bank, N.A.
|
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Commerce Bank
|
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Legacy Financial Advisors, Inc.
|
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Montz Harcus Wealth Management LLC
|
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Helium Advisors LLC
|
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Veracity Capital LLC
|
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Landing Point Financial Group, LLC
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Intact Investment Management Inc.
|
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Northcape Wealth Management, Llc
|
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|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
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|
VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A
|
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|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
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Sloy Dahl & Holst, LLC
|
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Atlas Private Wealth Advisors
|
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|
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|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
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|
Plum Street Advisors, LLC
|
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Bright Futures Wealth Management, LLC.
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Krilogy Financial LLC
|
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AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund
|
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|
Avenue 1 Advisors, LLC
|
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Man Group plc
|
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Goldstein Advisors, LLC
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Independent Advisor Alliance
|
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|
American Institute for Advanced Investment Management, LLP
|
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Cim Investment Mangement Inc
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Twelve Points Wealth Management LLC
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JT Stratford LLC
|
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Clarius Group, LLC
|
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TEKX - SSGA Active Trust - SPDR Galaxy Transformative Tech Accelerators ETF
|
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|
Wilkins Investment Counsel Inc
|
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Mason Investment Advisory Services, Inc.
|
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Rocky Mountain Advisers, Llc
|
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Texas Capital Bancshares Inc/tx
|
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|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
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|
Capital Investment Advisors, LLC
|
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|
Canada Pension Plan Investment Board
|
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|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
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|
Cornerstone Total Return Fund Inc
|
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ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
|
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|
Mitchell Sinkler & Starr/pa
|
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|
Constitution Capital LLC
|
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|
Murphy, Middleton, Hinkle & Parker, Inc.
|
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|
McGlone Suttner Wealth Management, Inc.
|
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|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
|
|
|
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|
Old Point Trust & Financial Services N A
|
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|
Azimuth Capital Investment Management LLC
|
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|
Thomasville National Bank
|
|
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|
Dogwood Wealth Management LLC
|
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|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
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|
1620 Investment Advisors, Inc.
|
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|
PFG Investments, LLC
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|
Brown Advisory Inc
|
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|
LCM Capital Management Inc
|
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|
Sollinda Capital Management LLC
|
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|
Qube Research & Technologies Ltd
|
|
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|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Lewis Asset Management, LLC
|
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|
Hudson Bay Capital Management LP
|
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|
KDT Advisors, LLC
|
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|
Michels Family Financial, LLC
|
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|
Focused Wealth Management, Inc
|
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|
U S Wealth Group, Llc.
|
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|
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|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
Avant Capital LLC
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
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|
|
Sit Investment Associates Inc
|
|
|
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|
|
Roberts Glore & Co Inc /il/
|
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|
DAVENPORT & Co LLC
|
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|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
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|
|
Clean Yield Group
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Hrc Wealth Management, Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
|
|
Game Creek Capital, LP
|
|
|
|
|
|
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
Foundation Resource Management Inc
|
|
|
|
|
|
Kelman-Lazarov, Inc.
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
|
|
|
|
|
Windsor Capital Management, LLC
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Yoffe Investment Management, LLC
|
|
|
|
|
|
Santori & Peters, Inc.
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Merewether Investment Management, LP
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Heritage Wealth Partners, LLC
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Oil & Gas
|
|
|
|
|
|
Timonier Family Office, LTD.
|
|
|
|
|
|
Orca Investment Management, LLC
|
|
|
|
|
|
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Summa Corp.
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Uniting Wealth Partners, LLC
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
|
|
|
|
|
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF
|
|
|
|
|
|
Selway Asset Management
|
|
|
|
|
|
Eagle Capital Management, LLC
|
|
|
|
|
|
Advocacy Wealth Management Services, LLC
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
Barton Investment Management
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
BWM Planning, LLC
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
New Capital Management LP
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Private Wealth Advisors, LLC
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
Holland Advisory Services, Inc.
|
|
|
|
|
|
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
|
|
|
|
|
|
Trinity Legacy Partners, LLC
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Strategic Planning, Inc.
|
|
|
|
|
|
Beirne Wealth Consulting Services, LLC
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
|
|
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
Harfst & Associates, Inc.
|
|
|
|
|
|
Midwest Heritage Bank, FSB
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
Runnymede Capital Advisors, Inc.
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
High Falls Advisors, Inc
|
|
|
|
|
|
WPLCX - WP Trust - WP Large Cap Income Plus Fund Institutional Class Shares
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
Juncture Wealth Strategies, Llc
|
|
|
|
|
|
Delta Capital Management Llc
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
EIPX - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Energy Income Partners Strategy ETF
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Energy Fund Variable Annuity
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
McGinn Investment Management, Inc.
|
|
|
|
|
|
Nvest Financial, LLC
|
|
|
|
|
|
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
Maripau Wealth Management Llc
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
South Street Advisors LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
MOKAN Wealth Management Inc.
|
|
|
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Sterling Financial Planning, Inc.
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
Dupont Capital Management Corp
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
Eubel Brady & Suttman Asset Management Inc
|
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|
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|
|
Quantinno Capital Management LP
|
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|
|
Fmb Wealth Management
|
|
|
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|
|
St. Clair Advisors, LLC
|
|
|
|
|
|
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
|
|
|
|
|
|
WESPAC Advisors SoCal, LLC
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund
|
|
|
|
|
|
Objectivity Squared, LLC
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Prospector Partners Llc
|
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|
|
DJE Kapital AG
|
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|
Code Waechter LLC
|
|
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|
Beech Hill Advisors, Inc.
|
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|
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|
Paradigm Asset Management Co Llc
|
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|
Affinity Wealth Management Llc
|
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|
|
Auour Investments LLC
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
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|
|
|
|
Red Wave Investments LLC
|
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|
|
|
|
Vivaldi Capital Management, LLC
|
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|
Cidel Asset Management Inc
|
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|
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|
|
Los Angeles Capital Management Llc
|
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|
|
Buck Wealth Strategies, LLC
|
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|
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|
Sutton Place Investors Llc
|
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|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
Significant Wealth Partners LLC
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
D. Scott Neal, Inc.
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
U S Global Investors Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Palogic Value Management, L.P.
|
|
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|
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|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
|
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|
Mayport, Llc
|
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|
Quadrant Capital Group Llc
|
|
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|
|
|
Investors Research Corp
|
|
|
|
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|
McKinley Carter Wealth Services, Inc.
|
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|
|
|
Hiddenite Capital Partners LP
|
|
|
|
|
|
Cim, Llc
|
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|
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|
|
GLOBALT Investments LLC / GA
|
|
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|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
|
|
|
|
|
Crestmont Private Wealth LLC
|
|
|
|
|
|
Ark & Tlk Investments, Llc
|
|
|
|
|
|
Kercheville Advisors, LLC
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Clarity Capital Partners LLC
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Melia Wealth LLC
|
|
|
|
|
|
Rothschild Capital Partners, LLC
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Wills Financial Group LLC
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
Seaside Wealth Management, Inc.
|
|
|
|
|
|
Hill Investment Group Partners, LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
RPg Family Wealth Advisory, LLC
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
Kinsale Capital Group, Inc.
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Principal Diversified Select Real Asset Fund
|
|
|
|
|
|
Texas Capital Funds Trust - Texas Capital Texas Oil Index ETF
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
Ttp Investments, Inc.
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Tumwater Wealth Management, LLC
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Elevate Wealth Advisory, Inc
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Meridian Financial Partners LLC
|
|
|
|
|
|
Opus Capital Group, LLC
|
|
|
|
|
|
Beta Wealth Group, Inc.
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Northwest Financial Advisors
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
Elite Wealth Management, Inc.
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
Clough Global Dividend & Income Fund
|
|
|
|
|
|
Heritage Investment Group, Inc.
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
Brandywine Trust Co
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Requisite Capital Management, LLC
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Arrowroot Family Office, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Gamco Natural Resources, Gold & Income Trust
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
Ariston Services Group
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Rbo & Co Llc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
PBFDX - FORUM FUNDS - Payson Total Return Fund
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Davis Selected Advisers
|
|
|
|
|
|
Peninsula Asset Management Inc
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Colorado Capital Management, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
Guinness Atkinson Asset Management Inc
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
Zevin Asset Management Llc
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
PGNAX - PRUDENTIAL JENNISON NATURAL RESOURCES FUND, INC. - PGIM Jennison Natural Resources Fund Class A
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
|
|
|
|
|
|
Flagstone Financial Management
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
Laird Norton Trust Company, Llc
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
Harbor Group, Inc.
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
McMahon Financial Advisors, LLC
|
|
|
|
|
|
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Richard P Slaughter Associates Inc
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
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Financiere des Professionnels - Fonds d,investissement inc.
|
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|
Clal Insurance Enterprises Holdings Ltd
|
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|
Global Wealth Management Investment Advisory, Inc.
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|
GM Advisory Group, Inc.
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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|
Bleichroeder LP
|
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|
Rice Partnership, LLC
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Brooklands Fund Management Ltd
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Lowe Brockenbrough & Co Inc
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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|
Mark Sheptoff Financial Planning, Llc
|
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|
Traynor Capital Management, Inc.
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Snowden Capital Advisors LLC
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Forum Financial Management, LP
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Merit Financial Group, LLC
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Wealthcare Capital Partners, LLC
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Generali Investments, Management Co LLC
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Conestoga Capital Advisors, LLC
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Cherokee Insurance Co
|
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Strategic Investment Solutions, Inc. /IL
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NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
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PSI Advisors, LLC
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Westhampton Capital, LLC
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Aspect Partners, LLC
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AE Wealth Management LLC
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Wolf Group Capital Advisors
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BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
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|
Jennison Associates Llc
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Strategic Investment Advisors / MI
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Samjo Management, LLC
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Keystone Financial Planning, Inc.
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Smart Money Group LLC
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Morey & Quinn Wealth Partners, LLC
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LeConte Wealth Management, LLC
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Talisman Wealth Advisors LLC
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Quilter Plc
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Trillium Asset Management, Llc
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Pitti Group Wealth Management, LLC
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Blue Rock Wealth Management LLC
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Mattern Capital Management, Llc
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AIFG Consultants Ltd.
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Northwest Quadrant Wealth Management, LLC
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Agp Franklin, Llc
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Nvwm, Llc
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Paragon Advisors, LLC
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Biltmore Family Office, LLC
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State Street Corp
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Crux Wealth Advisors
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PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
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Citizens Financial Group Inc/ri
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Aaron Wealth Advisors LLC
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Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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|
Huntington National Bank
|
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Stone House Investment Management, LLC
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Fundamentun, Llc
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Cape Cod Five Cents Savings Bank
|
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SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
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PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF
|
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Laurel Wealth Advisors LLC
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PAX Financial Group, LLC
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NOLVX - Northern Funds - Northern Large Cap Value Fund
|
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Washington Trust Bank
|
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|
Hudock, Inc.
|
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Am Investment Strategies Llc
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Ball & Co Wealth Management Inc.
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Lindbrook Capital, Llc
|
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Quest Investment Management Llc
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Weiss Asset Management LP
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Hengehold Capital Management Llc
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF
|
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Convergence Investment Partners, LLC
|
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AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
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|
Calamos Strategic Total Return Fund
|
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|
Fidelity D & D Bancorp Inc
|
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|
Capital Asset Advisory Services LLC
|
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|
Nottingham Advisors, Inc.
|
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|
Investment Planning Advisors, Inc.
|
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Commonwealth Equity Services, Llc
|
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|
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
|
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|
Yarbrough Capital, LLC
|
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|
Baron Silver Stevens Financial Advisors, Llc
|
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|
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
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|
LexAurum Advisors, LLC
|
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Marex Group plc
|
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
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|
Kiltearn Partners LLP
|
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|
LENS - EA Series Trust - Sarmaya Thematic ETF
|
|
|
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|
SMI Advisory Services, LLC
|
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|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
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|
Credential Securities Inc.
|
|
|
|
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|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
New Vernon Investment Management Llc
|
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|
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF
|
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|
Albion Financial Group /ut
|
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|
Exchange Capital Management, Inc.
|
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|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
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|
O'Connor Financial Group LLC
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
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|
|
|
|
Inkwell Capital Llc
|
|
|
|
|
|
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
|
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|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Wernau Asset Management Inc.
|
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|
First American Bank
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
SIO - Touchstone ETF Trust - Touchstone Strategic Income Opportunities ETF
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
|
|
|
|
|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
|
|
|
|
Columbia Advisory Partners Llc
|
|
|
|
|
|
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Garrison Bradford & Associates Inc
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Winslow Asset Management Inc
|
|
|
|
|
|
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
|
|
|
|
|
Union Heritage Capital, LLC
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
VCI Wealth Management LLC
|
|
|
|
|
|
Ellerson Group Inc /adv
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
CCOR - Listed Funds Trust - Core Alternative ETF
|
|
|
|
|
|
Lynch Asset Management, Inc.
|
|
|
|
|
|
Broadleaf Partners, LLC
|
|
|
|
|
|
JBR Co Financial Management Inc
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Arnhold LLC
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Integris Wealth Management, LLC
|
|
|
|
|
|
Legacy Financial Group, Inc.
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
Selective Wealth Management, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
|
|
|
|
|
|
Griffith & Werner, Inc.
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Ninety One SA (PTY) Ltd
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class
|
|
|
|
|
|
Cascade Investment Advisors, Inc.
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Dymon Asia Capital (singapore) Pte. Ltd.
|
|
|
|
|
|
Stansberry Asset Management, Llc
|
|
|
|
|
|
Woodard & Co Asset Management Group Inc /adv
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Constant Guidance Financial LLC
|
|
|
|
|
|
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Financial Advisory Partners, Llc
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
|
|
|
|
|
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
|
|
|
|
|
|
Marathon Trading Investment Management LLC
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Custos Family Office, LLC
|
|
|
|
|
|
Rebalance, Llc
|
|
|
|
|
|
Somerset Group LLC
|
|
|
|
|
|
GEM Asset Management, LLC
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
Aufman Associates Inc
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Granite Harbor Advisors, Inc.
|
|
|
|
|
|
Ackerman Capital Advisors, LLC
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
WPWealth LLP
|
|
|
|
|
|
Columbia River Financial Group, LLC
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Blackhawk Capital Partners LLC.
|
|
|
|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
|
|
|
Mondrian Investment Partners LTD
|
|
|
|
|
|
Salzhauer Michael
|
|
|
|
|
|
ENPIX - Profunds - Oil & Gas Ultrasector Profund Investor Class
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Tripletail Wealth Management, LLC
|
|
|
|
|
|
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
|
|
|
|
|
4wealth Advisors, Inc.
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Palacios Wealth Management, LLC
|
|
|
|
|
|
L.K. Benson & Company, P.C.
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Shum Financial Group, Inc.
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
Cassia Capital Partners, LLC
|
|
|
|
|
|
Stewardship Advisors, LLC
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Keystone Financial Services, LLC
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Johnson & White Wealth Management, LLC
|
|
|
|
|
|
BluePointe Capital Management, LLC
|
|
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Blue Edge Capital, LLC
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BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
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|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
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|
Weil Company, Inc.
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Thrive Capital Management, LLC
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Edmond De Rothschild Holding S.a.
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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|
Cypress Point Wealth Management, LLC
|
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|
Global Financial Private Client, LLC
|
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Northwestern Mutual Wealth Management Co
|
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Chesley Taft & Associates LLC
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Capstone Investment Advisors, Llc
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Sunbelt Securities, Inc.
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Mainstay Capital Management Llc /adv
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Rf&l Wealth Management, Llc
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Gratus Wealth Advisors, LLC
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Triad Wealth Partners, LLC
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Valicenti Advisory Services Inc
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|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
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Horizon Bancorp Inc /in/
|
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Rialto Wealth Management, LLC
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Minichmacgregor Wealth Management, Llc
|
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Sippican Capital Advisors
|
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LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
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|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
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|
Frazier Financial Advisors, LLC
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|
Powell Investment Advisors, LLC
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Private Capital Management Llc
|
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FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
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|
Blackrock Resources & Commodities Strategy Trust
|
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|
Valley Brook Capital Group, Inc.
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|
Mizuho Markets Americas Llc
|
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Court Place Advisors, LLC
|
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Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
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|
Quest 10 Wealth Builders, Inc.
|
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|
Cadinha & Co Llc
|
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|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
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|
VisionPoint Advisory Group, LLC
|
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Nixon Peabody Trust Co
|
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BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
|
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|
LifeGoal Wealth Advisors
|
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|
Miller Howard Investments Inc /ny
|
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|
Greatmark Investment Partners, Inc.
|
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|
Franklin Street Advisors Inc /nc
|
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TFOAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Focused Fund A
|
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|
Mraz, Amerine & Associates, Inc.
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Abacus Wealth Partners, LLC
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Aspen Wealth Strategies, LLC
|
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CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
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|
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|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
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|
Ancora Advisors, LLC
|
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|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
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|
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C
|
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|
Clark Asset Management, LLC
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Menard Financial Group LLC
|
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|
Enterprise Bank & Trust Co
|
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Erste Asset Management GmbH
|
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|
Stonegate Investment Group, LLC
|
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|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
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|
Fractal Investments LLC
|
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|
Boston Research & Management Inc
|
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Stonebridge Capital Management Inc
|
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Chickasaw Capital Management Llc
|
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Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
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|
QV Investors Inc.
|
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|
Intrinsic Value Partners, LLC
|
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|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
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|
American Money Management, LLC
|
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|
Townsend & Associates, Inc
|
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|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
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|
Pegasus Asset Management, Inc.
|
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|
Blake Schutter Theil Wealth Advisors, LLC
|
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Searle & Co.
|
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|
Tiaa Trust, National Association
|
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|
Sara-Bay Financial
|
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|
Souders Financial Advisors
|
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|
Analyst IMS Investment Management Services Ltd.
|
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|
Duncker Streett & Co Inc
|
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|
Jump Financial, LLC
|
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|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
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|
Waterloo Capital, L.P.
|
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|
Contravisory Investment Management, Inc.
|
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|
Financial Advisors, LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
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|
|
Crew Capital Management, Ltd.
|
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|
Disciplined Equity Management, Inc.
|
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|
|
Bridges Investment Management Inc
|
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|
|
Chicago Partners Investment Group LLC
|
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|
|
Insight Wealth Partners, LLC
|
|
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|
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|
Hixon Zuercher, LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
MLOAX - Cohen & Steers MLP & Energy Opportunity Fund, Inc. - Cohen & Steers MLP & Energy Opportunity Fund, Inc. Class A
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
|
|
|
MPGVX - Gallery Trust - Mondrian Global Equity Value Fund
|
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
Afg Fiduciary Services Limited Partnership
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Sentinel Trust Co Lba
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
|
|
|
|
|
Roth Financial Partners LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Granite Group Advisors, LLC
|
|
|
|
|
|
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Yarger Wealth Strategies, Llc
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Brown Shipley& Co Ltd
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class
|
|
|
|
|
|
Demars Financial Group, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Central Valley Advisors, Llc
|
|
|
|
|
|
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
Creegan & Nassoura Financial Group, LLC
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
Pzena Investment Management Llc
|
|
|
|
|
|
Driehaus Capital Management Llc
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Bullseye Investment Management, LLC
|
|
|
|
|
|
Warburton Capital Management, LLC
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Pennsylvania Capital Management Inc /adv
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Hikari Power Ltd
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Everstar Asset Management, LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Bcm Advisors, Llc
|
|
|
|
|
|
Pfc Capital Group, Inc.
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
SAM Advisors, LLC
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
Campion Asset Management LLC
|
|
|
|
|
|
Teramo Advisors, LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Headland Capital, LLC
|
|
|
|
|
|
Bernardo Wealth Planning LLC
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
ERn Financial, LLC
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
|
Curran Financial Partners, LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
Intellus Advisors LLC
|
|
|
|
|
|
Kapitalo Investimentos Ltda
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Morgan Dempsey Capital Management Llc
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
IronBridge Private Wealth, LLC
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
VPR Management LLC
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Equity Investment Corp
|
|
|
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
West Bancorporation Inc
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Bradyco, Inc.
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Deprince Race & Zollo Inc
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Clay Northam Wealth Management, LLC
|
|
|
|
|
|
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
|
|
|
|
|
Crane Advisory, LLC
|
|
|
|
|
|
FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Joseph P. Lucia & Associates, LLC
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
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Ameritas Investment Partners, Inc.
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FILL - iShares, Inc. - iShares MSCI Global Energy Producers ETF
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BTC Capital Management, Inc.
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BKD Wealth Advisors, LLC
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Saxony Capital Management, LLC
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|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
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|
|
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River Street Advisors LLC
|
|
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|
Financial Advisors Network, Inc.
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Parthenon Llc
|
|
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REDW Wealth LLC
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Ieq Capital, Llc
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Penobscot Investment Management Company, Inc.
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Traub Capital Management LLC
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360 Financial, Inc.
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Gryphon Financial Partners LLC
|
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SevenBridge Financial Group, LLC
|
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|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Bitwise Funds Trust - Bitwise Web3 ETF
|
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|
|
|
|
Childress Capital Advisors, Llc
|
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|
OLIO Financial Planning
|
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Putnam Fl Investment Management Co
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Carl Stuart Investment Advisor, Inc
|
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|
Halbert Hargrove Global Advisors, Llc
|
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Dupree Financial Group, LLC
|
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|
Center for Financial Planning, Inc.
|
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|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
JCIC Asset Management Inc.
|
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|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
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|
Peak6 Llc
|
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|
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|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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|
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|
Spectrum Asset Management, Inc. (NB/CA)
|
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|
Anchor Capital Advisors Llc
|
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Azzad Asset Management Inc /adv
|
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|
Charter Research & Investment Group, Inc.
|
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|
|
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|
Legacy Capital Wealth Management, Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - High-Income Bond Fund Class 1
|
|
|
|
|
|
Energy Income Partners, LLC
|
|
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|
|
|
North Forty Two & Co.
|
|
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|
|
Gs Investments, Inc.
|
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|
Steel Peak Wealth Management LLC
|
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|
Petredis Investment Advisors Llc
|
|
|
|
|
|
Wheelhouse Advisory Group LLC
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
BCU Wealth Advisors, LLC
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
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|
Campbell Newman Asset Management Inc
|
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|
|
|
Tidemark, LLC
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Opes Wealth Management LLC
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
Darden Wealth Group Inc
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
SFYF - Tidal ETF Trust - SoFi 50 ETF
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
QDVAX - FundVantage Trust - Quality Dividend Fund Class A
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Highview Capital Management LLC/DE/
|
|
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|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Energy Class II
|
|
|
|
|
|
Pure Portfolios Holdings Llc
|
|
|
|
|
|
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
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|
|
Mechanics Financial Corp
|
|
|
|
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|
Fortress Financial Group, Llc
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Dean, Jacobson Financial Services, LLC
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
|
|
|
|
|
|
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Eagle Bluffs Wealth Management LLC
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Allium Financial Advisors, Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Foundation Wealth Management, LLC\PA
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
Red Lighthouse Investment Management, Llc
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Transcendent Capital Group LLC
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Baring Financial LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
Crown Advisors Management, Inc.
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
BIGTX - Monteagle Funds - The Texas Fund Class I
|
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
HWG Holdings LP
|
|
|
|
|
|
Family Firm, Inc.
|
|
|
|
|
|
Gill Capital Partners, Llc
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Pettinga Financial Advisors, LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Legacy Financial Group LLC
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
Rooted Wealth Advisors, Inc.
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
CALIFORNIA FIRST LEASING Corp
|
|
|
|
|
|
RTD Financial Advisors, Inc.
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
One + One Wealth Management, Llc
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Amarillo National Bank
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
|
|
|
|
|
BostonPremier Wealth LLC
|
|
|
|
|
|
Kelly Financial Services LLC
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
FMA Wealth Management, LLC
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Grand Wealth Management, Llc
|
|
|
|
|
|
Riverview Capital Advisers, LLC
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Orca Wealth Management, LLC
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Forum Private Client Group LLC
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
DKRT Investments Corp.
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Fox Hill Wealth Management
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Schiavi & Co LLC
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Clarion Wealth Managment Partners, LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
ICPAX - INTEGRITY FUNDS - Integrity Mid-North American Resources Fund , Class A
|
|
|
|
|
|
tru Independence LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Silverberg Bernstein Capital Management LLC
|
|
|
|
|
|
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
USPVX - World Funds Trust - Union Street Partners Value Fund Class A Shares
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
Financial Synergies Wealth Advisors, Inc.
|
|
|
|
|
|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Unison Advisors LLC
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Legacy Solutions, Llc
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
White Lighthouse Investment Management Inc.
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Marquette Asset Management, LLC
|
|
|
|
|
|
Neuberger Berman Mlp Income Fund Inc.
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
Ergawealth Advisors, Inc.
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
BACIX - Blackrock Funds - Blackrock All-cap Energy & Resources Portfolio Institutional
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Gagnon Securities Llc
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
EWG Elevate Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Kraft, Davis & Associates, LLC
|
|
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Allegiance Financial Group Advisory Services LLC
|
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|
Robeco Institutional Asset Management B.V.
|
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|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
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|
|
Douglas Lane & Associates, LLC
|
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|
Guerra Advisors Inc
|
|
|
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|
Parkshore Wealth Management, Inc.
|
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|
Dodge & Cox
|
|
|
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|
Nadler Financial Group, Inc.
|
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|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
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|
IAM Advisory, LLC
|
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|
Avenir Corp
|
|
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|
RBF Capital, LLC
|
|
|
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|
|
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
|
|
|
|
|
Solutions 4 Wealth, Ltd
|
|
|
|
|
|
Valpey Financial Services, LLC
|
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|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
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|
Ashford Capital Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
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|
|
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|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
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|
|
Nbc Securities, Inc.
|
|
|
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|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
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|
|
|
|
Close Asset Management Ltd
|
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|
Mosaic Family Wealth Partners, Llc
|
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|
Groupe la Francaise
|
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|
HFG Wealth Management, LLC
|
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|
Gouws Capital LLC
|
|
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|
Richard Bernstein Advisors LLC
|
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|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
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Fiduciary Financial Group, Llc
|
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Breakwater Capital Group
|
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|
Arvest Investments, Inc.
|
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Point72 (DIFC) Ltd
|
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SFG Wealth Management, LLC.
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|
Mirabaud & Cie SA
|
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|
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|
Sylvest Advisors, LLC
|
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|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
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|
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|
Clarendon Private LLC
|
|
|
|
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|
RBB FUND, INC. - SGI Enhanced Market Leaders ETF
|
|
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|
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|
Brandywine Oak Private Wealth Llc
|
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|
Acorn Creek Capital Llc
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
|
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
|
|
|
GNR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) Global Natural Resources ETF
|
|
|
|
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|
Clear Creek Financial Management, LLC
|
|
|
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|
Sterling Investment Advisors Llc /adv
|
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|
Quotient Wealth Partners, LLC
|
|
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|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
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|
|
Quintet Private Bank (Europe) S.A.
|
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|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
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|
Granite Bay Wealth Management, LLC
|
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|
|
|
FFRAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Floating Rate High Income Fund Class A
|
|
|
|
|
|
Mallini Complete Financial Planning LLC
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
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|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
Lazard Asset Management Llc
|
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|
Letson Investment Management, Inc.
|
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|
Toroso Investments, LLC
|
|
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|
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|
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
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|
NavPoint Financial, Inc.
|
|
|
|
|
|
Eaton Vance Tax Advantaged Global Dividend Income Fund
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Private Wealth Group, LLC
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
ForthRight Wealth Management, LLC
|
|
|
|
|
|
Websterrogers Financial Advisors, Llc
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Kiley Juergens Wealth Management, Llc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Forefront Wealth Management Inc.
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Diversified Investment Strategies, LLC
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
|
|
|
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Wellington Capital Management, Inc.
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
Theory Financial Llc
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Threadgill Financial, Llc
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Hikari Tsushin, Inc.
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Osprey Private Wealth LLC
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
Peak Financial Management, Inc.
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
Aspire Capital Advisors LLC
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Triton Wealth Management, PLLC
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
Martin Worley Group
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
New Harbor Financial Group, LLC
|
|
|
|
|
|
Pring Turner Capital Group Inc
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Goepper Burkhardt LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
St. Louis Financial Planners Asset Management, LLC
|
|
|
|
|
|
XLE - SELECT SECTOR SPDR TRUST - The Energy Select Sector SPDR Fund
|
|
|
|
|
|
Martin & Co Inc /tn/
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
KMVAX - KIRR MARBACH PARTNERS FUNDS INC - Kirr, Marbach Partners Value Fund
|
|
|
|
|
|
Yeomans Consulting Group, Inc.
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Investment Counsel Co Of Nevada
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Burt Wealth Advisors
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
|
|
|
|
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
|
|
|
Councilmark Asset Management, LLC
|
|
|
|
|
|
Tribridge Partners Financial LLC
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Sprott Focus Trust Inc.
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Ilex Capital Partners (UK) LLP
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
Hillman Capital Management, Inc.
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
|
|
|
|
|
CPA Asset Management LLC
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
RVW Wealth, LLC
|
|
|
|
|
|
Leslie Global Wealth, LLC
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
Semper Augustus Investments Group Llc
|
|
|
|
|
|
Martin Capital Partners, LLC
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Academy Capital Management Inc/tx
|
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
Provident Wealth Management, LLC
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
TradeLink Capital LLC
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
Keeler THomas Management LLC
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Sound Financial Strategies Group, LLC
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
Frederick Financial Consultants, LLC
|
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
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Prudent Man Investment Management, Inc.
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Ables, Iannone, Moore & Associates, Inc.
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Alliance Wealth Advisors, LLC /UT
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|
State of Alaska, Department of Revenue
|
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|
Twin Capital Management Inc
|
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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PayPay Securities Corp
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HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF
|
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FENY - FIDELITY COVINGTON TRUST - Fidelity MSCI Energy Index ETF
|
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|
Midland Wealth Advisors Llc
|
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NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class
|
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|
|
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MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund
|
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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Vance Wealth, Inc.
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McElhenny Sheffield Capital Management, LLC
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Aull & Monroe Investment Management Corp
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Robertson Stephens Wealth Management, LLC
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Commons Capital, Llc
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MBM Wealth Consultants, LLC
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Schubert & Co
|
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GAMMA Investing LLC
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Sigma Planning Corp
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Buttonwood Financial Advisors Inc.
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Cigna Investments Inc /new
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Loudon Investment Management, LLC
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First Foundation Advisors
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V. M. Manning & Co., Inc.
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Kessler Investment Group, LLC
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Weinberger Asset Management, Inc
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Reuter James Wealth Management, Llc
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Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
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Neuberger Berman Group LLC
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Scarborough Advisors, LLC
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CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
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Sumitomo Mitsui DS Asset Management Company, Ltd
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Willis Investment Counsel
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Oliver Lagore Vanvalin Investment Group
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Wealth Management Associates, Inc.
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Private Advisor Group, LLC
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IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
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LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
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Stiles Financial Services Inc
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Cullen Investment Group, Ltd.
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MidWestOne Financial Group, Inc.
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Hurley Capital, LLC
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Banque Cantonale Vaudoise
|
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Goodman Advisory Group, LLC
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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Holistic Financial Partners
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Manchester Capital Management LLC
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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Aft, Forsyth & Company, Inc.
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Generali Asset Management SPA SGR
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WCME - FIRST TRUST EXCHANGE-TRADED FUND - First Trust WCM Developing World Equity ETF
|
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ORG Partners LLC
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Lineweaver Wealth Advisors, LLC
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Rfg Holdings, Inc.
|
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Cherrydale Wealth Management, Llc
|
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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|
Holos Integrated Wealth LLC
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Centerpoint Advisory Group
|
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First National Bank & Trust Co Of Newtown
|
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KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
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JustInvest LLC
|
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Fort Washington Investment Advisors Inc /oh/
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Kings Path Partners LLC
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Kahn Brothers Group Inc /de/
|
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|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
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|
Drummond Knight Asset Management Pty Ltd
|
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Stonebrook Private Inc.
|
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Cedar Mountain Advisors, LLC
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True North Advisors, LLC
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Cary Street Partner Investment Advisory Llc
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Amussen Hunsaker Associates Llc
|
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|
Coordinated Financial Services, Inc./CO
|
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|
TFB Advisors LLC
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Marcum Wealth, LLC
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WealthPLAN Partners, LLC
|
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|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
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|
Evernest Financial Advisors, LLC
|
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Barclays Plc
|
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|
Collective Family Office Llc
|
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|
CJM Wealth Advisers, Ltd.
|
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|
Seven Mile Advisory
|
|
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|
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF
|
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|
Old Second National Bank Of Aurora
|
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|
Addison Capital Co
|
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|
Eagle Strategies LLC
|
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|
MGB Wealth Management, LLC
|
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|
Warwick Investment Management, Inc.
|
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Princeton Global Asset Management LLC
|
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|
Nichols & Pratt Advisers Llp /ma
|
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|
Graves-Light Private Wealth Management, Inc.
|
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|
Raymond James Financial Inc
|
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|
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|
Franklin Resources Inc
|
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|
JGP Wealth Management, LLC
|
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|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
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|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
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|
Kapstone Financial Advisors LLC
|
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|
Telos Capital Management, Inc.
|
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|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
Cardinal Strategic Wealth Guidance
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I
|
|
|
|
|
|
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund
|
|
|
|
|
|
Cooksen Wealth, LLC
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Prudent Investors Network
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB
|
|
|
|
|
|
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Gordian Capital Singapore Pte Ltd
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Sonata Capital Group Inc
|
|
|
|
|
|
GHAAX - VanEck Funds - Global Hard Assets Fund Class A
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Waterway Wealth Management, LLC
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
Copley Financial Group, Inc.
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Cannon Wealth Management Services, LLC
|
|
|
|
|
|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Bramshill Investments, LLC
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
RSPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Energy ETF
|
|
|
|
|
|
Indie Asset Partners, LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Watchman Group, Inc.
|
|
|
|
|
|
Melfa Wealth Management, Llc
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Nyl Investors Llc
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
CSNR - Cohen & Steers ETF Trust - Cohen & Steers Natural Resources Active ETF
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Fluent Financial, LLC
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
|
|
|
|
|
TSA Wealth Managment LLC
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
MBE Wealth Management, LLC
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Beck Capital Management, Llc
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
|
|
|
|
|
|
Christensen, King & Associates Investment Services, Inc.
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Pacific Heights Asset Management Llc
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Keating Investment Counselors Inc
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Skylands Capital, LLC
|
|
|
|
|
|
Kelly Financial Group Llc
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Planning Alternatives Ltd /adv
|
|
|
|
|
|
Shilanski & Associates, Inc.
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
Trust Co of Kansas
|
|
|
|
|
|
Biondo Investment Advisors, LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Proactive Wealth Strategies LLC
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
NSOIX - NORTHERN LIGHTS FUND TRUST II - North Star Opportunity Fund Class I Shares
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
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USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
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Mechanics Bank Trust Department
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SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F
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Semmax Financial Advisors Inc.
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Yousif Capital Management, Llc
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GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
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AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
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Capitol Family Office, Inc.
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Capital Insight Partners, Llc
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Mustard Seed Financial, LLC
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EverSource Wealth Advisors, LLC
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Verity Asset Management, Inc.
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
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LVPIX - Profunds - Large-cap Value Profund Investor Class
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Elk River Wealth Management, LLC
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Asset Planning Corporation
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
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SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
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Aptus Capital Advisors, LLC
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Signature Wealth Management Partners, LLC
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Cypress Asset Management Inc/tx
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Ulland Investment Advisors, LLC
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Adviser Investments LLC
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ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
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Puzo Michael J
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Wedmont Private Capital
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Sterling Wealth Management, Inc.
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BlueSky Wealth Advisors, LLC
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Tounjian Advisory Partners, Llc
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Bellecapital International Ltd.
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Capstone Wealth Management Group, Llc
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Migdal Insurance & Financial Holdings Ltd.
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Sarver Vrooman Wealth Advisors
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GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
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Cohen & Steers, Inc.
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INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
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Lanham O'Dell & Company, Inc.
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Apella Capital, LLC
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IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
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Summit Asset Management, LLC
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apricus wealth, LLC
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Oak Grove Capital LLC
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Tritonpoint Wealth, Llc
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Private Capital Management, LLC
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ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
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Nordea Investment Management Ab
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APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
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Per Stirling Capital Management, LLC.
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Howard Capital Management Inc.
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Gould Capital, LLC
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Apexium Financial, Lp
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McGrath & Associates, Inc.
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Emerald Advisors, LLC
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THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
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Live Oak Private Wealth LLC
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Invst, LLC
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Forefront Wealth Partners, LLC
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Decker Retirement Planning Inc.
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Pathway Financial Advisors LLC
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DeDora Capital, Inc.
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TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
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McIlrath & Eck, LLC
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Massachusetts Wealth Management
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
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Montecito Bank & Trust
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Cloverfields Capital Group, Lp
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Vanguard Capital Wealth Advisors
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Portman Square Capital LLP
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Royal Fund Management, LLC
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Hourglass Capital, Llc
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Prospera Capital Management, LLC
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Gerber Kawasaki Wealth & Investment Management
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Portland Financial Advisors Inc
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Clark & Stuart, Inc
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ORG Wealth Partners, LLC
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Lbmc Investment Advisors, Llc
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BSW Wealth Partners
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Kozak & Associates, Inc.
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DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class
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White Wing Wealth Management
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EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
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Advanced Series Trust - Ast Advanced Strategies Portfolio
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First Trust Advisors Lp
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Marietta Wealth Management, LLC
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GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
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Gabelli Funds Llc
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Private Wealth Asset Management, LLC
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
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RW Investment Management LLC
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Lee Financial Co
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Elevated Capital Advisors, LLC
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HAP Trading, LLC
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IFC Advisors LLC
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Salem Investment Counselors Inc
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Taylor Financial Group, Inc.
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TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
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Penn Davis Mcfarland Inc
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Aspen Grove Capital, LLC
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Utah Retirement Systems
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Viking Fund Management Llc
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WMKGX - WESMARK FUNDS - WesMark Growth Fund
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Van Cleef Asset Management,Inc
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Sagefield Capital LP
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FORM Wealth Advisors, LLC
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Rice Hall James & Associates, Llc
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Adell Harriman & Carpenter Inc
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Texas Yale Capital Corp.
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Wescott Financial Advisory Group, LLC
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Cornerstone Advisors Asset Management, Inc
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Cerity Partners LLC
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Next Level Private LLC
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Miramar Capital, LLC
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FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
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Morton Brown Family Wealth, LLC
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Farmers & Merchants Trust Co of Chambersburg PA
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Financial Council Asset Management Inc
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Towerpoint Wealth, LLC
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FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
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Profunds - Profund Vp Large-cap Value
|
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|
Dana Investment Advisors, Inc.
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Horizon Wealth Management, LLC
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Perennial Advisors, LLC
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Holowesko Partners Ltd.
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SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
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Aristotle Capital Management, LLC
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Sumitomo Life Insurance Co
|
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|
KG&L Capital Management,LLC
|
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Meadow Creek Wealth Advisors Llc
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|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
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HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
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Innova Wealth Partners
|
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PCONX - PUTNAM CONVERTIBLE SECURITIES FUND - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares
|
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|
Ritter Daniher Financial Advisory LLC / DE
|
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|
Invictus Private Wealth, Llc
|
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Copia Wealth Management
|
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|
Strait & Sound Wealth Management LLC
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|
Cookson Peirce & Co Inc
|
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|
Cubist Systematic Strategies, LLC
|
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|
Kaydan Wealth Management, Inc.
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|
Sage Capital Management, LLC
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|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
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|
Greenup Street Wealth Management Llc
|
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|
Sprinkle Financial Consultants LLC
|
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|
Moneywise, Inc.
|
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|
Inlet Private Wealth, LLC
|
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|
Nwam Llc
|
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|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
S.A. Mason LLC
|
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|
|
|
|
FEBAX - FIRST EAGLE FUNDS - First Eagle Global Income Builder Fund Class A
|
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|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
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|
Cura Wealth Advisors, Llc
|
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|
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|
|
Worldquant Millennium Advisors Llc
|
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|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
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|
|
Resonant Capital Advisors, LLC
|
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|
Keynote Financial Services Llc
|
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|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
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|
Strategic Wealth Partners, Ltd.
|
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|
Fortem Financial Group, Llc
|
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|
Stephens Consulting, LLC
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|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
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|
Spirepoint Private Client, Llc
|
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|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
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|
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|
Hanlon Investment Management, Inc.
|
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|
Spears Abacus Advisors LLC
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|
Sageworth Trust Co of South Dakota
|
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|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
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|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
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|
Doheny Asset Management /ca
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|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
Goldstream Capital Management Ltd
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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|
|
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|
Prosperity Financial Group, Inc.
|
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|
Annandale Capital, LLC
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|
Atalanta Sosnoff Capital, Llc
|
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|
Optas, LLC
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|
Total Clarity Wealth Management, Inc.
|
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|
South Plains Financial, Inc.
|
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|
Richard W. Paul & Associates, LLC
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|
Atlantic Family Wealth, Llc
|
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|
Amplius Wealth Advisors, LLC
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|
Madison Asset Management, LLC
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|
Octavia Wealth Advisors, LLC
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|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
Gardner Lewis Asset Management L P
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
L.m. Kohn & Company
|
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|
Us Bancorp \de\
|
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|
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|
|
Legacy Private Trust Co.
|
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|
Philip James Wealth Mangement, LLC
|
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|
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|
Sound Income Strategies, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
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|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
SCP Investment, LP
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
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|
|
|
|
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
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|
|
|
|
Luts & Greenleigh Group, Inc
|
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|
Hardy Reed LLC
|
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|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
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|
|
|
|
Sandy Spring Bank
|
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|
|
|
|
Global Retirement Partners, LLC
|
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|
|
Arlington Financial Advisors, LLC
|
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|
InTrack Investment Management Inc
|
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|
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|
|
Onefund, Llc
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Reik & Co., Llc
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
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|
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|
Boothbay Fund Management, Llc
|
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|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Anchor Pointe Wealth Management, LLC
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
O'Keefe Stevens Advisory, Inc.
|
|
|
|
|
|
Arcadia Investment Advisors Llc
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
Midwest Financial Group LLC
|
|
|
|
|
|
PARK CIRCLE Co
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Sequent Planning LLC
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
Wealth Advisors of Iowa, LLC
|
|
|
|
|
|
FOCUS Wealth Advisors, LLC
|
|
|
|
|
|
Everest Management Corp.
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
BlueStem Wealth Partners, LLC
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Viewpoint Capital Management LLC
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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|
BancorpSouth Bank
|
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|
Grayhawk Investment Strategies Inc.
|
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FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
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|
Optimum Investment Advisors
|
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|
Pacific Sage Partners, LLC
|
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|
Sunbeam Capital Management, LLC
|
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|
Round Rock Advisors, LLC
|
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|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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|
Asset Management Group, Inc.
|
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|
Midwest Professional Planners, LTD.
|
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|
Recurrent Investment Advisors LLC
|
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|
Kentucky Trust Co
|
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|
SJS Investment Consulting Inc.
|
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|
Harbor Advisors LLC
|
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|
Te Ahumairangi Investment Management Ltd
|
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|
Treasurer of the State of North Carolina
|
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|
Solus Alternative Asset Management LP
|
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Solitude Financial Services
|
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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|
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|
Schnieders Capital Management Llc
|
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Argonautica Private Wealth Management, Inc
|
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|
Victrix Investment Advisors
|
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|
Vantage Point Financial LLC
|
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Slocum, Gordon & Co LLP
|
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Ninety One UK Ltd
|
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|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
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|
Syntax Research, Inc.
|
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|
Tompkins Financial Corp
|
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Griffin Asset Management, Inc.
|
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Legacy Investment Solutions, LLC
|
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Collaborative Wealth Managment Inc.
|
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PMV Capital Advisers, LLC
|
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Litman Gregory Asset Management LLC
|
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Sterling Financial Group, Inc.
|
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Fourth Dimension Wealth, LLC
|
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Bath Savings Trust Co
|
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|
Goldman Sachs Group Inc
|
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OmniStar Financial Group, Inc.
|
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RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
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|
Financial Sense Advisors, Inc.
|
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Principal Street Partners, LLC
|
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PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
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|
Capital Performance Advisors Llp
|
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Profunds - Profund Vp Ultrabull
|
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|
EMCAX - MUTUAL FUND SERIES TRUST - Empiric 2500 Fund Class A
|
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|
LaFleur & Godfrey LLC
|
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NEOS Investment Management LLC
|
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Jackson Square Capital, Llc
|
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Wealthstream Advisors, Inc.
|
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Burk Holdings LLC
|
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|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
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INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
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|
Delaney Dennis R
|
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ProVise Management Group, LLC
|
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Austin Asset Management Co Inc
|
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Congress Wealth Management LLC / DE /
|
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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|
VCGAX - VALIC Co I - Growth & Income Fund
|
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Evolution Wealth Management Inc.
|
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FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
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|
Pathway Financial Advisers, LLC
|
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O'Brien Wealth Partners LLC
|
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|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
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|
Signal Advisors Wealth, LLC
|
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|
Richardson Financial Services Inc.
|
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Tanglewood Legacy Advisors, LLC
|
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Nemes Rush Group LLC
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
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|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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|
Studio Investment Management Llc
|
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Stokes Family Office, LLC
|
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Captrust Financial Advisors
|
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Lsv Asset Management
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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|
Elite Financial, Inc.
|
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Harbour Investment Management Llc
|
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XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
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|
Two Sigma Securities, Llc
|
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PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund
|
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|
New York Life Investment Management Llc
|
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|
MAI Capital Management
|
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|
1832 Asset Management L.P.
|
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J. W. Coons Advisors, LLC
|
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|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
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|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
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|
Waddell & Associates, Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Red Mountain Financial, LLC
|
|
|
|
|
|
Petra Financial Advisors Inc
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
Van Den Berg Management I, Inc
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Tandem Investment Partners LLC
|
|
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|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Boyd Wealth Management, LLC
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
Baugh & Associates, LLC
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
Iron Financial, LLC
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
StrongBox Wealth, LLC
|
|
|
|
|
|
Andina Capital Management, LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
Harbor Advisory Corp /ma/
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Pinnacle Wealth Management Group, Inc.
|
|
|
|
|
|
Members Wealth Llc
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Us Financial Advisors, Llc
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Washington Capital Management Inc
|
|
|
|
|
|
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Safeguard Investment Advisory Group, LLC
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
Affiance Financial, LLC
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Signal Tree Financial Partners Llc
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Ahl Investment Management, Inc.
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Opus Investment Management Inc
|
|
|
|
|
|
Westshore Wealth, LLC
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
LifeGuide Financial Advisors, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
BetterWealth, LLC
|
|
|
|
|
|
Concorde Asset Management, LLC
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Tradewinds, LLC.
|
|
|
|
|
|
XOMX - Direxion Shares ETF Trust - Direxion Daily XOM Bull 2X Shares
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
Spartan Planning & Wealth Management
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
FEGE - RBB Fund Trust - First Eagle Global Equity ETF
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Holcombe Financial, Inc.
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Power Wealth Management Llc
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Advanced Asset Management Advisors Inc
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Planned Solutions, Inc.
|
|
|
|
|
|
LifePlan Financial, LLC
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
Worth Asset Management, LLC
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Northstar Financial Companies, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
New England Professional Planning Group Inc.
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
JMG Financial Group, Ltd.
|
|
|
|
|
|
Boxwood Ventures, Inc.
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Tang Capital Management Llc
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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Axxcess Wealth Management, Llc
|
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|
Thoroughbred Financial Services, Llc
|
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Hutchinson Capital Management/ca
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Truvestments Capital Llc
|
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|
Seneca Financial Advisors LLC
|
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|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
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|
|
|
|
Guyasuta Investment Advisors Inc
|
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|
Twin Lakes Capital Management, LLC
|
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|
Great West Life Assurance Co /can/
|
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Register Financial Advisors LLC
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Acorn Wealth Advisors, LLC
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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Calamos Advisors LLC
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Van Hulzen Asset Management, LLC
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Ballast, Inc.
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Heritage Family Offices, LLP
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Divergent Planning, LLC
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MKT Advisors LLC
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Delta Asset Management Llc/tn
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Glen Eagle Advisors, LLC
|
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Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
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Point72 Asset Management, L.P.
|
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Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
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|
Trail Ridge Investment Advisors, LLC
|
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Logan Capital Management Inc
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FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
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|
Pacer Advisors, Inc.
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Horst & Graben Wealth Management LLC
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Permanent Capital Management, LP
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Rnc Capital Management Llc
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Foronjy Financial Llc
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Acropolis Investment Management, LLC
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New England Asset Management Inc
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Harvest Investment Services, LLC
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Patriot Investment Management Inc.
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Burns J W & Co Inc/ny
|
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Stratos Wealth Partners, LTD.
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Epiq Partners, Llc
|
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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Signature Wealth Management Group
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RIA Advisory Group LLC
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Blume Capital Management, Inc.
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R.H. Investment Group, LLC
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Sequoia Financial Advisors, LLC
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FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
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Key FInancial Inc
|
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Wellington Shields & Co., LLC
|
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Paragon Financial Partners, Inc.
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Noble Wealth Management PBC
|
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Certior Financial Group, Llc
|
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Mitsubishi UFJ Trust & Banking Corp
|
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|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
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|
|
|
|
Barr E S & Co
|
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Providence Wealth Advisors, LLC
|
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Mattern Wealth Management LLC
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DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
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|
KFA Private Wealth Group, LLC
|
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Pingora Partners LLC
|
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|
Wright Investors Service Inc
|
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Integrated Quantitative Investments LLC
|
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Buska Wealth Management, LLC
|
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Aspiriant, Llc
|
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Cozad Asset Management Inc
|
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|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
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Lifelong Wealth Advisors, Inc.
|
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B&D White Capital Company, LLC
|
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Waverton Investment Management Ltd
|
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|
Virginia Retirement Systems Et Al
|
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CENTRAL TRUST Co
|
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Define Financial, Llc
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Beaton Management Co. Inc.
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Oakworth Capital, Inc.
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Beacon Investment Advisory Services, Inc.
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Mesirow Financial Investment Management, Inc.
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DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
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|
|
Sigma Investment Counselors Inc
|
|
|
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|
|
Stonehearth Capital Management, LLC
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
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|
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|
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I
|
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|
Boothe Investment Group, Inc.
|
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|
|
Mercer Global Advisors Inc /adv
|
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|
Baldwin Brothers Inc/ma
|
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|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
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|
|
Empirical Finance, LLC
|
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|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Dopkins Wealth Management, Llc
|
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|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Echo45 Advisors LLC
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
Lighthouse Financial LLC
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
TFC Financial Management
|
|
|
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|
Fidelity Central Investment Portfolios LLC - Fidelity Floating Rate Central Fund
|
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|
Rather & Kittrell, Inc.
|
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|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
BancFirst Trust & Investment Management
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
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|
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|
DecisionMap Wealth Management, LLC
|
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|
Advance Capital Management, Inc.
|
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Mosaic Financial Group, Llc
|
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Dash Acquisitions Inc.
|
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|
Kirr Marbach & Co Llc /in/
|
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|
Atria Investments Llc
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
Clarus Wealth Advisors
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
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|
Sky Investment Group LLC
|
|
|
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|
|
Diamant Asset Management, Inc.
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Merkkuri Wealth Advisors LLC
|
|
|
|
|
|
Veridan Wealth LLC
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
NRES - DBX ETF TRUST - Xtrackers RREEF Global Natural Resources ETF
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Ruedi Wealth Management, Inc.
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Strong Tower Advisory Services
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
Harold Davidson & Associates Inc.
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Disciplined Investments, LLC
|
|
|
|
|
|
Mendel Capital Management LLC
|
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|
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|
Chung Wu Investment Group, LLC
|
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|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Kickstand Ventures, Llc.
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
Tributary Capital Management, LLC
|
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|
|
|
|
Oliver Luxxe Assets LLC
|
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|
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|
Paul Damon & Associates, Inc.
|
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|
|
|
|
Wallington Asset Management, LLC
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
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|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
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|
|
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|
Fortress Wealth Group, LLC
|
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|
BCK Partners, Inc.
|
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|
|
Financial Partners Group, Inc
|
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|
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|
Bnc Wealth Management, Llc
|
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|
|
Capstone Wealth Management, LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
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|
Redwood Park Advisors LLC
|
|
|
|
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|
LGT Fund Management Co Ltd.
|
|
|
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|
Channel Wealth Llc
|
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|
|
|
|
Cyr Financial Inc.
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
|
|
|
Ssa Swiss Advisors Ag
|
|
|
|
|
|
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Virtus Wealth Solutions LLC
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Arcadia Wealth Management, Inc.
|
|
|
|
|
|
Insight 2811, Inc.
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
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|
|
|
Gallagher Fiduciary Advisors, LLC
|
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|
|
|
|
Westbourne Investment Advisors, Inc.
|
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|
|
|
|
Gibraltar Capital Management, Inc.
|
|
|
|
|
|
National Mutual Insurance Federation of Agricultural Cooperatives
|
|
|
|
|
|
Accuvest Global Advisors
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
True Link Financial Advisors, LLC
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
DRLL - EA Series Trust - Strive U.S. Energy ETF
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Prospect Financial Group LLC
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Bay Rivers Group
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Stonehaven Wealth & Tax Solutions, Llc
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Copperleaf Capital, LLC
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Bonness Enterprises Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Energy Sector Fund (A)
|
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
|
|
|
Rede Wealth, LLC
|
|
|
|
|
|
Lloyd Advisory Services, LLC.
|
|
|
|
|
|
Ion Asset Management Ltd.
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Banque de Luxembourg S.A.
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
VanEck VIP Trust - VanEck VIP Global Hard Assets Fund Initial Class
|
|
|
|
|
|
Newport Capital Group, LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
LNGZ - EXCHANGE TRADED CONCEPTS TRUST - Range Global LNG Ecosystem Index ETF
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Dominguez Wealth Management Solutions, Inc.
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Global Strategic Investment Solutions, LLC
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
Sharkey, Howes & Javer
|
|
|
|
|
|
Guinness Asset Management LTD
|
|
|
|
|
|
M Holdings Securities, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Tenret Co LLC
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Brueske Advisory Services, LLC
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
Sagace Wealth Management LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
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Alpine Woods Capital Investors, Llc
|
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|
Journey Advisory Group, LLC
|
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|
Howard Bailey Securities, Llc
|
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|
Perpetual Ltd
|
|
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|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
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|
|
|
|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
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|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
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|
|
Mount Yale Investment Advisors, LLC
|
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|
Chatham Capital Group, Inc.
|
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|
Meridian Wealth Advisors, LLC
|
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|
Hsbc Holdings Plc
|
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|
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A
|
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|
Ariadne Wealth Management, LP
|
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|
Royal Harbor Partners, LLC
|
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|
MA Private Wealth
|
|
|
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|
|
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio
|
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|
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|
MADDEN SECURITIES Corp
|
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|
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|
IFM Investors Pty Ltd
|
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|
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|
Hassell Wealth Management, LLC
|
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|
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|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
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|
Summit X, LLC
|
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|
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|
Keudell/Morrison Wealth Management
|
|
|
|
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|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
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|
FNARX - FIDELITY SELECT PORTFOLIOS - Natural Resources Portfolio
|
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|
O'shaughnessy Asset Management, Llc
|
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Alesco Advisors Llc
|
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|
Maryland Capital Advisors Inc.
|
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|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
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|
|
|
|
Family Management Corp
|
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|
Whittier Trust Co
|
|
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|
SILVER OAK SECURITIES, Inc
|
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|
|
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|
Legal & General Group Plc
|
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|
Bridgewealth Advisory Group, LLC
|
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|
AVEWX - SCHWARTZ INVESTMENT TRUST - Ave Maria World Equity Fund
|
|
|
|
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|
Empirical Asset Management, LLC
|
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|
Gluskin Sheff & Assoc Inc
|
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|
Flossbach Von Storch Ag
|
|
|
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
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|
Wealthcare Capital Management Llc
|
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|
Everett Harris & Co /ca/
|
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|
Estabrook Capital Management
|
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|
Sivia Capital Partners, LLC
|
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|
|
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|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
AlTi Global, Inc.
|
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|
Shore Point Advisors, LLC
|
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|
Holistic Planning, LLC
|
|
|
|
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|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
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|
Argyle Capital Management Inc.
|
|
|
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|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
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|
Jacobs & Co/ca
|
|
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|
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|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
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|
Financial Insights, Inc.
|
|
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Warren Averett Asset Management, LLC
|
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|
Conrad Siegel Investment Advisors, Inc.
|
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|
Daymark Wealth Partners, Llc
|
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|
Baader Bank INC
|
|
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|
ABN AMRO Bank N.V.
|
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|
Waterfront Wealth Inc.
|
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|
Fortune 45 LLC
|
|
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|
Comerica Bank
|
|
|
|
|
|
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
|
|
|
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|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
CHB Investment Group, LLC
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
POM Investment Strategies, LLC
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
Persium Advisors, LLC
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
RSINX - VICTORY PORTFOLIOS - Victory RS Investors Fund Class A
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
Alpha Omega Group, Inc.
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
IronOak Wealth LLC.
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
Retirement Investment Advisors, Inc.
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Trustco Bank Corp N Y
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Arkansas Financial Group, Inc.
|
|
|
|
|
|
Long Run Wealth Advisors, LLC
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Lingohr & Partner Asset Management GmbH
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Prasad Wealth Partners, LLC
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
GGM Financials LLC
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Concentrum Wealth Management
|
|
|
|
|
|
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
BlueChip Wealth Advisors LLC
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
Denver Wealth Management, Inc.
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Main Line Retirement Advisors, LLC
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
Walker Financial Services, Inc.
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Lathrop Investment Management Corp
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
Wisconsin Capital Management Llc
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Heritage Wealth Management, Inc./Texas
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Castlekeep Investment Advisors Llc
|
|
|
|
|
|
Lord & Richards Wealth Management, LLC
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Iat Reinsurance Co Ltd.
|
|
|
|
|
|
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
|
|
|
|
|
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
TEXN - iSHARES TRUST - iShares Texas Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Conservest Capital Advisors, Inc.
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Hamilton Capital Partners, Llc
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
Note Advisors, LLC
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Voisard Asset Management Group, Inc.
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
|
|
|
|
|
Spinnaker Investment Group, LLC
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
Instrumental Wealth, Llc
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
IYE - iSHARES TRUST - iShares U.S. Energy ETF
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
Cottonwood Capital Advisors, Llc
|
|
|
|
|
|
Baron Financial Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
Keyvantage Wealth, Llc
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Momentous Wealth Management, Inc.
|
|
|
|
|
|
Johnson Financial Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Tobias Financial Advisors, Inc.
|
|
|
|
|
|
Proquility Private Wealth Partners, LLC
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Plotkin Financial Advisors, LLC
|
|
|
|
|
|
HTG Investment Advisors, Inc.
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
Trustees of Dartmouth College
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Wilkinson Global Asset Management LLC
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Gamco Global Gold, Natural Resources & Income Trust
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
|
|
|
|
|
Gibson Wealth Advisors LLC
|
|
|
|
|
|
American Investment Services, Inc.
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
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|
Eclectic Associates Inc /adv
|
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TT Capital Management LLC
|
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|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
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|
Houlihan Financial Resource Group, Ltd.
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|
Bogart Wealth, LLC
|
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|
Granite Investment Partners, LLC
|
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|
Varma Mutual Pension Insurance Co
|
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|
Windmill Hill Asset Management Ltd
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|
White Pine Capital Llc
|
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Sandbox Financial Partners, LLC
|
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|
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF
|
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
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|
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
|
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|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
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|
Great Diamond Partners, LLC
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
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|
Thoma Capital Management LLC
|
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|
Generali Investments CEE, investicni spolecnost, a.s.
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Ashton Thomas Securities, Llc
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|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
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|
California Public Employees Retirement System
|
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Lake Street Financial Llc
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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Independent Wealth Network Inc.
|
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FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
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|
Chesapeake Wealth Management
|
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|
Audent Global Asset Management, LLC
|
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Aureus Asset Management, LLC
|
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United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
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|
International Assets Investment Management, Llc
|
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CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
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|
Aft, Forsyth & Sober, LLC
|
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|
LifeSteps Financial, Inc.
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Brogan Financial, Inc.
|
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Breakwater Investment Management
|
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Symmetry Partners, LLC
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Heritage Trust Co
|
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|
Principia Wealth Advisory, LLC
|
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|
Bessemer Group Inc
|
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4J Wealth Management LLC
|
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|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
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|
Umpqua Bank
|
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|
|
Voya Financial Advisors, Inc.
|
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|
Valmark Advisers, Inc.
|
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Motive Wealth Advisors
|
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
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|
RWWM, Inc.
|
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|
Boit C F David
|
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Cape Investment Advisory, Inc.
|
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PDS Planning, Inc
|
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Clark Estates Inc/ny
|
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CBOE Vest Financial, LLC
|
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|
Freestone Capital Holdings, LLC
|
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|
Transce3nd, LLC
|
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|
Geneos Wealth Management Inc.
|
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|
Mcdaniel Terry & Co
|
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|
Davis Capital Management
|
|
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|
ETF Store, Inc.
|
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|
Monteagle Funds - Monteagle Enhanced Equity Income Fund Institutional Class
|
|
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|
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|
GDS Wealth Management
|
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|
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A
|
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|
Grove Street Fiduciary, LLC
|
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|
NVIR - Listed Funds Trust - Horizon Kinetics Energy and Remediation ETF
|
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|
Guardian Wealth Advisors, LLC
|
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|
Carnegie Capital Asset Management, LLC
|
|
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|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
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|
Disciplined Investors, L.L.C.
|
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|
Abner Herrman & Brock Llc
|
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|
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|
|
Grace & White Inc /ny
|
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|
Conning Inc.
|
|
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|
Arkadios Wealth Advisors
|
|
|
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|
Mayflower Financial Advisors, LLC
|
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|
London Co Of Virginia
|
|
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|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
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|
Strive Asset Management, LLC
|
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|
Birchview Capital, LP
|
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|
Fogel Capital Management, Inc.
|
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|
Optiver Holding B.V.
|
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|
Gulf International Bank (UK) Ltd
|
|
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|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
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|
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|
|
StoneX Group Inc.
|
|
|
|
|
|
Rainier Family Wealth Inc
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Syon Capital Llc
|
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|
SOL Capital Management CO
|
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|
Texas Permanent School Fund
|
|
|
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|
|
Kure Advisory, LLC
|
|
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|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
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|
Panoramic Investment Advisors, Llc
|
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|
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|
Stony Point Wealth Management Inc.
|
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|
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|
|
Ctc Llc
|
|
|
|
|
|
Oakland Financial Corp
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Campbell Deegan Wealth Management, LLC
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Savoie Capital LLC
|
|
|
|
|
|
Howard Wealth Management, Llc
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
Coign Capital Advisors LLC
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
First Trust Enhanced Equity Income Fund
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
James Reed Financial Services, Inc.
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Riversedge Advisors, Llc
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Independence Financial Advisors, LLC
|
|
|
|
|
|
Bolthouse Investments, LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
FSA Advisors, Inc.
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
Cornerstone Capital, Inc.
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Panoramic Capital Partners, LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Sender Co & Partners, Inc.
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
NINE MASTS CAPITAL Ltd
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
Phil A. Younker & Associates, Ltd.
|
|
|
|
|
|
Horizon Advisory Services, Inc.
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
|
|
|
|
|
EnRich Financial Partners LLC
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
Baker Boyer National Bank
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
Kooman & Associates
|
|
|
|
|
|
Heartland Advisors Inc
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Muzinich & Co., Inc.
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Lountzis Asset Management, Llc
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Firestone Capital Management
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
Brookmont Capital Management
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
Tilson Financial Group, Inc.
|
|
|
|
|
|
ROE - EA Series Trust - Astoria US Quality Kings ETF
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Gerber, Llc
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Blankinship & Foster, LLC
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Arcus Capital Partners, LLC
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
|
|
|
|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
|
Sharp Financial Services, LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
ABVAX - AB TRUST - AB Value Fund Class A
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Waller Financial Planning Group, Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Genesee Capital Advisors, LLC
|
|
|
|
|
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Norden Group Llc
|
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BLPIX - Profunds - Bull Profund Investor Class
|
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|
Gifford Fong Associates
|
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|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
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|
Private Trust Co Na
|
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|
Chilton Capital Management Llc
|
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|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
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|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
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|
Banco Santander, S.A.
|
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|
AllSquare Wealth Management LLC
|
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Evermay Wealth Management Llc
|
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|
HFR Wealth Management, LLC
|
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|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
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|
Deseret Mutual Benefit Administrators
|
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Monument Capital Management
|
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National Pension Service
|
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American Assets Investment Management, LLC
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TCM Advisors, LLC
|
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Nelson Capital Management, LLC
|
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Delos Wealth Advisors, LLC
|
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Stillwater Capital Advisors, LLC
|
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Mv Capital Management, Inc.
|
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First PREMIER Bank
|
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Gibson Capital, LLC
|
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Sax Wealth Advisors, Llc
|
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AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
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|
|
Lipe & Dalton
|
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|
Overbrook Management Corp
|
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Paragon Private Wealth Management, LLC
|
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Td Private Client Wealth Llc
|
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Anderson Hoagland & Co
|
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GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
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|
Armis Advisers, LLC
|
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
Entruity Wealth, LLC
|
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Client 1st Advisory Group, Llc
|
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Aries Wealth Management
|
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Lavaca Capital Llc
|
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KEAT - EA Series Trust - Keating Active ETF
|
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IXC - iSHARES TRUST - iShares Global Energy ETF
|
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|
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|
Bfsg, Llc
|
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Von Berge Wealth Management Group, LLC
|
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|
AllGen Financial Advisors, Inc.
|
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|
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares
|
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|
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
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|
HF Advisory Group, LLC
|
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Oppenheimer & Co Inc
|
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MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
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|
Aviva Plc
|
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25 Llc
|
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Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
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|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
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|
Gabelli Utility Trust
|
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|
Stratos Wealth Advisors, LLC
|
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Peterson Wealth Services
|
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|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
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|
Zullo Investment Group, Inc.
|
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Eagle Rock Investment Company, Llc
|
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Intelligent Financial Strategies
|
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Pinnacle Wealth Management Advisory Group, LLC
|
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MAINSTAY VP FUNDS TRUST - MainStay VP Mellon Natural Resources Portfolio Initial Class
|
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|
Defined Wealth Management, Llc
|
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Ironwood Investment Counsel, LLC
|
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SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
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|
Bank Of America Corp /de/
|
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|
Sulzberger Capital Advisors, Inc.
|
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|
IFG Advisors, LLC
|
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|
Stablepoint Partners, LLC
|
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|
Next Capital Management LLC
|
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|
Zuckerman Investment Group, LLC
|
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|
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund
|
|
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|
Capital Planning Advisors, LLC
|
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|
Intrust Bank Na
|
|
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|
HFM Investment Advisors, LLC
|
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|
Moulton Wealth Management, Inc
|
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|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF
|
|
|
|
|
|
Defined Financial Planning LLC
|
|
|
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|
|
Kohmann Bosshard Financial Services, LLC
|
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|
|
Omega Financial Group, LLC
|
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|
AA Financial Advisors, LLC
|
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|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
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|
|
|
Advisors Asset Management, Inc.
|
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|
Modern Wealth Management, LLC
|
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|
United Capital Financial Advisers, Llc
|
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|
|
|
|
XOP - SPDR SERIES TRUST - SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
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|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
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|
|
Bonfire Financial
|
|
|
|
|
|
FERRX - FIRST EAGLE FUNDS - First Eagle Global Real Assets Fund Class R6
|
|
|
|
|
|
Highlander Partners, L.P.
|
|
|
|
|
|
Gladwyn Financial Advisors, Inc.
|
|
|
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|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
MWA Asset Management
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Riverstone Advisors, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
|
|
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
|
|
|
|
|
Monument Group Wealth Advisors, LLC
|
|
|
|
|
|
Coerente Capital Management
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
|
|
|
|
|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Value Stock ETF
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
CoreCommodity Management, LLC
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
Mascagni Wealth Management, Inc.
|
|
|
|
|
|
Blackrock Energy & Resources Trust
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
CORDA Investment Management, LLC.
|
|
|
|
|
|
Manuka Financial, LLC
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
TBG - EA Series Trust - TBG Dividend Focus ETF
|
|
|
|
|
|
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
SMART Wealth LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Presper Financial Architects, LLC
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Villere St Denis J & Co Llc
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Silver Oak Advisory Group, Inc.
|
|
|
|
|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
STSEX - Blackrock Funds - Blackrock Exchange Portfolio Blackrock
|
|
|
|
|
|
Peterson Wealth Management
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
AMJ Financial Wealth Management
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Darrow Company, Inc.
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Longview Financial Advisors LLC
|
|
|
|
|
|
BTS Asset Management, Inc.
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
RiverGlades Family Offices LLC
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
|
|
|
|
|
|
Martin Investment Management, LLC
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Investmark Advisory Group LLC
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Valued Retirements, Inc.
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Lumbard & Kellner, LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
Huber Capital Management LLC
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
Sar Wealth Management Group, Llc
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Klein Pavlis & Peasley Financial, Inc.
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Kerntke Otto McGlone Wealth Management Group
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
Goodman Financial Corp
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Veritas Investment Partners (UK) Ltd.
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Mendota Financial Group, LLC
|
|
|
|
|
|
Quad-Cities Investment Group, LLC
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
Morris Retirement Advisors, LLC
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
NBET - Neuberger Berman ETF Trust - Neuberger Berman Carbon Transition & Infrastructure ETF
|
|
|
|
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|
MEMBERS Trust Co
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Baker Chad R
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National Bank Of Canada /fi/
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Bright Rock Capital Management, Llc
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Meridian Wealth Management, LLC
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AdviceOne Advisory Services, LLC
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Whitener Capital Management, Inc.
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Acorns Advisers, LLC
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Sheaff Brock Investment Advisors, LLC
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One Day In July LLC
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
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BankPlus Wealth Management LLC
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Hobbs Wealth Management, LLC
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Navellier & Associates Inc
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
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Drucker Wealth 3.0, LLC
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Mcrae Capital Management Inc
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Select Asset Management & Trust
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
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Cullinan Associates Inc
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TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
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Cito Capital Group, LLC
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Wahed Invest LLC
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BIP Wealth, LLC
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Envestnet Portfolio Solutions, Inc.
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Pitcairn Co
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Fort Sheridan Advisors Llc
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SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
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Candriam Luxembourg S.C.A.
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Chris Bulman Inc
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ZEGA Investments, LLC
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Level Four Advisory Services, Llc
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HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
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IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
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Element Wealth, LLC
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Dearborn Partners Llc
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Cambridge Capital Management, Llc
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Doliver Advisors, Lp
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Brendel Financial Advisors LLC
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Tranquility Partners, LLC
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
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North Dallas Bank & Trust Co
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Schneider Downs Wealth Management Advisors, LP
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Robbins Farley Llc
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Summit Trail Advisors, Llc
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Busey Wealth Management
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ABLE Financial Group, LLC
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SageOak Financial, LLC
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Oak Harvest Investment Services
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EagleClaw Capital Managment, LLC
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Compton Financial Group, LLC
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Avantra Family Wealth, Inc.
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Atlantic Edge Private Wealth Management, LLC
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West Family Investments, Inc.
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Ervin Investment Management, LLC
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GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
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RPG Investment Advisory, LLC
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SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
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Topsail Wealth Management, LLC
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D'Orazio & Associates, Inc.
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WP Advisors, LLC
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
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LGT Financial Advisors LLC
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S-Bank Fund Management Ltd
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Dimensional Fund Advisors Lp
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WoodTrust Financial Corp
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Tower Bridge Advisors
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New England Capital Financial Advisors LLC
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RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
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FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
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Harbor Investment Advisory, Llc
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Olistico Wealth, LLC
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Arizona State Retirement System
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VestGen Advisors, LLC
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
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Home Federal Bank Of Tennessee
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Allianz Se
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Turning Point Benefit Group, Inc.
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BankPlus Trust Department
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GeoWealth Management, LLC
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Benchmark Wealth Management, LLC
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Osborne Partners Capital Management, Llc
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Segment Wealth Management, LLC
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BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
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TURF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Natural Resources ETF
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Ascension Capital Advisors, Inc.
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Kennedy Capital Management, Inc.
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FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
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Keystone Wealth Services, LLC
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DDD Partners, LLC
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Founders Grove Wealth Partners, Llc
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
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Hall Laurie J Trustee
|
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B. Metzler seel. Sohn & Co. AG
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Zwj Investment Counsel Inc
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Emprise Bank
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Prospera Financial Services Inc
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CVA Family Office, LLC
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Todd Asset Management Llc
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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Centre Asset Management, LLC
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Berkshire Asset Management Llc/pa
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Sterling Capital Management LLC
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New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
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Rakuten Securities, Inc.
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SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A
|
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Nicholas Investment Partners, LP
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Strategic Advisors LLC
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Braun-Bostich & Associates Inc.
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
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Bluesphere Advisors, LLC
|
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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Collar Capital Management, LLC
|
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|
Centaurus Financial, Inc.
|
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Gables Capital Management Inc.
|
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Argentarii, LLC
|
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ERX - Direxion Shares ETF Trust - Direxion Daily Energy Bull 3X Shares
|
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MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T
|
|
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|
Adams Natural Resources Fund, Inc.
|
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Hendershot Investments Inc.
|
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Focus Financial Network, Inc.
|
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Battery Global Advisors, LLC
|
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Whelan Financial
|
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Hidden Cove Wealth Management, LLC
|
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Curated Wealth Partners LLC
|
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|
Summit Global Investments
|
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|
Eight 31 Financial Llc
|
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Encompass More Asset Management
|
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|
Terril Brothers, Inc.
|
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Atlanta Consulting Group Advisors, LLC
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
|
Paragon Capital Management LLC
|
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|
Ballew Advisors, Inc
|
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Gallagher Capital Advisors, LLC
|
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Cooper/haims Advisors, Llc
|
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Values Added Financial LLC
|
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Mezzasalma Advisors, LLC
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