|
Foundation Resource Management Inc
|
|
|
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|
|
CX Institutional
|
|
|
|
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|
Laird Norton Trust Company, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
Passive Capital Management, LLC.
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
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|
|
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|
Guardian Partners Inc.
|
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|
|
Flagship Private Wealth, LLC
|
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|
|
|
Wealthcare Capital Management Llc
|
|
|
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|
|
Clear Street Llc
|
|
|
|
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|
Us Financial Advisors, Llc
|
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|
|
|
Centerpoint Advisory Group
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
Gibson Wealth Advisors LLC
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Brighton Jones Llc
|
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|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
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|
Westmount Partners, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
Level Financial Advisors, Inc.
|
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|
|
|
|
TWEBX - Tweedy, Browne Fund Inc. - Tweedy, Browne Value Fund
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
Gardner Russo & Quinn Llc
|
|
|
|
|
|
Novare Capital Management Llc
|
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|
|
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|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Asset Planning Services Inc /la/ /adv
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Hollow Brook Wealth Management LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
|
|
|
|
|
Lathrop Investment Management Corp
|
|
|
|
|
|
Provident Trust Co
|
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|
|
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|
Tealwood Asset Management Inc
|
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|
Steigerwald, Gordon & Koch Inc.
|
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|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
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|
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|
Roman Butler Fullerton & Co
|
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|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
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|
Talon Private Wealth, LLC
|
|
|
|
|
|
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
|
|
|
|
|
|
Highlander Partners, L.P.
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Rockbridge Capital Management LLC
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
Capstone Wealth Management, LLC
|
|
|
|
|
|
Acorn Creek Capital Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
S.E.E.D. Planning Group LLC
|
|
|
|
|
|
Independent Family Office, LLC
|
|
|
|
|
|
Trevian Wealth Management LLC
|
|
|
|
|
|
Compass Financial Group, INC/SD
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
|
|
|
|
|
Guerra Advisors Inc
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Options Solutions, Llc
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Paul R. Ried Financial Group, LLC
|
|
|
|
|
|
Washburn Capital Management, Inc.
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
TLW Wealth Management, LLC
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Lagoda Investment Management, L.P.
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
Legal Advantage Investments, Inc.
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Cannon Wealth Management Services, LLC
|
|
|
|
|
|
Libra Wealth Llc
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Cim, Llc
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
Caxton Corp
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
RVW Wealth, LLC
|
|
|
|
|
|
Synergy Financial Group, LTD
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Altrius Capital Management Inc
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Guidance Point Advisors, LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Creegan & Nassoura Financial Group, LLC
|
|
|
|
|
|
Atwater Malick LLC
|
|
|
|
|
|
Sterling Financial Planning, Inc.
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
Progeny 3, Inc.
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Cairn Investment Group, Inc.
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Planned Solutions, Inc.
|
|
|
|
|
|
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Elevate Wealth Advisory, Inc
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Camelot Technology Advisors, Inc.
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
Darden Wealth Group Inc
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
Meixler Investment Management, Ltd.
|
|
|
|
|
|
Better Money Decisions, LLC
|
|
|
|
|
|
Mar Vista Investment Partners Llc
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Semus Wealth Partners LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
Yeomans Consulting Group, Inc.
|
|
|
|
|
|
Courage Miller Partners, LLC
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Ables, Iannone, Moore & Associates, Inc.
|
|
|
|
|
|
Dorsey Wright & Associates
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Newport Capital Group, LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Elkhorn Partners Limited Partnership
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
Strata Wealth Advisors, LLC
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
GoodHaven Capital Management, LLC
|
|
|
|
|
|
Marathon Strategic Advisors, LLC
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Bizma Investimentos Ltda
|
|
|
|
|
|
Cox Capital Mgt LLC
|
|
|
|
|
|
JCP Investment Management, LLC
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Peak Financial Management, Inc.
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Martin Capital Advisors, LLP
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
Chronos Wealth Management, LLC
|
|
|
|
|
|
Efficient Advisors, LLC
|
|
|
|
|
|
GEN Financial Management, INC.
|
|
|
|
|
|
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Signature Wealth Management Group
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Mascagni Wealth Management, Inc.
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
Foundry Financial Group, Inc.
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Covey Capital Advisors, LLC
|
|
|
|
|
|
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Uniting Wealth Partners, LLC
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Growth Fund Class I
|
|
|
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
|
|
|
|
|
Woodard & Co Asset Management Group Inc /adv
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Anchor Pointe Wealth Management, LLC
|
|
|
|
|
|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
GFGF - EA Series Trust - Guru Favorite Stocks ETF
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
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|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
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|
Sciencast Management LP
|
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|
Dagco, Inc.
|
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Adviser Investments LLC
|
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M3 Advisory Group, LLC
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|
Clifford Group, LLC
|
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Measured Risk Portfolios, Inc.
|
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|
NorthRock Partners, LLC
|
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|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
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|
Kathmere Capital Management, LLC
|
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|
Wittenberg Investment Management, Inc.
|
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|
Lorne Steinberg Wealth Management Inc.
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Gotham Asset Management, LLC
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|
NavPoint Financial, Inc.
|
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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|
Sofos Investments, Inc.
|
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|
Centerpoint Advisors, LLC
|
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|
Bare Financial Services, Inc
|
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|
West Bancorporation Inc
|
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Cantor Fitzgerald Investment Adviser L.p.
|
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|
Gibraltar Capital Management, Inc.
|
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|
Blackstone Group Inc
|
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Greater Midwest Financial Group, LLC
|
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|
Potentia Wealth
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
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|
|
Wesbanco Bank Inc
|
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|
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|
Rezny Wealth Management, Inc.
|
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|
Profunds - Profund Vp Financials
|
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|
Soundwatch Capital LLC
|
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|
Prudent Man Investment Management, Inc.
|
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Resources Investment Advisors, LLC.
|
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Maripau Wealth Management Llc
|
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Siligmueller & Norvid Wealth Advisors LLC
|
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|
|
Manchester Capital Management LLC
|
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|
|
DAVENPORT & Co LLC
|
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Value Partners Investments Inc.
|
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|
Glen Eagle Advisors, LLC
|
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Wolf Group Capital Advisors
|
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|
Bridgeway Capital Management Inc
|
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FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
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|
McAdam, LLC
|
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|
Mb, Levis & Associates, Llc
|
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|
Kovitz Investment Group Partners, LLC
|
|
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|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
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|
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|
Schonfeld Strategic Advisors LLC
|
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|
|
XXEC, Inc.
|
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|
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|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
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|
|
Elk River Wealth Management, LLC
|
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|
WVALX - WEITZ FUNDS - Value Fund - Investor Class
|
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Tcfg Wealth Management, Llc
|
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|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
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|
Beech Hill Advisors, Inc.
|
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Beaumont Asset Management, L.L.C.
|
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Betterment LLC
|
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|
KOOL - Spinnaker ETF Series - North Shore Equity Rotation ETF
|
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|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
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|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
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|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
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|
Portland Investment Counsel Inc.
|
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Teamwork Financial Advisors, LLC
|
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|
DekaBank Deutsche Girozentrale
|
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|
Thoroughbred Financial Services, Llc
|
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Enterprise Financial Services Corp
|
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|
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
|
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|
|
Priebe Wealth Holdings LLC
|
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|
|
Accordant Advisory Group Inc
|
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|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Conway Capital Management, Inc.
|
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|
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|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
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|
|
Sustainable Insight Capital Management, LLC
|
|
|
|
|
|
Nixon Capital, LLC
|
|
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|
|
NovaPoint Capital, LLC
|
|
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|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
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|
|
|
Mullooly Asset Management, Inc.
|
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|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
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|
|
Highland Financial Advisors, LLC
|
|
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|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Midwestern Financial, LLC /IA
|
|
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|
|
Stanley-Laman Group, Ltd.
|
|
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|
|
Timonier Family Office, LTD.
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Integrated Capital Management, LLC
|
|
|
|
|
|
Academy Capital Management Inc/tx
|
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|
|
Eastern Bank
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
CALIFORNIA FIRST LEASING Corp
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
SHXIX - AMERICAN BEACON FUNDS - American Beacon Shapiro Equity Opportunities Fund Institutional Class
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
FBCVX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Value Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Stephen J. Garry & Associates, Llc
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Fairholme Capital Management Llc
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
|
|
|
|
|
Guardian Investment Management
|
|
|
|
|
|
SFSLX - Advisor Managed Portfolios - 1919 Financial Services Fund Class C
|
|
|
|
|
|
BCO Wealth Management LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Kiley Juergens Wealth Management, Llc
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
Strategic Planning, Inc.
|
|
|
|
|
|
Davis Selected Advisers
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
Hoge Financial Services, Llc
|
|
|
|
|
|
Muirfield Wealth Advisors Llc
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Legacy CG, LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Prescott Group Capital Management, L.l.c.
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
Cornerstone Capital, Inc.
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Shearwater Capital LLC
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
David R. Rahn & Associates Inc.
|
|
|
|
|
|
Fortitude Financial, LLC
|
|
|
|
|
|
Bright Financial Advisors, Inc.
|
|
|
|
|
|
Hutner Capital Management Inc
|
|
|
|
|
|
Stewardship Advisors, LLC
|
|
|
|
|
|
Market Street Wealth Management Advisors Llc
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Ccm Investment Advisers Llc
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Gordian Capital Singapore Pte Ltd
|
|
|
|
|
|
Aufman Associates Inc
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Overbrook Management Corp
|
|
|
|
|
|
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A
|
|
|
|
|
|
Dale Q Rice Investment Management Ltd
|
|
|
|
|
|
Primoris Wealth Advisors, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Spreng Capital Management, Inc.
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Cyr Financial Inc.
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
Helium Advisors LLC
|
|
|
|
|
|
Arlington Financial Advisors, LLC
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
Joel Adams & Associates, Inc.
|
|
|
|
|
|
Bonfire Financial
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Myecfo, Llc
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Landmark Wealth Management, Inc.
|
|
|
|
|
|
Swisher Financial Concepts, Inc.
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
Strategic Planning Group, Llc
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
ABCAX - AMERICAN BEACON FUNDS - American Beacon The London Company Income Equity Fund A Class
|
|
|
|
|
|
Mirabaud & Cie SA
|
|
|
|
|
|
FMIHX - FMI FUNDS INC - Large Cap Fund Investor Class
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Marotta Asset Management
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
Custos Family Office, LLC
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Core Wealth Advisors, Inc.
|
|
|
|
|
|
Perissos Private Wealth Management, LLC
|
|
|
|
|
|
Brand Asset Management Group, Inc.
|
|
|
|
|
|
Hunter Perkins Capital Management, LLC
|
|
|
|
|
|
Client 1st Advisory Group, Llc
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
EnRich Financial Partners LLC
|
|
|
|
|
|
Absolute Capital Management, LLC
|
|
|
|
|
|
White Lighthouse Investment Management Inc.
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Unique Wealth, Llc
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Financial Alternatives, Inc
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
Gouws Capital LLC
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
Vickerman Investment Advisors, Inc.
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
IXG - iSHARES TRUST - iShares Global Financials ETF
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
CMC Financial Group
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Heirloom Wealth Management
|
|
|
|
|
|
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A
|
|
|
|
|
|
Stelac Advisory Services LLC
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
Pathway Financial Advisors LLC
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
Jasper Ridge Partners, L.P.
|
|
|
|
|
|
Weitz Investment Management, Inc.
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
RK Asset Management, LLC
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Pacific Wealth Management
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Truefg, Llc
|
|
|
|
|
|
Cooper Capital Advisors LLC
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
Sandbox Financial Partners, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Retirement Investment Advisors, Inc.
|
|
|
|
|
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KBC Group NV
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Eos Management, L.P.
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Aptus Capital Advisors, LLC
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Atlantic Private Wealth, LLC
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Fortress Private Ledger, Llc
|
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ROI Financial Advisors, LLC
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Fonville Wealth Management LLC
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|
Corundum Trust Company, INC
|
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Financial Advisors, LLC
|
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Fiduciary Wealth Partners, LLC
|
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Farmers & Merchants Trust Co of Long Beach
|
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|
McBroom & Associates, LLC
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Gemmer Asset Management LLC
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Green Harvest Asset Management LLC
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Account Management LLC
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Invenio Wealth Partners Llc
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Sprucegrove Investment Management Ltd
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K.J. Harrison & Partners Inc
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Aries Wealth Management
|
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Northern Trust Corp
|
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Terril Brothers, Inc.
|
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Samalin Investment Counsel, LLC
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QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
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Sentinel Trust Co Lba
|
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Wiser Wealth Management, Inc
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Orca Wealth Management, LLC
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BSW Wealth Partners
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Crawford Investment Counsel Inc
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Thoma Capital Management LLC
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Trademark Financial Management, LLC
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Blue Sky Capital Consultants Group, Inc.
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First Trust Advisors Lp
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Parkworth Wealth Management, Inc.
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Bear Mountain Capital, Inc.
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Motley Fool Asset Management LLC
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Skba Capital Management Llc
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Guild Investment Management, Inc.
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ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares
|
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Fusion Family Wealth LLC
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Eldred Rock Partners, LLC
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Impact Capital Partners LLC
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
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White Knight Strategic Wealth Advisors, LLC
|
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Halter Ferguson Financial Inc.
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FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
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LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
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Kendall Capital Management
|
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Vega Investment Solutions
|
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SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
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Hofer & Associates. Inc
|
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PAX Financial Group, LLC
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Cyrus J. Lawrence, LLC
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Capital Market Strategies LLC
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Ramirez Asset Management, Inc.
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Fi3 FINANCIAL ADVISORS, LLC
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Stephens Consulting, LLC
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Vision Capital Management, Inc.
|
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|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
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|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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Crowley Wealth Management, Inc.
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Spirit Of America Management Corp/ny
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Almanack Investment Partners, LLC.
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CapWealth Advisors, LLC
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Bay Rivers Group
|
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Banco BTG Pactual S.A.
|
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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|
Apriem Advisors
|
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American Financial & Tax Strategies Inc
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Abacus Planning Group, Inc.
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G2 Capital Management, Llc / Oh
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Sl Advisors, Llc
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Aqr Capital Management Llc
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Cobblestone Capital Advisors Llc /ny/
|
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Focus Financial Network, Inc.
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Antonelli Financial Advisors, LLC
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Ellevest, Inc.
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von Borstel & Associates, Inc.
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Lakeside Advisors, INC.
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Teewinot Capital Advisers, L.L.C.
|
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Significant Wealth Partners LLC
|
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|
Lanham O'Dell & Company, Inc.
|
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|
Strategic Wealth Partners, Ltd.
|
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|
Raiffeisen Bank International AG
|
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|
Cypress Advisory Group LLC
|
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|
Tcw Group Inc
|
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|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
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|
L.K. Benson & Company, P.C.
|
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|
Turtle Creek Wealth Advisors, LLC
|
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|
Bank Of Montreal /can/
|
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|
Advanced Portfolio Management, LLC
|
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CWA Asset Management Group, LLC
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Moller Financial Services
|
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BRTNX - PFS FUNDS - Bretton Fund
|
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|
Wick Capital Partners, LLC
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Tounjian Advisory Partners, Llc
|
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VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A
|
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|
Aviance Capital Partners, LLC
|
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|
Perennial Investment Advisors, LLC
|
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|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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|
Wells Fargo & Company/mn
|
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|
1st Source Bank
|
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|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
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|
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|
Ensign Peak Advisors, Inc
|
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|
Hubbell Strickland Wealth Management, LLC
|
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|
Red Lighthouse Investment Management, Llc
|
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|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
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|
|
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|
NFP Retirement, Inc.
|
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|
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|
|
Skylands Capital, LLC
|
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|
|
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|
Charter Trust Co
|
|
|
|
|
|
FMTM - EA Series Trust - MarketDesk Focused U.S. Momentum ETF
|
|
|
|
|
|
Drexel Morgan & Co.
|
|
|
|
|
|
True Wealth Design, LLC
|
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|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
Kooman & Associates
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Sharkey, Howes & Javer
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
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|
|
|
Seven Springs Wealth Group, LLC
|
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|
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|
|
Parisi Gray Wealth Management
|
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|
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|
Golden Road Advisors Llc
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Oldfather Financial Services, LLC
|
|
|
|
|
|
Cowa, Llc
|
|
|
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|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Foyston, Gordon, & Payne Inc
|
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|
|
|
|
Dunhill Financial, LLC
|
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|
|
|
|
Riversedge Advisors, Llc
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
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|
|
|
|
Sunbelt Securities, Inc.
|
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|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
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|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Rps Advisory Solutions Llc
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Martin Investment Management, LLC
|
|
|
|
|
|
Paragon Financial Partners, Inc.
|
|
|
|
|
|
Theory Financial Llc
|
|
|
|
|
|
First Trust Specialty Finance & Financial Opportunities Fund
|
|
|
|
|
|
Pennsylvania Capital Management Inc /adv
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
Attessa Capital LLC
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Cache Advisors, LLC
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
|
|
|
|
|
|
Highview Capital Management LLC/DE/
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Tetrad Corp
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
M1 Capital Management LLC
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Strong Tower Advisory Services
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares
|
|
|
|
|
|
Future You Wealth Llc
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Verus Financial Partners, Inc.
|
|
|
|
|
|
Eaton-Cambridge Inc.
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Paralel Advisors LLC
|
|
|
|
|
|
ACMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Defender Fund Class A Shares
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
Clarity Wealth Development LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Asset Management Group, Inc.
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Schwerin Boyle Capital Management Inc
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Tower Wealth Partners, Inc.
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
ARTGX - ARTISAN PARTNERS FUNDS INC - Artisan Global Value Fund Investor Shares
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Villere St Denis J & Co Llc
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Magnolia Private Wealth, LLC
|
|
|
|
|
|
Greenspring Advisors, LLC
|
|
|
|
|
|
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
Index Fund Advisors, Inc.
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Mad River Investors
|
|
|
|
|
|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Barden Capital Management, Inc.
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Professional Financial Advisors, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Tenret Co LLC
|
|
|
|
|
|
OMAH - Tidal Trust III - VistaShares Target 15 Berkshire Select Income ETF
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Patrick Mauro Investment Advisor, INC.
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
KEAT - EA Series Trust - Keating Active ETF
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
Yukon Wealth Management, Inc.
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
Swp Financial Llc
|
|
|
|
|
|
Rosenblum Silverman Sutton S F Inc /ca
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Defender Capital, LLC.
|
|
|
|
|
|
Wealth Forward, LLC
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
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|
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
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|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Rothschild Capital Partners, LLC
|
|
|
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|
Cambridge Advisors Inc.
|
|
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|
BlackRock, Inc.
|
|
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|
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|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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|
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|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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|
|
|
|
First International Bank & Trust
|
|
|
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|
|
Sierra Capital LLC
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Paradigm Capital Management, LLC/NV
|
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|
WESPAC Advisors SoCal, LLC
|
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|
Lynch & Associates/in
|
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|
New York State Common Retirement Fund
|
|
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|
Shelton Wealth Management, Llc
|
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|
Heron Bay Capital Management
|
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|
Hanson & Doremus Investment Management
|
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|
Schubert & Co
|
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|
Kentucky Retirement Systems Insurance Trust Fund
|
|
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|
|
Leith Wheeler Investment Counsel Ltd.
|
|
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|
Prime Capital Investment Advisors, LLC
|
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|
|
Wealthstream Advisors, Inc.
|
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|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
Scharf Investments, Llc
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
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|
Ccg Wealth Management, Llc
|
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|
Money Concepts Capital Corp
|
|
|
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|
|
Texas Permanent School Fund
|
|
|
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|
|
Barnes Dennig Private Wealth Management LLC
|
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|
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|
Voloridge Investment Management, Llc
|
|
|
|
|
|
WPOPX - WEITZ FUNDS - Partners III Opportunity Fund - Institutional Class
|
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|
Lebenthal Global Advisors, LLC
|
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|
|
|
Graham Holdings Co
|
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|
Aprio Wealth Management, LLC
|
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|
Ruane, Cunniff & Goldfarb L.P.
|
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|
|
Hill Investment Group Partners, LLC
|
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|
QTR Family Wealth, LLC
|
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|
|
Act Two Investors Llc
|
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|
Foster & Motley Inc
|
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|
First Community Trust Na
|
|
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|
Exchange Traded Concepts, Llc
|
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|
Greenhouse Wealth Management, LLC
|
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|
Piscataqua Savings Bank
|
|
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|
|
Capstone Triton Financial Group, LLC
|
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|
Marex Group plc
|
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|
Vantage Investment Partners, LLC
|
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|
Moran Wealth Management, LLC
|
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|
Avondale Wealth Management
|
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|
Arizona State Retirement System
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
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|
True Link Financial Advisors, LLC
|
|
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|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
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|
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|
|
FSA Advisors, Inc.
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
Ellerson Group Inc /adv
|
|
|
|
|
|
RAM Investment Partners, LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
PSQGX - Managed Portfolio Series - Port Street Quality Growth Fund Institutional Class Shares
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
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|
|
Anderson Hoagland & Co
|
|
|
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|
|
Mather Group, Llc.
|
|
|
|
|
|
Raelipskie Partnership
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Tweedy, Browne Co LLC
|
|
|
|
|
|
Castleview Partners, Llc
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Winmill & Co. Inc
|
|
|
|
|
|
ONE Advisory Partners, LLC
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
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|
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|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Benchmark Wealth Management, LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Greenbrier Partners Capital Management, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
Hall Capital Management Co Inc
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Elm Partners Management LLC
|
|
|
|
|
|
Lam Group, Inc.
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Schwab Charitable Fund
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Guerra Pan Advisors, Llc
|
|
|
|
|
|
BayBridge Capital Group, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Private Capital Management Llc
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
Tran Capital Management, L.p.
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Iron Financial, LLC
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Ackerman Asset Management, LLC
|
|
|
|
|
|
AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares
|
|
|
|
|
|
Harbor Group, Inc.
|
|
|
|
|
|
Freemont Management S.A.
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Spinnaker Investment Group, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Solidarilty Wealth, LLC
|
|
|
|
|
|
Threadgill Financial, Llc
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Saudi Central Bank
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Mills Wealth Advisors LLC
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
|
|
|
|
|
Plum Street Advisors, LLC
|
|
|
|
|
|
Sulzberger Capital Advisors, Inc.
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
Pennington Partners & Co., Llc
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Arlington Partners LLC
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Fortis Advisors, LLC
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
Miller Financial Services LLC
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
Silicon Valley Community Foundation
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Financial Strategies Group, Inc.
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
united american securities inc. (d/b/a uas asset management)
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
tru Independence LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Lionshead Wealth Management, LLC
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
|
|
|
|
|
Alexander Labrunerie & Co., Inc.
|
|
|
|
|
|
Clayton Partners LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
George Kaiser Family Foundation
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
Ridgepath Capital Management LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Fischer Financial Services, Inc.
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Blue Capital, Inc.
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Spg Advisors Llc
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Eastover Investment Advisors LLC
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
Bennett Selby Investments Lp
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Nottingham Advisors, Inc.
|
|
|
|
|
|
ZEGA Investments, LLC
|
|
|
|
|
|
Constitution Capital LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
GEM Asset Management, LLC
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
Karani Asset Management LLC
|
|
|
|
|
|
Arnhold LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Pinnacle Family Advisors, LLC
|
|
|
|
|
|
PCG Wealth Advisors, LLC
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Herbst Group, Llc
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Gutierrez Wealth Advisory, LLC
|
|
|
|
|
|
Trinity Financial Advisors LLC
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Minichmacgregor Wealth Management, Llc
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Nbc Securities, Inc.
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Creative Capital Management Investments LLC
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Dudley Capital Management, Llc
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Black Swift Group, LLC
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AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
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Mutual Advisors, LLC
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Wetherby Asset Management Inc
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First American Trust, Fsb
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Heritage Family Offices, LLP
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Generali Asset Management SPA SGR
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Powers Advisory Group, LLC
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Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
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Verus Capital Partners, Llc
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Gould Asset Management Llc /ca/
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JDM Financial Group LLC
|
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McNaughton Wealth Management, LLC
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Carrera Capital Advisors
|
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Empower Advisory Group, LLC
|
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Oppenheimer & Co Inc
|
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Johnson & White Wealth Management, LLC
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Venture Visionary Partners LLC
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Rf&l Wealth Management, Llc
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Correct Capital Wealth Management
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Brave Asset Management Inc
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Cary Street Partners Financial Llc
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Metis Global Partners, LLC
|
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Badgley Phelps Wealth Managers, LLC
|
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|
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|
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WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares
|
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|
|
|
|
Wealth Effects Llc
|
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Vestor Capital, Llc
|
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TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
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Triumph Capital Management
|
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|
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Mindset Wealth Management, Llc
|
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Consilium Wealth Advisory, LLC
|
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|
|
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Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Trust Asset Management LLC
|
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|
|
|
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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|
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|
|
Integrity Financial Corp /WA
|
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|
Ehrlich Financial Group
|
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Hapanowicz & Associates Financial Services, Inc
|
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|
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|
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Paragon Private Wealth Management, LLC
|
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Rothschild & Co Wealth Management UK Ltd
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Wright Investors Service Inc
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Wall Street Access Asset Management, LLC
|
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Eaton Vance Tax-managed Buy-write Income Fund
|
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Maj Invest Holding A/S
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Camelot Portfolios, LLC
|
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FT Vest Total Return Income Fund: Series A3
|
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Ti-trust, Inc
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O'Brien Wealth Partners LLC
|
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Trust Investment Advisors
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James Hambro & Partners
|
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Apeiron RIA LLC
|
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BluePointe Capital Management, LLC
|
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|
ORG Partners LLC
|
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Round Hill Asset Management
|
|
|
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|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
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Integrated Wealth Concepts LLC
|
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Seek First Inc.
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Diversified Enterprises, LLC
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Shilanski & Associates, Inc.
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Headinvest, Llc
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Yarbrough Capital, LLC
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Benedict Financial Advisors Inc
|
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Ameritas Investment Partners, Inc.
|
|
|
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|
|
Norway Savings Bank
|
|
|
|
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Taurus Asset Management, Llc
|
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Wendell David Associates Inc
|
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Monterey Private Wealth, Inc.
|
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|
HORAN Wealth, LLC
|
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Bard Associates Inc
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REDW Wealth LLC
|
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Oarsman Capital, Inc.
|
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|
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|
Texas Bank & Trust Co
|
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Fourth Dimension Wealth, LLC
|
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|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
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|
|
James Investment Research Inc
|
|
|
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|
|
Peddock Capital Advisors, Llc
|
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|
Markel Corp
|
|
|
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|
Inkwell Capital Llc
|
|
|
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|
Financial Futures Ltd Liability Co.
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
|
|
|
|
|
Avaii Wealth Management, Llc
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
TACLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Fund Class A
|
|
|
|
|
|
Hobart Private Capital, LLC
|
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|
SG Americas Securities, LLC
|
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|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Corsair Capital Management, L.p.
|
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|
|
Ruffer LLP
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Blue Rock Wealth Management LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Fortune 45 LLC
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
R.H. Investment Group, LLC
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
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|
|
EWG Elevate Inc.
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
STAR Financial Bank
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
MUNDX - MUNDOVAL FUNDS - Mundoval Fund
|
|
|
|
|
|
Walled Lake Planning & Wealth Management, Llc
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
Weil Company, Inc.
|
|
|
|
|
|
Leibman Financial Services, Inc.
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
MN Wealth Advisors, LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Coyle Financial Counsel LLC
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Floyd Financial Group Llc
|
|
|
|
|
|
CMH Wealth Management LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
Carmel Capital Management L.L.C.
|
|
|
|
|
|
WPWealth LLP
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Kingsman Wealth Management, Inc.
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Timber Creek Capital Management LLC
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Guardian Wealth Advisors, LLC
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Blue Edge Capital, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Towneley Capital Management, Inc / DE
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Echo45 Advisors LLC
|
|
|
|
|
|
Mine & Arao Wealth Creation & Management, LLC.
|
|
|
|
|
|
Pacific Wealth Strategies Group, Inc.
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
Partners Capital Investment Group, Llp
|
|
|
|
|
|
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
4J Wealth Management LLC
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Raub Brock Capital Management LP
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Brooklyn FI, LLC
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
|
|
|
|
|
Three Seasons Wealth, LLC
|
|
|
|
|
|
MontVue Capital Management, Inc.
|
|
|
|
|
|
Elefante Mark B
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Symmetry Investments LP
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
|
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
|
|
|
|
|
FJ Investments, LLC
|
|
|
|
|
|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
GGEFX - VALUED ADVISERS TRUST - Summitry Equity Fund
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
Goepper Burkhardt LLC
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Bulltick Wealth Management, LLC
|
|
|
|
|
|
Condor Capital Management
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
Joseph P. Lucia & Associates, LLC
|
|
|
|
|
|
Corrado Advisors, Llc
|
|
|
|
|
|
Westbourne Investments, Inc.
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
SEQUX - Sequoia Fund Inc - Sequoia Fund Inc
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
Axiom Financial Strategies, LLC
|
|
|
|
|
|
Atlas Wealth Partners, LLC
|
|
|
|
|
|
Sicart Associates LLC
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Brueske Advisory Services, LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Meridian Financial Partners LLC
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Rebalance, Llc
|
|
|
|
|
|
Kelman-Lazarov, Inc.
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
MGO Private Wealth, LLC
|
|
|
|
|
|
Lloyd Advisory Services, LLC.
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Vawter Financial, Ltd.
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
Allen Wealth Management, Llc
|
|
|
|
|
|
Corps Capital Advisors, LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Aua Capital Management, Llc
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Opus Capital Group, LLC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Provident Investment Management, Inc.
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Rock Point Advisors, LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
VanderPol Investments L.L.C.
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
TARKX - Clark Fork Trust - Tarkio Fund
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Friday Financial
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Gardner Lewis Asset Management L P
|
|
|
|
|
|
Epiq Partners, Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Morling Financial Advisors, LLC
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
LWM Advisory Services, LLC
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
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|
Gts Securities Llc
|
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|
SYM FINANCIAL Corp
|
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|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
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|
Maren Capital LLC
|
|
|
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|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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|
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|
Atria Wealth Solutions, Inc.
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|
Bridgewealth Advisory Group, LLC
|
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|
Five Pine Wealth Management
|
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|
Armis Advisers, LLC
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|
Channing Global Advisors, Llc
|
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|
Sheaff Brock Investment Advisors, LLC
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|
Tennessee Valley Asset Management Partners
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|
Oceanside Advisors LLC
|
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|
Cross Staff Investments Inc
|
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|
DGFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Global Fund Class A
|
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|
Jefferies Financial Group Inc.
|
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TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
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|
One + One Wealth Management, Llc
|
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|
Summit Asset Management, LLC
|
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|
JSF Financial, LLC
|
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MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
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|
Family Legacy, Inc.
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|
Trigran Investments, Inc.
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Chicago Partners Investment Group LLC
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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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|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
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Gradient Investments LLC
|
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Commerzbank Aktiengesellschaft /fi
|
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|
McHugh Group, LLC
|
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|
R. W. Roge & Company, Inc.
|
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|
Monument Group Wealth Advisors, LLC
|
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|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
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|
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|
Fielder Capital Group LLC
|
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|
Keeler & Nadler Financial Planning & Wealth Management
|
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|
Kure Advisory, LLC
|
|
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|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
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|
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|
|
DnB Asset Management AS
|
|
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|
|
Prudent Investors Network
|
|
|
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|
Bell & Brown Wealth Advisors, Llc
|
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|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
GAM Holding AG
|
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|
Boston Partners
|
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|
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|
Valued Wealth Advisors LLC
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|
Shorepoint Capital Partners LLC
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|
Hara Capital LLC
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|
MeadowBrook Investment Advisors LLC
|
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|
Calamos Advisors LLC
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|
RPFCX - DAVIS SERIES INC - Davis Appreciation & Income Fund Class A
|
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|
RBF Capital, LLC
|
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|
Stamos Capital Partners, L.p.
|
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|
RiverGlades Family Offices LLC
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|
Jarislowsky, Fraser Ltd
|
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|
Proactive Wealth Strategies LLC
|
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|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Northstar Financial Companies, Inc.
|
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|
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|
Templeton & Phillips Capital Management, LLC
|
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|
Gilbert & Cook, Inc.
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|
Per Stirling Capital Management, LLC.
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|
Chicago Capital, LLC
|
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|
Financial Advocates Investment Management
|
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|
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
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|
|
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|
Spectrum Strategic Capital Management, LLC
|
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|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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|
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|
Arkfeld Wealth Strategies, L.L.C.
|
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|
Northwest Wealth Management, Llc
|
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|
Element Wealth, LLC
|
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|
Cumberland Advisors Inc
|
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|
Wealth Advisors of Tampa Bay, LLC
|
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|
Yoder Wealth Management, Inc.
|
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|
Hobbs Wealth Management, LLC
|
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|
Consolidated Portfolio Review Corp
|
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|
|
Kestra Investment Management, LLC
|
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|
Prepared Retirement Institute LLC
|
|
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|
Oakworth Capital, Inc.
|
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|
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|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
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|
|
Lakeshore Capital Group, Inc.
|
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|
First City Capital Management, Inc.
|
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|
|
Ws Management Lllp
|
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|
|
Compass Advisory Group LLC
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
VELA Investment Management, LLC
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
Affiance Financial, LLC
|
|
|
|
|
|
Caerus Investment Advisors, LLC
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
Farnam Financial LLC
|
|
|
|
|
|
MEFOX - Ultimus Managers Trust - Meehan Focus Fund
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Waycross Investment Management Co
|
|
|
|
|
|
Ycg, Llc
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Silverleafe Capital Partners, LLC
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Boulder Wealth Advisors, LLC
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
AAFCPAs Wealth Management, LLC
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Trustco Bank Corp N Y
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Bolthouse Investments, LLC
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
Altus Wealth Management, LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
Punch & Associates Investment Management, Inc.
|
|
|
|
|
|
Power Wealth Management Llc
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Aspiring Ventures, LLC
|
|
|
|
|
|
Absher Wealth Management, Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Talbot Financial, LLC
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
Bonness Enterprises Inc
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Clio Asset Management LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Altman Advisors, Inc.
|
|
|
|
|
|
Saxony Capital Management, LLC
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
American Institute for Advanced Investment Management, LLP
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
GGM Financials LLC
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
Guardian Asset Advisors, LLC
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
Kercheville Advisors, LLC
|
|
|
|
|
|
Rbo & Co Llc
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Clg Llc
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
Magnolia Capital Management Ltd
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Copley Financial Group, Inc.
|
|
|
|
|
|
Certior Financial Group, Llc
|
|
|
|
|
|
Menora Mivtachim Holdings Ltd.
|
|
|
|
|
|
Castlekeep Investment Advisors Llc
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
IronOak Wealth LLC.
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
Landaas & Co /wi /adv
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
SMVLX - Smead Funds Trust - Smead Value Fund Investor Class Shares
|
|
|
|
|
|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Youngs Advisory Group, Inc.
|
|
|
|
|
|
Single Point Partners, LLC
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
McMill Wealth Management
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Magellan Asset Management Ltd
|
|
|
|
|
|
Gibson Capital, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Balanced Rock Investment Advisor
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
HT Partners LLC
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
Astoria Strategic Wealth, Inc.
|
|
|
|
|
|
Conquis Financial Llc
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Canerector Inc
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Nabity-Jensen Investment Management Inc
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
McCarthy Asset Management, Inc.
|
|
|
|
|
|
Ironvine Capital Partners, LLC
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Sound Stewardship, LLC
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
Brickley Wealth Management
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
Sequent Planning LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Bcm Advisors, Llc
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Wealth Advisors of Iowa, LLC
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
NorthLanding Financial Partners, LLC
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
Pfc Capital Group, Inc.
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Fishman Jay A Ltd/mi
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Jessup Wealth Management, Inc
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
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|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Coleford Investment Management Ltd.
|
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|
Strategic Advocates LLC
|
|
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|
|
Ausdal Financial Partners, Inc.
|
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|
|
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
Geometric Wealth Advisors
|
|
|
|
|
|
C2C Wealth Management, LLC
|
|
|
|
|
|
Tang Capital Management Llc
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Walker Financial Services, Inc.
|
|
|
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|
|
Argent Trust Co
|
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|
|
Smithbridge Asset Management Inc/de
|
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Trust Co Of Toledo Na /oh/
|
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|
|
Limestone Investment Advisors LP
|
|
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|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
21 West Wealth Management LLC
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Well Done, LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Northeast Financial Group, Inc.
|
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|
|
|
|
Octavia Wealth Advisors, LLC
|
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|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
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|
Enterprise Bank & Trust Co
|
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|
|
Assenagon Asset Management S.A.
|
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|
SLT Holdings LLC
|
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|
Mount Yale Investment Advisors, LLC
|
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|
Kimelman & Baird, LLC
|
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|
One River Asset Management, LLC
|
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|
Hansen & Associates Financial Group, Inc.
|
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|
|
|
bLong Financial, LLC
|
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|
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|
|
Long Road Investment Counsel, LLC
|
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|
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|
Global Wealth Management Investment Advisory, Inc.
|
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|
|
|
|
Check Capital Management Inc/ca
|
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|
|
|
Flywheel Private Wealth LLC
|
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|
|
|
|
Bigelow Investment Advisors, LLC
|
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|
1776 Wealth LLC
|
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|
Stony Point Wealth Management Inc.
|
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|
Harbour Investments, Inc.
|
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|
Hallmark Capital Management Inc
|
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|
|
VCULX - VALIC Co I - Growth Fund
|
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|
|
|
|
Corient IA LLC
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Sunflower Bank, N.A.
|
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|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
LJI Wealth Management, LLC
|
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|
Forefront Wealth Management Inc.
|
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|
Ames National Corp
|
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|
Financial Advisory Corp /ut/ /adv
|
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|
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|
Citizens National Bank Trust Department
|
|
|
|
|
|
Strive Asset Management, LLC
|
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|
Raymond James Financial Inc
|
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|
Davies Financial Advisors, Inc.
|
|
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|
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
|
|
|
|
|
|
Systrade AG
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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|
|
|
|
Bank Of Nova Scotia Trust Co
|
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|
|
|
Keystone Financial Group
|
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|
Ironwood Investment Counsel, LLC
|
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|
Hrt Financial Lp
|
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|
William B. Walkup & Associates, Inc.
|
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|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
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|
|
|
Kohmann Bosshard Financial Services, LLC
|
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|
|
|
Texas Yale Capital Corp.
|
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|
|
Garde Capital, Inc.
|
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|
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|
|
Signature Wealth Management Partners, LLC
|
|
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|
Handelsbanken Fonder AB
|
|
|
|
|
|
HMV Wealth Advisors, LLC
|
|
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|
|
USS Investment Management Ltd
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
Udine Wealth Management, Inc.
|
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|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
BIP Alliance, LLC
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
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|
Durante & Waters, Llc
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Parkshore Wealth Management, Inc.
|
|
|
|
|
|
PARK CIRCLE Co
|
|
|
|
|
|
Birnam Oak Advisors, LP
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Prosperity Financial Group, Inc.
|
|
|
|
|
|
Harbor Advisory Corp /ma/
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Brogan Financial, Inc.
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
ROPE - EA Series Trust - Coastal Compass 100 ETF
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
Capco Asset Management, LLC
|
|
|
|
|
|
Coign Capital Advisors LLC
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
MVSRX - Manager Directed Portfolios - Mar Vista Strategic Growth Fund Retirement Shares
|
|
|
|
|
|
Geo Capital Gestora de Recursos Ltd
|
|
|
|
|
|
FFG Partners, LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Cherrydale Wealth Management, Llc
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
Dougherty Wealth Advisers LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Pachira Investments Inc.
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Quad-Cities Investment Group, LLC
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Bernardo Wealth Planning LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Independence Financial Advisors, LLC
|
|
|
|
|
|
BCK Partners, Inc.
|
|
|
|
|
|
Capital Management Associates /ny/
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
TCM Advisors, LLC
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Klein Pavlis & Peasley Financial, Inc.
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Paragon Advisors, LLC
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
McClarren Financial Advisors, Inc.
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
Meitav Dash Investments Ltd
|
|
|
|
|
|
TL Private Wealth
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
Tricadia Capital Management, LLC
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Blue Square Asset Management, Llc
|
|
|
|
|
|
SwitchPoint Financial Planning, LLC
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Disciplined Investors, L.L.C.
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
CHB Investment Group, LLC
|
|
|
|
|
|
Gilder Gagnon Howe & Co Llc
|
|
|
|
|
|
Wealth Group Ltd
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
Tobias Financial Advisors, Inc.
|
|
|
|
|
|
Jacobson & Schmitt Advisors, Llc
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
Compass Planning Associates Inc
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Sloy Dahl & Holst, LLC
|
|
|
|
|
|
Integrity Investment Advisors, LLC
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Objectivity Squared, LLC
|
|
|
|
|
|
Banque de Luxembourg S.A.
|
|
|
|
|
|
Meredith Wealth Planning
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
BCGM Wealth Management, LLC
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
Muhlenkamp & Co Inc
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
TCP Asset Management, LLC
|
|
|
|
|
|
BSN Capital Partners Ltd
|
|
|
|
|
|
ABEQ - Unified Series Trust - Absolute Core Strategy Etf
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Note Advisors, LLC
|
|
|
|
|
|
Dixon Fnancial Services, Inc.
|
|
|
|
|
|
Select Asset Management & Trust
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
American Asset Management Inc.
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Conservest Capital Advisors, Inc.
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Triune Financial Partners, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
Gainplan LLC
|
|
|
|
|
|
APCM Wealth Management for Individuals
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Intelligent Financial Strategies
|
|
|
|
|
|
Hutchinson Capital Management/ca
|
|
|
|
|
|
Austin Asset Management Co Inc
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
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|
|
|
|
RHS Financial, LLC
|
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|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Nova R Wealth, Inc.
|
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|
|
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|
Norges Bank
|
|
|
|
|
|
Security Financial Services, INC.
|
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|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Syntax Research, Inc.
|
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|
|
|
|
apricus wealth, LLC
|
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|
|
|
|
Centiva Capital, LP
|
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|
|
|
|
Woodstock Corp
|
|
|
|
|
|
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Financial Consulate, Inc
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Lakewood Asset Management LLC
|
|
|
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|
|
Retirement Planning Co of New England, Inc.
|
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|
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|
Community Bank of Raymore
|
|
|
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|
|
Elite Life Management LLC
|
|
|
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|
111 Capital
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Hendley & Co Inc
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
Modern Wealth Management, LLC
|
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|
|
|
|
First Wilshire Securities Management Inc
|
|
|
|
|
|
Integrity Wealth Advisors, Inc.
|
|
|
|
|
|
Legacy Financial Strategies, LLC
|
|
|
|
|
|
WPLCX - WP Trust - WP Large Cap Income Plus Fund Institutional Class Shares
|
|
|
|
|
|
Birch Capital Management, LLC
|
|
|
|
|
|
Goldstream Capital Management Ltd
|
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|
|
|
|
Planning Alternatives Ltd /adv
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Allen Operations Llc
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
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|
|
|
|
Matauro, Llc
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
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|
|
Red Mountain Financial, LLC
|
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|
|
Sutton Place Investors Llc
|
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|
EagleClaw Capital Managment, LLC
|
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|
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|
Mosaic Financial Group, Llc
|
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|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
John G Ullman & Associates Inc
|
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|
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|
|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Veridan Wealth LLC
|
|
|
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|
|
DecisionPoint Financial, LLC
|
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|
|
Metropolis Capital Ltd
|
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|
Putney Financial Group LLC
|
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|
|
GDS Wealth Management
|
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|
Voleon Capital Management Lp
|
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|
|
|
Cannon Advisors, Inc.
|
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|
Providence Capital Advisors, LLC
|
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|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
Toth Financial Advisory Corp
|
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|
|
Asset Planning Corporation
|
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|
Optima Capital Llc
|
|
|
|
|
|
TORYX - RBB Fund Trust - Torray Fund
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
Helen Stephens Group, LLC
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Sound Shore Management Inc /ct/
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Oxinas Partners Wealth Management LLC
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
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|
|
Sentry Investment Management Llc
|
|
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|
|
Viawealth, Llc
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Fft Wealth Management Llc
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Keating Investment Counselors Inc
|
|
|
|
|
|
Sharp Financial Services, LLC
|
|
|
|
|
|
Parkside Advisors LLC
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
DCM Advisors, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
Amarillo National Bank
|
|
|
|
|
|
Flavin Financial Services, Inc.
|
|
|
|
|
|
LifePlan Investment Advisors, Inc.
|
|
|
|
|
|
Donald L. Hagan, LLC
|
|
|
|
|
|
Allie Family Office LLC
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
Reik & Co., Llc
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
Boyd Wealth Management, LLC
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
Momentous Wealth Management, Inc.
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
Samjo Management, LLC
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
Ndwm Llc
|
|
|
|
|
|
J Hagan Capital, Inc.
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Torno Capital, Llc
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
Signal Tree Financial Partners Llc
|
|
|
|
|
|
Gladius Capital Management LP
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Edge Wealth Management LLC
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
Millington Financial Advisors, LLC
|
|
|
|
|
|
Sage Advisors, Llc
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Northstar Asset Management Inc
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Drystone LLC
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
LKBLX - Managed Portfolio Series - LK Balanced Fund Institutional Class
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
Bay Capital Advisors, LLC
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
Vestia Personal Wealth Advisors
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Summit Financial Consulting LLC
|
|
|
|
|
|
Arbor Wealth Advisors LLC
|
|
|
|
|
|
Fischer Investment Strategies, Llc
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
Luts & Greenleigh Group, Inc
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
America First Investment Advisors, LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Valicenti Advisory Services Inc
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
Rinkey Investments
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
Suncoast Equity Management
|
|
|
|
|
|
Sage Investment Counsel LLC
|
|
|
|
|
|
Austin Wealth Management, LLC
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Lane & Associates LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Motley Fool Wealth Management, LLC
|
|
|
|
|
|
Paladin Wealth, LLC
|
|
|
|
|
|
Cooke & Bieler Lp
|
|
|
|
|
|
Winslow Asset Management Inc
|
|
|
|
|
|
Financial Synergies Wealth Advisors, Inc.
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Rather & Kittrell, Inc.
|
|
|
|
|
|
Presidio Capital Management, LLC
|
|
|
|
|
|
Dodds Wealth, LLC
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
SFYF - Tidal ETF Trust - SoFi 50 ETF
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Sterling Financial Group, Inc.
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Arrowroot Family Office, LLC
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
Beacon Capital Management, Inc.
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Pacific Sage Partners, LLC
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
FC Advisory LLC
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Alamar Capital Management, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Dean, Jacobson Financial Services, LLC
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Aspire Capital Advisors LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
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|
Benchmark Financial Wealth Advisors, LLC
|
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Menlo Advisors Llc
|
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|
Mengis Capital Management, Inc.
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Vista Wealth Management Group, LLC
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Field & Main Bank
|
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Acas, Llc
|
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Hall Laurie J Trustee
|
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Telos Capital Management, Inc.
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West Michigan Advisors, Llc
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Investors Research Corp
|
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Clear Point Advisors Inc.
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Williams & Novak, LLC
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Lion Street Advisors, LLC
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Core Wealth Management, Inc.
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Redwood Wealth Management Group, LLC
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GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
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Tyche Wealth Partners LLC
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DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
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Borer Denton & Associates, Inc.
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Austin Private Wealth, LLC
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Sage Mountain Advisors LLC
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Aull & Monroe Investment Management Corp
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Davis R M Inc
|
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Consultiva Wealth Management, Corp.
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
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Lester Murray Antman dba SimplyRich
|
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Greenup Street Wealth Management Llc
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SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
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SBI Securities Co., Ltd.
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Arbor Capital Management Inc /adv
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Aristotle Capital Management, LLC
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Beirne Wealth Consulting Services, LLC
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Hirtle Callaghan & Co LLC
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Topsail Wealth Management, LLC
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Drive Wealth Management, Llc
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Aberdeen Wealth Management LLC
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Cascades Capital Asset Management, LLC
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Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
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Investidor Profissional Gestao de Recursos Ltda.
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BXM Wealth LLC
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FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
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|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
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Freestone Capital Holdings, LLC
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LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
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Studio Investment Management Llc
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Trust Co of the South
|
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Joel Isaacson & Co., LLC
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Bond & Devick Financial Network, Inc.
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Heartland Advisors Inc
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MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
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Inspire Advisors, LLC
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Harrell Investment Partners, Llc
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Klingman & Associates, LLC
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Charter Capital Management, LLC\DE
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Smith Anglin Financial, LLC
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Perritt Capital Management Inc
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Jump Financial, LLC
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Wallington Asset Management, LLC
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HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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|
First Command Advisory Services, Inc.
|
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Kellett Schaffner Wealth Advisors LLC
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Archon Partners LLC
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King Luther Capital Management Corp
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Sonata Capital Group Inc
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Lowe Wealth Advisors, LLC
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Butensky & Cohen Financial Security, Inc
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Fairview Capital Investment Management, Llc
|
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Catalytic Wealth RIA, LLC
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Parallel Advisors, LLC
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Caliber Wealth Management, LLC / KS
|
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|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
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|
Michels Family Financial, LLC
|
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Human Investing LLC
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Waldron Private Wealth LLC
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Mcdaniel Terry & Co
|
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First Citizens Financial Corp
|
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|
Liberty Square Wealth Partners Llc
|
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|
Armstrong Advisory Group, Inc
|
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|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
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|
Savvy Advisors, Inc.
|
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Paragon Capital Management LLC
|
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|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
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|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
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|
Gillespie Robinson & Grimm Inc
|
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|
|
Oak Grove Capital LLC
|
|
|
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|
|
Presper Financial Architects, LLC
|
|
|
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|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
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|
Brown Advisory Inc
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
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|
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|
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
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|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
Andina Capital Management, LLC
|
|
|
|
|
|
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Cathy Pareto & Associates, Inc
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Private Wealth Group, LLC
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Himalaya Capital Management LLC
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Howard Bailey Securities, Llc
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Sylvest Advisors, LLC
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
LVZ Advisors, Inc.
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Family Investment Center, Inc.
|
|
|
|
|
|
Axim Planning & Wealth
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Farrow Financial Inc.
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
APHNX - ARTISAN PARTNERS FUNDS INC - Artisan Select Equity Fund Institutional Shares
|
|
|
|
|
|
Members Advisory Group LLC
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
Berkshire Money Management, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Next Level Wealth Planning, LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Hanlon Investment Management, Inc.
|
|
|
|
|
|
Foguth Wealth Management, LLC.
|
|
|
|
|
|
Mainsail Financial Group, LLC
|
|
|
|
|
|
Barnes Wealth Management Group, Inc
|
|
|
|
|
|
H&H International Investment, LLC
|
|
|
|
|
|
Sprott Inc.
|
|
|
|
|
|
Sageworth Trust Co
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
Scholtz & Company, Llc
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Lighthouse Wealth Management Inc.
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
Capstone Wealth Management Group LLC
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Clearwater Capital Advisors, LLC
|
|
|
|
|
|
Hi-Line Capital Management, LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Ironsides Asset Advisors, LLC
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Leeward Financial Partners, LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Hilltop Wealth Advisors, Llc
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Gordian Advisors LLC
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Integrity Wealth Solutions LLC
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
New Capital Management LP
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Inman Jager Wealth Management, LLC
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
DWLD - Davis Fundamental ETF Trust - Davis Select Worldwide ETF
|
|
|
|
|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
Ayrshire Capital Management LLC
|
|
|
|
|
|
Headland Capital, LLC
|
|
|
|
|
|
Visionary Horizons, LLC
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Pacific Global Investment Management Co
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Glassy Mountain Advisors, Inc.
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Droms Strauss Advisors Inc /mo/ /adv
|
|
|
|
|
|
GenWealth Group, Inc.
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Laidlaw Wealth Management LLC
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
ARGA Investment Management, LP
|
|
|
|
|
|
Kinsale Capital Group, Inc.
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
Cascade Wealth Advisors, Inc
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
Carter Financial Group, INC.
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Mendel Capital Management LLC
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Martin Worley Group
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
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Rothschild Investment Llc
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Claris Advisors, Llc / Mo /
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Cfm Wealth Partners Llc
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First National Trust Co
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IAM Advisory, LLC
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|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
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TradeWell Securities, LLC.
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Foresight Capital Management Advisors, Inc.
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Live Oak Private Wealth LLC
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Spectrum Planning & Advisory Services Inc.
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Stephenson National Bank & Trust
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Kensington Investment Counsel, LLC
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Capital Investment Counsel, Inc
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Ossiam
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Innovative Wealth Building LLC
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THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
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|
Magnus Financial Group LLC
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Vienna Asset Management LLC
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Financial Council Asset Management Inc
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Onefund, Llc
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Ted Buchan & Co
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Next Level Private LLC
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Capital Advisors Wealth Management, LLC
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Smith Asset Management Co., LLC
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Quadrant Capital Group Llc
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Legacy Financial Group LLC
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TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
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BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
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McCarthy & Cox
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Angeles Wealth Management, Llc
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Kinloch Capital, LLC
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Cahaba Wealth Management, Inc.
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Etesian Wealth Advisors, Inc.
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Smith, Salley & Associates
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FourThought Financial Partners, LLC
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Ai Financial Services Llc
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Nitorum Capital, L.P.
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Cascade Investment Advisors, Inc.
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Portfolio Strategies, Inc.
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Bensler, LLC
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Allied Investment Advisors, LLC
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ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
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West Branch Capital LLC
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Kaizen Financial Strategies
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
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Probity Advisors, Inc.
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Welch & Forbes Llc
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KWB Wealth
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WestEnd Advisors, LLC
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Atria Investments Llc
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TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund
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Advisors Capital Management, LLC
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COBYX - World Funds Trust - The Cook & Bynum Fund
|
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Summa Corp.
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Timucuan Asset Management Inc/fl
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HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class
|
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FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
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Drake & Associates, LLC
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Waverton Investment Management Ltd
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Silicon Valley Capital Partners
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Taddei, Ludwig & Associates, Inc.
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TFC Financial Management
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RD Lewis Holdings, Inc.
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Leisure Capital Management
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Glenmede Investment Management, LP
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Persium Advisors, LLC
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Collier Financial
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AllGen Financial Advisors, Inc.
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Seascape Capital Management
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Meridian Wealth Advisors, LLC
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Meriwether Wealth & Planning, LLC
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B&D White Capital Company, LLC
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FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
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Vermillion Wealth Management, Inc.
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Milestone Asset Management, Llc
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Natural Investments, Llc
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Fjell Capital, LLC
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Dixon Mitchell Investment Counsel Inc.
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EQTY - VALUED ADVISERS TRUST - Kovitz Core Equity ETF
|
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|
Chesapeake Wealth Management
|
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Weiss Asset Management LP
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|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
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|
Clarity Capital Advisors, LLC
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Wealth Management Nebraska
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Whipplewood Advisors, LLC
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Partners Wealth Management, Llc
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Bay Harbor Wealth Management, LLC
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
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|
Main Street Research LLC
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|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
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|
Resurgent Financial Advisors LLC
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|
Granite Harbor Advisors, Inc.
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|
Mechanics Bank Trust Department
|
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Westchester Capital Management, Inc.
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Abacus Wealth Partners, LLC
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Leo Wealth, LLC
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
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|
Integral Investment Advisors, Inc.
|
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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|
Pinkerton Retirement Specialists, LLC
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|
Philip James Wealth Mangement, LLC
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|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
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|
Compass Wealth Management LLC
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|
California Public Employees Retirement System
|
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|
Chokshi & Queen Wealth Advisors, Inc
|
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|
Iams Wealth Management, Llc
|
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|
Connors Investor Services Inc
|
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|
Clark & Stuart, Inc
|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
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|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
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|
Townsend & Associates, Inc
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
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|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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Hamilton Capital Partners, Llc
|
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|
Independent Wealth Network Inc.
|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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|
KG&L Capital Management,LLC
|
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|
Alpha Financial Partners, LLC
|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
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|
Beacon Capital Management, LLC
|
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|
CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class
|
|
|
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|
Cottonwood Capital Advisors, Llc
|
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|
Kentucky Retirement Systems
|
|
|
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|
|
Cutler Capital Management, LLC
|
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|
BigSur Wealth Management LLC
|
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|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
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|
Sigma Planning Corp
|
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|
Seizert Capital Partners, Llc
|
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|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Objective Capital Management, LLC
|
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|
|
Zuckerman Investment Group, LLC
|
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|
WorthPointe, LLC
|
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|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
Michael A. Dubis Financial Planning, LLC
|
|
|
|
|
|
MINVX - MADISON FUNDS - Madison Investors Fund Investors Fund Class Y
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
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|
Wilkinson Global Asset Management LLC
|
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|
Pacifica Capital Investments, LLC
|
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|
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|
Dearborn Partners Llc
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Rappaport Reiches Capital Management, LLC
|
|
|
|
|
|
McDonough Capital Management, Inc
|
|
|
|
|
|
Blueprint Investment Partners LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
Valley Forge Investment Consultants Inc Adv
|
|
|
|
|
|
Unified Investment Management
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
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|
|
|
|
Keystone Financial Group, Inc.
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Locust Wood Capital Advisers, Llc
|
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|
|
|
|
Widmann Financial Services, Inc.
|
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|
|
|
|
St. Clair Advisors, LLC
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Virtus Wealth Solutions LLC
|
|
|
|
|
|
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
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|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Dempze Nancy E
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Christensen, King & Associates Investment Services, Inc.
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Financial Advisory Corp
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
Mountain Capital Investment Advisors, Inc
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
Montis Financial, LLC
|
|
|
|
|
|
Spectrum Asset Management, Inc. (NB/CA)
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Cornerstone Advisors Asset Management, Inc
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
Miramar Capital, LLC
|
|
|
|
|
|
Genesee Capital Advisors, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Stack Financial Management, Inc
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
HTG Investment Advisors, Inc.
|
|
|
|
|
|
VERITY Wealth Advisors
|
|
|
|
|
|
Pinnacle Wealth Management Group, Inc.
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
|
|
|
|
DDFG, Inc
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Foundation Wealth Management, LLC
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
OxenFree Capital LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Geneva Partners, LLC
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Steginsky Capital Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
Innova Wealth Partners
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Abound Financial, Llc
|
|
|
|
|
|
BlueSky Wealth Advisors, LLC
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
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Plancorp, LLC
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Childress Capital Advisors, Llc
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|
Patton Albertson Miller Group, Llc
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|
BlueChip Wealth Advisors LLC
|
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|
Park National Corp /oh/
|
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|
|
Envestnet Portfolio Solutions, Inc.
|
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|
Northside Capital Management, LLC
|
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|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
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|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
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|
|
|
Dynamic Advisor Solutions LLC
|
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|
GFG Capital, LLC
|
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|
Oxler Private Wealth LLC
|
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|
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
|
|
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|
|
3Chopt Investment Partners, LLC
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|
Coastwise Capital Group, LLC
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|
Cove Private Wealth, LLC
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|
Ascent Group, LLC
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|
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A
|
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|
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|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
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|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
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|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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|
Pointe Capital Management LLC
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CORDA Investment Management, LLC.
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Armstrong Henry H Associates Inc
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BNP Paribas Asset Management Holding S.A.
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Regatta Capital Group, Llc
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TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
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|
BridgePort Financial Solutions, LLC
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Bestgate Wealth Advisors, LLC
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Rice Hall James & Associates, Llc
|
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|
Prism Advisors, Inc.
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ORG Wealth Partners, LLC
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Lcnb Corp
|
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Royal Bank Of Canada
|
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Midwest Financial Group LLC
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Jupiter Wealth Management LLC
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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|
Financial Security Advisor, Inc.
|
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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SageView Advisory Group, LLC
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Glynn Capital Management Llc
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ARS Wealth Advisors Group, LLC
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Peak6 Llc
|
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Zurcher Kantonalbank (Zurich Cantonalbank)
|
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Kapstone Financial Advisors LLC
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Fortis Group Advisors, LLC
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Kidder Stephen W
|
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Axecap Investments, LLC
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Lantern Wealth Advisors, LLC
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|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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|
Kozak & Associates, Inc.
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Holderness Investments Co
|
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Coastal Investment Advisors, Inc.
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Brookwood Investment Group LLC
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Park Edge Advisors, LLC
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LifeWealth Investments, LLC
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Natixis Advisors, L.p.
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Vaughan Nelson Investment Management, L.p.
|
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Palisade Capital Management Llc/nj
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Founders Financial Securities Llc
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Woodline Partners LP
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Optimum Investment Advisors
|
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DDD Partners, LLC
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|
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A
|
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|
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|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
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|
Schneider Downs Wealth Management Advisors, LP
|
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|
NDVR, Inc.
|
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|
Petix & Botte Co
|
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South Street Advisors LLC
|
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|
Lountzis Asset Management, Llc
|
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GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
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|
Calton & Associates, Inc.
|
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|
POM Investment Strategies, LLC
|
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|
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|
Inlight Wealth Management, LLC
|
|
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|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
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|
Voya Financial Advisors, Inc.
|
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|
Osher Van de Voorde Investment Management
|
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|
Seaside Wealth Management, Inc.
|
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
Cahill Wealth Management, LLC
|
|
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|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A
|
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|
Confluence Investment Management Llc
|
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|
Alberta Investment Management Corp
|
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|
GOODX - GoodHaven Funds Trust - GoodHaven Fund
|
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|
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|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
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|
|
Archetype Wealth Partners
|
|
|
|
|
|
Legacy Financial Group, Inc.
|
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|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
JDH Wealth Management, LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
LifePlan Financial, LLC
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Long Run Wealth Advisors, LLC
|
|
|
|
|
|
Giverny Capital Inc.
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
Shum Financial Group, Inc.
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Grove Street Fiduciary, LLC
|
|
|
|
|
|
Paradigm, Strategies in Wealth Management, LLC
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
Meridian Financial, LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
Wealthspan Partners, Llc
|
|
|
|
|
|
Mason & Associates, LLC
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Chapman Investment Management, LLC
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Daner Wealth Management, LLC
|
|
|
|
|
|
Arcadia Wealth Management, LLC
|
|
|
|
|
|
Oakwell Private Wealth Management, LLC
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
Grey Fox Wealth Advisors, LLC
|
|
|
|
|
|
Matisse Capital
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Willis Johnson & Associates, Inc.
|
|
|
|
|
|
RMR Capital Management, LLC
|
|
|
|
|
|
Woodbridge CO LTD
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Verisail Partners, LLC
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
Wills Financial Group LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Brewster Financial Planning LLC
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Eubel Brady & Suttman Asset Management Inc
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Capital Investment Services of America, Inc.
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Findlay Park Partners LLP
|
|
|
|
|
|
Lpwm Llc
|
|
|
|
|
|
Climber Capital SA
|
|
|
|
|
|
Riverstone Advisors, LLC
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
Broadleaf Partners, LLC
|
|
|
|
|
|
Cohen & Steers Closed-end Opportunity Fund, Inc.
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Kelly Financial Services LLC
|
|
|
|
|
|
Virginia Wealth Management Group, Inc.
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Cardinal Strategic Wealth Guidance
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Awm Capital, Llc
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF
|
|
|
|
|
|
Sar Wealth Management Group, Llc
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Weinberger Asset Management, Inc
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Kaufman Rossin Wealth, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Shelter Mutual Insurance Co
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
Prospect Financial Services LLC
|
|
|
|
|
|
Pegasus Asset Management, Inc.
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Milestone Asset Management Group, LLC
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Cornerstone Financial Group, LLC /NE/
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
West Wealth Group, LLC
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
Stillwater Wealth Management Group
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
Afg Fiduciary Services Limited Partnership
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Bluesphere Advisors, LLC
|
|
|
|
|
|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
|
|
|
|
Spartan Planning & Wealth Management
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Harfst & Associates, Inc.
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
Capricorn Fund Managers Ltd
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
WRLDX - ADVISORS SERIES TRUST - Scharf Global Opportunity Fund Retail Class
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Copperleaf Capital, LLC
|
|
|
|
|
|
Howard Wealth Management, Llc
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
|
Pioneer Wealth Management Group
|
|
|
|
|
|
Hoertkorn Richard Charles
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Purus Wealth Management, LLC
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
SMART Wealth LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Cornerstone Management, Inc.
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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|
East Coast Asset Management, LLC.
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Hollencrest Capital Management
|
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Nwam Llc
|
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J. L. Bainbridge & Co., Inc.
|
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|
Reliant Investment Partners, LLC
|
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Axa S.a.
|
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Nisa Investment Advisors, Llc
|
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Tredje AP-fonden
|
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OneAscent Family Office, LLC
|
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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|
Pnc Financial Services Group, Inc.
|
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|
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|
Hiley Hunt Wealth Management
|
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Douglass Winthrop Advisors, LLC
|
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|
Parsons Capital Management Inc/ri
|
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Parkwoods Wealth Partners, LLC
|
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First PREMIER Bank
|
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Citadel Advisors 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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|
RPg Family Wealth Advisory, LLC
|
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Community Bank & Trust, Waco, Texas
|
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McCarthy Grittinger Financial Group, LLC
|
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First Financial Corp /in/
|
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Amundi
|
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Diamond Hill Capital Management Inc
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Net Worth Advisory Group
|
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Arbor Investment Advisors, LLC
|
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Reliant Investment Management, LLC
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Orrstown Financial Services Inc
|
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Oregon Pacific Wealth Management, LLC
|
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DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
|
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|
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|
Steel Peak Wealth Management LLC
|
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Capital Fund Management S.a.
|
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HFG Advisors, Inc.
|
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Up Strategic Wealth Investment Advisors Llc
|
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Keeler THomas Management LLC
|
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Physicians Financial Services, Inc.
|
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FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
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Deltec Asset Management Llc
|
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Jane Street Group, Llc
|
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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Beck Bode, LLC
|
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Cooksen Wealth, LLC
|
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First Commonwealth Financial Corp /pa/
|
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Summit Trail Advisors, Llc
|
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Root Financial Partners, LLC
|
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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Prosperity Planning, Inc.
|
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SHP ETF Trust - FIS Knights of Columbus Global Belief ETF
|
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|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
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L & S Advisors Inc
|
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Lantz Financial LLC
|
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Intrua Financial, LLC
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Guardian Financial Partners, LLC
|
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Weaver Consulting Group
|
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My Legacy Advisors, LLC
|
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Baker Boyer National Bank
|
|
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|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
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|
MUFG Securities EMEA plc
|
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|
JGP Wealth Management, LLC
|
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True North Advisors, LLC
|
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|
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MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
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|
Lederer & Associates Investment Counsel/ca
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
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Simplicity Wealth,LLC
|
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|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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|
Binnacle Investments Inc
|
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Shayne & Co., Llc
|
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Walter & Keenan Financial Consulting Co /mi/ /adv
|
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Clarus Group, Inc.
|
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
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|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
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GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
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|
Mbb Public Markets I Llc
|
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|
|
Artemis Wealth Advisors, LLC
|
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|
Maryland Capital Advisors Inc.
|
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|
Avos Capital Management, LLC
|
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|
Heritage Wealth Management, Inc./Texas
|
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|
North Star Asset Management Inc
|
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|
|
ACR Alpine Capital Research, LLC
|
|
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|
|
|
Winch Advisory Services, LLC
|
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|
|
Continental Investors Services, Inc.
|
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|
|
Pacific Sun Financial Corp
|
|
|
|
|
|
Bradyco, Inc.
|
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|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
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|
|
Graham Capital Management, L.P.
|
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|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
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|
|
|
|
Allium Financial Advisors, Llc
|
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|
|
|
|
Triton Wealth Management, PLLC
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
Carbahal Olsen Financial Services Group, LLC
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Broyhill Asset Management
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Financial Life Planners
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
JMG Financial Group, Ltd.
|
|
|
|
|
|
New England Professional Planning Group Inc.
|
|
|
|
|
|
FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Smart Money Group LLC
|
|
|
|
|
|
Trace Wealth Advisors, LLC
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Bruni J V & Co /co
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Harbour Investment Management Llc
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Yoffe Investment Management, LLC
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
One Day In July LLC
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Papamarkou Wellner Asset Management inc.
|
|
|
|
|
|
MBE Wealth Management, LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Refined Wealth Management
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Seros Financial, LLC
|
|
|
|
|
|
High Probability Advisors, LLC
|
|
|
|
|
|
Pecaut & Co.
|
|
|
|
|
|
Grant Street Asset Management, Inc.
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
Planning Center, Inc.
|
|
|
|
|
|
Cassia Capital Partners, LLC
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Fiduciary Management Inc /wi/
|
|
|
|
|
|
Anthracite Investment Company, Inc.
|
|
|
|
|
|
Capital Planning LLC
|
|
|
|
|
|
ROE - EA Series Trust - Astoria US Quality Kings ETF
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
Wealth Advisors Northwest LLC
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
Balance Wealth, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Delaney Dennis R
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
Greenwood Gearhart Inc
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
QV Investors Inc.
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
Ardent Capital Management, Inc.
|
|
|
|
|
|
Navis Wealth Advisors, LLC
|
|
|
|
|
|
Pcg Asset Management, Llc
|
|
|
|
|
|
Prairiewood Capital, LLC
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Councilmark Asset Management, LLC
|
|
|
|
|
|
Ami Investment Management Inc
|
|
|
|
|
|
Aspen Wealth Strategies, LLC
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
TAX - EA Series Trust - Cambria Tax Aware ETF
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Demars Financial Group, LLC
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Milestones Administradora de Recursos Ltda.
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Avenir Corp
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Old West Investment Management, LLC
|
|
|
|
|
|
LPF Advisors LLC
|
|
|
|
|
|
Conestoga Capital Advisors, LLC
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Strathmore Capital Advisors, Inc.
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
Sage Capital Management, LLC
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Advisory Research Inc
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
|
|
CPA Asset Management LLC
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
Boyar Asset Management Inc.
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Centre Asset Management, LLC
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Wooster Corthell Wealth Management, Inc.
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
Crosspoint Financial, Llc
|
|
|
|
|
|
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF
|
|
|
|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
First National Bank of Hutchinson
|
|
|
|
|
|
Hosking Partners LLP
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Entrewealth, Llc
|
|
|
|
|
|
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class
|
|
|
|
|
|
AJ Advisors, LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Barry Investment Advisors, LLC
|
|
|
|
|
|
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
Monograph Wealth Advisors, Llc
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Prentiss Smith & Co Inc
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Pilgrim Partners Asia Pte Ltd
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Curtis Advisory Group, LLC
|
|
|
|
|
|
Squire Investment Management Company, LLC
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
Georgetown University
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
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|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
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|
|
|
|
Peninsula Asset Management Inc
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
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|
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|
Panoramic Capital Partners, LLC
|
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Lincoln Capital LLC
|
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|
Colony Group, LLC
|
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Personal Cfo Solutions, Llc
|
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|
Trilogy Capital Inc.
|
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|
Truvestments Capital Llc
|
|
|
|
|
|
Sweeney & Michel, Llc
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
Lifelong Wealth Advisors, Inc.
|
|
|
|
|
|
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio
|
|
|
|
|
|
O'Keefe Stevens Advisory, Inc.
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
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|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
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|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
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|
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|
|
Anchor Capital Advisors Llc
|
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|
Requisite Capital Management, LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Epacria Capital Partners, Llc
|
|
|
|
|
|
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Keyvantage Wealth, Llc
|
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|
|
|
|
Rooted Wealth Advisors, Inc.
|
|
|
|
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|
Breakwater Capital Group
|
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|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF
|
|
|
|
|
|
Von Berge Wealth Management Group, LLC
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Chaney Capital Management, Inc.
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
Matrix Private Capital Group Llc
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
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|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
Keystone Financial Services, LLC
|
|
|
|
|
|
MADDEN SECURITIES Corp
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
|
|
Aureus Asset Management, LLC
|
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|
|
Icapital Wealth Llc
|
|
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|
Pinnacle West Asset Management, Inc.
|
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|
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|
|
Kingsview Wealth Management, LLC
|
|
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|
|
1922 Investment Co LLC
|
|
|
|
|
|
Mayar Capital Ltd.
|
|
|
|
|
|
Capital Management Associates, Inc
|
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|
|
|
|
Rsm Us Wealth Management Llc
|
|
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|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Redwood Financial Network Corp
|
|
|
|
|
|
Sterling Wealth Management, Inc.
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Phraction Management LLC
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
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|
Boothbay Fund Management, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
|
|
|
|
|
CV Advisors LLC
|
|
|
|
|
|
Masso Torrence Wealth Management Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Long Island Wealth Management, Inc.
|
|
|
|
|
|
Define Financial, Llc
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Nvest Financial, LLC
|
|
|
|
|
|
Lutz Financial Services LLC
|
|
|
|
|
|
Shared Vision Wealth Group LLC
|
|
|
|
|
|
Wealthgarden F.s. Llc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Seneca Financial Advisors LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Pure Portfolios Holdings Llc
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Strategent Financial, LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
Satovsky Asset Management Llc
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Nicollet Investment Management, Inc.
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
MUHLX - Managed Portfolio Series - Muhlenkamp Fund Institutional Class Shares
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
Biltmore Wealth Management, LLC
|
|
|
|
|
|
Dimension Capital Management Llc
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Beacon Bridge Wealth Partners, LLC
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
|
|
|
Ceera Investments, Llc
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Shakespeare Wealth Management, Inc.
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Yelin Lapidot Holdings Management Ltd.
|
|
|
|
|
|
Waterway Wealth Management, LLC
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
Sterling Investment Management, Inc.
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Zevin Asset Management Llc
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
Sterneck Capital Management, LLC
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Insight Wealth Partners, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Benson Investment Management Company, Inc.
|
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
|
Dynamic Financial Group
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Fulcrum Equity Management
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Slow Capital, Inc.
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
Trust Co of Kansas
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Actinver Wealth Management, Inc.
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Elevate Capital Advisors, LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Swf Llc
|
|
|
|
|
|
Bristol John W & Co Inc /ny/
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
Enzi Wealth
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
AFAVX - AMG Funds IV - AMG River Road Focused Absolute Value Fund CLASS I SHARES
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Park Capital Management, LLC / WI
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Financial Harvest, LLC
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
JEEBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Infrastructure Fund Class A
|
|
|
|
|
|
Stonehearth Capital Management, LLC
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
Riverview Capital Advisers, LLC
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
North Forty Two & Co.
|
|
|
|
|
|
Baring Financial LLC
|
|
|
|
|
|
STSEX - Blackrock Funds - Blackrock Exchange Portfolio Blackrock
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
jvl associates llc
|
|
|
|
|
|
Trinity Legacy Partners, LLC
|
|
|
|
|
|
Francis Financial, Inc.
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Bretton Capital Management, LLC
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
Waller Financial Planning Group, Inc
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
EdgeRock Capital LLC
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
BostonPremier Wealth LLC
|
|
|
|
|
|
HLFNX - HENNESSY FUNDS TRUST - Hennessy Large Cap Financial Fund Investor Class
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
Arbor Trust Wealth Advisors, Llc
|
|
|
|
|
|
Ttp Investments, Inc.
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Rede Wealth, LLC
|
|
|
|
|
|
Ballew Advisors, Inc
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
DHK Financial Advisors, Inc.
|
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TOWER TRUST & INVESTMENT Co
|
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|
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|
DJE Kapital AG
|
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|
Runnymede Capital Advisors, Inc.
|
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|
TCTC Holdings, LLC
|
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|
Highland Capital Management, Llc
|
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|
IFG Advisory, LLC
|
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|
Precision Wealth Strategies, LLC
|
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|
BOS Asset Management, LLC
|
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|
Ssi Investment Management Llc
|
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|
Compton Wealth Advisory Group, LLC
|
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|
Hughes Financial Services, LLC
|
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|
Farmers Trust Co
|
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Walleye Trading LLC
|
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MISEX - Midas Series Trust - Midas Magic
|
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|
Mirabella Financial Services Llp
|
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Graypoint LLC
|
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Ridgecrest Wealth Partners, Llc
|
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Gr Financial Group, Llc
|
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Colton Groome Financial Advisors, Llc
|
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Accuvest Global Advisors
|
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|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
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|
|
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|
Bristlecone Advisors, LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
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|
KilterHowling LLC
|
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Astra Wealth Partners LLC
|
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Menard Financial Group LLC
|
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QVT Financial LP
|
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Weik Capital Management
|
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Riverchase Wealth Management, Llc
|
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Hm Payson & Co
|
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Brooktree Capital Management
|
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Lingohr & Partner Asset Management GmbH
|
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Bill & Melinda Gates Foundation Trust
|
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Park Place Capital Corp
|
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Dock Street Asset Management Inc
|
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Carlton Hofferkamp & Jenks Wealth Management, LLC
|
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TruNorth Capital Management, LLC
|
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Werba Rubin Papier Wealth Management
|
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|
G&S Capital LLC
|
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|
Shell Asset Management Co
|
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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|
Liberty All Star Equity Fund
|
|
|
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|
Prospera Financial Services Inc
|
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Hyperion Capital Advisors LP
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
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|
GFI Investment Counsel Ltd.
|
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|
Mitchell Capital Management Co
|
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Denver Wealth Management, Inc.
|
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JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
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|
Analyst IMS Investment Management Services Ltd.
|
|
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|
FSC Wealth Advisors, LLC
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
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|
Community Bank, N.A.
|
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|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
|
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|
|
Embree Financial Group
|
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|
Rochester Wealth Strategies, LLC
|
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|
Mezzasalma Advisors, LLC
|
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|
Osterweis Capital Management Inc
|
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|
Kraft, Davis & Associates, LLC
|
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Eagle Rock Investment Company, Llc
|
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|
Doheny Asset Management /ca
|
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|
Gilman Hill Asset Management, LLC
|
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|
Texas Capital Bank Wealth Management Services Inc
|
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|
Barings Llc
|
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|
Miracle Mile Advisors, LLC
|
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|
Sachetta, LLC
|
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|
Hillsdale Investment Management Inc.
|
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|
Covington Investment Advisors Inc.
|
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|
Cohen & Steers, Inc.
|
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|
Standard Life Aberdeen plc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
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|
|
Wiley Bros.-aintree Capital, Llc
|
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|
Bridgewater Advisors Inc.
|
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|
AMF Pensionsforsakring AB
|
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|
Adalta Capital Management LLC
|
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|
SIH Partners, LLLP
|
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|
Curran Financial Partners, LLC
|
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|
Kelly Financial Group Llc
|
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|
Zacks Investment Management
|
|
|
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|
Kavar Capital Partners Group, Llc
|
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|
|
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|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Garrison Bradford & Associates Inc
|
|
|
|
|
|
Fox Hill Wealth Management
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
TAGStone Capital, Inc.
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Vantage Point Financial LLC
|
|
|
|
|
|
JBGlobal.com LLC
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
Cypress Financial Planning Llc
|
|
|
|
|
|
Tripletail Wealth Management, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
TPG Advisors LLC
|
|
|
|
|
|
Northwest Quadrant Wealth Management, LLC
|
|
|
|
|
|
Defined Financial Planning LLC
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Penbrook Management LLC
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Unison Asset Management LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Independent Investors Inc
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
D. Scott Neal, Inc.
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Creekside Partners
|
|
|
|
|
|
Hill Island Financial Llc
|
|
|
|
|
|
Armbruster Capital Management, Inc.
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Aquamarine Zurich AG
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Idaho Trust Bank
|
|
|
|
|
|
Compass Investment Advisers LLC
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Skyline Advisors, Inc.
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
DUSA - Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
Torray Llc
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
NBSRX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Sustainable Equity Fund Investor Class
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Northern Capital Management, Inc.
|
|
|
|
|
|
Intellus Advisors LLC
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Ervin Investment Management, LLC
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Ergawealth Advisors, Inc.
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
Panoramic Investment Advisors, Llc
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
Rockingstone Advisors LLC
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF
|
|
|
|
|
|
Everest Management Corp.
|
|
|
|
|
|
Dupree Financial Group, LLC
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Quantum Capital Management, LLC / NJ
|
|
|
|
|
|
Wealthstar Advisors, Llc
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
Petra Financial Advisors Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Orser Capital Management, Llc
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
Bey-Douglas LLC
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Vivid Wealth Management, LLC
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
Koa Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
Verus Wealth Management, Llc
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Secured Retirement Advisors, Llc
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Eldridge Investment Advisors, Inc.
|
|
|
|
|
|
VELA Funds - VELA Large Cap 130/30 Fund Class I
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Delap Wealth Advisory, Llc
|
|
|
|
|
|
Rollins Financial Advisors, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Journey Beyond Wealth, LLC
|
|
|
|
|
|
Keb Asset Management, Llc
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
American Trust Investment Advisors, LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
Capasso Planning Partners LLC
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
SpringVest Wealth Management LLC
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Selective Wealth Management, Inc.
|
|
|
|
|
|
Nia Impact Advisors, Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
Atlantic Family Wealth, Llc
|
|
|
|
|
|
Van Den Berg Management I, Inc
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
ADG Wealth Management Group, LLC
|
|
|
|
|
|
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund
|
|
|
|
|
|
Concorde Asset Management, LLC
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Retirement Financial Solutions, Llc
|
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|
Blue Investment Partners LLC
|
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49 Wealth Management, Llc
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|
Banque Cantonale Vaudoise
|
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|
Financial Insights, Inc.
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|
Royal London Asset Management Ltd
|
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|
Bedel Financial Consulting, Inc.
|
|
|
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|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Cloverfields Capital Group, Lp
|
|
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|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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|
Traub Capital Management LLC
|
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|
Duncan Williams Asset Management, LLC
|
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|
Viewpoint Investment Partners Corp
|
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RiverTree Advisors, LLC
|
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|
Semmax Financial Advisors Inc.
|
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|
Klingenstein Fields & Co Lp
|
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|
GoalVest Advisory LLC
|
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|
Diversified Portfolios, Inc.
|
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|
|
Valmark Advisers, Inc.
|
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|
|
|
|
West Financial Advisors, LLC
|
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|
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|
|
Aspen Capital Management, LLC
|
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|
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|
|
Firestone Capital Management
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
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|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
J. Stern & Co. LLP
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Cornerstone Wealth Advisors, Inc.
|
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|
|
|
|
Seed Wealth Management, Inc.
|
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|
|
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|
Choice Wealth Advisors, LLC
|
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|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Leslie Global Wealth, LLC
|
|
|
|
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|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Wise Wealth Partners
|
|
|
|
|
|
Brandywine Trust Co
|
|
|
|
|
|
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
|
|
|
|
|
|
Concentrum Wealth Management
|
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|
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|
AE Wealth Management LLC
|
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|
Second Half Financial Partners, LLC
|
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|
Ariston Services Group
|
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|
SFE Investment Counsel
|
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|
AVPEX - ALPS Variable Investment Trust - ALPS/Red Rocks Listed Private Equity Portfolio Class I
|
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|
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|
SNS Financial Group, LLC
|
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|
|
Coerente Capital Management
|
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|
Vista Investment Management
|
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|
OneAscent Wealth Management LLC
|
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|
LongView Wealth Management
|
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|
HFR Wealth Management, LLC
|
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|
Sara-Bay Financial
|
|
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|
Spurstone Advisory Services, LLC
|
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|
Clear Investment Research, Llc
|
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LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
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|
NRI Wealth Management LC
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
Doliver Advisors, Lp
|
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|
Beddow Capital Management Inc
|
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|
Gabelli Dividend & Income Trust
|
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|
Steele Capital Management, Inc.
|
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|
Lumbard & Kellner, LLC
|
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|
Soltis Investment Advisors LLC
|
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|
|
SS&H Financial Advisors, Inc.
|
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|
Manuka Financial, LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
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|
Davidson Kahn Capital Management, LLC
|
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|
|
Rockport Wealth LLC
|
|
|
|
|
|
PFG Private Wealth Management, LLC
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
Hobbs Group Advisors, LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Johnson Financial Group, LLC
|
|
|
|
|
|
Tandem Investment Advisors, Inc.
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Bnc Wealth Management, Llc
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
William Howard & Co Financial Advisors Inc
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Cordant, Inc.
|
|
|
|
|
|
MSA Advisors, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Collaborative Wealth Managment Inc.
|
|
|
|
|
|
Arq Wealth Advisors, Llc
|
|
|
|
|
|
Sprinkle Financial Consultants LLC
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
4wealth Advisors, Inc.
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Value Stock ETF
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
Oak Wealth Advisors LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
Provident Co of the Employees of the Hebrew University LTD
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Symmetry Partners, LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Capitol Family Office, Inc.
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
Goodman Financial Corp
|
|
|
|
|
|
Davis Asset Management, L.P.
|
|
|
|
|
|
Sageworth Trust Co of South Dakota
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
LPEFX - FINANCIAL INVESTORS TRUST - ALPS/Red Rocks Listed Private Equity Fund Investor Shares
|
|
|
|
|
|
Resolute Wealth Strategies, LLC
|
|
|
|
|
|
Hidden Cove Wealth Management, LLC
|
|
|
|
|
|
Clearview Wealth Advisors LLC
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Seven Post Investment Office LP
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Bronte Capital Management Pty Ltd.
|
|
|
|
|
|
Blackhawk Capital Partners LLC.
|
|
|
|
|
|
Kane Investment Management, Inc.
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Bravias Capital Group, LLC
|
|
|
|
|
|
Central Valley Advisors, Llc
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Prodigy Asset Management LLC
|
|
|
|
|
|
Instrumental Wealth, Llc
|
|
|
|
|
|
Wilkins Miller Wealth Management, LLC
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
Sollinda Capital Management LLC
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
Wingate Wealth Advisors, Inc.
|
|
|
|
|
|
Mainstream Capital Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
TFOAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Focused Fund A
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
Grace & White Inc /ny
|
|
|
|
|
|
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares
|
|
|
|
|
|
Lynx Investment Advisory
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
Capital Wealth Alliance, LLC
|
|
|
|
|
|
Latko Wealth Management, Ltd.
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
FEGE - RBB Fund Trust - First Eagle Global Equity ETF
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
Ballast, Inc.
|
|
|
|
|
|
Cook & Bynum Capital Management, LLC
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
Investmark Advisory Group LLC
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
Hudson Canyon Capital Management
|
|
|
|
|
|
Ring Mountain Capital, LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Trellis Wealth Advisors LLC
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Ashford Capital Management Inc
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
|
|
|
WPVLX - WEITZ FUNDS - Partners Value Fund - Investor Class
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
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|
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DKM Wealth Management, Inc.
|
|
|
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|
|
YACKX - AMG FUNDS - AMG Yacktman Fund Class I
|
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|
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|
Allianz Asset Management GmbH
|
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|
Comerica Bank
|
|
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|
YANKCOM Partnership
|
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Logan Capital Management Inc
|
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|
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|
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
|
|
|
|
|
|
Macquarie Group Ltd
|
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|
Perigon Wealth Management, LLC
|
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|
Wolff Financial Management Llc
|
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|
Aquire Wealth Advisors, LLC
|
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|
Prospect Financial Group LLC
|
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|
Strategies Wealth Advisors, LLC
|
|
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|
Fulcrum Capital LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
Safeguard Investment Advisory Group, LLC
|
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Ferguson Shapiro LLC
|
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Permanens Capital L.P.
|
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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Northwest & Ethical Investments L.P.
|
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Kondo Wealth Advisors, Inc.
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Orgel Wealth Management, LLC
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Hrc Wealth Management, Llc
|
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Groupama Asset Managment
|
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Kennon-Green & Company, LLC
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Baltimore-Washington Financial Advisors, Inc.
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Anson Funds Management LP
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Rakuten Investment Management, Inc.
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Silvercrest Asset Management Group Llc
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Founders Capital Management
|
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FreeGulliver LLC
|
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Madison Park Capital Advisors, LLC
|
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Triad Wealth Partners, LLC
|
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Postrock Partners Llc
|
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Boyd Watterson Asset Management Llc/oh
|
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Revisor Wealth Management LLC
|
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Ellis Investment Partners, LLC
|
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R Squared Ltd
|
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Astoria Portfolio Advisors LLC.
|
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ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
|
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|
Susquehanna International Group, Llp
|
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Codex Capital Asset Management L.L.C.
|
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Westfuller Advisors, LLC
|
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|
Laffer Investments
|
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|
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|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
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Tranquility Partners, LLC
|
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Westend Capital Management LLC
|
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Grandfield & Dodd, Llc
|
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Clarius Group, LLC
|
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|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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|
Rational Advisors Llc
|
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|
Signet Investment Advisory Group, Inc.
|
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Clear Creek Financial Management, LLC
|
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|
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund
|
|
|
|
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|
Security National Bank
|
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|
Harold Davidson & Associates Inc.
|
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|
Hantz Financial Services, Inc.
|
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Albion Financial Group /ut
|
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Akre Capital Management Llc
|
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|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
Higgins & Schmidt Wealth Strategies LLC
|
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|
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|
Partnership Wealth Management, LLC
|
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|
|
Deane Retirement Strategies, Inc.
|
|
|
|
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|
Vontobel Holding Ltd.
|
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|
Captrust Financial Advisors
|
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|
Mountain Hill Investment Partners Corp.
|
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|
Bmc Fund Inc
|
|
|
|
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|
Benchmark Investment Advisors LLC
|
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|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
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|
PMV Capital Advisers, LLC
|
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|
Kings Path Partners LLC
|
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|
Bank OZK
|
|
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|
|
|
Hutchinson Financial Advisors, INC
|
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|
LOM Asset Management Ltd
|
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|
Fullcircle Wealth Llc
|
|
|
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|
|
Amalgamated Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
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|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Hengehold Capital Management Llc
|
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|
Capital Advisors Inc/ok
|
|
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|
Thompson Investment Management, Inc.
|
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|
DMKC Advisory Services, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
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|
Tevis Investment Management
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Wealthedge Investment Advisors, Llc
|
|
|
|
|
|
Morey & Quinn Wealth Partners, LLC
|
|
|
|
|
|
DHFYX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Concentrated Fund Class Y
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
BEEX - Tidal Trust III - The BeeHive ETF
|
|
|
|
|
|
Fmb Wealth Management
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
Galibier Capital Management Ltd.
|
|
|
|
|
|
Horizon Wealth Management, LLC
|
|
|
|
|
|
Lighthouse Financial LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
RFP Financial Group LLC
|
|
|
|
|
|
Two West Capital Advisors LLC
|
|
|
|
|
|
FMIGX - FMI FUNDS INC - FMI Global Fund Institutional Class
|
|
|
|
|
|
Selway Asset Management
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
Laurel Wealth Planning LLC
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Fogel Capital Management, Inc.
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Mma Asset Management Llc
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
Heritage Oak Wealth Advisors Llc
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
Insight 2811, Inc.
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Mcdonald Capital Investors Inc/ca
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Emerald Advisors, LLC
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Colrain Capital Llc
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
Prairie Sky Financial Group LLC
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Avid Wealth Partners LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
|
|
|
|
|
|
Post Resch Tallon Group Inc.
|
|
|
|
|
|
SFG Wealth Management, LLC.
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
LOGIX - ADVISORS SERIES TRUST - Scharf Fund Institutional Class
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Global Endowment Management, LP
|
|
|
|
|
|
Catalina Capital Group, LLC
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
New World Advisors LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
BWM Planning, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Sustainable Equity Portfolio Class I
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
Quattro Financial Advisors Llc
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Heritage Wealth Partners, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
Farley Capital L.p.
|
|
|
|
|
|
Burk Holdings LLC
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Gray Private Wealth, LLC
|
|
|
|
|
|
Campbell Capital Management Inc
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
BetterWealth, LLC
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Twin City Private Wealth, Llc
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
United Capital Management of KS, Inc.
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
|
|
|
|
|
Barton Investment Management
|
|
|
|
|
|
Act Wealth Management, Llc
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Fingerlakes Wealth Management, Inc.
|
|
|
|
|
|
TSA Wealth Managment LLC
|
|
|
|
|
|
Warm Springs Advisors Inc.
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
WT Wealth Management
|
|
|
|
|
|
Stegner Investment Associates Inc.
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Auour Investments LLC
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
New Dimensions Wealth Management, LLC
|
|
|
|
|
|
Shepherd Kaplan Krochuk, Llc
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Clay Northam Wealth Management, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Tandem Investment Partners LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Fortress Financial Group, Llc
|
|
|
|
|
|
CAP Partners, LLC
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Sender Co & Partners, Inc.
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Winebrenner Capital Management Llc
|
|
|
|
|
|
Boulder Growth & Income Fund
|
|
|
|
|
|
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Olstein Capital Management, L.P.
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
BRKU - Direxion Shares ETF Trust - Direxion Daily BRKB Bull 2X Shares
|
|
|
|
|
|
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class
|
|
|
|
|
|
First Washington CORP
|
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Tempus Wealth Planning, LLC
|
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|
|
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|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
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|
Riverbend Wealth Management, LLC
|
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|
Weybosset Research & Management Llc
|
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|
Windsor Advisory Group, LLC
|
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|
Wilkins Investment Counsel Inc
|
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
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|
StrongBox Wealth, LLC
|
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|
Hikari Power Ltd
|
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Adams Asset Advisors, LLC
|
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State of New Jersey Common Pension Fund D
|
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|
Key FInancial Inc
|
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|
Haven Capital Group, Inc.
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Constant Guidance Financial LLC
|
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Banco Santander, S.A.
|
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|
Birinyi Associates Inc
|
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|
Blume Capital Management, Inc.
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Brevan Howard Capital Management LP
|
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Marble Harbor Investment Counsel, LLC
|
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TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
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|
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|
Hodges Capital Management Inc.
|
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Global Strategic Investment Solutions, LLC
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Prudent Man Advisors, LLC
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
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|
ERn Financial, LLC
|
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|
Patrick M Sweeney & Associates, Inc
|
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West Paces Advisors Inc.
|
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Argyle Capital Management Inc.
|
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MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
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|
Baron Silver Stevens Financial Advisors, Llc
|
|
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|
Clune & Associates, Ltd.
|
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|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
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|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
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|
Kentucky Trust Co
|
|
|
|
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|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
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|
Mediolanum International Funds Ltd
|
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|
Atlantic Union Bankshares Corp
|
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|
Schulhoff & Co Inc
|
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Pinnacle Financial Partners Inc
|
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DiMeo Schneider & Associates, L.L.C.
|
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Clarity Financial LLC
|
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|
ASLV - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Special Large Value ETF
|
|
|
|
|
|
May Hill Capital, LLC
|
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|
Gerber, Llc
|
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Wharton Business Group, LLC
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Finward Bancorp
|
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Encompass More Asset Management
|
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Allstate Corp
|
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Brady Martz Wealth Solutions, LLC
|
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Tiemann Investment Advisors, Llc
|
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CHICAGO TRUST Co NA
|
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Syon Capital Llc
|
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Gateway Investment Advisers Llc
|
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Heck Capital Advisors, LLC
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AlphaCore Capital LLC
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Godsey & Gibb Associates
|
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Jamison Private Wealth Management, Inc.
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HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
|
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Good Life Advisors, LLC
|
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Vivaldi Capital Management, LLC
|
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MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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|
Claris Financial LLC
|
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Alpha Financial Advisors, LLC
|
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PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
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First United Bank Trust/
|
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LifeSteps Financial, Inc.
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Stonebridge Financial Group, LLC
|
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GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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Harmony Asset Management Llc
|
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Sterling Capital Management LLC
|
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Wolff Wiese Magana Llc
|
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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Cvfg Llc
|
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IFP Advisors, Inc
|
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Port Capital LLC
|
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LVW Advisors, LLC
|
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ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
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|
Gabelli Equity Trust Inc
|
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|
CENTAUR MUTUAL FUNDS TRUST - Copley Fund
|
|
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|
Union Heritage Capital, LLC
|
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|
Hillcrest Wealth Advisors - NY, LLC
|
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|
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A
|
|
|
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|
Rockefeller Capital Management L.P.
|
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|
ELCO Management Co., LLC
|
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|
Forbes J M & Co Llp
|
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|
Anson Capital, Inc.
|
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|
Atwood & Palmer Inc
|
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|
Mendota Financial Group, LLC
|
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|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
PACK Private Wealth, LLC
|
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|
|
|
|
Strategic Equity Management
|
|
|
|
|
|
Courier Capital Llc
|
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|
Measured Wealth Private Client Group, LLC
|
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|
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|
Members Wealth Llc
|
|
|
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|
Trail Ridge Investment Advisors, LLC
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Night Owl Capital Management, LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
|
|
|
|
|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Phocas Financial Corp.
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Jentner Corp
|
|
|
|
|
|
Warther Private Wealth, LLC
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Opulen Financial Group LLC
|
|
|
|
|
|
Compton Financial Group, LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Delphi Management Inc /ma/
|
|
|
|
|
|
Schulz Wealth, LTD.
|
|
|
|
|
|
Campion Asset Management LLC
|
|
|
|
|
|
Burgundy Asset Management Ltd.
|
|
|
|
|
|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Cove Street Capital, LLC
|
|
|
|
|
|
Lesa Sroufe & Co
|
|
|
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
Tru Independence Asset Management 2, Llc
|
|
|
|
|
|
Arrow Investment Advisors, LLC
|
|
|
|
|
|
Financial Partners Group, LLC
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Wallace Capital Management Inc.
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
Red Spruce Capital, LLC
|
|
|
|
|
|
Harvey Capital Management Inc
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Left Brain Wealth Management, LLC
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Lakeshore Financial Planning, Inc.
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Bienville Capital Management, LLC
|
|
|
|
|
|
Dash Acquisitions Inc.
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Front Street Capital Management, Inc.
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
RBA Wealth Management, LLC
|
|
|
|
|
|
McAlister, Sweet & Associates, Inc.
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Black Point Wealth Management
|
|
|
|
|
|
Diamant Asset Management, Inc.
|
|
|
|
|
|
KDT Advisors, LLC
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
LifeGuide Financial Advisors, LLC
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
Puzo Michael J
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
THMEX - Advisors' Inner Circle Fund III - CCT Thematic Equity Fund Institutional Shares
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
ACT Advisors, LLC.
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Lawson Kroeker Investment Management Inc/ne
|
|
|
|
|
|
Ascent Capital Management, LLC
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
Variant Private Wealth, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Viewpoint Capital Management LLC
|
|
|
|
|
|
My Purposeful Wealth Corp.
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
Family CFO Inc
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
|
|
|
|
|
|
O'Connor Financial Group LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Synergy Investment Management, LLC
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
Avenue 1 Advisors, LLC
|
|
|
|
|
|
SRGAX - 360 Funds - Stringer Growth Fund Class A Shares
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
McMahon Financial Advisors, LLC
|
|
|
|
|
|
SoundView Advisors Inc.
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
North Berkeley Wealth Management, LLC
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Flower City Capital
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
English Capital Management Llc
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
Fenimore Asset Management Inc
|
|
|
|
|
|
Blackhill Capital Inc
|
|
|
|
|
|
IMZ Advisory Inc
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
|
|
NWK Group, Inc.
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
My Personal CFO, LLC
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
Cypress Capital, LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
Prasad Wealth Partners, LLC
|
|
|
|
|
|
Planning Directions Inc
|
|
|
|
|
|
Dominguez Wealth Management Solutions, Inc.
|
|
|
|
|
|
Midwest Heritage Bank, FSB
|
|
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|
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|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Eclectic Associates Inc /adv
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
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|
Arkansas Financial Group, Inc.
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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Horan Capital Advisors, LLC.
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|
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|
|
Stiles Financial Services Inc
|
|
|
|
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|
Shapiro Capital Management Llc
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
Kemnay Advisory Services Inc.
|
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|
|
|
|
Impact Partnership Wealth, LLC
|
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|
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Oak Family Advisors, Llc
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|
|
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|
First Financial Group Corp
|
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|
Wernau Asset Management Inc.
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|
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|
Dodge & Cox
|
|
|
|
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|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
Gallagher Capital Advisors, LLC
|
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|
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|
Boltwood Capital Management
|
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|
|
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|
Aster Capital Management (DIFC) Ltd
|
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|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Mandatum Life Insurance Co Ltd
|
|
|
|
|
|
Centerline Wealth Advisors, LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Peoples Financial Services Corp.
|
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|
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|
Winton Capital Group Ltd
|
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Hamilton Capital, LLC
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Tilia Fiduciary Partners, Inc.
|
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|
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|
Pathstone Holdings, LLC
|
|
|
|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
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|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
Equita Financial Network, Inc.
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Aldebaran Capital, Llc
|
|
|
|
|
|
Stolper Co
|
|
|
|
|
|
Axis Wealth Partners, LLC
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Amussen Hunsaker Associates Llc
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Asset Management Advisors, LLC
|
|
|
|
|
|
Intrinsic Value Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
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|
Bellecapital International Ltd.
|
|
|
|
|
|
Stephenson & Company, Inc.
|
|
|
|
|
|
ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF
|
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
Eagle Capital Management, LLC
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
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|
State of Wyoming
|
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|
|
|
|
Vista Investment Partners Llc
|
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|
Opinicus Capital, Inc.
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Quantum Private Wealth, LLC
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Cascade Investment Group, Inc.
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|
SGL Investment Advisors, Inc.
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New Covenant Trust Company, N.A.
|
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|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
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|
Prospector Partners Llc
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
MBM Wealth Consultants, LLC
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Bank Hapoalim Bm
|
|
|
|
|
|
Smith Thornton Advisors LLC
|
|
|
|
|
|
Gill Capital Partners, Llc
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
Infinity Wealth Counsel, LLC
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
|
|
Crestmont Private Wealth LLC
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Sunesis Advisors, LLC
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
XY Capital Ltd
|
|
|
|
|
|
Griffith & Werner, Inc.
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
LCF - Touchstone ETF Trust - Touchstone US Large Cap Focused ETF
|
|
|
|
|
|
Heritage Wealth Management, Inc. /CA/
|
|
|
|
|
|
Lee Johnson Capital Management, Llc
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Fairfield Financial Advisors, LTD
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Access Financial Services, Inc.
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Stegent Equity Advisors, Inc.
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Peterson Wealth Management
|
|
|
|
|
|
Beck Capital Management, Llc
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
ArborFi Advisors, LLC
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
RedJay Asset Management Inc.
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
Melfa Wealth Management, Llc
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Mustico Financial Group, Inc.
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Capital Counsel Llc/ny
|
|
|
|
|
|
XY Planning Network, Inc.
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Paul Damon & Associates, Inc.
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Schwartz Investment Counsel Inc
|
|
|
|
|
|
PYA Waltman Capital, LLC
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Cannon Financial Strategists, Inc.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
Cora Capital Advisors Llc
|
|
|
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Unconventional Investor, LLC
|
|
|
|
|
|
Robinson Smith Wealth Advisors Llc
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
Pollock Investment Advisors, LLC
|
|
|
|
|
|
DLK Investment Management, LLC
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
Hedeker Wealth, LLC
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Level Wealth Management LLC
|
|
|
|
|
|
Omega Financial Group, LLC
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
Clarity Capital Partners LLC
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Westshore Wealth, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
Stonebridge Financial Planning Group, LLC
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Coordinated Financial Services, Inc./CO
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Colorado Capital Management, Inc.
|
|
|
|
|
|
Indie Asset Partners, LLC
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Grantvest Financial Group LLC
|
|
|
|
|
|
Cantor Fitzgerald, L. P.
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
Osprey Private Wealth LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
Sequent Asset Management, LLC
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
Kennondale Capital Management LLC
|
|
|
|
|
|
Motiv8 Investments LLC
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
MayTech Global Investments, LLC
|
|
|
|
|
|
Maltin Wealth Management, Inc.
|
|
|
|
|
|
Lauterbach Financial Advisors, LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
St. James Investment Company, LLC
|
|
|
|
|
|
RWWM, Inc.
|
|
|
|
|
|
CWC Advisors, LLC.
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Legacy Capital Wealth Management, Llc
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
Topel & Distasi Wealth Management, LLC
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Orca Investment Management, LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Regency Capital Management Inc.\DE
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Emprise Bank
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
Fairtree Asset Management (Pty) Ltd
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Isthmus Partners, Llc
|
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|
Ieq Capital, Llc
|
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|
Boit C F David
|
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|
ShoreHaven Wealth Partners, LLC
|
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|
Wagner Wealth Management, Llc
|
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|
Johnson Financial Group, Inc.
|
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|
Employees Retirement System of Texas
|
|
|
|
|
|
Horizon Family Wealth, Inc.
|
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|
|
|
|
Meritas Wealth Management, LLC
|
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|
RiverFront Investment Group, LLC
|
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|
|
|
Clal Insurance Enterprises Holdings Ltd
|
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|
Snider Financial Group
|
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|
Holowesko Partners Ltd.
|
|
|
|
|
|
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
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|
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|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Valued Retirements, Inc.
|
|
|
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|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Windsor Capital Management, LLC
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
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|
TriaGen Wealth Management LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Cheviot Value Management, LLC
|
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|
|
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|
International Assets Investment Management, Llc
|
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|
Searcy Financial Services Inc /adv
|
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|
Plante Moran Financial Advisors, LLC
|
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|
CRA Financial Services, LLC
|
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|
Disciplined Investments, LLC
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Financial Guidance Group, Inc.
|
|
|
|
|
|
Bryant Woods Investment Advisors, LLC
|
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|
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|
Moseley Investment Management Inc
|
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|
Ball & Co Wealth Management Inc.
|
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|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Blankinship & Foster, LLC
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Optimist Retirement Group LLC
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
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|
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|
|
Rik Saylor Financial, Inc.
|
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|
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|
Bank of Marin
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
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|
|
|
|
Melone Private Wealth, LLC
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Wealth Quarterback LLC
|
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|
|
|
|
Next Capital Management LLC
|
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|
|
Aigen Investment Management, Lp
|
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|
Cedar Point Capital Partners, LLC
|
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|
Asset Advisors Investment Management, LLC
|
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|
Great Oak Capital Partners, Llc
|
|
|
|
|
|
Clarity Wealth Advisors, LLC
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
North Capital, Inc.
|
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|
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Natixis
|
|
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|
Proficio Capital Partners LLC
|
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King Wealth
|
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|
Accel Wealth Management
|
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|
Retirement Systems of Alabama
|
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|
Arrow Financial Corp
|
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|
LM Advisors LLC
|
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|
Founders Capital Management, Llc
|
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|
|
|
Clark Financial Services Group Inc /bd
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Brown Financial Advisory
|
|
|
|
|
|
Fullerton Fund Management Co Ltd
|
|
|
|
|
|
Financial Enhancement Group LLC
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
WBALX - WEITZ FUNDS - Balanced Fund - Investor Class
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
McCollum Christoferson Group LLC
|
|
|
|
|
|
Schiavi & Co LLC
|
|
|
|
|
|
Asset Allocation Strategies LLC
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
Pullen Investment Management, LLC
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Mainsail Asset Management, Llc
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Eagle Capital Management Llc
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
CAPOX - Unified Series Trust - Absolute Capital Opportunities Fund Institutional Shares
|
|
|
|
|
|
LFL Advisers, LLC
|
|
|
|
|
|
Semper Augustus Investments Group Llc
|
|
|
|
|
|
National Wealth Management Group, LLC
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
One Wealth Management Investment & Advisory Services, LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
Davis-rea Ltd.
|
|
|
|
|
|
IronBridge Private Wealth, LLC
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
Warner Financial, Inc
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Beckerman Institutional, LLC
|
|
|
|
|
|
Miura Global Management, LLC
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
B.O.S.S. Retirement Advisors, LLC
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Richmond Brothers, Inc.
|
|
|
|
|
|
Beacon Financial Planning, Inc
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Quantum Financial Planning Services, Inc.
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
Total Wealth Planning, Llc
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Cortland Associates Inc/mo
|
|
|
|
|
|
Kaydan Wealth Management, Inc.
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Affinity Wealth Management Llc
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Stansberry Asset Management, Llc
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Longbow Finance SA
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Pinnacle Financial Group, LLC / IL
|
|
|
|
|
|
a16z Perennial Management, L.P.
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
UYG - PROSHARES TRUST - ProShares Ultra Financials
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
|
|
|
|
|
Consolidated Capital Management, Llc
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
Evergreen Wealth Management, LLC
|
|
|
|
|
|
RPEAX - DAVIS SERIES INC - Davis Opportunity Fund Class A
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
CJM Wealth Advisers, Ltd.
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Barnett & Company, Inc.
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
DRFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Research Fund Class A
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Valtinson Bruner Financial Planning LLC
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Concorde Financial Corp
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
ETF Store, Inc.
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
DRH Investments, Inc.
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Madrona Financial Services, LLC
|
|
|
|
|
|
Mawer Investment Management Ltd.
|
|
|
|
|
|
Peterson Wealth Advisors, LLC
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
RPG Investment Advisory, LLC
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Granite Bay Wealth Management, LLC
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Wiser Advisor Group LLC
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Foronjy Financial Llc
|
|
|
|
|
|
Hikari Tsushin, Inc.
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
NFC Investments, LLC
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Landmark Wealth Management, LLC
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
TOPT - iSHARES TRUST - iShares Top 20 U.S. Stocks ETF
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Stone Run Capital, Llc
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
Cadent Capital Advisors, LLC
|
|
|
|
|
|
Mayport, Llc
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
Progressive Investment Management Corp
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Shira Ridge Wealth Management
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Ackerman Capital Advisors, LLC
|
|
|
|
|
|
Hixon Zuercher, LLC
|
|
|
|
|
|
JRM Investment Counsel, LLC
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Adamsbrown Wealth Consultants Llc
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
American Investment Services, Inc.
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
Schoolcraft Capital LLC
|
|
|
|
|
|
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
CIBC Asset Management Inc
|
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Saybrook Capital /nc
|
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Portland Financial Advisors Inc
|
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|
LGT Financial Advisors LLC
|
|
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|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
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|
|
Drum Hill Capital, LLC
|
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|
Hendershot Investments Inc.
|
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Barr E S & Co
|
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Citrine Capital LLC
|
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National Bank Of Canada /fi/
|
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Ade, Llc
|
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|
Stonebridge Capital Management Inc
|
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|
Vance Wealth, Inc.
|
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Yarger Wealth Strategies, Llc
|
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|
Atlas Legacy Advisors, LLC
|
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|
Golden Bell Financial Planning LLC
|
|
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|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Luminvest Wealth Management LLC
|
|
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|
Virtus ETF Advisers LLC
|
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|
Community Trust & Investment Co
|
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Intact Investment Management Inc.
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Warburton Capital Management, LLC
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XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
|
|
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|
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF
|
|
|
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ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
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|
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|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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FUKOKU MUTUAL LIFE INSURANCE Co
|
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New Mexico Educational Retirement Board
|
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Safeguard Financial, LLC
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Ruggaard & Associates LLC
|
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Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
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Nova Wealth Management, Inc.
|
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Bank Julius Baer & Co. Ltd, Zurich
|
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|
Northstar Group, Inc.
|
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Knuff & Co LLC
|
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DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
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Veritas Investment Partners (UK) Ltd.
|
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Red Tortoise LLC
|
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Private Wealth Asset Management, LLC
|
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|
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MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
Burling Wealth Partners, Llc
|
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FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
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|
Dakota Community Bank & Trust NA
|
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Costello Asset Management, INC
|
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Guardian Wealth Advisors, Llc / Nc
|
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Sky-mountain Capital Management, Inc.
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Mcdonald Partners Llc
|
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Artisan Partners Limited Partnership
|
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Allegiance Financial Group Advisory Services LLC
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Aldebaran Financial Inc.
|
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Old Port Advisors
|
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SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
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Columbia Advisory Partners Llc
|
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SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund
|
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|
1832 Asset Management L.P.
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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|
Investment Planning Advisors, Inc.
|
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|
Greenline Partners, LLC
|
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Capital Asset Advisory Services LLC
|
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Global View Capital Management LLC
|
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Principle Wealth Partners Llc
|
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ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class
|
|
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|
|
TRUE Private Wealth Advisors
|
|
|
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|
|
Capital CS Group, LLC
|
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|
GM Advisory Group, Inc.
|
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Fermata Advisors, LLC
|
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|
Galilei Investment Office LLP
|
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|
WealthPLAN Partners, LLC
|
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|
Capstone Investment Advisors, Llc
|
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Acropolis Investment Management, LLC
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
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|
|
Montz Harcus Wealth Management LLC
|
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|
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|
|
Marquette Asset Management, LLC
|
|
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|
|
Heritage Trust Co
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Great Waters Wealth Management
|
|
|
|
|
|
Westside Investment Management, Inc.
|
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|
|
|
|
Spectrum Investment Advisors, Inc.
|
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|
|
Wealthspire Advisors, LLC
|
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|
|
|
|
Shorepath Capital Management LLC
|
|
|
|
|
|
Prosperitas Financial LLC
|
|
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|
|
|
Coordinated Financial Services, Inc.
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
William Allan, Llc
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
|
|
Values First Advisors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
Nicholson Meyer Capital Management, Inc.
|
|
|
|
|
|
Whelan Financial
|
|
|
|
|
|
Evolution Wealth Advisors, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares
|
|
|
|
|
|
Brian Low Financial Group, Llc
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Cooper/haims Advisors, Llc
|
|
|
|
|
|
Turn8 Private Wealth Inc.
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Sellwood Investment Partners LLC
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
AAFMAA Wealth Management & Trust LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
Thomas Story & Son Llc
|
|
|
|
|
|
Basso Capital Management, L.p.
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Kraematon Investment Advisors, Inc
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Commons Capital, Llc
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
Private Capital Advisors, Inc.
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Annandale Capital, LLC
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Tandem Financial, LLC
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Towerpoint Wealth, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Tamar Securities, LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Ipsen Advisor Group LLC
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Catalyst Private Wealth, Llc
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
|
|
|
|
|
Atlas Wealth LLC
|
|
|
|
|
|
Orin Green Financial, LLC
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Clarion Wealth Managment Partners, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Fusion Capital, LLC
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
OLIO Financial Planning
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Wealthcare Capital Partners, LLC
|
|
|
|
|
|
MOKAN Wealth Management Inc.
|
|
|
|
|
|
Kaye Capital Management
|
|
|
|
|
|
Wall Street Financial Group, Inc.
|
|
|
|
|
|
Steinberg Asset Management Llc
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Strid Group, LLC
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Tlwm
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
White Pine Investment CO
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Royce & Associates Lp
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Penn Davis Mcfarland Inc
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Plotkin Financial Advisors, LLC
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Saratoga Research & Investment Management
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Manitou Investment Management Ltd.
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Sfm, Llc
|
|
|
|
|
|
Citadel Investment Advisory, Inc.
|
|
|
|
|
|
Waypoint Wealth Partners Inc.
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
Investment Management Associates Inc /adv
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Pring Turner Capital Group Inc
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
Family Firm, Inc.
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
USAdvisors Wealth Management, LLC
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
|
|
|
|
|
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares
|
|
|
|
|
|
Venator Management LLC
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
FORM Wealth Advisors, LLC
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
Yacktman Asset Management Lp
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
BRGIX - PROFESSIONALLY MANAGED PORTFOLIOS - Bridges Investment Fund
|
|
|
|
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Legacy Private Trust Co.
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Alps Advisors Inc
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Banyan Capital Management, Inc.
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VNUAX - Advisors' Inner Circle Fund II - Vontobel U.S. Equity Fund A Shares
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BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
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Carret Asset Management, Llc
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Advance Capital Management, Inc.
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Summit Global Investments
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FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
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First National Bank Of Omaha
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Bellwether Advisors, LLC
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Ledgewood Wealth Advisors, LLC
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Balyasny Asset Management Llc
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Terra Nova Asset Management LLC
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Essex Investment Management Co Llc
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Standard Family Office LLC
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Bislett Management, Llc
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Savant Capital, LLC
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Baader Bank INC
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South Plains Financial, Inc.
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Vinva Investment Management Ltd
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Searle & Co.
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USA Financial Portformulas Corp
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Redmont Wealth Advisors Llc
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
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City Holding Co
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
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Watchman Group, Inc.
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Challenger Wealth Management
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Clarity Asset Management, Inc.
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Altfest L J & Co Inc
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Santori & Peters, Inc.
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Profunds - Profund Vp Large-cap Value
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Canton Hathaway, LLC
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One Degree Advisors Inc
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Sonora Investment Management Group, LLC
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Ally Financial Inc.
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Wealth Management Partners, LLC
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Central Bank & Trust Co
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Gratus Wealth Advisors, LLC
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
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Reaves W H & Co Inc
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Nilsine Partners, LLC
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CBIZ Investment Advisory Services, LLC
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Keystone Global Partners, LLC
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Creative Planning
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Tyler-Stone Wealth Management
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Cornerstone Advisors, LLC
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CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
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Diligent Investors, LLC
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Fee-Only Financial Planning, L.C.
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Gallagher Fiduciary Advisors, LLC
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PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
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Maryland State Retirement & Pension System
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H&H Retirement Design & Management INC
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
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Aire Advisors, Llc
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DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
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Matthew Goff Investment Advisor, LLC
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Fisher Asset Management, LLC
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FF Advisors,LLC
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Reston Wealth Management Llc
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Richard P Slaughter Associates Inc
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Eukles Asset Management
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IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
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Wedge Capital Management L L P/nc
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Riverwater Partners LLC
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Martin & Co Inc /tn/
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Peachtree Investment Partners, LLC
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TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
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CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund
|
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FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
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CIBC Capital Markets (Europe) S.A.
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Roundhill ETF Trust - Roundhill BRKB WeeklyPay ETF
|
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Corundum Group, Inc.
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BOK Financial Private Wealth, Inc.
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LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
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Border to Coast Pensions Partnership Ltd
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Beacon Harbor Wealth Advisors, Inc.
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Tull Financial Group, Inc.
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X-Square Capital, LLC
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HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF
|
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Naples Global Advisors, Llc
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Intrepid Capital Management Inc
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SlateStone Wealth, LLC
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Legacy Wealth Management, LLC / MS
|
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TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I
|
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Gentry Private Wealth, Llc
|
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|
Sims Investment Management, Llc
|
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Rainier Family Wealth Inc
|
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|
Thompson Siegel & Walmsley Llc
|
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Mason & Associates Inc
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Lockheed Martin Investment Management Co
|
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Capital Advisory Group Advisory Services, LLC
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Alta Capital Management Llc/
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Flynn Zito Capital Management, Llc
|
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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Platform Technology Partners
|
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|
Buck Wealth Strategies, LLC
|
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|
Pitcairn Co
|
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Register Financial Advisors LLC
|
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|
Buckingham Strategic Partners
|
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Heritage Investment Group, Inc.
|
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Chico Wealth RIA
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
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Arlington Trust Co LLC
|
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|
United Bank
|
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LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
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|
Steadfast Capital Management Lp
|
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|
New Republic Capital, LLC
|
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|
Solitude Financial Services
|
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|
Azimuth Capital Investment Management LLC
|
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|
Juncture Wealth Strategies, Llc
|
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|
Stordahl Capital Management, Inc.
|
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|
O'Brien Greene & Co. Inc
|
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|
Spectrum Wealth Counsel, LLC
|
|
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|
|
Flagstone Financial Management
|
|
|
|
|
|
Kerntke Otto McGlone Wealth Management Group
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
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|
Rainey & Randall Investment Management Inc.
|
|
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|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Barnes Pettey Financial Advisors, Llc
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
DFNL - Davis Fundamental ETF Trust - Davis Select Financial ETF
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Essential Planning, LLC.
|
|
|
|
|
|
Archvest Wealth Advisors, Inc.
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Granite Group Advisors, LLC
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
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|
Baskin Financial Services Inc.
|
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Beacon Investment Advisors Llc
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