|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
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|
Allworth Financial LP
|
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|
|
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|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
SEMI - Columbia ETF Trust I - Columbia Seligman Semiconductor and Technology ETF Shares
|
|
|
|
|
|
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
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|
Red Door Wealth Management, LLC
|
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|
Alpha Financial Partners, LLC
|
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|
Coign Capital Advisors LLC
|
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|
Murphy, Middleton, Hinkle & Parker, Inc.
|
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|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
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|
|
Alpha Omega Wealth Management LLC
|
|
|
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|
|
Fieldview Capital Management, LLC
|
|
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|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
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|
TCG Advisory Services, LLC
|
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|
Empower Advisory Group, LLC
|
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|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
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|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
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|
Buckhead Capital Management Llc
|
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|
Cullen Investment Group, Ltd.
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TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
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|
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class
|
|
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|
Barton Investment Management
|
|
|
|
|
|
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
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|
Highview Capital Management LLC/DE/
|
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DecisionPoint Financial, LLC
|
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|
Baird Financial Group, Inc.
|
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Prestige Wealth Management Group LLC
|
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|
DRW Securities, LLC
|
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|
Redwood Grove Capital, LLC
|
|
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|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
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|
Y.D. More Investments Ltd
|
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|
Centaurus Financial, Inc.
|
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|
Gulf International Bank (UK) Ltd
|
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|
SOXY - Tidal Trust II - YieldMax(TM) Target 12(TM) Semiconductor Option Income ETF
|
|
|
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|
W Advisors, Llc
|
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BOTT - Themes ETF Trust - Themes Robotics & Automation ETF
|
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|
Citadel Advisors Llc
|
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|
Bank Of Nova Scotia
|
|
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NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
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|
Capstone Financial Advisors, Inc.
|
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Argyle Capital Management Inc.
|
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
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|
Associated Banc-corp
|
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|
Keystone Financial Group
|
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Robertson Stephens Wealth Management, LLC
|
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Greenwood Capital Associates Llc
|
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|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
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|
Glenmede Trust Co Na
|
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Advyzon Investment Management, LLC
|
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GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
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|
Evelyn Partners Asset Management Ltd
|
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|
Cypress Asset Management Inc/tx
|
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VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF
|
|
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|
Impax Asset Management Group plc
|
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|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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|
PSI Advisors, LLC
|
|
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|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
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|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
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|
CMG Global Holdings, LLC
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
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|
|
Virginia Retirement Systems Et Al
|
|
|
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|
Sterling Wealth Management, Inc.
|
|
|
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|
Integrity Financial Corp /WA
|
|
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|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
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|
|
Wall Street Access Asset Management, LLC
|
|
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|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
Cannon Advisors, Inc.
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
Mirae Asset Securities (usa) Inc.
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
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|
|
Fragasso Group Inc.
|
|
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|
|
Enterprise Financial Services Corp
|
|
|
|
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|
Lindbrook Capital, Llc
|
|
|
|
|
|
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class
|
|
|
|
|
|
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Warm Springs Advisors Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
ADAPT Investment Managers SA
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Strategic Global Advisors, LLC
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
V2 Financial group LLC
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Alphadyne Asset Management, LLC
|
|
|
|
|
|
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
DLK Investment Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - ClearBridge Aggressive Growth Portfolio Class A
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Seascape Capital Management
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Sterling Financial Group, Inc.
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
McNaughton Wealth Management, LLC
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Bell Asset Management Ltd
|
|
|
|
|
|
Profunds - Profund Vp Technology
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Pitti Group Wealth Management, LLC
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
SMH - VanEck Vectors ETF Trust - VanEck Vectors Semiconductor ETF
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Counterweight Ventures, LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
SRN Advisors, LLC
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Antonelli Financial Advisors, LLC
|
|
|
|
|
|
USD - PROSHARES TRUST - ProShares Ultra Semiconductors
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
KNCT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Networking ETF
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
QTOP - iSHARES TRUST - iShares Nasdaq Top 30 Stocks ETF
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
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Capitolis Liquid Global Markets LLC
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|
Trust Investment Advisors
|
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|
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|
Blue Bell Private Wealth Management, Llc
|
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|
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|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
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|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
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|
|
|
|
Savvy Advisors, Inc.
|
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|
Intellectus Partners, LLC
|
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|
Keystone Financial Planning, Inc.
|
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|
Trust Asset Management LLC
|
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|
Glen Eagle Advisors, LLC
|
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|
Avidian Wealth Solutions, LLC
|
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|
|
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
|
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|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
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|
Himension Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB
|
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|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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|
Mn Services Vermogensbeheer B.V.
|
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Silicon Valley Capital Partners
|
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Bard Financial Services, Inc.
|
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|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
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|
Jacobi Capital Management LLC
|
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|
Nan Shan Life Insurance Co., Ltd.
|
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|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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|
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|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
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|
Resources Investment Advisors, LLC.
|
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|
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
|
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GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
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|
Sharp Financial Services, LLC
|
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|
Toroso Investments, LLC
|
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Rafferty Asset Management, LLC
|
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Moody National Bank Trust Division
|
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Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
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|
Aull & Monroe Investment Management Corp
|
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Lavaca Capital Llc
|
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BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
|
|
|
|
|
CNB Bank
|
|
|
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|
|
Sunbeam Capital Management, LLC
|
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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|
|
Resolute Capital Asset Partners LLC
|
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|
|
Eagle Rock Investment Company, Llc
|
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|
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A
|
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|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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|
RYSIX - RYDEX SERIES FUNDS - Electronics Fund Investor Class
|
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|
Camden Capital, LLC
|
|
|
|
|
|
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
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|
|
BLB&B Advisors, LLC
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
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|
|
PayPay Securities Corp
|
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|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
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|
Raymond James Financial Inc
|
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|
SMRI - EA Series Trust - Bushido Capital US Equity ETF
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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|
Green Harvest Asset Management LLC
|
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|
|
High Note Wealth, LLC
|
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|
Proficio Capital Partners LLC
|
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|
Principal Securities, Inc.
|
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|
Janus Henderson Group Plc
|
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|
Patton Fund Management, Inc.
|
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|
Perpetual Ltd
|
|
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|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Brown Advisory Inc
|
|
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|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
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|
|
Lmp Capital & Income Fund Inc.
|
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|
Morton Capital Management LLC/CA
|
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|
Arcadia Investment Management Corp/mi
|
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|
Meridiem Capital Partners LP
|
|
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|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Garner Asset Management Corp
|
|
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|
|
Creekside Partners
|
|
|
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|
|
Caas Capital Management Lp
|
|
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|
Sterling Investment Management, Inc.
|
|
|
|
|
|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
|
|
|
|
|
MADFX - Matrix Advisors Funds Trust - Matrix Advisors Dividend Fund
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
|
|
|
|
|
|
Ctc Llc
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
Trail Ridge Investment Advisors, LLC
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
LWM Advisory Services, LLC
|
|
|
|
|
|
Coyle Financial Counsel LLC
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
SNSR - Global X Funds - Global X Internet of Things ETF
|
|
|
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS - Technology Growth Portfolio - Initial Shares
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
TDV - PROSHARES TRUST - ProShares S&P Technology Dividend Aristocrats ETF
|
|
|
|
|
|
Landing Point Financial Group, LLC
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Leaders ETF -
|
|
|
|
|
|
Wilsey Asset Management Inc
|
|
|
|
|
|
LGRRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Growth Fund Class A
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Aspetuck Financial Management LLC
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
METV - Listed Funds Trust - Roundhill Ball Metaverse ETF
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
NWZLX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis All Cap Growth Fund Class A
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Banque de Luxembourg S.A.
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
XSD - SPDR SERIES TRUST - SPDR(R) S&P(R) Semiconductor ETF
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Mma Asset Management Llc
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A
|
|
|
|
|
|
CHPS - DBX ETF TRUST - Xtrackers Semiconductor Select Equity ETF
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Access Financial Services, Inc.
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Greater Midwest Financial Group, LLC
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Crestmont Private Wealth LLC
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Miramar Capital, LLC
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Kiley Juergens Wealth Management, Llc
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A
|
|
|
|
|
|
EHP Funds Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Fairtree Asset Management (Pty) Ltd
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
STPIX - SARATOGA ADVANTAGE TRUST - Technology & Communications Portfolio Class I
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Lionshead Wealth Management, LLC
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Clarity Capital Partners LLC
|
|
|
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Waller Financial Planning Group, Inc
|
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MCF Advisors LLC
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FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
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|
|
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|
EPG Wealth Management LLC
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|
Pnc Financial Services Group, Inc.
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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Two Sigma Investments, Lp
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SOL Capital Management CO
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Flaharty Asset Management, LLC
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BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
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Linden Thomas Advisory Services, LLC
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Miracle Mile Advisors, LLC
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Allianz Asset Management GmbH
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Applied Finance Capital Management, LLC
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KBC Group NV
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Libra Wealth Llc
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Chevy Chase Trust Holdings, Inc.
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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|
Nations Financial Group Inc, /ia/ /adv
|
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VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
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Busey Wealth Management
|
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Thompson Investment Management, Inc.
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
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ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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Mathes Company, Inc.
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Hallmark Capital Management Inc
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Axxcess Wealth Management, Llc
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TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
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Ally Financial Inc.
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Ccg Wealth Management, Llc
|
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Oregon Public Employees Retirement Fund
|
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Paladin Advisory Group, LLC
|
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AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
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MAVF - EA Series Trust - Matrix Advisors Value ETF
|
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PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
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AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund
|
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|
Baugh & Associates, LLC
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Jump Financial, LLC
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FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
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Private Trust Co Na
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Founders Financial Securities Llc
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Brown Brothers Harriman & Co
|
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Fi3 FINANCIAL ADVISORS, LLC
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Axa S.a.
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FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
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|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund
|
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Pallas Capital Advisors LLC
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Nikulski Financial, Inc.
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Polar Asset Management Partners Inc.
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COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
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Public Employees Retirement System Of Ohio
|
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Safeguard Investment Advisory Group, LLC
|
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Lombard Odier Asset Management (USA) Corp
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Supplemental Annuity Collective Trust of NJ
|
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|
Shum Financial Group, Inc.
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Neville Rodie & Shaw Inc
|
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BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
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Shepherd Financial Partners LLC
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WNY Asset Management, LLC
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Kingswood Wealth Advisors, Llc
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Clear Creek Financial Management, LLC
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Embree Financial Group
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Colonial Trust Advisors
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Argent Advisors, Inc.
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Tempus Wealth Planning, LLC
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Searle & Co.
|
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|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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|
Texas Yale Capital Corp.
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Sowell Financial Services LLC
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|
Warren Street Wealth Advisors, LLC
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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|
|
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|
Ogorek Anthony Joseph /ny/ /adv
|
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|
Colony Group, LLC
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
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|
Fortitude Family Office, LLC
|
|
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|
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
|
|
|
|
|
|
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
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|
Andina Capital Management, LLC
|
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|
Td Private Client Wealth Llc
|
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|
Palumbo Wealth Management LLC
|
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|
Kathmere Capital Management, LLC
|
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|
Snowden Capital Advisors LLC
|
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|
Daymark Wealth Partners, Llc
|
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|
Eagle Bay Advisors LLC
|
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|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
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|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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|
Liberty All Star Equity Fund
|
|
|
|
|
|
Roundview Capital LLC
|
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|
|
|
|
Signature Resources Capital Management, LLC
|
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|
Private Management Group Inc
|
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|
Berkshire Asset Management Llc/pa
|
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|
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|
Natixis
|
|
|
|
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|
RD Finance Ltd
|
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|
Lantz Financial LLC
|
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|
Limestone Investment Advisors LP
|
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|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Aspiriant, Llc
|
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|
|
|
|
Kearns & Associates LLC
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
Spring Capital Management, Llc
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
|
|
|
|
Heron Bay Capital Management
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1
|
|
|
|
|
|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
Hirtle Callaghan & Co LLC
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
CSU Producer Resources, Inc.
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
QTUM - ETF Series Solutions - Defiance Quantum ETF
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Large Cap Growth Fund Initial Class
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Advanced Asset Management Advisors Inc
|
|
|
|
|
|
Evergreen Wealth Management, LLC
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
HCMGX - NORTHERN LIGHTS FUND TRUST III - HCM Tactical Growth Fund Class A Shares
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Sprucegrove Investment Management Ltd
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Van Den Berg Management I, Inc
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
ARKQ - Ark ETF Trust - ARK Autonomous Technology & Robotics ETF
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Morey & Quinn Wealth Partners, LLC
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Collar Capital Management, LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Northwest Financial Advisors
|
|
|
|
|
|
CMT Capital Markets Trading GmbH
|
|
|
|
|
|
Matauro, Llc
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Green Alpha Advisors, LLC
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
Yarbrough Capital, LLC
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
ARK Investment Management LLC
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
XPND - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Expanded Technology ETF
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Smart Money Group LLC
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Bourne Lent Asset Management Inc
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
BVALX - Brown Advisory Funds - Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Shares
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF
|
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|
|
|
|
Jupiter Asset Management Ltd
|
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|
|
Liberty Square Wealth Partners Llc
|
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|
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|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
Northstar Financial Companies, Inc.
|
|
|
|
|
|
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
|
|
|
|
|
ONE Advisory Partners, LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
GRID - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Palacios Wealth Management, LLC
|
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|
|
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|
Gibbs Wealth Management
|
|
|
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|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
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|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
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|
Lyell Wealth Management, Lp
|
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|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
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|
|
|
|
Samalin Investment Counsel, LLC
|
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|
|
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|
Steward Partners Investment Advisory, Llc
|
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|
|
Callan Capital, LLC
|
|
|
|
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|
Court Place Advisors, LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
FELAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Semiconductors Fund Class A
|
|
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|
Marco Investment Management Llc
|
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|
|
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|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
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|
R Squared Ltd
|
|
|
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|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
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|
Badgley Phelps Wealth Managers, LLC
|
|
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|
|
Apella Capital, LLC
|
|
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|
ARGA Investment Management, LP
|
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|
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
|
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|
|
Foster Group, Inc.
|
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|
Northstar Group, Inc.
|
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|
RiverFront Investment Group, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
Virginia Wealth Management Group, Inc.
|
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|
|
|
Fulcrum Capital LLC
|
|
|
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|
|
Rathbone Brothers plc
|
|
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|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
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|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
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|
|
Marshall Financial Group LLC
|
|
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|
Horan Capital Advisors, LLC.
|
|
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|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
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|
|
Jacobs & Co/ca
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
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|
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|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Future ETF -
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Barry Investment Advisors, LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
GGME - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Media ETF
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
360 Financial, Inc.
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares
|
|
|
|
|
|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
|
|
|
|
Meixler Investment Management, Ltd.
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Rather & Kittrell, Inc.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Focused Appreciation Portfolio
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
FT Vest Rising Dividend Achievers Total Return Fund
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Pennsylvania Capital Management Inc /adv
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
TORYX - RBB Fund Trust - Torray Fund
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Capital Management Corp /va
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
Ami Asset Management Corp
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
American Alpha Advisors, LLC
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
TIHGX - INVESTMENT HOUSE FUNDS - The Investment House Growth Fund
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Clg Llc
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
Ariston Services Group
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
|
|
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
ANTIPODES PARTNERS Ltd
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
AGIX - Krane Shares Trust - KraneShares Artificial Intelligence and Technology ETF
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Keeler THomas Management LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Wincap Financial Llc
|
|
|
|
|
|
AIQ - Global X Funds - Global X Future Analytics Tech ETF
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Berkshire Capital Holdings Inc
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Forefront Analytics, LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Old Republic International Corp
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
Swan Global Investments, LLC
|
|
|
|
|
|
Hubbell Strickland Wealth Management, LLC
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
St. Louis Financial Planners Asset Management, LLC
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
QDVAX - FundVantage Trust - Quality Dividend Fund Class A
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Minneapolis Portfolio Management Group, LLC
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
ARVR - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Metaverse ETF
|
|
|
|
|
|
QTEC - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100-Technology Sector Index Fund
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
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L2 Asset Management, LLC
|
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PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
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|
Fairfield, Bush & Co.
|
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|
West Paces Advisors Inc.
|
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|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Elyxium Wealth, LLC
|
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|
Manning & Napier Advisors Llc
|
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|
Value Aligned Research Advisors, LLC
|
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|
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|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
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|
Tiemann Investment Advisors, Llc
|
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|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
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|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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Affinity Investment Advisors, Llc
|
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Trexquant Investment LP
|
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Valeo Financial Advisors, LLC
|
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Wealth Dimensions Group, Ltd.
|
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MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
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|
|
Venturi Wealth Management, LLC
|
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AIA Group Ltd
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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Parallel Advisors, LLC
|
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TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A
|
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|
Strategic Advisors LLC
|
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DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
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|
Zevenbergen Capital Investments Llc
|
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Concentric Capital Strategies, LP
|
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DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
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|
San Luis Wealth Advisors LLC
|
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|
Clear Harbor Asset Management, LLC
|
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|
Colrain Capital Llc
|
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Crossmark Global Holdings, Inc.
|
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Amplify ETF Trust - Amplify Cash Flow High Income ETF
|
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|
Hosking Partners LLP
|
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|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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|
Cambridge Investment Research Advisors, Inc.
|
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|
Howard Capital Management Group, LLC
|
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Sabal Trust CO
|
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Nova Wealth Management, Inc.
|
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Y-Intercept (Hong Kong) Ltd
|
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Montag A & Associates Inc
|
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FineMark National Bank & Trust
|
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Burns J W & Co Inc/ny
|
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Caitong International Asset Management Co., Ltd
|
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LifePlan Financial, LLC
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|
Whitener Capital Management, Inc.
|
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Scott Marsh Financial, LLC
|
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CWM Advisors, LLC
|
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Allspring Global Investments Holdings, LLC
|
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|
Money Concepts Capital Corp
|
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|
Focused Wealth Management, Inc
|
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Regions Financial Corp
|
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|
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class
|
|
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|
|
Investmark Advisory Group LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
|
|
|
|
|
|
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
|
|
|
|
|
SMVLX - Smead Funds Trust - Smead Value Fund Investor Class Shares
|
|
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|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
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|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
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|
|
St Germain D J Co Inc
|
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|
Panagora Asset Management Inc
|
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|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
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|
|
Mindset Wealth Management, Llc
|
|
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|
|
|
Shelton Capital Management
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
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|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
CARZ - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Global Auto Index Fund
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
Lifestyle Asset Management, Inc.
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
CALIFORNIA FIRST LEASING Corp
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
LSAGX - Natixis Funds Trust II - Loomis Sayles Global Growth Fund Class A
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares
|
|
|
|
|
|
FWRLX - FIDELITY SELECT PORTFOLIOS - Wireless Portfolio
|
|
|
|
|
|
IDGT - iSHARES TRUST - iShares North American Tech-Multimedia Networking ETF
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Lingohr & Partner Asset Management GmbH
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
McGuire Investment Group, LLC
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Martin Capital Advisors, LLP
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Fusion Capital, LLC
|
|
|
|
|
|
Arbor Capital Management Inc /adv
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Lattice Capital Management, LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
Optimist Retirement Group LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
Trivant Custom Portfolio Group, LLC
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
Jasper Ridge Partners, L.P.
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Copperleaf Capital, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
IDAT - iSHARES TRUST - iShares Cloud 5G and Tech ETF
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
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Union Bancaire Privee, UBP SA
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WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
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DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
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GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
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Df Dent & Co Inc
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Greykasell Wealth Strategies, Inc.
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SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
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|
Gamco Investors, Inc. Et Al
|
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NWHOX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Technology and Science Fund Class A
|
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FT Vest Total Return Income Fund: Series A3
|
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INVN - Alger ETF Trust - Alger Russell Innovation ETF
|
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Evergreen Wealth Solutions, LLC
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Collaborative Wealth Managment Inc.
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Stone House Investment Management, LLC
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Golden State Equity Partners
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Horizon Financial Services, Llc
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Fairscale Capital, LLC
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Railway Pension Investments Ltd
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Atlas Brown,Inc.
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WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
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Strategic Investment Advisors / MI
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Vident Advisory, LLC
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Cherry Tree Wealth Management, LLC
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Trace Wealth Advisors, LLC
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TFC Financial Management
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Tower Research Capital LLC (TRC)
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Claro Advisors LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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RFG - Bristol Wealth Advisors, LLC
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PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
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Charter Oak Capital Management, LLC
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Curio Wealth, Llc
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
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AIMZ Investment Advisors, LLC
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Investment Management Corp of Ontario
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Cerro Pacific Wealth Advisors LLC
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
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QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
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Summitry Llc
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Saudi Central Bank
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QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
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Wedbush Securities Inc
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Hennessy Advisors Inc
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Proffitt & Goodson Inc
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FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
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Rockland Trust Co
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Patton Albertson Miller Group, Llc
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FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
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Capital Advantage, Inc.
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Farther Finance Advisors, LLC
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VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
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Capital Investment Counsel, Inc
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Tcw Group Inc
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GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
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Westover Capital Advisors, LLC
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PRMTX - T. Rowe Price Communications & Technology Fund, Inc. - T. Rowe Price Communications & Technology Fund
|
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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Borer Denton & Associates, Inc.
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Peregrine Asset Advisers, Inc.
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Texas Capital Bank Wealth Management Services Inc
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Wright Investors Service Inc
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Massachusetts Financial Services Co /ma/
|
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Peak Asset Management, LLC
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Eaton Vance Tax-managed Buy-write Opportunities Fund
|
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Genus Capital Management Inc.
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E. Ohman J:or Asset Management AB
|
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Bell & Brown Wealth Advisors, Llc
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CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
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Shulman DeMeo Asset Management LLC
|
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BLCN - Siren ETF Trust - Siren Nasdaq NexGen Economy ETF
|
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|
Bell Investment Advisors, Inc
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Prelude Capital Management, Llc
|
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Forum Financial Management, LP
|
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Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
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|
St. Johns Investment Management Company, LLC
|
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Rehmann Capital Advisory Group
|
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Goepper Burkhardt LLC
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VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
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Security National Bank Of Sioux City Iowa /ia/
|
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SPTE - SP Funds Trust - SP Funds S&P Global Technology ETF
|
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|
Charles Schwab Trust Co
|
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|
Keyvantage Wealth, Llc
|
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Zhang Financial LLC
|
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S.A. Mason LLC
|
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Edmond De Rothschild Holding S.a.
|
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MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
|
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|
Brighton Jones Llc
|
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|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
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|
Blackhawk Capital Partners LLC.
|
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|
Boit C F David
|
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|
Krane Funds Advisors LLC
|
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|
Spirepoint Private Client, Llc
|
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|
Prospera Financial Services Inc
|
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|
Mediolanum International Funds Ltd
|
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|
Nikko Asset Management Americas, Inc.
|
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|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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|
ARIOX - Aristotle Funds Series Trust - Aristotle/Saul Global Equity Fund Class I
|
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|
Presidio Capital Management, LLC
|
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|
Klingman & Associates, LLC
|
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|
Landscape Capital Management, L.l.c.
|
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|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
Luts & Greenleigh Group, Inc
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
DCF Advisers, LLC
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Thoma Capital Management LLC
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Hourglass Capital, Llc
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Wealthedge Investment Advisors, Llc
|
|
|
|
|
|
One Wealth Capital Management, Llc
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
Viking Global Investors Lp
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Virtus Family Office LLC
|
|
|
|
|
|
O'Keefe Stevens Advisory, Inc.
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Rooted Wealth Advisors, Inc.
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Cache Advisors, LLC
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Globeflex Capital L P
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Financial Sense Advisors, Inc.
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Banco de Sabadell, S.A
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Define Financial, Llc
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
MNRGX - MANOR INVESTMENT FUNDS INC - Growth Fund
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Valueworks Llc
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
Safeguard Financial, LLC
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Oak Family Advisors, Llc
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
HTECX - HENNESSY FUNDS TRUST - Hennessy Technology Fund Investor Class
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Strategic Advocates LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
ADIV - GUINNESS ATKINSON FUNDS - SmartETFs Asia Pacific Dividend Builder ETF
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
Guinness Atkinson Asset Management Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
Towerpoint Wealth, LLC
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
Waverton Investment Management Ltd
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
United Capital Management of KS, Inc.
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
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|
Aspen Wealth Strategies, LLC
|
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|
Global Financial Private Client, LLC
|
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
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|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
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|
Sivia Capital Partners, LLC
|
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|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
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|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
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|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
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|
Focus Financial Network, Inc.
|
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|
WESPAC Advisors, LLC
|
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QTR Family Wealth, LLC
|
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LifeWealth Investments, LLC
|
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Advisors Capital Management, LLC
|
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|
Kestra Private Wealth Services, Llc
|
|
|
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|
|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
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|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
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|
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
|
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Bailard, Inc.
|
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Mbb Public Markets I Llc
|
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF
|
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|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
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TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
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Maseco Llp
|
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La Banque Postale Asset Management SA
|
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Alpine Woods Capital Investors, Llc
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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Sonora Investment Management Group, LLC
|
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Equitable Holdings, Inc.
|
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VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
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Two Sigma Securities, Llc
|
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Hager Investment Management Services, Llc
|
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TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
|
|
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Bnp Paribas
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
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|
Kestra Investment Management, LLC
|
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|
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|
Valley Forge Investment Consultants Inc Adv
|
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|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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Kmg Fiduciary Partners, Llc
|
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Alta Wealth Advisors LLC
|
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VERS - PROSHARES TRUST - ProShares Metaverse Theme ETF
|
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|
LexAurum Advisors, LLC
|
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NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
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Trust Point Inc.
|
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|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
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|
L.m. Kohn & Company
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
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|
|
OneAscent Wealth Management LLC
|
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|
Ninety One UK Ltd
|
|
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|
|
Brucke Financial, Inc.
|
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|
New England Capital Financial Advisors LLC
|
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Headlands Technologies LLC
|
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CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
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|
Morningstar Investment Services LLC
|
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|
ICICI Prudential Asset Management Co Ltd
|
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|
Hoey Investments, Inc
|
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FSM Wealth Advisors, LLC
|
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|
Glenview Trust Co
|
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|
Traub Capital Management LLC
|
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|
Cornerstone Planning, LLC
|
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|
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ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF
|
|
|
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|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
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|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
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|
Falcon Wealth Planning
|
|
|
|
|
|
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
|
|
|
|
|
Hickory Asset Management, Inc.
|
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|
Hennion & Walsh Asset Management, Inc.
|
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WealthTrust Axiom LLC
|
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|
|
Thrive Wealth Management, LLC
|
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|
|
Thornburg Investment Management Inc
|
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|
|
Veracity Capital LLC
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
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|
|
Peterson Wealth Services
|
|
|
|
|
|
Twin Capital Management Inc
|
|
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|
|
SILVER OAK SECURITIES, Inc
|
|
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|
Mirabaud & Cie SA
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
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|
|
|
|
Red Lighthouse Investment Management, Llc
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Game Creek Capital, LP
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
Fox Hill Wealth Management
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Compass Capital Management, Inc
|
|
|
|
|
|
MKP Capital Management, L.L.C.
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Sterneck Capital Management, LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Weil Company, Inc.
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Tripletail Wealth Management, LLC
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
TradeLink Capital LLC
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
DLD Asset Management, LP
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
ESG Planning
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Invenio Wealth Partners Llc
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
Ilex Capital Partners (UK) LLP
|
|
|
|
|
|
Annandale Capital, LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Smead Capital Management, Inc.
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
|
|
|
|
|
Penn Davis Mcfarland Inc
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Adams Wealth Management
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3
|
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BCJ Capital Management, LLC
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Howland Capital Management Llc
|
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GenTrust, LLC
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Coastline Trust Co
|
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EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A
|
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|
Cornerstone Strategic Value Fund Inc
|
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Turtle Creek Wealth Advisors, LLC
|
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|
John Hancock Hedged Equity & Income Fund
|
|
|
|
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|
Mariner, LLC
|
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Mechanics Financial Corp
|
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
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|
|
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|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
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|
Bfsg, Llc
|
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CBIZ Investment Advisory Services, LLC
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Sweeney & Michel, Llc
|
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ASB Consultores, LLC
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Eaton Financial Holdings Company, LLC
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Bnc Wealth Management, Llc
|
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Signet Financial Management, Llc
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Saxon Interests, Inc.
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Davidson Trust Co
|
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Bogart Wealth, LLC
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Investors Research Corp
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South Street Advisors LLC
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TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
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Sunflower Bank, N.A.
|
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SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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Norinchukin Bank, The
|
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Curtis Advisory Group, LLC
|
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Squarepoint Ops LLC
|
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QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
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|
Ashton Thomas Securities, Llc
|
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Sumitomo Mitsui Trust Holdings, Inc.
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BOK Financial Private Wealth, Inc.
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Patten & Patten Inc/tn
|
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Inspire Advisors, LLC
|
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RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A
|
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Syverson Strege & Co
|
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QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
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Orin Green Financial, LLC
|
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Blossom Wealth Management
|
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Eaton Vance Tax-managed Buy-write Income Fund
|
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Northwestern Mutual Wealth Management Co
|
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APG Asset Management N.V.
|
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Legacy Capital Group California, Inc.
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BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
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Broadway Wealth Solutions, Inc.
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Proathlete Wealth Management Llc
|
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PineBridge Investments, L.P.
|
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WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
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PGSYX - Victory Portfolios IV - Victory Pioneer Global Equity Fund Class Y
|
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DekaBank Deutsche Girozentrale
|
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Saturna Capital CORP
|
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Regent Peak Wealth Advisors LLC
|
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Abundance Wealth Counselors
|
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|
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|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
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Atwood & Palmer Inc
|
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Zions Bancorporation, National Association /ut/
|
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Evergreen Capital Management Llc
|
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Correct Capital Wealth Management
|
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Ambassador Advisors, LLC
|
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Siren, L.L.C.
|
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VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
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|
TEPIX - Profunds - Technology Ultrasector Profund Investor Class
|
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|
Logan Capital Management Inc
|
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|
Mv Capital Management, Inc.
|
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SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
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|
M&t Bank Corp
|
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|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
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|
Convergence Investment Partners, LLC
|
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|
Cetera Investment Advisers
|
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|
Stiles Financial Services Inc
|
|
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DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
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|
Fort Washington Investment Advisors Inc /oh/
|
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Monticello Wealth Management, Llc
|
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
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|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
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|
Gemmer Asset Management LLC
|
|
|
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|
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares
|
|
|
|
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|
Foster Victor Wealth Advisors, LLC
|
|
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|
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|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Legato Capital Management LLC
|
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|
Motiv8 Investments LLC
|
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|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
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|
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|
MISEX - Midas Series Trust - Midas Magic
|
|
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|
|
|
Hancock Whitney Corp
|
|
|
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|
iA Global Asset Management Inc.
|
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|
Perigon Wealth Management, LLC
|
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|
Cozad Asset Management Inc
|
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|
Nicholas Hoffman & Company, LLC.
|
|
|
|
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|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
XNTK - SPDR SERIES TRUST - SPDR(R) NYSE Technology ETF
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
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|
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|
Davis Capital Management
|
|
|
|
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|
Clear Investment Research, Llc
|
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|
Bellevue Group AG
|
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|
Voya Investment Management Llc
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Lynch Asset Management, Inc.
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Guild Investment Management, Inc.
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
Taddei, Ludwig & Associates, Inc.
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
|
|
|
|
|
First Washington CORP
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Kurv ETF Trust - Kurv Technology Titans Select ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
ELCO Management Co., LLC
|
|
|
|
|
|
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Puff Wealth Management, Llc
|
|
|
|
|
|
ROM - PROSHARES TRUST - ProShares Ultra Technology
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
Pacific Wealth Management
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Johnson Financial Group, LLC
|
|
|
|
|
|
Cypress Financial Planning Llc
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Blankinship & Foster, LLC
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
WOGSX - Oak Associates Funds - White Oak Select Growth Fund
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
Guardian Asset Advisors, LLC
|
|
|
|
|
|
Tanaka Capital Management Inc
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Weaver C. Barksdale & Associates, Inc.
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
NXTG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx NextG ETF
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
VAPPX - VALIC Co I - Capital Appreciation Fund
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Value Stock ETF
|
|
|
|
|
|
BCGDX - Ultimus Managers Trust - Blue Current Global Dividend Fund Institutional Class
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
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Toronto Dominion Bank
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Morse Asset Management, Inc
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IPDP - Listed Funds Trust - Dividend Performers ETF
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Wealth Alliance Advisory Group, LLC
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PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
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Harbor Investment Advisory, Llc
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Ofi Invest Asset Management
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CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
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First National Corp /ma/ /adv
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GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
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RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
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Seizert Capital Partners, Llc
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New Hampshire Trust
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LPL Financial LLC
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Profunds - Profund Vp Ultrabull
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VMAX - Lattice Strategies Trust - Hartford US Value ETF
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Gryphon Financial Partners LLC
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Keystone Financial Services
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Grayhawk Investment Strategies Inc.
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Human Investing LLC
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Andra AP-fonden
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SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
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Cigna Investments Inc /new
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Benjamin Edwards Inc
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Lombard Odier Asset Management (Switzerland) SA
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Bank Of America Corp /de/
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ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N
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Community Bank of Raymore
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NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
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NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
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Continuum Advisory, LLC
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Nuveen, LLC
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Capital A Wealth Management, LLC
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Foster Dykema Cabot & Partners, Llc
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USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
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Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
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Arlington Trust Co LLC
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Bridgewater Advisors Inc.
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Winthrop Capital Management, LLC
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ARTY - iSHARES TRUST - iShares Robotics and Artificial Intelligence Multisector ETF
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Public Sector Pension Investment Board
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VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
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Wescott Financial Advisory Group, LLC
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McGlone Suttner Wealth Management, Inc.
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Horizon Kinetics Asset Management Llc
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Old Second National Bank Of Aurora
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
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Lake Street Financial Llc
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Blueshift Asset Management, LLC
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GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
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FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
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TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
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ERNZ - Listed Funds Trust - TrueShares Active Yield ETF
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Ingalls & Snyder Llc
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SageView Advisory Group, LLC
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Deutsche Bank Ag\
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Donald L. Hagan, LLC
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Titleist Asset Management, Llc
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
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Tanglewood Legacy Advisors, LLC
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Atlantic Union Bankshares Corp
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Canada Pension Plan Investment Board
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
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Leo Wealth, LLC
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Voleon Capital Management Lp
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Level Four Advisory Services, Llc
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WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
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1776 Wealth LLC
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
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Hixon Zuercher, LLC
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SOXL - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares
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OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
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BSW Wealth Partners
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BetterWealth, LLC
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Weatherly Asset Management L. P.
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1832 Asset Management L.P.
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Prosperity Consulting Group, LLC
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RYDEX VARIABLE TRUST - Electronics Fund Variable Annuity
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Shufro Rose & Co Llc
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Coastwise Capital Group, LLC
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Great West Life Assurance Co /can/
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QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
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Foundations Investment Advisors, LLC
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ABLE Financial Group, LLC
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Birinyi Associates Inc
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FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
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Optima Capital Llc
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Colton Groome Financial Advisors, Llc
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M&G Plc
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Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
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Kensington Investment Counsel, LLC
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Argyle Capital Partners, LLC
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Cidel Asset Management Inc
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FLDFX - Meeder Funds - BALANCED FUND Retail Class
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EMC Capital Management
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Savoie Capital LLC
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Federation des caisses Desjardins du Quebec
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DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
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MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
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True North Advisors, LLC
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Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
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United Community Bank
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Alta Advisers Ltd
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Wolff Wiese Magana Llc
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Sandler Capital Management
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
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CORDA Investment Management, LLC.
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Gold Investment Management Ltd.
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Sound Income Strategies, LLC
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Acas, Llc
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BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
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Gen-Wealth Partners Inc
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Integrated Investment Consultants, LLC
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Schwartz Investment Counsel Inc
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Integrated Advisors Network LLC
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Meeder Asset Management Inc
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Blue Chip Partners, Inc.
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Ameriflex Group, Inc.
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Mitsubishi UFJ Trust & Banking Corp
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Hamilton Capital, LLC
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WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
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Texas Permanent School Fund
|
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HMS Capital Management, LLC
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Sanibel Captiva Trust Company, Inc.
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Aristotle Capital Management, LLC
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Sather Financial Group Inc
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HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
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Commerce Bank
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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Winmill & Co. Inc
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Banque Transatlantique SA
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Pinnacle Wealth Management Advisory Group, LLC
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Tranquility Partners, LLC
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MBA Advisors LLC
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Excalibur Management Corp
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Howard Bailey Securities, Llc
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OneAscent Family Office, LLC
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Vista Investment Partners Llc
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First Citizens Bank & Trust Co
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AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
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|
Westwood Holdings Group Inc
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|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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|
Center For Asset Management LLC
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|
Profunds - Profund Vp Semiconductor
|
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|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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|
Beta Wealth Group, Inc.
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Secured Retirement Advisors, Llc
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SSGFX - SATURNA INVESTMENT TRUST - SEXTANT GROWTH FUND Sextant Growth Fund Investor Shares
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|
Tufton Capital Management
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|
Capital Advisors Wealth Management, LLC
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Man Group plc
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River Wealth Advisors LLC
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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|
Staley Capital Advisers Inc
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Townsquare Capital Llc
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SYM FINANCIAL Corp
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Acorns Advisers, LLC
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Philadelphia Trust Co
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BLI - Banque de Luxembourg Investments
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Accurate Wealth Management, LLC
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Davis R M Inc
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NITE - Capitol Series Trust - The Nightview Fund
|
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CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
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MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
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AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
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SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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O'shaughnessy Asset Management, Llc
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VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
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|
Ferguson Wellman Capital Management, Inc
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Argent Trust Co
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Sierra Ocean, Llc
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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|
HORAN Wealth, LLC
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|
Parcion Private Wealth LLC
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|
Mandatum Life Insurance Co Ltd
|
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|
Coldstream Capital Management Inc
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
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|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
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|
Marshall & Sterling Wealth Advisors Inc.
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|
Axis Wealth Partners, LLC
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
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|
Grandfield & Dodd, Llc
|
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|
Range Financial Group LLC
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Silver Coast Investments LLC
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|
McMahon Financial Advisors, LLC
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|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
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|
Keystone Wealth Services, LLC
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|
NSOIX - NORTHERN LIGHTS FUND TRUST II - North Star Opportunity Fund Class I Shares
|
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|
TFG Advisers LLC
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|
Global Retirement Partners, LLC
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|
BOS Asset Management, LLC
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EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
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|
Whalerock Point Partners, Llc
|
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|
BlueSky Wealth Advisors, LLC
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
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|
Summa Corp.
|
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Diligent Investors, LLC
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|
Comprehensive Financial Consultants Institutional, Inc.
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|
Pittenger & Anderson Inc
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|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
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|
Pine Harbor Wealth Management, LLC
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|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
Banco Santander, S.A.
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|
D'Orazio & Associates, Inc.
|
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Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
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|
CAPROCK Group, Inc.
|
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|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
|
|
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|
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|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
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|
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|
Horizon Investments, LLC
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|
CWC Advisors, LLC.
|
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|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
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|
|
Ames National Corp
|
|
|
|
|
|
Kelman-Lazarov, Inc.
|
|
|
|
|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
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|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
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|
LeClair Wealth Partners LLC
|
|
|
|
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|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Family Office Research LLC
|
|
|
|
|
|
GPTY - Tidal Trust II - YieldMax(TM) AI & Tech Portfolio Option Income ETF
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
SOXX - iSHARES TRUST - iShares PHLX Semiconductor ETF
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
Cincinnati Financial Corp
|
|
|
|
|
|
Unified Investment Management
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
CHPY - Tidal Trust II - YieldMax(TM) Semiconductor Portfolio Option Income ETF
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
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|
|
|
|
LMR Partners LLP
|
|
|
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|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
FMET - FIDELITY COVINGTON TRUST - Fidelity Metaverse ETF
|
|
|
|
|
|
QQQG - Pacer Funds Trust - Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I
|
|
|
|
|
|
Cypress Capital, LLC
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Insight 2811, Inc.
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
Mondrian Investment Partners LTD
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
Palouse Capital Management, Inc.
|
|
|
|
|
|
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Maj Invest Holding A/S
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
White Knight Strategic Wealth Advisors, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Klein Pavlis & Peasley Financial, Inc.
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Gabelli Multimedia Trust Inc.
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Butensky & Cohen Financial Security, Inc
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Invictus Private Wealth, Llc
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Maxi Investments CY Ltd
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
Taikang Asset Management (Hong Kong) Co Ltd
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
ArrowMark Colorado Holdings LLC
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
Carter Financial Group, INC.
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
London & Capital Asset Management Ltd
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
SUGYX - Victory Portfolios IV - Victory Pioneer Global Growth Fund Class Y
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Oregon Pacific Wealth Management, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Processus Wealth & Capital Management, LLC
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
NXTE - Investment Managers Series Trust II - AXS Green Alpha ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Kaizen Financial Strategies
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
ARKW - Ark ETF Trust - ARK Next Generation Internet ETF
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a)
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
Opes Wealth Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
PharVision Advisers, LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
Oak Ridge Investments Llc
|
|
|
|
|
|
North Forty Two & Co.
|
|
|
|
|
|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
J.P. Marvel Investment Advisors, LLC
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Harrington Investments, INC
|
|
|
|
|
|
BOGSX - Oak Associates Funds - Black Oak Emerging Technology Fund
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
PARK CIRCLE Co
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Bluesphere Advisors, LLC
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
S&t Bank/pa
|
|
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|
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
WealthCollab, LLC
|
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|
|
|
|
Cito Capital Group, LLC
|
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|
Cohen Klingenstein LLC
|
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|
Warwick Investment Management, Inc.
|
|
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|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
AMDWX - AMANA MUTUAL FUNDS TRUST - Amana Developing World Fund Investor Shares
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
IYW - iSHARES TRUST - iShares U.S. Technology ETF
|
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|
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|
|
David Wealth Management LLC
|
|
|
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|
|
Brookwood Investment Group LLC
|
|
|
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|
Decker Retirement Planning Inc.
|
|
|
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|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
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|
Verus Financial Partners, Inc.
|
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|
Citizens Business Bank
|
|
|
|
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|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
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|
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|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
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|
|
|
|
Independent Investors Inc
|
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|
|
Garde Capital, Inc.
|
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|
Diversify Wealth Management, Llc
|
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|
Gateway Wealth Partners, LLC
|
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|
Kentucky Trust Co
|
|
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|
Cascade Investment Advisors, Inc.
|
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|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
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|
|
Center for Financial Planning, Inc.
|
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|
LifeSteps Financial, Inc.
|
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|
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|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Spectrum Financial Alliance Ltd LLC
|
|
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|
|
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
|
|
|
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|
|
Daiwa Securities Group Inc.
|
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|
Richard W. Paul & Associates, LLC
|
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|
Cornerstone Investment Partners, LLC
|
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|
Grantham, Mayo, Van Otterloo & Co. LLC
|
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|
Deprince Race & Zollo Inc
|
|
|
|
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|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
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|
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|
|
Capital Performance Advisors Llp
|
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|
Douglass Winthrop Advisors, LLC
|
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|
Ccm Investment Advisers Llc
|
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|
Accel Wealth Management
|
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|
Tounjian Advisory Partners, Llc
|
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|
Federated Hermes, Inc.
|
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|
Diamant Asset Management, Inc.
|
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|
Weiss Asset Management LP
|
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|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
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|
|
Pacitti Group Inc.
|
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|
Victory Capital Management Inc
|
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|
B.O.S.S. Retirement Advisors, LLC
|
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|
Harwood Advisory Group, LLC
|
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|
10Elms LLP
|
|
|
|
|
|
AIPI - ETF Opportunities Trust - REX AI EQUITY PREMIUM INCOME ETF
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
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|
|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
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|
|
|
|
Greenup Street Wealth Management Llc
|
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|
Westerkirk Capital Inc.
|
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|
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|
Mcdonald Partners Llc
|
|
|
|
|
|
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
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|
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|
|
Generali Asset Management SPA SGR
|
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|
|
Capital Counsel Llc/ny
|
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|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
|
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|
|
Close Asset Management Ltd
|
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|
Seeds Investor Llc
|
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|
LOM Asset Management Ltd
|
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|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
|
|
|
|
E Six Thirteen, Llc
|
|
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|
Great Valley Advisor Group, Inc.
|
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|
EULAV Asset Management
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
WAR - ETF Series Solutions - U.S. Global Technology and Aerospace & Defense ETF
|
|
|
|
|
|
Iron Financial, LLC
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
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|
|
Tru Independence Asset Management 2, Llc
|
|
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|
Greatmark Investment Partners, Inc.
|
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|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
GBVCX - Victory Portfolios IV - Victory Pioneer Global Value Fund Class C
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
FTXL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Semiconductor ETF
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Brooktree Capital Management
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Taylor Frigon Capital Management LLC
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
|
|
|
|
|
CJM Wealth Advisers, Ltd.
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
B&D White Capital Company, LLC
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
BluePointe Capital Management, LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Distillate Capital Partners LLC
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
Cincinnati Insurance Co
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Moody Aldrich Partners Llc
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
One Degree Advisors Inc
|
|
|
|
|
|
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
KDT Advisors, LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Sitrin Capital Management LLC
|
|
|
|
|
|
Bank Hapoalim Bm
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Delta Capital Management Llc
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Symmetry Partners, LLC
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Mendel Capital Management LLC
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Synergy Investment Management, LLC
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
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Forza Wealth Management, LLC
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Apriem Advisors
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Cerity Partners LLC
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Patriot Financial Group Insurance Agency, LLC
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VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
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Newton One Investments LLC
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Centiva Capital, LP
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First American Trust, Fsb
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Octavia Wealth Advisors, LLC
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Strs Ohio
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Intrua Financial, LLC
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Petros Family Wealth, LLC
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Capital Advisors, Ltd. LLC
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Centennial Bank/AR/
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JustInvest LLC
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ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
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4wealth Advisors, Inc.
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Magnolia Capital Management Ltd
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Sandhill Capital Partners LLC
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FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
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DTGRX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Technology Growth Fund Class A
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Hemenway Trust Co LLC
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Farmers Trust Co
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UG Investment Advisers Ltd.
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Boreal Capital Management LLC
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Fiduciary Group LLC
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WUGI - Investment Managers Series Trust II - AXS Esoterica NextG Economy ETF
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American Money Management, LLC
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Romano Brothers And Company
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Rf&l Wealth Management, Llc
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WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
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US Asset Management LLC
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Semmax Financial Advisors Inc.
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River Street Advisors LLC
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Eisler Capital Management Ltd.
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OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
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Swedbank AB
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bLong Financial, LLC
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Putnam ETF Trust - Putnam Focused Large Cap Value ETF -
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California Public Employees Retirement System
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ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
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Marathon Capital Management
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JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
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D. E. Shaw & Co., Inc.
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Manchester Capital Management LLC
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ARS Wealth Advisors Group, LLC
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Operose Advisors LLC
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EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
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Astoria Portfolio Advisors LLC.
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SOUTH STATE Corp
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Headinvest, Llc
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RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
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Sepio Capital, LP
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Avestar Capital, LLC
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Scientech Research LLC
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Acorn Wealth Advisors, LLC
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GLRY - Northern Lights Fund Trust IV - Inspire Faithward Mid Cap Momentum ESG ETF
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Barnes Dennig Private Wealth Management LLC
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
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Reyes Financial Architecture, Inc.
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Dynamic Advisor Solutions LLC
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PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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Garda Capital Partners Lp
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Bill Few Associates, Inc.
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PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
|
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SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
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SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
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PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
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Doheny Asset Management /ca
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Kessler Investment Group, LLC
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Quarry LP
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Mirae Asset Global Investments Co., Ltd.
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SHOC - EA Series Trust - Strive U.S. Semiconductor ETF
|
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Sterling Capital Management LLC
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Greenland Capital Management LP
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IGPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Software ETF
|
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First American Bank
|
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|
WFA of San Diego, LLC
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Counterpoint Mutual Funds LLC
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BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
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Wela Strategies, Inc.
|
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Alerus Financial Na
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Prudential Plc
|
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MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
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Ubs Asset Management Americas Inc
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Berkshire Money Management, Inc.
|
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First Command Advisory Services, Inc.
|
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|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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|
New Age Alpha Advisors, LLC
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|
Empire Financial Management Company, LLC
|
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|
Orca Wealth Management, LLC
|
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|
Encompass More Asset Management
|
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|
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
|
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|
Virtue Capital Management, LLC
|
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|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
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|
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|
Cresset Asset Management, LLC
|
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|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
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|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
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|
Smith Thornton Advisors LLC
|
|
|
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|
|
Quantum Financial Advisors, LLC
|
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|
Franklin Resources Inc
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
|
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|
BLOK - Amplify ETF Trust - Amplify Transformational Data Sharing ETF
|
|
|
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|
|
Tortoise Investment Management, LLC
|
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|
Financial Council Asset Management Inc
|
|
|
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|
Stratos Wealth Advisors, LLC
|
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|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
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|
Leisure Capital Management
|
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|
West Branch Capital LLC
|
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|
|
SFE Investment Counsel
|
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|
Columbia Asset Management
|
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|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
|
|
|
|
|
BayBridge Capital Group, LLC
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
WBAT - WisdomTree Trust - WisdomTree Battery Value Chain and Innovation Fund NA
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
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|
|
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|
CIBC Private Wealth Group, LLC
|
|
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|
TigerOak Management, L.L.C.
|
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|
Covenant Asset Management, LLC
|
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|
|
HAP Trading, LLC
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
MTCGX - M FUND INC - M Large Cap Growth Fund
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
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|
|
Graypoint LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
ROGSX - Oak Associates Funds - Red Oak Technology Select Fund
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Rs Crum Inc.
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Parker Financial LLC
|
|
|
|
|
|
RBA Wealth Management, LLC
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
RISN - Northern Lights Fund Trust IV - Inspire Tactical Balanced ESG ETF
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
FIFTHDELTA Ltd
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Swp Financial Llc
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
SMHX - VanEck ETF Trust - VanEck Fabless Semiconductor ETF
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Muirfield Wealth Advisors Llc
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
Wolff Financial Management Llc
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Te Ahumairangi Investment Management Ltd
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
|
|
|
|
|
Nia Impact Advisors, Llc
|
|
|
|
|
|
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
|
|
|
MPGFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Growth Fund
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
|
|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
|
|
|
|
|
Private Capital Management Llc
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
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We Are One Seven, LLC
|
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Abn Amro Investment Solutions
|
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AIVC - Amplify ETF Trust - Amplify Global Cloud Technology ETF
|
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Citizens Financial Group Inc/ri
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|
HAIL - SPDR SERIES TRUST - SPDR S&P Kensho Smart Mobility ETF
|
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|
Richmond Investment Services, LLC
|
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|
Tredje AP-fonden
|
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LGT Group Foundation
|
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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Creative Financial Designs Inc /adv
|
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|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
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Aster Capital Management (DIFC) Ltd
|
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Fountainhead AM, LLC
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Centric Wealth Management
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Canada Post Corp Registered Pension Plan
|
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
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Bank of New Hampshire
|
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Fortem Financial Group, Llc
|
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Westwood Wealth Management
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
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Clean Yield Group
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Natixis Advisors, L.p.
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Howe & Rusling Inc
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AE Wealth Management LLC
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Rothschild Investment Llc
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Silverlake Wealth Management Llc
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BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
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Eastern Bank
|
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Ssa Swiss Advisors Ag
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
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FUKOKU MUTUAL LIFE INSURANCE Co
|
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Bank Of Hawaii
|
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Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
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GK Wealth Management LLC
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Sovereign Financial Group, Inc.
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Heard Capital LLC
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VERITY Wealth Advisors
|
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Moseley Investment Management Inc
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GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
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MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF
|
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Alteri Wealth LLC
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Riverview Trust Co
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DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
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Anchor Investment Management, LLC
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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Private Advisory Group LLC
|
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|
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OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
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VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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|
John Hancock Funds II - Science & Technology Fund Class NAV
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A
|
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Mizuho Markets Cayman LP
|
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Lmcg Investments, Llc
|
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DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
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Crawford Investment Counsel Inc
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NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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Victory Financial Group, Llc
|
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Certior Financial Group, Llc
|
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SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A
|
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|
Annex Advisory Services, LLC
|
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Ballentine Partners, LLC
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Modera Wealth Management, LLC
|
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QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
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Sovran Advisors, LLC
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Canton Hathaway, LLC
|
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SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
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|
Rodgers Brothers Inc.
|
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Private Capital Management, LLC
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Coppell Advisory Solutions LLC
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ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I
|
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Brooks, Moore & Associates, Inc.
|
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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Nomura Holdings Inc
|
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Postrock Partners Llc
|
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Princeton Global Asset Management LLC
|
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Pinnacle Wealth Planning Services, Inc.
|
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MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
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FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
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|
Lewis Asset Management, LLC
|
|
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|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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|
Red Cedar Investment Management, Llc
|
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Empowered Funds, LLC
|
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|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Loomis Sayles Global Growth Fund Standard Class
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
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|
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Ring Mountain Capital, LLC
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Byrne Financial Freedom, Llc
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Marquette Asset Management, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
H&H Retirement Design & Management INC
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
Peterson Wealth Advisors, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Stolper Co
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
|
|
|
|
|
Hudson Capital Management LLC
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Purus Wealth Management, LLC
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
CHAT - Tidal Trust II - Roundhill Generative AI & Technology ETF
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Terril Brothers, Inc.
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
Front Street Capital Management, Inc.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
First Long Island Investors, LLC
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Heritage Wealth Management, Inc. /CA/
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Fiduciary Wealth Partners, LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
FAI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Bloomberg Artificial Intelligence ETF
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Roberts Capital Advisors, LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Loomis Sayles Global Growth Fund (I)
|
|
|
|
|
|
Pinpoint Asset Management Ltd
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
Roundhill ETF Trust - Roundhill Humanoid Robotics ETF
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
USRD - Themes ETF Trust - Themes US R&D Champions ETF
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
Croban
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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Nemes Rush Group LLC
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Bare Financial Services, Inc
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Independent Solutions Wealth Management, LLC
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SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
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Shelter Mutual Insurance Co
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Sage Rhino Capital Llc
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MKT Advisors LLC
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North Growth Management Ltd.
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Ghe, Llc
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
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SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
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Ahl Investment Management, Inc.
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Davidson Investment Advisors
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BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
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Arthur M. Cohen & Associates, Llc
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William B. Walkup & Associates, Inc.
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
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Deseret Mutual Benefit Administrators
|
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Hillsdale Investment Management Inc.
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UniSuper Management Pty Ltd
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Vanguard Capital Wealth Advisors
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Gateway Investment Advisers Llc
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LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
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Finward Bancorp
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BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
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GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
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FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
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DiNuzzo Private Wealth, Inc.
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Occidental Asset Management, LLC
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Chilton Investment Co Llc
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Holos Integrated Wealth LLC
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Louisiana State Employees Retirement System
|
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VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
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Systematic Alpha Investments, LLC
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Bessemer Group Inc
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Oak Associates Ltd /oh/
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
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SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
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Gsa Capital Partners Llp
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Moloney Securities Asset Management, LLC
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NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
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BridgePort Financial Solutions, LLC
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Curat Global, LLC
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First National Advisers, LLC
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MTCAX - MFS SERIES TRUST I - MFS Technology Fund A
|
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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MOKAN Wealth Management Inc.
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EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB
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Appaloosa Lp
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Robinson Value Management, Ltd.
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Vanguard Group Inc
|
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Alan B. Lancz & Associates, Inc.
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Independent Advisor Alliance
|
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Royal Bank Of Canada
|
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Pacific Global Investment Management Co
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North Berkeley Wealth Management, LLC
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Twin Peaks Wealth Advisors, LLC
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Bernard Wealth Management Corp.
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Frazier Financial Advisors, LLC
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RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
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ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF
|
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SkyOak Wealth, LLC
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Handelsbanken Fonder AB
|
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Kerusso Capital Management LLC
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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Clifford Swan Investment Counsel Llc
|
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Legacy Financial Advisors, Inc.
|
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FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
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Insight Advisors, LLC/ PA
|
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QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
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TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
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North Star Investment Management Corp.
|
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1st Source Bank
|
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Altfest L J & Co Inc
|
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Crux Wealth Advisors
|
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GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
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IFG Advisory, LLC
|
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VCBCX - VALIC Co I - Blue Chip Growth Fund
|
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Empire Life Investments Inc.
|
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IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
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Truvestments Capital Llc
|
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E Fund Management (Hong Kong) Co., Ltd.
|
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Five Oceans Advisors
|
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Ironwood Investment Counsel, LLC
|
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DRIV - Global X Funds - Global X Autonomous & Electric Vehicles ETF
|
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|
waypoint wealth counsel
|
|
|
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|
Cornerstone Advisory, LLC
|
|
|
|
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|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
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|
Merit Financial Group, LLC
|
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|
Beaumont Financial Advisors, LLC
|
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|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
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|
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|
Wesbanco Bank Inc
|
|
|
|
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|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
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|
Zullo Investment Group, Inc.
|
|
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|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
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|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
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|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
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|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
PSI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Semiconductors ETF
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
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|
Mayflower Financial Advisors, LLC
|
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|
|
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|
Viking Fund Management Llc
|
|
|
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|
Ceera Investments, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
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|
Adirondack Trust Co
|
|
|
|
|
|
IXN - iSHARES TRUST - iShares Global Tech ETF
|
|
|
|
|
|
Roberts Wealth Advisors, LLC
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
SIXG - ETF Series Solutions - Defiance Next Gen Connectivity ETF
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Aurora Investment Counsel
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
BLKC - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF
|
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Atlas Wealth LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
WIREX - PFS FUNDS - Wireless Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Neuberger Berman Next Generation Connectivity Fund Inc.
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Holowesko Partners Ltd.
|
|
|
|
|
|
GRNY - Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
THNQ - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Artificial Intelligence ETF
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Hoge Financial Services, Llc
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Drum Hill Capital, LLC
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
ROBO - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Robotics and Automation Index ETF
|
|
|
|
|
|
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify CWP Growth & Income ETF
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
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Cim Investment Mangement Inc
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Jfs Wealth Advisors, Llc
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Todd Asset Management Llc
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Consilio Wealth Advisors, Llc
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New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
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BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
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Mowery & Schoenfeld Wealth Management, LLC
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ROE - EA Series Trust - Astoria US Quality Kings ETF
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E&G Advisors, LP
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Granite Group Advisors, LLC
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
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IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
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Td Asset Management Inc
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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Selway Asset Management
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
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Fifth Third Bancorp
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TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
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Northwest & Ethical Investments L.P.
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BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
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Smithbridge Asset Management Inc/de
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Smith, Moore & Co.
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Rockefeller Capital Management L.P.
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Hall Laurie J Trustee
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New England Asset Management Inc
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Verus Capital Partners, Llc
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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
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Financial Management Network Inc
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Wiley Bros.-aintree Capital, Llc
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Central Bank & Trust Co
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State Of Wisconsin Investment Board
|
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EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
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Tower Bridge Advisors
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Marex Group plc
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Nwam Llc
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ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
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HBW Advisory Services LLC
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Rowland & Co Investment Counsel/adv
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Naviter Wealth, LLC
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
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EQ ADVISORS TRUST - EQ/Invesco Global Portfolio Class IB
|
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DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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Lakeside Advisors, INC.
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Alliancebernstein L.p.
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
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GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
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Caxton Associates Llp
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Mountain Hill Investment Partners Corp.
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Livelsberger Financial Advisory
|
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Cairn Investment Group, Inc.
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VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
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LIVR - EA Series Trust - Intelligent Livermore ETF
|
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Edgar Lomax Co/va
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Los Angeles Capital Management Llc
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AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
|
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Allianz Se
|
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
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FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF
|
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Bell Bank
|
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|
AOTG - EA Series Trust - AOT Growth and Innovation ETF
|
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Janney Montgomery Scott LLC
|
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Novak & Powell Financial Services, Inc.
|
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Toth Financial Advisory Corp
|
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State of Alaska, Department of Revenue
|
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SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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|
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
|
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National Bank Of Canada /fi/
|
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Bridges Investment Management Inc
|
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Keudell/Morrison Wealth Management
|
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Financial Alternatives, Inc
|
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Bahl & Gaynor Inc
|
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PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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|
Creative Planning
|
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Carret Asset Management, Llc
|
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Harvest Investment Services, LLC
|
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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|
Oarsman Capital, Inc.
|
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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|
Blume Capital Management, Inc.
|
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|
Baron Wealth Management LLC
|
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|
Delta Financial Group, Inc.
|
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JDM Financial Group LLC
|
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|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
|
|
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|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
SMPIX - Profunds - Semiconductor Ultrasector Profund Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Measured Risk Portfolios, Inc.
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Clarity Wealth Advisors, LLC
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Papamarkou Wellner Asset Management inc.
|
|
|
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|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
Clearview Wealth Advisors LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Prairie Sky Financial Group LLC
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
IVRS - iSHARES TRUST - iShares Future Metaverse Tech and Communications ETF
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Masso Torrence Wealth Management Inc.
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Loomis Sayles Growth Portfolio Class IB
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
GROZ - Zacks Trust - Zacks Focus Growth ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Kemnay Advisory Services Inc.
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Marathon Trading Investment Management LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
Robeco Schweiz AG
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
Capital Investment Services of America, Inc.
|
|
|
|
|
|
Ackerman Capital Advisors, LLC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
Sage Private Wealth Group, Llc
|
|
|
|
|
|
Koa Wealth Management, LLC
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
Drake & Associates, LLC
|
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Vinva Investment Management Ltd
|
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|
Mendota Financial Group, LLC
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|
Armis Advisers, LLC
|
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|
Newbridge Financial Services Group, Inc.
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|
Americana Partners, LLC
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|
Alexander Randolph Advisory Inc
|
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|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
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|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
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|
Northern Trust Corp
|
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|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
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|
Fulton Bank, N.a.
|
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|
Kingstone Capital Partners Texas, LLC
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|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
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|
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A
|
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|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
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|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
Belpointe Asset Management LLC
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|
MorganRosel Wealth Management, LLC
|
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|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
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|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
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|
Exchange Bank
|
|
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|
CGC Financial Services, LLC
|
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|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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|
|
SRS Capital Advisors, Inc.
|
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|
WealthTrak Capital Management LLC
|
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|
Centricity Wealth Management, LLC
|
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Siemens Fonds Invest GmbH
|
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|
Stonebridge Capital Advisors LLC
|
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|
Clarius Group, LLC
|
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|
Austin Private Wealth, LLC
|
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|
Consolidated Planning Corp
|
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|
Credential Qtrade Securities Inc.
|
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TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
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|
Wsfs Capital Management, Llc
|
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|
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|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
|
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|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
Quantbot Technologies LP
|
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|
Harvest Investment Advisors, LLC
|
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Financially Speaking Inc
|
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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|
Tacita Capital Inc
|
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|
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|
Comprehensive Financial Planning, Inc./PA
|
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SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
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|
Strengthening Families & Communities, LLC
|
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|
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund
|
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|
Compass Planning Associates Inc
|
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|
Cypress Capital Advisors, LLC
|
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|
First Foundation Advisors
|
|
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|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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|
|
Groupama Asset Managment
|
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|
Ridgewood Investments LLC
|
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|
Plato Investment Management Ltd
|
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|
Innova Wealth Partners
|
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|
Cahill Financial Advisors Inc
|
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FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
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TGFRX - TANAKA FUNDS INC - TANAKA Growth Fund Class R
|
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|
Sunbelt Securities, Inc.
|
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|
Concord Asset Management, LLC/VA
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
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|
Webster Bank, N. A.
|
|
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|
Erste Asset Management GmbH
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Arlington Capital Management, Inc.
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Landaas & Co /wi /adv
|
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|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
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|
|
|
Renaissance Group Llc
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
CacheTech Inc.
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Caitlin John, LLC
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
Pfc Capital Group, Inc.
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Twin City Private Wealth, Llc
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class
|
|
|
|
|
|
New Insight Wealth Advisors
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Windsor Capital Management, LLC
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
DDD Partners, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
Invenomic Capital Management LP
|
|
|
|
|
|
Seven Springs Wealth Group, LLC
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Foundry Partners, LLC
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
Blue Sky Capital Consultants Group, Inc.
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Matisse Capital
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
Von Berge Wealth Management Group, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
Martin & Co Inc /tn/
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Guinness Asset Management LTD
|
|
|
|
|
|
Client 1st Advisory Group, Llc
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP Newton Technology Growth Portfolio Service Class
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
MUFG Securities EMEA plc
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Capital Markets Trading UK LLP
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
Mork Capital Management, LLC
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Planned Solutions, Inc.
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Credit Capital Investments LLC
|
|
|
|
|
|
Tributary Capital Management, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
SOXQ - Invesco Exchange-Traded Fund Trust II - Invesco PHLX Semiconductor ETF
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
|
|
R.m.sincerbeaux Capital Management Llc
|
|
|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
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Advisor Group Holdings, Inc.
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Fisher Asset Management, LLC
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
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LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
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SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
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Lowe Brockenbrough & Co Inc
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QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
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YOKE - EA Series Trust - Yoke Core ETF
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Amalgamated Bank
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Madrona Financial Services, LLC
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Hsbc Holdings Plc
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
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SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
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180 Wealth Advisors, Llc
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Tamar Securities, LLC
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KRMA - Global X Funds - Global X Conscious Companies ETF
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IMG Wealth Management, Inc.
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
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Millennium Management Llc
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
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Rhumbline Advisers
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QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
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Shayne & Co., Llc
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JCIC Asset Management Inc.
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Wolverine Asset Management Llc
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
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CHURCHILL MANAGEMENT Corp
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Evoke Wealth, Llc
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INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
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TDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Technology Dividend Target Income ETF
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
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Beacon Financial Advisory LLC
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Community Trust & Investment Co
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AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5
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DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
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1 North Wealth Services Llc
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JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
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Steel Peak Wealth Management LLC
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Ocean Capital Management, LLC
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Petredis Investment Advisors Llc
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Auto-Owners Insurance Co
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Cornercap Investment Counsel Inc
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TOWTX - MSS Series Trust - Towpath Technology Fund Institutional Share Class
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Biltmore Family Office, LLC
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FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
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ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
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Sumitomo Mitsui DS Asset Management Company, Ltd
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LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
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Dakota Community Bank & Trust NA
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AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
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Laurel Wealth Advisors LLC
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Plante Moran Financial Advisors, LLC
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Mattern Capital Management, Llc
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Boston Private Wealth Llc
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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Marshall Wace, Llp
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TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
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Kiker Wealth Management, LLC
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Groupe la Francaise
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Stance Capital Llc
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Klp Kapitalforvaltning As
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LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
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