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Scientech Research LLC
|
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HighPoint Advisor Group LLC
|
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City Holding Co
|
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|
Aquatic Capital Management LLC
|
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|
Geode Capital Management, Llc
|
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|
Cornerstone Wealth Management, LLC
|
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|
Mengis Capital Management, Inc.
|
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|
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|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
RKL Wealth Management LLC
|
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|
LM Advisors LLC
|
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|
Bank of New York Mellon Corp
|
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Paradigm Asset Management Co Llc
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Asset Planning,Inc
|
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Kempen Capital Management N.v.
|
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|
Howard Capital Management Group, LLC
|
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|
Northwest Financial Advisors
|
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Octavia Wealth Advisors, LLC
|
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|
Burling Wealth Partners, Llc
|
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|
Lakeshore Financial Planning, Inc.
|
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|
Van Eck Associates Corp
|
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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|
Crossmark Global Holdings, Inc.
|
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|
Spectrum Planning & Advisory Services Inc.
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Focused Equity Fund Class II
|
|
|
|
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|
Mendota Financial Group, LLC
|
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|
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
|
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|
Brookstone Capital Management
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
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|
First National Trust Co
|
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|
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|
Plancorp, LLC
|
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WPG Advisers, LLC
|
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|
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
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|
Lazard Asset Management Llc
|
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|
Carnegie Capital Asset Management, LLC
|
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|
Bridge Generations Wealth Management Llc
|
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|
Calamos Wealth Management LLC
|
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|
VADGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Dividend Growth Fund Admiral Shares
|
|
|
|
|
|
Ledgewood Wealth Advisors, LLC
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Virtue Capital Management, LLC
|
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|
BCS Wealth Management
|
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|
Truvestments Capital Llc
|
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|
Crawford Investment Counsel Inc
|
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|
Country Trust Bank
|
|
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|
Affinity Wealth Management Llc
|
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|
Potomac Fund Management Inc /adv
|
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|
Osprey Private Wealth LLC
|
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|
Berger Financial Group, Inc
|
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|
Federated Hermes, Inc.
|
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|
Glen Eagle Advisors, LLC
|
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|
Hodges Capital Management Inc.
|
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Quest Partners LLC
|
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|
SPC Financial, Inc.
|
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|
Patron Partners Advisors, Llc
|
|
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|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
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|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
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|
Patriot Investment Management Inc.
|
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|
Baxter Bros Inc
|
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|
Css Llc/il
|
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Baker Tilly Financial, Llc
|
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|
Nova Wealth Management, Inc.
|
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Midwest Financial Group LLC
|
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|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
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|
Rakuten Securities, Inc.
|
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|
State of Alaska, Department of Revenue
|
|
|
|
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|
Tcfg Wealth Management, Llc
|
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|
Premier Path Wealth Partners, LLC
|
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|
Hanson & Doremus Investment Management
|
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|
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|
MUFG Securities EMEA plc
|
|
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|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
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|
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|
Greenwood Capital Associates Llc
|
|
|
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|
|
Perkins Coie Trust Co
|
|
|
|
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|
Opus Capital Group, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
NavPoint Financial, Inc.
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
Montz Harcus Wealth Management LLC
|
|
|
|
|
|
Abner Herrman & Brock Llc
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
Cora Capital Advisors Llc
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Aspire Capital Advisors LLC
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
O'Keefe Stevens Advisory, Inc.
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Boyar Asset Management Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Matthew Goff Investment Advisor, LLC
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
May Barnhard Investments LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
OV Management LLC
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
CENTX - NORTHERN LIGHTS FUND TRUST III - Centerstone Investors Fund Class I
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Burgundy Asset Management Ltd.
|
|
|
|
|
|
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Primoris Wealth Advisors, Llc
|
|
|
|
|
|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
|
|
|
|
|
Jericho Financial, Llp
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
North Point Portfolio Managers Corp/oh
|
|
|
|
|
|
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Tilson Financial Group, Inc.
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
Westshore Wealth, LLC
|
|
|
|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A
|
|
|
|
|
|
Grant Street Asset Management, Inc.
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
AAFMAA Wealth Management & Trust LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class
|
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
HS Management Partners, LLC
|
|
|
|
|
|
Concorde Asset Management, LLC
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
Stegner Investment Associates Inc.
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
Private Wealth Advisors, LLC
|
|
|
|
|
|
Human Investing LLC
|
|
|
|
|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Solidarilty Wealth, LLC
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Murchinson Ltd.
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
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|
|
|
|
Chesapeake Wealth Management
|
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|
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|
Levin Capital Strategies, L.p.
|
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|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
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|
|
Birchcreek Wealth Management, LLC
|
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|
Verity Asset Management, Inc.
|
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|
Lord, Abbett & Co. Llc
|
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Pathway Financial Advisers, LLC
|
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OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
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|
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|
|
Lodestar Private Asset Management Llc
|
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|
|
Revolve Wealth Partners, LLC
|
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Invesco Ltd.
|
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|
|
Citadel Investment Advisory, Inc.
|
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|
HCR Wealth Advisors
|
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|
Seven Springs Wealth Group, LLC
|
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Blossom Wealth Management
|
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|
McKinley Carter Wealth Services, Inc.
|
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|
Baron Silver Stevens Financial Advisors, Llc
|
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|
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|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Old Port Advisors
|
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|
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|
|
Janney Capital Management LLC
|
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|
Seven Mile Advisory
|
|
|
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|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Montis Financial, LLC
|
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|
|
Campbell Newman Asset Management Inc
|
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|
Northstar Asset Management Inc
|
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|
Murphy, Middleton, Hinkle & Parker, Inc.
|
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|
|
Lowe Wealth Advisors, LLC
|
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|
Sachetta, LLC
|
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|
|
Oak Hill Wealth Advisors, Llc
|
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|
3Chopt Investment Partners, LLC
|
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|
|
Exchange Traded Concepts, Llc
|
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|
1248 Management, LLC
|
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|
Powers Advisory Group, LLC
|
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|
MainStreet Investment Advisors LLC
|
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|
|
First Financial Bankshares Inc
|
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TFC Financial Management
|
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FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
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|
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|
Brady Family Wealth, Llc
|
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|
|
Ibex Wealth Advisors
|
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|
Farringdon Capital, Ltd.
|
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|
Intech Investment Management Llc
|
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SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
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|
Binnacle Investments Inc
|
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|
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|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
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|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
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|
|
Coastal Investment Advisors, Inc.
|
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|
Moment Partners, LLC
|
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|
Chris Bulman Inc
|
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|
ASR Vermogensbeheer N.V.
|
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|
Astoria Portfolio Advisors LLC.
|
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|
First Trust Advisors Lp
|
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|
|
Valicenti Advisory Services Inc
|
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|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
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|
|
Crescent Grove Advisors, LLC
|
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|
|
Caxton Associates Llp
|
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|
PrairieView Partners, LLC
|
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|
Accurate Wealth Management, LLC
|
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|
|
Aries Wealth Management
|
|
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|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
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|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Wealth Advisors of Iowa, LLC
|
|
|
|
|
|
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
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|
|
New Millennium Group LLC
|
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|
Joule Financial, LLC
|
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|
Creekmur Asset Management LLC
|
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|
Lsv Asset Management
|
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|
Opus Investment Management Inc
|
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|
Hilltop Holdings Inc.
|
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|
West Bancorporation Inc
|
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|
Archer Investment Corp
|
|
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|
IMC-Chicago, LLC
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
Stolper Co
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
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|
Signaturefd, Llc
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Shira Ridge Wealth Management
|
|
|
|
|
|
Bernardo Wealth Planning LLC
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
Smart Portfolios, LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
Wingate Wealth Advisors, Inc.
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
Holland Advisory Services, Inc.
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Nova R Wealth, Inc.
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Hedges Asset Management LLC
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Kennon-Green & Company, LLC
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Brick & Kyle, Associates
|
|
|
|
|
|
O'Brien Wealth Partners LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
CORDA Investment Management, LLC.
|
|
|
|
|
|
Financial Insights, Inc.
|
|
|
|
|
|
Compass Capital Management, Inc
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
Innovative Wealth Building LLC
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
APCM Wealth Management for Individuals
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Capital Investment Services of America, Inc.
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
JGRW - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Growth ETF
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
BancFirst Trust & Investment Management
|
|
|
|
|
|
Yeomans Consulting Group, Inc.
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Sage Capital Management, LLC
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
Seneca Financial Advisors LLC
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Eubel Brady & Suttman Asset Management Inc
|
|
|
|
|
|
Plotkin Financial Advisors, LLC
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class
|
|
|
|
|
|
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
McDonough Capital Management, Inc
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
Grace & White Inc /ny
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
FORM Wealth Advisors, LLC
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
R.H. Investment Group, LLC
|
|
|
|
|
|
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
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|
Diametric Capital, LP
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Keel Point, LLC
|
|
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|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
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|
|
Encompass More Asset Management
|
|
|
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|
|
Tokio Marine Asset Management Co Ltd
|
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|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Cohen & Steers, Inc.
|
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|
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|
Aprio Wealth Management, LLC
|
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|
DAVENPORT & Co LLC
|
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|
Harbour Trust & Investment Management Co
|
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Fox Hill Wealth Management
|
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|
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
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|
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|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
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|
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|
Doliver Advisors, Lp
|
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|
JLFSX - JOHN HANCOCK INVESTMENT TRUST - Global Climate Action Fund - Class I
|
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|
Resources Management Corp /ct/ /adv
|
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Gts Securities Llc
|
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
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|
|
Hallmark Capital Management Inc
|
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|
BridgePort Financial Solutions, LLC
|
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|
Retirement Planning Group, Llc / Ny
|
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|
Willow Creek Wealth Management Inc.
|
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|
Coldstream Capital Management Inc
|
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|
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
|
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|
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|
Rafferty Asset Management, LLC
|
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|
Insight 2811, Inc.
|
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Griffin Asset Management, Inc.
|
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Ables, Iannone, Moore & Associates, Inc.
|
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Credit Industriel Et Commercial
|
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Taurus Asset Management, Llc
|
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Exencial Wealth Advisors, Llc
|
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Core Wealth Partners LLC
|
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|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
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|
Ausdal Financial Partners, Inc.
|
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Woodstock Corp
|
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XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
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Stiles Financial Services Inc
|
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First PREMIER Bank
|
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Mn Services Vermogensbeheer B.V.
|
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Intrust Bank Na
|
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SS&H Financial Advisors, Inc.
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Kelly Lawrence W & Associates Inc/ca
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Stephenson National Bank & Trust
|
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Advisors Management Group Inc /adv
|
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Albert D Mason Inc
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Wambolt & Associates, LLC
|
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Tempus Wealth Planning, LLC
|
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Peoples Bank /oh
|
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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Occidental Asset Management, LLC
|
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Horizon Bancorp Inc /in/
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RD Lewis Holdings, Inc.
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Beutel, Goodman & Co Ltd.
|
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Captrust Financial Advisors
|
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|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
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|
|
Philadelphia Trust Co
|
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|
SJS Investment Consulting Inc.
|
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QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
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|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
Mizuho Markets Americas Llc
|
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|
Meridian Wealth Management, LLC
|
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Madrona Financial Services, LLC
|
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|
Chelsea Counsel Co
|
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|
D. E. Shaw & Co., Inc.
|
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|
Delta Financial Group, Inc.
|
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|
Generali Investments, Management Co LLC
|
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|
Moser Wealth Advisors, LLC
|
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|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Glenmede Investment Management, LP
|
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|
Cardinal Point Capital Management, ULC
|
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|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
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|
|
Real Talk Capital, LLC
|
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|
Chemung Canal Trust Co
|
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|
Am Investment Strategies Llc
|
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|
Chiron Capital Management, Llc
|
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Financial Freedom, LLC
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
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|
Klp Kapitalforvaltning As
|
|
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|
Leeward Financial Partners, LLC
|
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|
Fft Wealth Management Llc
|
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|
Cannon Wealth Management Services, LLC
|
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|
Centerpoint Advisors, LLC
|
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|
Cwm, Llc
|
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|
Pallas Capital Advisors LLC
|
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|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Eagle Bluffs Wealth Management LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
Financial Council Asset Management Inc
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Westchester Capital Management, Inc.
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
MWA Asset Management
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
STAR Financial Bank
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Disciplined Equity Management, Inc.
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
|
|
|
|
|
Pacific Sage Partners, LLC
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A
|
|
|
|
|
|
BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
Shilanski & Associates, Inc.
|
|
|
|
|
|
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
QRVLX - FPA FUNDS TRUST - FPA Queens Road Value Fund
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Kelly Financial Group Llc
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
Finley Financial, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Gouws Capital LLC
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Stillwater Wealth Management Group
|
|
|
|
|
|
Lifestyle Asset Management, Inc.
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
|
|
|
|
|
Alpha Financial Partners, LLC
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
CMT Capital Markets Trading GmbH
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Sone Capital Management, LLC
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Ghe, Llc
|
|
|
|
|
|
Safeguard Investment Advisory Group, LLC
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
Paladin Wealth, LLC
|
|
|
|
|
|
Sicart Associates LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Davis-rea Ltd.
|
|
|
|
|
|
DDM - PROSHARES TRUST - ProShares Ultra Dow30
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Wealth Management Nebraska
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
McHugh Group, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Clune & Associates, Ltd.
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Sylvest Advisors, LLC
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
Traveka Wealth, LLC
|
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|
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VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
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|
DRW Securities, LLC
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|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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|
Capitolis Liquid Global Markets LLC
|
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|
Burns J W & Co Inc/ny
|
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|
Neo Ivy Capital Management
|
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|
Saxon Interests, Inc.
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|
SMART Wealth LLC
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|
Beese Fulmer Investment Management, Inc.
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|
First Financial Corp /in/
|
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|
Northeast Financial Group, Inc.
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|
Goldstein Advisors, LLC
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|
Rooted Wealth Advisors, Inc.
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|
Iams Wealth Management, Llc
|
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|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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|
Southern Capital Advisors, Llc
|
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|
MN Wealth Advisors, LLC
|
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|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
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|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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|
Armstrong Advisory Group, Inc
|
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|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
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|
Erste Asset Management GmbH
|
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|
Mutual Of America Capital Management Llc
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|
RMG Wealth Management LLC
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|
Cascade Financial Partners, LLC
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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|
Abound Wealth Management
|
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|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
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|
Lazari Capital Management, Inc.
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|
SBI Securities Co., Ltd.
|
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Tower View Investment Management & Research LLC
|
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|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
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|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
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Nbt Bank N A /ny
|
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|
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AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
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|
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|
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
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|
IHT Wealth Management, LLC
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|
Resources Investment Advisors, LLC.
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PFG Investments, LLC
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Trust Asset Management LLC
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Westend Capital Management LLC
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Embree Financial Group
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1620 Investment Advisors, Inc.
|
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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|
Arkadios Wealth Advisors
|
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|
|
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|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
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|
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SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
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|
Naples Global Advisors, Llc
|
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|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
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|
Elios Financial Group Inc.
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|
Successful Portfolios LLC
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|
JT Stratford LLC
|
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Waterfront Wealth Inc.
|
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
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Mesirow Financial Investment Management, Inc.
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Newman Dignan & Sheerar, Inc.
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Lavaca Capital Llc
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Simon Quick Advisors, Llc
|
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Douglas Lane & Associates, LLC
|
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SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
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Davis Capital Management
|
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|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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|
Palisade Capital Management Llc/nj
|
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Douglass Winthrop Advisors, LLC
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Next Capital Management LLC
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Triumph Capital Management
|
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PineBridge Investments, L.P.
|
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Ethic Inc.
|
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|
Friedenthal Financial
|
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|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
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|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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|
|
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|
Camden Capital, LLC
|
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|
Vestor Capital, Llc
|
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IFM Investors Pty Ltd
|
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|
SC&H Financial Advisors, Inc.
|
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DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
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|
|
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|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
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|
Stenger Family Office, LLC
|
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|
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|
Generali Investments CEE, investicni spolecnost, a.s.
|
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|
Synovus Financial Corp
|
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|
Meridian Wealth Advisors, LLC
|
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|
First Community Trust Na
|
|
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|
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|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
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|
|
|
Inscription Capital, LLC
|
|
|
|
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|
Benjamin Edwards Inc
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
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|
Wilkinson Global Asset Management LLC
|
|
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|
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|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
|
|
|
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|
Brown Advisory Inc
|
|
|
|
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|
TBH Global Asset Management, LLC
|
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|
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|
Spectrum Asset Management, Inc. (NB/CA)
|
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|
Maryland Capital Advisors Inc.
|
|
|
|
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|
626 Financial, LLC
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
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|
Morton Capital Management LLC/CA
|
|
|
|
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|
Full Sail Capital, LLC
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Absher Wealth Management, Llc
|
|
|
|
|
|
Live Oak Investment Partners
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Harbor Advisory Corp /ma/
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
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|
Traub Capital Management LLC
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
West Wealth Group, LLC
|
|
|
|
|
|
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
JENSX - Jensen Quality Growth Fund Inc - The Jensen Quality Growth Fund Inc J Shares
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Ring Mountain Capital, LLC
|
|
|
|
|
|
Act Two Investors Llc
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Broadleaf Partners, LLC
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Bank Hapoalim Bm
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
4J Wealth Management LLC
|
|
|
|
|
|
Atlas Wealth LLC
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Roffman Miller Associates Inc /pa/
|
|
|
|
|
|
Somerset Group LLC
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Financial Strategies Group, Inc.
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Headland Capital, LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Christensen, King & Associates Investment Services, Inc.
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
Continuum Wealth Advisors, Llc
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Lorne Steinberg Wealth Management Inc.
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
Hoge Financial Services, Llc
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Presidio Capital Management, LLC
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Generali Powszechne Towarzystwo Emerytalne
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
Cassia Capital Partners, LLC
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Yoffe Investment Management, LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
Well Done, LLC
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Parkwoods Wealth Partners, LLC
|
|
|
|
|
|
Rather & Kittrell, Inc.
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Value Fund Class I
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
Johnson & White Wealth Management, LLC
|
|
|
|
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CenterBook Partners LP
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Clarius Group, LLC
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Parsons Capital Management Inc/ri
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Confluence Investment Management Llc
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Commonwealth Equity Services, Llc
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
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|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
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|
Menora Mivtachim Holdings Ltd.
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JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
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Kayne Anderson Rudnick Investment Management Llc
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City State Bank
|
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John Hancock Hedged Equity & Income Fund
|
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
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JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
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PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
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Gibraltar Capital Management, Inc.
|
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Silver Lake Advisory, LLC
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UDOW - PROSHARES TRUST - ProShares UltraPro Dow30
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IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
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SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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Mitchell Mcleod Pugh & Williams Inc
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
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SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
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Deseret Mutual Benefit Administrators
|
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Hamilton Point Investment Advisors, LLC
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SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF
|
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Glenview Trust Co
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Retirement Guys Formula Llc
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Great West Life Assurance Co /can/
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Root Financial Partners, LLC
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Enterprise Bank & Trust Co
|
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Asset Management One Co., Ltd.
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SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
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|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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HORAN Wealth, LLC
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Valeo Financial Advisors, LLC
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Summit Wealth & Retirement Planning, Inc.
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Papamarkou Wellner Asset Management inc.
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Waycross Partners, Llc
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Liberty Capital Management, Inc.
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Ar Asset Management Inc
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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ABLE Financial Group, LLC
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IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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Kmg Fiduciary Partners, Llc
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Frazier Financial Advisors, LLC
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Traynor Capital Management, Inc.
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May Hill Capital, LLC
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Spinnaker Trust
|
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CCLA Investment Management Ltd
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Victrix Investment Advisors
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Silverleafe Capital Partners, LLC
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Wealth Watch Advisors, INC
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Keystone Financial Group
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Evelyn Partners Investment Management (Europe) Ltd
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Meridian Management Co
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Clear Creek Financial Management, LLC
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Albion Financial Group /ut
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AlphaCore Capital LLC
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FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
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Rossmore Private Capital
|
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Ritter Daniher Financial Advisory LLC / DE
|
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FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
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Foster Dykema Cabot & Partners, Llc
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Americana Partners, LLC
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Martingale Asset Management L P
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Clarendon Private LLC
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Re Advisers Corp
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Pacifica Partners Inc.
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INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF
|
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Aldebaran Financial Inc.
|
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Haverford Trust Co
|
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Twin Peaks Wealth Advisors, LLC
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Blackhawk Capital Partners LLC.
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NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
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|
Cascades Capital Asset Management, LLC
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|
LaSalle St. Investment Advisors, LLC
|
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|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
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|
Ssi Investment Management Llc
|
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American Money Management, LLC
|
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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|
Intrua Financial, LLC
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|
Tanager Wealth Management LLP
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|
Change Path, LLC
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|
Sabal Trust CO
|
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Wellington Shields & Co., LLC
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|
Howard Hughes Medical Institute
|
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|
Venturi Wealth Management, LLC
|
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|
Cambridge Financial Group, Inc.
|
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
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|
|
Simmons Bank
|
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|
|
|
Wealth Group, Ltd.
|
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|
Courage Miller Partners, LLC
|
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|
Fsb Premier Wealth Management, Inc.
|
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|
Birchbrook, Inc.
|
|
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|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
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|
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|
49 Wealth Management, Llc
|
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|
J.Safra Asset Management Corp
|
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|
InTrack Investment Management Inc
|
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|
OMC Financial Services LTD
|
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|
Nordea Investment Management Ab
|
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|
Dynasty Wealth Management, Llc
|
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|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
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|
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|
Thoroughbred Financial Services, Llc
|
|
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|
|
|
MEMBERS Trust Co
|
|
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|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Idaho Trust Bank
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Arcus Capital Partners, LLC
|
|
|
|
|
|
Clay Northam Wealth Management, LLC
|
|
|
|
|
|
RYLIX - RYDEX SERIES FUNDS - Leisure Fund Investor Class
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
Proquility Private Wealth Partners, LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Family Capital Trust Co
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
Patrick Mauro Investment Advisor, INC.
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Voisard Asset Management Group, Inc.
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
Sl Advisors, Llc
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
J. Stern & Co. LLP
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Wills Financial Group LLC
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Paul Damon & Associates, Inc.
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Blue Capital, Inc.
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Hixon Zuercher, LLC
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
BFI Infinity Ltd.
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Goepper Burkhardt LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Stone Run Capital, Llc
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Windle Wealth, LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Banco de Sabadell, S.A
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Monument Group Wealth Advisors, LLC
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Pfc Capital Group, Inc.
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Kinsale Capital Group, Inc.
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
Barnes Pettey Financial Advisors, Llc
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Bell & Brown Wealth Advisors, Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Hickory Asset Management, Inc.
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
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AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
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Foster Victor Wealth Advisors, LLC
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PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
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Portside Wealth Group, LLC
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Carderock Capital Management Inc
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Garrison Point Advisors, Llc
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Securian Funds Trust - SFT Index 500 Fund Class 1
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Schroder Investment Management Group
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MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
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EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
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United Advisor Group, LLC
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Passive Capital Management, LLC.
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Union Bancaire Privee, UBP SA
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Regent Peak Wealth Advisors LLC
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First National Corp /ma/ /adv
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CCOR - Listed Funds Trust - Core Alternative ETF
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NS Partners Ltd
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Everett Harris & Co /ca/
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Global Trust Asset Management, LLC
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Kestra Investment Management, LLC
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Capital Planning Advisors, LLC
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Prepared Retirement Institute LLC
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
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HHM Wealth Advisors, LLC
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JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
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Cherokee Insurance Co
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Perritt Capital Management Inc
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Evercore Wealth Management, LLC
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Nicholas Hoffman & Company, LLC.
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Tsai Capital Corp
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Bienville Capital Management, LLC
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Correct Capital Wealth Management
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Financial Synergies Wealth Advisors, Inc.
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Linden Thomas Advisory Services, LLC
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Monarch Capital Management Inc/
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Rehmann Capital Advisory Group
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Integrated Wealth Concepts LLC
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Elo Mutual Pension Insurance Co
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XTX Topco Ltd
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WPLCX - WP Trust - WP Large Cap Income Plus Fund Institutional Class Shares
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
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CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
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Jag Capital Management, Llc
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BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
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Landaas & Co /wi /adv
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Laurion Capital Management LP
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Mitsubishi UFJ Trust & Banking Corp
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JNL SERIES TRUST - JNL/Mellon Dow Index Fund (I)
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Fiduciary Financial Group, Llc
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Kavar Capital Partners Group, Llc
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Berkshire Bank
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Morgan Stanley
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IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
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DJIA - Global X Funds - Global X Dow 30 Covered Call ETF
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Harold Davidson & Associates Inc.
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Agp Franklin, Llc
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
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Equitable Trust Co
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KBC Group NV
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Twin Tree Management, LP
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SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
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CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
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Waters Parkerson & Co., Llc
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Tsfg, Llc
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Syverson Strege & Co
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Hoertkorn Richard Charles
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Granite Harbor Advisors, Inc.
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Halbert Hargrove Global Advisors, Llc
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Consolidated Portfolio Review Corp
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Pinnacle Financial Partners Inc
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Jnl Series Trust - Jnl/wmc Balanced Fund (a)
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Principle Wealth Partners Llc
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HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares
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Eldridge Investment Advisors, Inc.
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Toronto Dominion Bank
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Wealth Advisory Team LLC
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VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
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CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
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Lane & Associates LLC
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Intellus Advisors LLC
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Westhampton Capital, LLC
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Zevin Asset Management Llc
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Capital Advisory Group Advisory Services, LLC
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Morningstar Investment Management LLC
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Barclays Plc
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FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
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Maven Securities LTD
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Forefront Wealth Management Inc.
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Congress Wealth Management LLC / DE /
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THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
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SRS Capital Advisors, Inc.
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Blodgett Wealth Advisors, Llc
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Pioneer Trust Bank N A/or
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Harbour Investments, Inc.
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Susquehanna Fundamental Investments, Llc
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DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
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Lansing Street Advisors
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S&t Bank/pa
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SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
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Winthrop Capital Management, LLC
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Violich Capital Management, Inc.
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Dover Advisors, Llc
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Salem Investment Counselors Inc
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Pinnacle Financial Group, LLC / IL
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Stokes Capital Advisors, LLC
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Strait & Sound Wealth Management LLC
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
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Point72 (DIFC) Ltd
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GLOBALT Investments LLC / GA
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Sompo Japan Nipponkoa Asset Management Co.,ltd.
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Cascade Investment Group, Inc.
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Clear Street Markets Llc
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VSTIX - VALIC Co I - Stock Index Fund
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Apollon Wealth Management, LLC
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AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
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Howland Capital Management Llc
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Vertex Planning Partners, LLC
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Elevated Capital Advisors, LLC
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Visionary Wealth Advisors
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Altfest L J & Co Inc
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CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
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Centaurus Financial, Inc.
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
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McIlrath & Eck, LLC
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Great Valley Advisor Group, Inc.
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Virginia Retirement Systems Et Al
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Lummis Asset Management, LP
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Oxford Financial Group Ltd
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Barnes Dennig Private Wealth Management LLC
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Financial Gravity Companies, Inc.
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Credit Agricole S A
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
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Hunter Associates Investment Management Llc
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MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
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Barings Llc
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Nicolet Bankshares Inc
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TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
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RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
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Castlekeep Investment Advisors Llc
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Wellington Capital Management, Inc.
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
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Gries Financial Llc
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Measured Wealth Private Client Group, LLC
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Credential Securities Inc.
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UMA Financial Services, Inc.
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
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Insigneo Advisory Services, Llc
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Brookmont Capital Management
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
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Taylor Financial Group, Inc.
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BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
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Pinnacle Bancorp, Inc.
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WMG Financial Advisors, LLC
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Benin Management CORP
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Bigelow Investment Advisors, LLC
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VisionPoint Advisory Group, LLC
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PFS Partners, LLC
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GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares
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VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
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Gray Private Wealth, LLC
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Team Financial Group, LLC
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Fulton Bank, N.a.
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Berkshire Asset Management Llc/pa
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Factory Mutual Insurance Co
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Standard Life Aberdeen plc
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Axa S.a.
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Ingalls & Snyder Llc
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FT Vest Hedged Equity Income Fund: Series A2
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Willner & Heller, Llc
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SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
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FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
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Atlas Private Wealth Advisors
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Comerica Bank
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Overbrook Management Corp
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EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
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Mizuho Securities Usa Llc
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Axq Capital, Lp
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ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
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New Age Alpha Advisors, LLC
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Cornerstone Advisors Asset Management, Inc
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Greenwood Gearhart Inc
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
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Fayez Sarofim & Co
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Northstar Advisory Group, LLC
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Gamco Investors, Inc. Et Al
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Golden State Equity Partners
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Summit Place Financial Advisors, LLC
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Northwest Wealth Management, Llc
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Evelyn Partners Investment Management Services Ltd
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Holistic Financial Partners
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Glenmede Trust Co Na
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ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
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Tiaa Trust, National Association
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Aire Advisors, Llc
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Jane Street Group, Llc
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VCGAX - VALIC Co I - Growth & Income Fund
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Connable Office Inc
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Amussen Hunsaker Associates Llc
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Hantz Financial Services, Inc.
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CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
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Redmont Wealth Advisors Llc
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SageView Advisory Group, LLC
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FDLSX - FIDELITY SELECT PORTFOLIOS - Leisure Portfolio
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
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Archford Capital Strategies, LLC
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Moors & Cabot, Inc.
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Northstar Group, Inc.
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Consolidated Planning Corp
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TFR Capital, LLC.
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Centric Wealth Management
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Audent Global Asset Management, LLC
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Chokshi & Queen Wealth Advisors, Inc
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NBCC - Neuberger Berman ETF Trust - Neuberger Berman Next Generation Connected Consumer ETF
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Castle Wealth Management Llc
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Wbh Advisory Inc
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BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
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Winch Advisory Services, LLC
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Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
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Columbia Asset Management
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NewEdge Wealth, LLC
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TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
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Xponance, Inc.
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Signature Resources Capital Management, LLC
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Cura Wealth Advisors, Llc
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First Command Advisory Services, Inc.
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Profunds - Profund Vp Large-cap Value
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Richard C. Young & CO., LTD.
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LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
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Cim Investment Mangement Inc
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Savoie Capital LLC
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Creekside Partners
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Planning Alternatives Ltd /adv
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Bank Of Nova Scotia
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JB Capital LLC
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Cincinnati Insurance Co
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Close Asset Management Ltd
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Paladin Advisory Group, LLC
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Luts & Greenleigh Group, Inc
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M&t Bank Corp
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FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
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WASHINGTON TRUST Co
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JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
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White Pine Capital Llc
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BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
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Signature Wealth Management Group
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Hoxton Planning & Management, LLC
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Tiemann Investment Advisors, Llc
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
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BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
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GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
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DCM Advisors, LLC
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Guardian Wealth Advisors, Llc / Nc
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Alliance Wealth Advisors, LLC /UT
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MOKAN Wealth Management Inc.
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TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF
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BLPIX - Profunds - Bull Profund Investor Class
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VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
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Two Sigma Securities, Llc
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MSH Capital Advisors LLC
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CHICAGO TRUST Co NA
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Insight Inv LLC
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Barrett & Company, Inc.
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State Of Michigan Retirement System
|
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|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
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Ironwood Financial, llc
|
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China Universal Asset Management Co., Ltd.
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Accel Wealth Management
|
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CapWealth Advisors, LLC
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Pathstone Holdings, LLC
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
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|
Allianzgi Diversified Income & Convertible Fund
|
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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|
Meredith Wealth Planning
|
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Oppenheimer & Co Inc
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
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Amalgamated Bank
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West Financial Advisors, LLC
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Claudia M.p. Batlle, Crp (r) Llc
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Tlwm
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PWS - Pacer Funds Trust - Pacer WealthShield ETF
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Birmingham Capital Management Co Inc/al
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Voleon Capital Management Lp
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Nuveen S&p 500 Dynamic Overwrite Fund
|
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PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A
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Detalus Advisors, LLC
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Asset Allocation & Management Company, LLC
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SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
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Sandhill Capital Partners LLC
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Hickory Point Bank & Trust
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Resolute Wealth Strategies, LLC
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CRA Financial Services, LLC
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Cypress Capital, LLC
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Game Plan Financial Advisors, LLC
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Shay Capital LLC
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Investment Partners Asset Management, Inc.
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PDS Planning, Inc
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Central Valley Advisors, Llc
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VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
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Boston Private Wealth Llc
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Kilter Group LLC
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Alliance Wealth Advisors, LLC
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Charter Trust Co
|
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Lynch & Associates/in
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Frederick Financial Consultants, LLC
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Lindenwold Advisors
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Windsor Capital Management, LLC
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Hartline Investment Corp/
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Yousif Capital Management, Llc
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Payden & Rygel
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Cabot Wealth Management Inc
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Syntegra Private Wealth Group, LLC
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
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Avaii Wealth Management, Llc
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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E Fund Management Co., Ltd.
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Western Wealth Management, LLC
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KPP Advisory Services LLC
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MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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Citadel Advisors Llc
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Peregrine Asset Advisers, Inc.
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Ti-trust, Inc
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Avestar Capital, LLC
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SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
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Colonial Trust Advisors
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Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
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|
Perfromance Wealth Partners, LLC
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Opal Wealth Advisors, LLC
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Grantham, Mayo, Van Otterloo & Co. LLC
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Alpha Omega Wealth Management LLC
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Philip James Wealth Mangement, LLC
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Atlantic Union Bankshares Corp
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|
Advisor Group Holdings, Inc.
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Columbia Advisory Partners Llc
|
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PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
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|
Russell Investments Group, Ltd.
|
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|
Fortune Financial Advisors, LLC
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ORG Wealth Partners, LLC
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|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
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Denali Advisors Llc
|
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Cornell Pochily Investment Advisors, Inc.
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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Endeavor Private Wealth, Inc.
|
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|
Signal Advisors Wealth, LLC
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Portland Global Advisors LLC
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|
Stonebridge Capital Management Inc
|
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|
Carlton Hofferkamp & Jenks Wealth Management, LLC
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|
Royal Capital Wealth Management, LLC
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|
Romano Brothers And Company
|
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|
Mosaic Financial Group, Llc
|
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|
Clear Harbor Asset Management, LLC
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|
Innova Wealth Partners
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
|
|
|
|
|
KDT Advisors, LLC
|
|
|
|
|
|
Balance Wealth, LLC
|
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|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
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|
American Capital Advisory, LLC
|
|
|
|
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|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
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|
Corundum Group, Inc.
|
|
|
|
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|
Morgan Dempsey Capital Management Llc
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|
Cincinnati Financial Corp
|
|
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|
|
|
Ping Capital Management, Inc.
|
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|
|
Optimum Investment Advisors
|
|
|
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|
Greater Midwest Financial Group, LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
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|
Bahl & Gaynor Inc
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Trinity Legacy Partners, LLC
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
|
|
Gardner Russo & Quinn Llc
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
First Fiduciary Investment Counsel, Inc.
|
|
|
|
|
|
Unio Capital LLC
|
|
|
|
|
|
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Littlejohn Financial Services, Inc.
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Arbor Trust Wealth Advisors, Llc
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
Edge Wealth Management LLC
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
Floyd Financial Group Llc
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Shum Financial Group, Inc.
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Banco BTG Pactual S.A.
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
Millington Financial Advisors, LLC
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Blackhill Capital Inc
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Fishman Jay A Ltd/mi
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Mayport, Llc
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Rollins Financial Advisors, LLC
|
|
|
|
|
|
McMill Wealth Management
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class
|
|
|
|
|
|
Clarus Group, Inc.
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Sweeney & Michel, Llc
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
Optima Capital Llc
|
|
|
|
|
|
Bolthouse Investments, LLC
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
Bill & Melinda Gates Foundation Trust
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI
|
|
|
|
|
|
Collaborative Wealth Managment Inc.
|
|
|
|
|
|
VanderPol Investments L.L.C.
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
|
|
|
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Planning Directions Inc
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
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E&G Advisors, LP
|
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DoubleLine ETF Adviser LP
|
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Washington Trust Bank
|
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APLIX - Cavanal Hill Funds - Hedged Income Fund Investor
|
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Allstate Corp
|
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Commonwealth Financial Services, LLC
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Triton Wealth Management, PLLC
|
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Mondrian Investment Partners LTD
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Goldstream Capital Management Ltd
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Sanibel Captiva Trust Company, Inc.
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Sax Wealth Advisors, Llc
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Bremer Bank National Association
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Watchman Group, Inc.
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one8zero8, LLC
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Mattson Financial Services, LLC
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Kapstone Financial Advisors LLC
|
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Financial & Tax Architects, LLC
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Mindset Wealth Management, Llc
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Wimmer Associates 1, Llc
|
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Maseco Llp
|
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Ferguson Wellman Capital Management, Inc
|
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Private Management Group Inc
|
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Pin Oak Investment Advisors Inc
|
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OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
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Cvfg Llc
|
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Montag & Caldwell, Llc
|
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RYDHX - RYDEX SERIES FUNDS - Dow Jones Industrial Average Fund Class H
|
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Arvest Investments, Inc.
|
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Sigma Planning Corp
|
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BXM Wealth LLC
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Avion Wealth
|
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Walkner Condon Financial Advisors LLC
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Pcg Asset Management, Llc
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RW Investment Management LLC
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Founders Financial Alliance, LLC
|
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LifeWealth Investments, LLC
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Moisand Fitzgerald Tamayo, LLC
|
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Koshinski Asset Management, Inc.
|
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SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
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TCM Advisors, LLC
|
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|
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
|
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|
|
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CBOE Vest Financial, LLC
|
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Swan Global Investments, LLC
|
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Cobblestone Capital Advisors Llc /ny/
|
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Tritonpoint Wealth, Llc
|
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Graver Capital Management, LLC
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
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|
|
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|
Financial Harvest, LLC
|
|
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|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
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|
Stephens Inc /ar/
|
|
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
|
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|
|
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Resona Asset Management Co.,Ltd.
|
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Trust Investment Advisors
|
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Raleigh Capital Management Inc.
|
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World Equity Group, Inc.
|
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Vision Financial Markets Llc
|
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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Summit X, LLC
|
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Borer Denton & Associates, Inc.
|
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Flywheel Private Wealth LLC
|
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Oxler Private Wealth LLC
|
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|
Truist Financial Corp
|
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Chilton Investment Co Llc
|
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XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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Signet Financial Management, Llc
|
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Elevatus Welath Management
|
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Rothschild Capital Partners, LLC
|
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Avalon Trust Co
|
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Thompson Davis & Co., Inc.
|
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Silicon Valley Capital Partners
|
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Putnam Fl Investment Management Co
|
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|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
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|
Opinicus Capital, Inc.
|
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|
Jennison Associates Llc
|
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|
Balyasny Asset Management Llc
|
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|
Walker Asset Management, LLC
|
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|
Gill Capital Partners, Llc
|
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|
Renaissance Investment Group LLC
|
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|
Tower Research Capital LLC (TRC)
|
|
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|
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|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
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|
Smith Thornton Advisors LLC
|
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|
Tealwood Asset Management Inc
|
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|
LeConte Wealth Management, LLC
|
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|
Grandview Asset Management LLC
|
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|
Accent Capital Management, LLC
|
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|
Kingsview Wealth Management, LLC
|
|
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|
Kcm Investment Advisors Llc
|
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|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
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|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
First Trust Enhanced Equity Income Fund
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
|
|
|
|
|
Longbow Finance SA
|
|
|
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|
|
RMB Capital Management, LLC
|
|
|
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|
|
Syntax Research, Inc.
|
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|
|
Leisure Capital Management
|
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|
|
|
|
Coyle Financial Counsel LLC
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Biondo Investment Advisors, LLC
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
Alphadyne Asset Management, LLC
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Old Republic International Corp
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
IAM Advisory, LLC
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
ELCO Management Co., LLC
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Flagship Private Wealth, LLC
|
|
|
|
|
|
Hutner Capital Management Inc
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Growth Stock ETF
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Spdr Dow Jones Industrial Average Etf Trust
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Private Capital Management Llc
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Prospera Capital Management, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Fingerlakes Wealth Management, Inc.
|
|
|
|
|
|
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
RMR Capital Management, LLC
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
AdvisorShares Investments LLC
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
|
Kelly Financial Services LLC
|
|
|
|
|
|
Sonata Capital Group Inc
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Talbot Financial, LLC
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
Alexander Labrunerie & Co., Inc.
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Profunds - Profund Vp Consumer Services
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
HDOGX - HENNESSY FUNDS TRUST - Hennessy Total Return Fund Investor Class
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
BlueChip Wealth Advisors LLC
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Oldfather Financial Services, LLC
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
Francis Financial, Inc.
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
RiverPark Advisors, LLC
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
CFGRX - COMMERCE FUNDS - The Growth Fund Shares
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Brown Capital Management Llc
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
Safir Wealth Advisors, LLC
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
Saxony Capital Management, LLC
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Junto Capital Management LP
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
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Brown Shipley& Co Ltd
|
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Boltwood Capital Management
|
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SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
|
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|
Prelude Capital Management, Llc
|
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Chicago Partners Investment Group LLC
|
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JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
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|
Apollon Financial, LLC
|
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|
Councilmark Asset Management, LLC
|
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JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
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|
Asset Management Group, Inc.
|
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DecisionPoint Financial, LLC
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Madison Wealth Partners, Inc
|
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Finer Wealth Management, Inc.
|
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Gradient Investments LLC
|
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Northcape Wealth Management, Llc
|
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Parkworth Wealth Management, Inc.
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
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|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
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|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
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|
Phillips Wealth Planners LLC
|
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ARS Wealth Advisors Group, LLC
|
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|
Cerro Pacific Wealth Advisors LLC
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
Sargent Investment Group, LLC
|
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GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
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|
Bellevue Asset Management, Llc
|
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Rappaport Reiches Capital Management, LLC
|
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|
Harfst & Associates, Inc.
|
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Cornerstone Planning Group LLC
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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|
Suncoast Equity Management
|
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|
American Assets Investment Management, LLC
|
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|
MCF Advisors LLC
|
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|
GPS Wealth Strategies Group, LLC
|
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Hudson Bay Capital Management LP
|
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Carr Financial Group Corp
|
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Advantage Trust Co
|
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Schmidt P J Investment Management Inc
|
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Independent Solutions Wealth Management, LLC
|
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|
Richardson Financial Services Inc.
|
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TriaGen Wealth Management LLC
|
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Global Strategic Investment Solutions, LLC
|
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|
Physicians Financial Services, Inc.
|
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Youngs Advisory Group, Inc.
|
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
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|
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|
Virtu Financial LLC
|
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Convergence Investment Partners, LLC
|
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PENN SERIES FUNDS INC - Large Core Value Fund
|
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|
Latitude Advisors, LLC
|
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Connecticut Wealth Management, LLC
|
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Dunhill Financial, LLC
|
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Lesa Sroufe & Co
|
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CLARET ASSET MANAGEMENT Corp
|
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Savant Capital, LLC
|
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Alyeska Investment Group, L.P.
|
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|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
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|
Focused Wealth Management, Inc
|
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|
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|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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|
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|
Montag A & Associates Inc
|
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|
Group One Trading, L.p.
|
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|
Peloton Wealth Strategists
|
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|
Carolina Wealth Advisors, LLC
|
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|
|
|
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
|
|
|
|
|
Sterling Financial Planning, Inc.
|
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|
Briaud Financial Planning, Inc
|
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|
Paulson Wealth Management Inc.
|
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
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|
Principal Securities, Inc.
|
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|
Mosaic Family Wealth Partners, Llc
|
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Summit Financial, LLC
|
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|
Central Bank & Trust Co
|
|
|
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|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
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|
LGT Group Foundation
|
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|
Heritage Wealth Advisors
|
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|
Bearing Point Capital, Llc
|
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|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
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|
B.O.S.S. Retirement Advisors, LLC
|
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|
Financial Management Network Inc
|
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|
SOL Capital Management CO
|
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|
Bill Few Associates, Inc.
|
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|
Johnson Investment Counsel Inc
|
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|
New York Life Investment Management Llc
|
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|
Crewe Advisors LLC
|
|
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|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Semus Wealth Partners LLC
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
Signet Investment Advisory Group, Inc.
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Ardent Capital Management, Inc.
|
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|
|
|
|
ROI Financial Advisors, LLC
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Investmark Advisory Group LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Davidson Kempner Capital Management Lp
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Verus Financial Partners, Inc.
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Prism Advisors, Inc.
|
|
|
|
|
|
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
Weil Company, Inc.
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
Dynamic Financial Group
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
|
|
|
Pacific Sun Financial Corp
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
DJD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dow Jones Industrial Average Dividend ETF
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Fortress Financial Group, Llc
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Iron Financial, LLC
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Smith & Howard Wealth Management, LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Wealthspan Partners, Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Optimist Retirement Group LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Holderness Investments Co
|
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|
Graypoint LLC
|
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|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Butensky & Cohen Financial Security, Inc
|
|
|
|
|
|
Dearborn Partners Llc
|
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Viawealth, Llc
|
|
|
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|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
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|
Kennebec Savings Bank
|
|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
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|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
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|
|
|
|
Stewardship Advisors, LLC
|
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|
|
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|
Amundi
|
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|
Eads & Heald Wealth Management
|
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|
Cypress Wealth Services, LLC
|
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|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Claro Advisors LLC
|
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|
Transform Wealth, LLC
|
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|
Cyrus J. Lawrence, LLC
|
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|
Nomura Holdings Inc
|
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|
NorthCrest Asset Manangement, LLC
|
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|
Partnership Wealth Management, LLC
|
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|
|
Planned Solutions, Inc.
|
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|
Cornerstone Advisors, LLC
|
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|
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|
Castleark Management Llc
|
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|
Compass Financial Group, INC/SD
|
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|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Northwest Quadrant Wealth Management, LLC
|
|
|
|
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|
Candriam Luxembourg S.C.A.
|
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|
|
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|
Texas Permanent School Fund
|
|
|
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|
Buckingham Strategic Partners
|
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|
Phoenix Holdings Ltd.
|
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|
Conrad Siegel Investment Advisors, Inc.
|
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|
Cfm Wealth Partners Llc
|
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|
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|
Quadrant Capital Group Llc
|
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|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
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|
|
|
|
Soundwatch Capital LLC
|
|
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|
Argentarii, LLC
|
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|
Ellenbecker Investment Group
|
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|
BlackRock, Inc.
|
|
|
|
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|
Bollard Group LLC
|
|
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|
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|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
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|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
|
|
|
|
|
Multi-strategy Growth & Income Fund
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Sentinel Pension Advisors Inc
|
|
|
|
|
|
Rbo & Co Llc
|
|
|
|
|
|
Kiley Juergens Wealth Management, Llc
|
|
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|
|
Keystone Financial Planning, Inc.
|
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|
|
Wealth Alliance
|
|
|
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|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
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|
Pacitti Group Inc.
|
|
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|
Swiss National Bank
|
|
|
|
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|
Decker Retirement Planning Inc.
|
|
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|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
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|
BTC Capital Management, Inc.
|
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|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
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|
Vinva Investment Management Ltd
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Affiance Financial, LLC
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
Bridgeway Capital Management Inc
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Greenbush Financial Group, LLC
|
|
|
|
|
|
Panoramic Capital Partners, LLC
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Capital & Planning, Llc
|
|
|
|
|
|
Hamel Associates, Inc.
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
RCGE - EA Series Trust - RockCreek Global Equality ETF
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Joel Adams & Associates, Inc.
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Members Capital Advisors Inc
|
|
|
|
|
|
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Royal Harbor Partners, LLC
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Hill Island Financial Llc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Flexibly Managed Fund
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
Tripletail Wealth Management, LLC
|
|
|
|
|
|
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
Bnc Wealth Management, Llc
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Pacific Global Investment Management Co
|
|
|
|
|
|
Mirabaud & Cie SA
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Lawson Kroeker Investment Management Inc/ne
|
|
|
|
|
|
Keyvantage Wealth, Llc
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Carter Financial Group, INC.
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Ames National Corp
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Eliot Finkel Investment Counsel, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Level Wealth Management LLC
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Sender Co & Partners, Inc.
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
First Citizens Financial Corp
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
Dominguez Wealth Management Solutions, Inc.
|
|
|
|
|
|
CPA Asset Management LLC
|
|
|
|
|
|
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Sykon Capital Llc
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Greenup Street Wealth Management Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
|
|
|
|
|
TGLR - ETF Opportunities Trust - LAFFER|TENGLER Equity Income ETF
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
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|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
Schulhoff & Co Inc
|
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|
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|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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|
|
Blue Fin Capital, Inc.
|
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|
Brevan Howard Capital Management LP
|
|
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|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
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|
|
Caption Management, LLC
|
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|
Marco Investment Management Llc
|
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|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
ERn Financial, LLC
|
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|
St. Clair Advisors, LLC
|
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|
K2 Financial Inc.
|
|
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|
|
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
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|
Walled Lake Planning & Wealth Management, Llc
|
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|
Mendel Money Management
|
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|
Jarislowsky, Fraser Ltd
|
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|
Institute for Wealth Management, LLC.
|
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|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
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|
LS Investment Advisors, LLC
|
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|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Tcw Group Inc
|
|
|
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|
|
West Oak Capital, LLC
|
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|
tru Independence LLC
|
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|
Kings Path Partners LLC
|
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|
1832 Asset Management L.P.
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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|
Altus Wealth Group LLC
|
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|
Ssa Swiss Advisors Ag
|
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|
Cambria Investment Management, L.P.
|
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Penn Davis Mcfarland Inc
|
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ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
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|
Park Avenue Securities Llc
|
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|
CTC Alternative Strategies, Ltd.
|
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|
First Affirmative Financial Network
|
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|
Qrg Capital Management, Inc.
|
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|
Integrity Financial Corp /WA
|
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|
Comprehensive Financial Consultants Institutional, Inc.
|
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Marathon Capital Management
|
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|
Princeton Global Asset Management LLC
|
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|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
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|
Mbb Public Markets I Llc
|
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|
Mattern Capital Management, Llc
|
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|
Sage Mountain Advisors LLC
|
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|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
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|
Roman Butler Fullerton & Co
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
|
|
Blue Edge Capital, LLC
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Guardian Asset Advisors, LLC
|
|
|
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|
|
Legacy Financial Strategies, LLC
|
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|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Rede Wealth, LLC
|
|
|
|
|
|
Oak Wealth Advisors LLC
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Symphony Financial Services, Inc.
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
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|
|
Kennedy Investment Group
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
GEM Asset Management, LLC
|
|
|
|
|
|
Hanlon Investment Management, Inc.
|
|
|
|
|
|
Nuveen Dow 30sm Dynamic Overwrite Fund
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
|
|
|
|
|
Blue Rock Wealth Management LLC
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Bristol John W & Co Inc /ny/
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Great Waters Wealth Management
|
|
|
|
|
|
Outfitter Financial LLC
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Partners Wealth Management, Llc
|
|
|
|
|
|
RSPD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Discretionary ETF
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Oder Investment Management, LLC
|
|
|
|
|
|
Port Capital LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
Advisory Research Inc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
Spinnaker Investment Group, LLC
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
|
Keating Investment Counselors Inc
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
Wiser Advisor Group LLC
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Gladius Capital Management LP
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Birinyi Associates Inc
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Sandbox Financial Partners, LLC
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Wealthedge Investment Advisors, Llc
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Baker Boyer National Bank
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
|
|
|
|
|
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A
|
|
|
|
|
|
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Consolidated Capital Management, Llc
|
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|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Hoey Investments, Inc
|
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|
|
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|
Quent Capital, LLC
|
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|
Baypointe Partners LLC
|
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|
Bear Mountain Capital, Inc.
|
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|
Cypress Asset Management Inc/tx
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|
Sentry Investment Management Llc
|
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|
Wealthcare Capital Partners, LLC
|
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Acorns Advisers, LLC
|
|
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|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Fullerton Fund Management Co Ltd
|
|
|
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|
|
Clearview Wealth Advisors LLC
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
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|
Community Trust & Investment Co
|
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|
Czech National Bank
|
|
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
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|
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Family Legacy, Inc.
|
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Horizons Wealth Management
|
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|
iA Global Asset Management Inc.
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Flaharty Asset Management, LLC
|
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SOA Wealth Advisors, LLC.
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Sterling Wealth Management, Inc.
|
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Shikiar Asset Management Inc
|
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Bank of New Hampshire
|
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Montecito Bank & Trust
|
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|
Austin Wealth Management, LLC
|
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|
Aufman Associates Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
WANT - Direxion Shares ETF Trust - Direxion Daily Consumer Discretionary Bull 3X Shares
|
|
|
|
|
|
Symmetry Partners, LLC
|
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Heritage Wealth Management, Inc. /CA/
|
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Capstone Investment Advisors, Llc
|
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Paradigm Capital Management, LLC/NV
|
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Farmers & Merchants Trust Co of Long Beach
|
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Cheviot Value Management, LLC
|
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|
UDPIX - Profunds - Ultradow 30 Profund Investor Class
|
|
|
|
|
|
Red Mountain Financial, LLC
|
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|
|
|
|
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class
|
|
|
|
|
|
Gwn Securities Inc.
|
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|
DT Investment Partners, LLC
|
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|
Wolff Financial Management Llc
|
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|
LifeGuide Financial Advisors, LLC
|
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Consilium Wealth Advisory, LLC
|
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Conscious Wealth Investments, Llc
|
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|
Weaver Capital Management LLC
|
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Private Wealth Asset Management, LLC
|
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|
Secure Asset Management, LLC
|
|
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|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
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|
TFB Advisors LLC
|
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|
Cresset Asset Management, LLC
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Western Pacific Wealth Management, LP
|
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Winebrenner Capital Management Llc
|
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IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
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|
Nfj Investment Group, Llc
|
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|
Motive Wealth Advisors
|
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|
|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
|
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|
Boston Family Office Llc
|
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Interchange Capital Partners, LLC
|
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Busey Wealth Management
|
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|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
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|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
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|
EATZ - AdvisorShares Trust - AdvisorShares Restaurant ETF
|
|
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|
Impax Asset Management Group plc
|
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|
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NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A
|
|
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|
AustralianSuper Pty Ltd
|
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Ci Investments Inc.
|
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DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
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|
|
|
|
Crestwood Advisors Group LLC
|
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|
Forefront Wealth Partners, LLC
|
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|
Point72 Asset Management, L.P.
|
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|
Sentinel Trust Co Lba
|
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|
Excalibur Management Corp
|
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|
Rahlfs Capital, Llc
|
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|
Tower Wealth Partners, Inc.
|
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|
|
Fortis Group Advisors, LLC
|
|
|
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|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A)
|
|
|
|
|
|
Palisades Hudson Asset Management, L.P.
|
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|
|
|
RBA Wealth Management, LLC
|
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|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
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|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Mv Capital Management, Inc.
|
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|
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|
|
Regatta Capital Group, Llc
|
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|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
Sulzberger Capital Advisors, Inc.
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
South Street Advisors LLC
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Cobler Capital Management, LLC
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Morris Retirement Advisors, LLC
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
Purus Wealth Management, LLC
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
RVW Wealth, LLC
|
|
|
|
|
|
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Ofc Financial Planning, Llc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
New England Professional Planning Group Inc.
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
Kinloch Capital, LLC
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Diamant Asset Management, Inc.
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
FSCPX - FIDELITY SELECT PORTFOLIOS - Consumer Discretionary Portfolio
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Persium Advisors, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
|
GGM Financials LLC
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
Noble Family Wealth, LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Ipsen Advisor Group LLC
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Cottonwood Capital Advisors, Llc
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Howard Wealth Management, Llc
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
VanWeelden Wealth Management, LLC
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
West Chester Capital Advisors, Inc
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Defined Financial Planning LLC
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
PGLOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
CENTAUR MUTUAL FUNDS TRUST - Copley Fund
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Strong Tower Advisory Services
|
|
|
|
|
|
Unique Wealth, Llc
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Prostatis Group LLC
|
|
|
|
|
|
Satovsky Asset Management Llc
|
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|
Westbourne Investment Advisors, Inc.
|
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|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
First National Bank Sioux Falls
|
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|
|
Asset Dedication, LLC
|
|
|
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|
Alpine Bank Wealth Management
|
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|
Investment Partners, Ltd.
|
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Envestnet Portfolio Solutions, Inc.
|
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|
Red Door Wealth Management, LLC
|
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|
US Asset Management LLC
|
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|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
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|
Oxford Asset Management Llp
|
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Prospect Financial Services LLC
|
|
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|
Skopos Labs, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Dow 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
BluePointe Capital Management, LLC
|
|
|
|
|
|
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
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Cullen/frost Bankers, Inc.
|
|
|
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|
Vantage Financial Partners, LLC
|
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|
|
|
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PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
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|
|
Mitchell & Pahl Private Wealth, Llc
|
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|
|
|
|
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
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|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Genesee Capital Advisors, LLC
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
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|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Northstar Asset Management Llc
|
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|
|
Indie Asset Partners, LLC
|
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|
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|
|
Solstein Capital, LLC
|
|
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|
Adirondack Trust Co
|
|
|
|
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|
VCULX - VALIC Co I - Growth Fund
|
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|
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|
|
Sovran Advisors, LLC
|
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|
|
Vanguard Group Inc
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
First Long Island Investors, LLC
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
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|
|
Dorsey & Whitney Trust CO LLC
|
|
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|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
St. Nicholas Private Asset Management, Inc
|
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|
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|
|
AlTi Global, Inc.
|
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|
|
Gateway Investment Advisers Llc
|
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|
|
Hardy Reed LLC
|
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|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
Lakeside Advisors, INC.
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Mason Capital Fund Trust - Fundamentals First ETF
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
|
|
|
|
|
|
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
Arkansas Financial Group, Inc.
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Jensen Investment Management Inc
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Long Run Wealth Advisors, LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
RXI - iSHARES TRUST - iShares Global Consumer Discretionary ETF
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
|
|
|
|
|
Mason & Associates Inc
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Bennett Selby Investments Lp
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Invenio Wealth Partners Llc
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
Saudi Central Bank
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
MTCGX - M FUND INC - M Large Cap Growth Fund
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
MBE Wealth Management, LLC
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Capital Markets Trading UK LLP
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Clarity Wealth Advisors, LLC
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Cornerstone Wealth Advisors, Inc.
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
AlpenGlobal Capital LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
Inman Jager Wealth Management, LLC
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
bLong Financial, LLC
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
LWM Advisory Services, LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
|
|
|
|
Synergy Investment Management, LLC
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Cambridge Financial Group, LLC
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Generation Capital Management LLC
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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|
|
Equitable Holdings, Inc.
|
|
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|
Allen Mooney & Barnes Investment Advisors LLC
|
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|
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
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|
Arlington Trust Co LLC
|
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|
State of New Jersey Common Pension Fund D
|
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|
Merit Financial Group, LLC
|
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|
PYA Waltman Capital, LLC
|
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|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
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|
Bordeaux Wealth Advisors LLC
|
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|
SkyView Investment Advisors, LLC
|
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Core Wealth Management, Inc.
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Pinnacle West Asset Management, Inc.
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Cerity Partners LLC
|
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|
MBA Advisors LLC
|
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CI Private Wealth, LLC
|
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|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
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|
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|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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|
Todd Asset Management Llc
|
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Sittner & Nelson, Llc
|
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CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
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|
Fortem Financial Group, Llc
|
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Waldron Private Wealth LLC
|
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Hamilton Capital, LLC
|
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Pinnacle Associates Ltd
|
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Elevate Capital Advisors, LLC
|
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Infrastructure Capital Advisors, Llc
|
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
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Alta Capital Management Llc/
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Lakeshore Capital Group, Inc.
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McGowan Group Asset Management, Inc.
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Delta Capital Management Llc
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J2 Capital Management Inc
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Greenwich Wealth Management LLC
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KLCM Advisors, Inc.
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DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
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Utah Retirement Systems
|
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Capital Research Global Investors
|
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CBIZ Investment Advisory Services, LLC
|
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Hager Investment Management Services, Llc
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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|
Howe & Rusling Inc
|
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Healthcare Of Ontario Pension Plan Trust Fund
|
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|
Atlas Legacy Advisors, LLC
|
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Adell Harriman & Carpenter Inc
|
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SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
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|
Pinkerton Retirement Specialists, LLC
|
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Trail Ridge Investment Advisors, LLC
|
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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J.w. Cole Advisors, Inc.
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Panagora Asset Management Inc
|
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Patten & Patten Inc/tn
|
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TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
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|
Hubbell Strickland Wealth Management, LLC
|
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
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CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
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|
Gibson Wealth Advisors LLC
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Cullinan Associates Inc
|
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IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
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Cornerstone Advisory, LLC
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Ewa, Llc
|
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Birch Hill Investment Advisors LLC
|
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Stonebridge Financial Planning Group, LLC
|
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|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
BKM Wealth Management, LLC
|
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|
Pacific Capital Wealth Advisors, Inc
|
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BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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AMJ Financial Wealth Management
|
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AMG National Trust Bank
|
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PICTET BANK & TRUST Ltd
|
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Nearwater Capital Markets, Ltd
|
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Matrix Trust Co
|
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|
Ironwood Investment Counsel, LLC
|
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One Capital Management, LLC
|
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FT Vest Total Return Income Fund: Series B1
|
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|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
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|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
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|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
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|
Td Asset Management Inc
|
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|
Sage Private Wealth Group, Llc
|
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Jessup Wealth Management, Inc
|
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|
Massmutual Trust Co Fsb/adv
|
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|
Mayflower Financial Advisors, LLC
|
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|
Clearbridge Investments, LLC
|
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Iat Reinsurance Co Ltd.
|
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Drexel Morgan & Co.
|
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Integrity Alliance, Llc.
|
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|
N.E.W. Advisory Services LLC
|
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|
VeraBank, N.A.
|
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|
Canandaigua National Bank & Trust Co
|
|
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|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
Diversified Portfolios, Inc.
|
|
|
|
|
|
Madden Advisory Services, Inc.
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
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|
|
Flavin Financial Services, Inc.
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
Axis Wealth Partners, LLC
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
Counterweight Ventures, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
|
|
|
|
|
|
Stansberry Asset Management, Llc
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Cypress Capital Advisors, LLC
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Retirement Investment Advisors, Inc.
|
|
|
|
|
|
PSI Advisors, LLC
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Ackerman Capital Advisors, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Collier Financial
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Brooktree Capital Management
|
|
|
|
|
|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Troy Asset Management Ltd
|
|
|
|
|
|
Lazard Global Total Return & Income Fund Inc
|
|
|
|
|
|
Trustco Bank Corp N Y
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Capstone Wealth Management Group LLC
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Arbor Capital Management Inc /adv
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
DYLG - Global X Funds - Global X Dow 30 Covered Call & Growth ETF
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
4wealth Advisors, Inc.
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Intelligent Financial Strategies
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
EdgeRock Capital LLC
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
Financial Advisors, LLC
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
TPG Advisors LLC
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Capstone Wealth Management Group, Llc
|
|
|
|
|
|
Jacobson & Schmitt Advisors, Llc
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
Select Asset Management & Trust
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
LifeSteps Financial, Inc.
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Arrien Investments, Inc.
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
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TD Capital Management LLC
|
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|
LVW Advisors, LLC
|
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|
Coastline Trust Co
|
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|
Level Four Advisory Services, Llc
|
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|
Prime Capital Investment Advisors, LLC
|
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|
Callan Capital, LLC
|
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|
Chung Wu Investment Group, LLC
|
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|
DeDora Capital, Inc.
|
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|
Old National Bancorp /in/
|
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|
Vantage Point Financial LLC
|
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|
Catalytic Wealth RIA, LLC
|
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|
Viking Fund Management Llc
|
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|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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|
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|
BCGM Wealth Management, LLC
|
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|
MidWestOne Financial Group, Inc.
|
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|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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|
Mount Yale Investment Advisors, LLC
|
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|
Wittenberg Investment Management, Inc.
|
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|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
EDOW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow 30 Equal Weight ETF
|
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|
ABVAX - AB TRUST - AB Value Fund Class A
|
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|
Tortoise Investment Management, LLC
|
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|
Seed Wealth Management, Inc.
|
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|
Meiji Yasuda Life Insurance Co
|
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|
Falcon Wealth Planning
|
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|
Tounjian Advisory Partners, Llc
|
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|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
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|
Wynn Capital, LLC
|
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|
Alerus Financial Na
|
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
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|
Schechter Investment Advisors, LLC
|
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|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
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|
|
Access Financial Services, Inc.
|
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|
WealthTrak Capital Management LLC
|
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Walleye Capital LLC
|
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|
Compagnie Lombard Odier SCmA
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
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|
Hennion & Walsh Asset Management, Inc.
|
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
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|
Trillium Asset Management, Llc
|
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|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Prentice Wealth Management LLC
|
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|
Banque Pictet & Cie Sa
|
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|
Pitcairn Co
|
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|
Raab & Moskowitz Asset Management LLC
|
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|
Mirae Asset Securities (usa) Inc.
|
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|
Diversify Wealth Management, Llc
|
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|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
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|
Stock Yards Bank & Trust Co
|
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|
Bnp Paribas
|
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|
|
|
|
Stance Capital Llc
|
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|
IVC Wealth Advisors LLC
|
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|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
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|
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
|
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|
Trust Co of the South
|
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|
Patton Albertson Miller Group, Llc
|
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|
Renaissance Technologies Llc
|
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|
Newton One Investments LLC
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|
Radnor Capital Management, LLC
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Sawgrass Asset Management Llc
|
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STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
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|
First International Bank & Trust
|
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|
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional
|
|
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|
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
|
|
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|
Granite Investment Partners, LLC
|
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|
Horizon Wealth Management, LLC
|
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|
UBS Group AG
|
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|
S&co Inc
|
|
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|
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|
Cahaba Wealth Management, Inc.
|
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|
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|
Adams Wealth Management
|
|
|
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|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
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|
|
|
Aqr Capital Management Llc
|
|
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|
|
United Bank
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
|
|
|
|
|
Beaton Management Co. Inc.
|
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|
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|
|
United Capital Financial Advisers, Llc
|
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|
|
|
|
Evexia Wealth Llc
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Certior Financial Group, Llc
|
|
|
|
|
|
Bullseye Investment Management, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
XLY - SELECT SECTOR SPDR TRUST - The Consumer Discretionary Select Sector SPDR Fund
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Provident Wealth Management, LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Mills Wealth Advisors LLC
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Hall Capital Management Co Inc
|
|
|
|
|
|
Capstone Triton Financial Group, LLC
|
|
|
|
|
|
Benchstone Capital Management LP
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Aua Capital Management, Llc
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Gentry Private Wealth, Llc
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Jentner Corp
|
|
|
|
|
|
Arcadia Investment Advisors Llc
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
WMBLX - WESMARK FUNDS - WesMark Balanced Fund
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Clearwater Capital Advisors, LLC
|
|
|
|
|
|
Flynn Zito Capital Management, Llc
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Stegent Equity Advisors, Inc.
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Financial Symmetry Inc
|
|
|
|
|
|
HOVLX - HOMESTEAD FUNDS INC - Value Fund
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Spartan Planning & Wealth Management
|
|
|
|
|
|
Verde Capital Management
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
DLK Investment Management, LLC
|
|
|
|
|
|
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Jupiter Wealth Management LLC
|
|
|
|
|
|
Hutchinson Capital Management/ca
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
Integras Partners LLC
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
DOGG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest DJIA Dogs 10 Target Income ETF
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Independent Investors Inc
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Robinson Smith Wealth Advisors Llc
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Litman Gregory Asset Management LLC
|
|
|
|
|
|
Wallace Capital Management Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
Allen Wealth Management, Llc
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
Ahl Investment Management, Inc.
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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Country Club Bank /gfn
|
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NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
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HB Wealth Management, LLC
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Buttonwood Financial Advisors Inc.
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Atwater Malick LLC
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
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USS Investment Management Ltd
|
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Cadinha & Co Llc
|
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FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
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Sound Financial Strategies Group, LLC
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Cedar Mountain Advisors, LLC
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Teacher Retirement System Of Texas
|
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Loomis Sayles & Co L P
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BancorpSouth Bank
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Westpac Banking Corp
|
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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Kwmg, Llc
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Miramar Capital, LLC
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Capital Insight Partners, Llc
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McGlone Suttner Wealth Management, Inc.
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Alpha Cubed Investments, LLC
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Appleton Partners Inc/ma
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Miracle Mile Advisors, LLC
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WealthPLAN Partners, LLC
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ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
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Cincinnati Specialty Underwriters Insurance CO
|
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JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
|
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Sandy Spring Bank
|
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Oberweis Asset Management Inc/
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DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
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VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
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FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
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U S Wealth Group, Llc.
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UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
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QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
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IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
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Dodge & Cox
|
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AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
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Investment Advisory Services Inc /tx /adv
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Quantum Financial Advisors, LLC
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Mb, Levis & Associates, Llc
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ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
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Regimen Wealth, Llc
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SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
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Vestmark Advisory Solutions, Inc.
|
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MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF
|
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ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
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DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P
|
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Heartland Bank & Trust Co
|
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Hara Capital LLC
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Lecap Asset Management Ltd
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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Vantage Investment Partners, LLC
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Parkside Advisors LLC
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North Forty Two & Co.
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Fourth Dimension Wealth, LLC
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Lido Advisors, LLC
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Alps Advisors Inc
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Apexium Financial, Lp
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Capital Investment Advisory Services, LLC
|
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Mill Creek Capital Advisors, LLC
|
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FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
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Mission Creek Capital Partners, Inc.
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MJT & Associates Financial Advisory Group, Inc.
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Quilter Plc
|
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CJM Wealth Advisers, Ltd.
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Lockerman Financial Group, Inc.
|
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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Evelyn Partners Asset Management Ltd
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Ami Asset Management Corp
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Wealth Architects, LLC
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Ceera Investments, Llc
|
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Front Street Capital Management, Inc.
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Castle Rock Wealth Management, LLC
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IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
|
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Dana Investment Advisors, Inc.
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Headinvest, Llc
|
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Groupe la Francaise
|
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MPGVX - Gallery Trust - Mondrian Global Equity Value Fund
|
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Rodgers Brothers Inc.
|
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Atria Investments Llc
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Maridea Wealth Management LLC
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Easterly Investment Partners Llc
|
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Morton Brown Family Wealth, LLC
|
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Liberty Wealth Management Llc
|
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|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
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|
Cape Investment Advisory, Inc.
|
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Baldwin Investment Management, LLC
|
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Five Oceans Advisors
|
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CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
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|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
|
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|
|
|
Conservest Capital Advisors, Inc.
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
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|
|
SLT Holdings LLC
|
|
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|
Campion Asset Management LLC
|
|
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|
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
|
|
|
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|
Mml Investors Services, Llc
|
|
|
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|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
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|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
GPM Growth Investors, Inc.
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
Clarion Wealth Managment Partners, LLC
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
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|
|
|
Mainstream Capital Management LLC
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
American Institute for Advanced Investment Management, LLP
|
|
|
|
|
|
Meridian Financial, LLC
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
ZEGA Investments, LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND
|
|
|
|
|
|
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Masso Torrence Wealth Management Inc.
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
LifePlan Financial, LLC
|
|
|
|
|
|
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Miller Financial Services LLC
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Skylands Capital, LLC
|
|
|
|
|
|
Paragon Capital Management LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Qvr Llc
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
TBG - EA Series Trust - TBG Dividend Focus ETF
|
|
|
|
|
|
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
|
|
|
|
|
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Paragon Financial Partners, Inc.
|
|
|
|
|
|
Bontempo Ohly Capital Mgmt Llc
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Pathway Financial Advisors LLC
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
Infusive Asset Management Inc.
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Highview Capital Management LLC/DE/
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
Rainey & Randall Investment Management Inc.
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Martin & Co Inc /tn/
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
Covington Investment Advisors Inc.
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Second Half Financial Partners, LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Hofer & Associates. Inc
|
|
|
|
|
|
Virginia Wealth Management Group, Inc.
|
|
|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Pachira Investments Inc.
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
W Advisors, Llc
|
|
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Apriem Advisors
|
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Isthmus Partners, Llc
|
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|
Lowe Brockenbrough & Co Inc
|
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|
New York State Teachers Retirement System
|
|
|
|
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|
Piscataqua Savings Bank
|
|
|
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|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
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|
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|
River Street Advisors LLC
|
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|
Gold Investment Management Ltd.
|
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|
Trust Co Of Oklahoma
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
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|
Courier Capital Llc
|
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|
Prossimo Advisors, LLC
|
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|
Armis Advisers, LLC
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|
Copley Financial Group, Inc.
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Fairway Wealth LLC
|
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|
Blackston Financial Advisory Group, LLC
|
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|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Y.D. More Investments Ltd
|
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|
|
Laurel Wealth Advisors LLC
|
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|
Wealth Quarterback LLC
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
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|
Wesbanco Bank Inc
|
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|
Beacon Financial Group
|
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Anchor Capital Advisors Llc
|
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PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A
|
|
|
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|
Cassaday & Co Wealth Management LLC
|
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|
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|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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|
|
|
|
Daner Wealth Management, LLC
|
|
|
|
|
|
FCNAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Consumer Discretionary Fund Class A
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
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|
Holistic Planning, LLC
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
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Cumberland Partners Ltd
|
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GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
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|
CacheTech Inc.
|
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|
Warner Financial, Inc
|
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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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|
|
Viking Global Investors Lp
|
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|
Carnegie Lake Advisors LLC
|
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
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|
Park National Corp /oh/
|
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|
Graybill Bartz & Assoc Ltd
|
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|
Mayfair Advisory Group, LLC
|
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|
|
Quadcap Wealth Management, LLC
|
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|
Foguth Wealth Management, LLC.
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Pettinga Financial Advisors, LLC
|
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|
Hohimer Wealth Management, Llc
|
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|
GHP Investment Advisors, Inc.
|
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|
|
SOUTH STATE Corp
|
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|
AGH Wealth Advisors, LLC
|
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|
|
Harbour Capital Advisors, LLC
|
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|
Biltmore Family Office, LLC
|
|
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|
Enclave Advisors LLC
|
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|
Klingenstein Fields & Co Lp
|
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|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
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|
|
Motiv8 Investments LLC
|
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|
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|
|
Keeler THomas Management LLC
|
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|
Sarver Vrooman Wealth Advisors
|
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|
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|
|
RTD Financial Advisors, Inc.
|
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|
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|
Spring Capital Management, Llc
|
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|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
Td Private Client Wealth Llc
|
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|
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|
Platform Technology Partners
|
|
|
|
|
|
UCC - PROSHARES TRUST - ProShares Ultra Consumer Services
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Emprise Bank
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
Guardian Wealth Advisors, LLC
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
Armistice Capital, Llc
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Tang Capital Management Llc
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Banque de Luxembourg S.A.
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Veritas Investment Partners (UK) Ltd.
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Kercheville Advisors, LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Note Advisors, LLC
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Centerstone Investors, LLC
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Eclectic Associates Inc /adv
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Oregon Pacific Wealth Management, LLC
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Riversedge Advisors, Llc
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
CYPIX - Profunds - Consumer Services Ultrasector Profund Investor Class
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Granite Bay Wealth Management, LLC
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Websterrogers Financial Advisors, Llc
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
Waverton Investment Management Ltd
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
VCAAX - VALIC Co I - Asset Allocation Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Eaton Vance Tax Advantaged Dividend Income Fund
|
|
|
|
|
|
Leslie Global Wealth, LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
MBCC - Northern Lights Fund Trust IV - Monarch Blue Chips Core ETF
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Mendel Capital Management LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund
|
|
|
|
|
|
HBFBX - HENNESSY FUNDS TRUST - Hennessy Balanced Fund Investor Class
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Riverpark Capital Management Llc
|
|
|
|
|
|
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class
|
|
|
|
|
|
Provident Investment Management, Inc.
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
DIVO - Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Focused Investors LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
KWB Wealth
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
Altman Advisors, Inc.
|
|
|
|
|
