|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
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STFGX - Advisers Investment Trust - State Farm Growth Fund
|
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Western Wealth Management, LLC
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IMC-Chicago, LLC
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Wooster Corthell Wealth Management, Inc.
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TriaGen Wealth Management LLC
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Beach Investment Counsel Inc/pa
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Ibex Wealth Advisors
|
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Syverson Strege & Co
|
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Davidson Trust Co
|
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Brandywine Trust Co
|
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Azzad Asset Management Inc /adv
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Auxier Asset Management
|
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James Hambro & Partners
|
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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|
Armis Advisers, LLC
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|
Toronto Dominion Bank
|
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Alps Advisors Inc
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Inspire Advisors, LLC
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CX Institutional
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Public Sector Pension Investment Board
|
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Angeles Wealth Management, Llc
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Mesirow Financial Investment Management, Inc.
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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Garrison Point Advisors, Llc
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Guidance Capital, Inc
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Planned Solutions, Inc.
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Nbt Bank N A /ny
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NBET - Neuberger Berman ETF Trust - Neuberger Berman Carbon Transition & Infrastructure ETF
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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Parkside Financial Bank & Trust
|
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Palisade Capital Management Llc/nj
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IENAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Energy Fund Class A
|
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
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|
Synergy Financial Management, LLC
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Inlight Wealth Management, LLC
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Laraway Financial Inc
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Sheaff Brock Investment Advisors, LLC
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Garner Asset Management Corp
|
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PEY - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco High Yield Equity Dividend Achievers ETF
|
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|
Traub Capital Management LLC
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Ridgepath Capital Management LLC
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Osborne Partners Capital Management, Llc
|
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JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
|
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Fragasso Group Inc.
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GQG Partners LLC
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Norman Fields, Gottscho Capital Management, LLC
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Sunbeam Capital Management, LLC
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DRW Securities, LLC
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Visionary Wealth Advisors
|
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Federation des caisses Desjardins du Quebec
|
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LWM Advisory Services, LLC
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Sivia Capital Partners, LLC
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|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
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|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
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MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
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44 Wealth Management Llc
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|
PFS Partners, LLC
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
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|
Pioneer Trust Bank N A/or
|
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|
Brick & Kyle, Associates
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BKM Wealth Management, LLC
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Retirement Systems of Alabama
|
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GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
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|
Conservest Capital Advisors, Inc.
|
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|
Crossmark Global Holdings, Inc.
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
Transamerica Financial Advisors, Inc.
|
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First Financial Corp /in/
|
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Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
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|
Venturi 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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|
Nordwand Advisors, LLC
|
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|
USS Investment Management Ltd
|
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|
Sterling Investment Counsel, LLC
|
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|
Hutchinson Capital Management/ca
|
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Argent Advisors, Inc.
|
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
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|
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
|
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
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|
Bestgate Wealth Advisors, LLC
|
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|
Resurgent Financial Advisors LLC
|
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|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
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|
|
Clarion Wealth Managment Partners, LLC
|
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|
WealthTrak Capital Management LLC
|
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|
Paradigm Financial Partners, Llc
|
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|
Parkshore Wealth Management, Inc.
|
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|
City National Bank Of Florida /msd
|
|
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|
Farther Finance Advisors, LLC
|
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|
NEEGX - NEEDHAM FUNDS INC - Needham Growth Fund Retail Class
|
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|
Waddell & Associates, Llc
|
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|
Cambiar Investors Llc
|
|
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|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
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|
|
Atwater Malick LLC
|
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|
|
Encompass Wealth Advisors, Llc
|
|
|
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|
Little House Capital Llc
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
Genesee Capital Advisors, LLC
|
|
|
|
|
|
Meridian Financial, LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Letson Investment Management, Inc.
|
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|
|
|
|
Long Run Wealth Advisors, LLC
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
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|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Correct Capital Wealth Management
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
ROI Financial Advisors, LLC
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
Investment Counsel Co Of Nevada
|
|
|
|
|
|
Goldstream Capital Management Ltd
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Towercrest Capital Management
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A
|
|
|
|
|
|
Waverton Investment Management Ltd
|
|
|
|
|
|
Clough Global Dividend & Income Fund
|
|
|
|
|
|
WESCAP Management Group, Inc.
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Grand Wealth Management, Llc
|
|
|
|
|
|
Wills Financial Group LLC
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Brentview Investment Management LLC
|
|
|
|
|
|
Kahn Brothers Group Inc /de/
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Stolper Co
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
Arbor Capital Management Inc /adv
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Everstar Asset Management, LLC
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
Neuberger Berman Mlp Income Fund Inc.
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Kinsale Capital Group, Inc.
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Trustco Bank Corp N Y
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
GNR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) Global Natural Resources ETF
|
|
|
|
|
|
Compass Planning Associates Inc
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
Clough Capital Partners L P
|
|
|
|
|
|
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF
|
|
|
|
|
|
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Greenup Street Wealth Management Llc
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Bullseye Investment Management, LLC
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Castellan Group, LLC
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Baugh & Associates, LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Act Wealth Management, Llc
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
Schwartz Investment Counsel Inc
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
HCMGX - NORTHERN LIGHTS FUND TRUST III - HCM Tactical Growth Fund Class A Shares
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
Dean Investment Associates, Llc
|
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|
Grey Fox Wealth Advisors, LLC
|
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|
Mountain Pacific Investment Advisers Inc/id
|
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|
Cornerstone Wealth Group, LLC
|
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|
EPG Wealth Management LLC
|
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|
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|
|
Encompass More Asset Management
|
|
|
|
|
|
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C
|
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|
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JBR Co Financial Management Inc
|
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Facet Wealth, Inc.
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|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
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|
|
|
|
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
|
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|
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Insight Wealth Partners, LLC
|
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Advisor Group Holdings, Inc.
|
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Salomon & Ludwin, LLC
|
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GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
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General Partner, Inc.
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|
Ti-trust, Inc
|
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General American Investors Co Inc
|
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C2C Wealth Management, LLC
|
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|
Sigma Planning Corp
|
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AssuredPartners Investment Advisors, LLC
|
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Pinnacle Family Advisors, LLC
|
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Evanson Asset Management, LLC
|
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CGC Financial Services, LLC
|
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Becker Capital Management Inc
|
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|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
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|
|
|
|
Proactive Wealth Strategies LLC
|
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|
Ridgewood Investments LLC
|
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Cooksen Wealth, LLC
|
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Collective Family Office Llc
|
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|
Reyes Financial Architecture, Inc.
|
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|
PRNEX - T. Rowe Price New Era Fund, Inc. - T. Rowe Price New Era Fund, Inc.
|
|
|
|
|
|
BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF
|
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|
|
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Cabot Wealth Management Inc
|
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|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
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|
Invst, LLC
|
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Verition Fund Management LLC
|
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Rench Wealth Management, Inc.
|
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Aspen Wealth Strategies, LLC
|
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Aureus Asset Management, LLC
|
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Spurstone Advisory Services, LLC
|
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|
Te Ahumairangi Investment Management Ltd
|
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|
Horst & Graben Wealth Management LLC
|
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Westend Capital Management LLC
|
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Centiva Capital, LP
|
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Northwest Wealth Management, Llc
|
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Lynch Asset Management, Inc.
|
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International Assets Investment Management, Llc
|
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Fairview Capital Investment Management, Llc
|
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Montz Harcus Wealth Management LLC
|
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|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
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Fiduciary Family Office, Llc
|
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Beech Hill Advisors, Inc.
|
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ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
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Ballew Advisors, Inc
|
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Opus Investment Management Inc
|
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GHP Investment Advisors, Inc.
|
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Balentine LLC
|
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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Stratos Wealth Partners, LTD.
|
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|
Athena Investment Management
|
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Sage Investment Counsel LLC
|
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Chemung Canal Trust Co
|
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Evergreen Capital Management Llc
|
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Owen LaRue, LLC
|
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Abel Hall, LLC
|
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Disciplined Equity Management, Inc.
|
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|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
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Americana Partners, LLC
|
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|
TCG Advisory Services, LLC
|
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|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Diker Management Llc
|
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|
Abound Wealth Management
|
|
|
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|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
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|
|
BankPlus Trust Department
|
|
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|
Mather Group, Llc.
|
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|
Powell Investment Advisors, LLC
|
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|
Pathstone Holdings, LLC
|
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|
West Financial Advisors, LLC
|
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|
Christopher J. Hasenberg, Inc
|
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|
BCJ Capital Management, LLC
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
American Assets Inc
|
|
|
|
|
|
Mendel Capital Management LLC
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
Waycross Partners, Llc
|
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|
|
|
|
Winch Advisory Services, LLC
|
|
|
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|
Personal Cfo Solutions, Llc
|
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|
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|
|
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
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|
|
Brogan Financial, Inc.
|
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|
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|
|
Waters Parkerson & Co., Llc
|
|
|
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|
|
Sand Hill Global Advisors, LLC
|
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|
|
Morse Asset Management, Inc
|
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|
Promethium Advisors,llc
|
|
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|
Edgemoor Investment Advisors, Inc.
|
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|
G2 Capital Management, Llc / Oh
|
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|
|
|
Nicholas Investment Partners, LP
|
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|
|
|
Journey Strategic Wealth Llc
|
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|
|
|
|
Brown Financial Advisory
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
Barnes Pettey Financial Advisors, Llc
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Campbell Deegan Wealth Management, LLC
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
Joseph Group Capital Management
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Ashford Capital Management Inc
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Cornerstone Capital, Inc.
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
St. Louis Financial Planners Asset Management, LLC
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
AF Advisors, Inc.
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF
|
|
|
|
|
|
WorthPointe, LLC
|
|
|
|
|
|
Sykon Capital Llc
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
CMT Capital Markets Trading GmbH
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Integrity Wealth Advisors, Inc.
|
|
|
|
|
|
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C
|
|
|
|
|
|
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
Redwood Financial Network Corp
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Solitude Financial Services
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF
|
|
|
|
|
|
Lakeside Advisors, INC.
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
PFPFX - ADVISORS SERIES TRUST - Poplar Forest Partners Fund Class A
|
|
|
|
|
|
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
Eagle Bluffs Wealth Management LLC
|
|
|
|
|
|
Dempze Nancy E
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
OMC Financial Services LTD
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
Spectrum Strategic Capital Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Clough Global Opportunities Fund
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
SAMM - Advisors' Inner Circle Fund III - Strategas Macro Momentum ETF
|
|
|
|
|
|
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Reaves W H & Co Inc
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
SpringVest Wealth Management LLC
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
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Beddow Capital Management Inc
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Generali Asset Management SPA SGR
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Twinbeech Capital Lp
|
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Bolthouse Investments, LLC
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VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
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Cantor Fitzgerald Investment Adviser L.p.
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Warwick Investment Management, Inc.
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Schechter Investment Advisors, LLC
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WealthTrust Axiom LLC
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Clarity Financial LLC
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Bokf, Na
|
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Summit Trail Advisors, Llc
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Cohen Investment Advisors LLC
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|
Ogorek Anthony Joseph /ny/ /adv
|
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Diversify Wealth Management, Llc
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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|
|
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|
Pullen Investment Management, LLC
|
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1st Source Bank
|
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|
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
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|
SEPIX - SARATOGA ADVANTAGE TRUST - Energy & Basic Materials Portfolio Energy & Basic Materials Class I
|
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Edgar Lomax Co/va
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Tsfg, Llc
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GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
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|
|
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|
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares
|
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Oakland Financial Corp
|
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VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
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Profund Advisors Llc
|
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Strategic Investment Advisors / MI
|
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Blue Capital, Inc.
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ARS Investment Partners, LLC
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Nikko Asset Management Americas, Inc.
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CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class
|
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IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
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Kfg Wealth Management, Llc
|
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Community Bank, N.A.
|
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Shelton Capital Management
|
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Steigerwald, Gordon & Koch Inc.
|
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Norway Savings Bank
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
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|
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
|
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|
Russell Investments Group, Ltd.
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KKM Financial LLC
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Trust Co of Kansas
|
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Sanibel Captiva Trust Company, Inc.
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Douglass Winthrop Advisors, LLC
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Compass Wealth Management, LLC/GA
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McKinley Carter Wealth Services, Inc.
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Arcadia Investment Management Corp/mi
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Parthenon Llc
|
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Quartz Partners, LLC
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Banque Pictet & Cie Sa
|
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Scott & Selber, Inc.
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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Ami Asset Management Corp
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Wade Financial Advisory, Inc
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Fortune 45 LLC
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Chesapeake Wealth Management
|
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Walker Financial Services, Inc.
|
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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|
XTX Topco Ltd
|
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Aspire Capital Advisors LLC
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Ackerman Capital Advisors, LLC
|
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TOWER TRUST & INVESTMENT Co
|
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Ables, Iannone, Moore & Associates, Inc.
|
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ANCORA TRUST - Ancora Dividend Value Equity Fund Class I
|
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|
American Trust
|
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|
Financial Enhancement Group LLC
|
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|
Gibson Wealth Advisors LLC
|
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|
Heartland Advisors Inc
|
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|
Heritage Wealth Management, Inc.
|
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Islay Capital Management, Llc
|
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Apriem Advisors
|
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Credential Securities Inc.
|
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|
Gifford Fong Associates
|
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Lindbrook Capital, Llc
|
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|
Parkworth Wealth Management, Inc.
|
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|
Ulland Investment Advisors, LLC
|
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|
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|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
|
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|
Westover Capital Advisors, LLC
|
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|
Burling Wealth Partners, Llc
|
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|
Novare Capital Management Llc
|
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Mitchell Capital Management Co
|
|
|
|
|
|
Proquility Private Wealth Partners, LLC
|
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|
Campion Asset Management LLC
|
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|
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|
Pavion Blue Capital, LLC
|
|
|
|
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|
Keybank National Association/oh
|
|
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|
Canada Post Corp Registered Pension Plan
|
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|
Creekmur Asset Management LLC
|
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|
Acorn Creek Capital Llc
|
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|
Peirce Capital Management, LLC
|
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|
Citadel Advisors Llc
|
|
|
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|
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF
|
|
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|
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|
Koshinski Asset Management, Inc.
|
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|
Meridian Investment Counsel Inc.
|
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|
RDA Financial Network
|
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|
Fayez Sarofim & Co
|
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|
Maven Securities LTD
|
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|
Orion Investment Co
|
|
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|
Dimensional Fund Advisors Lp
|
|
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|
Jackson, Grant Investment Advisers, Inc.
|
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|
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|
American National Bank
|
|
|
|
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|
DeDora Capital, Inc.
|
|
|
|
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|
CNGLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Global Fund
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
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|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
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|
|
|
|
Tyche Wealth Partners LLC
|
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|
|
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|
Burford Brothers, Inc.
|
|
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|
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|
Level Financial Advisors, Inc.
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Motiv8 Investments LLC
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Westshore Wealth, LLC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
DMKC Advisory Services, LLC
|
|
|
|
|
|
Sterling Group Wealth Management, LLC
|
|
|
|
|
|
Hubbell Strickland Wealth Management, LLC
|
|
|
|
|
|
Edge Wealth Management LLC
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Select Asset Management & Trust
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Fogel Capital Management, Inc.
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
HC Advisors, LLC
|
|
|
|
|
|
SOAEX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Energy Fund Class A
|
|
|
|
|
|
LKBLX - Managed Portfolio Series - LK Balanced Fund Institutional Class
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
MLPEX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer SteelPath MLP Select 40 Fund Class C
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Lakeshore Capital Group, Inc.
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Coco Enterprises, LLC
|
|
|
|
|
|
Kerntke Otto McGlone Wealth Management Group
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Draper Asset Management, LLC
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Boothe Investment Group, Inc.
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3
|
|
|
|
|
|
Greenwood Gearhart Inc
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Ferguson Shapiro LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Eldridge Investment Advisors, Inc.
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
FORM Wealth Advisors, LLC
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Shilanski & Associates, Inc.
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Coordinated Financial Services, Inc./CO
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Financial Advisors, LLC
|
|
|
|
|
|
Strive Asset Management, LLC
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
Rik Saylor Financial, Inc.
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
MSTFX - Morningstar Funds Trust - Morningstar International Equity Fund
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
|
|
|
|
|
Silverleafe Capital Partners, LLC
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Midwest Financial Group LLC
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
OMAH - Tidal Trust III - VistaShares Target 15 Berkshire Select Income ETF
|
|
|
|
|
|
Mustard Seed Financial, LLC
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Silver Oak Advisory Group, Inc.
|
|
|
|
|
|
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Strata Wealth Advisors, LLC
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
|
|
|
|
|
Fidelity National Financial, Inc.
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Berkshire Hathaway Inc
|
|
|
|
|
|
Waterway Wealth Management, LLC
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Blodgett Wealth Advisors, Llc
|
|
|
|
|
|
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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RMB Capital Management, LLC
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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|
Lavaca Capital Llc
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|
Arrow Financial Corp
|
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JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
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SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
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|
Cary Street Partner Investment Advisory Llc
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Biondo Investment Advisors, LLC
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|
Wallace Advisory Group, LLC
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Financial Partners Group, Inc
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REDW Wealth LLC
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Klp Kapitalforvaltning As
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Riverview Trust Co
|
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Leelyn Smith, LLC
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HCR Wealth Advisors
|
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Pinnacle Bancorp, Inc.
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ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
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EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
|
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VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
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Ramirez Asset Management, Inc.
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Lingohr & Partner Asset Management GmbH
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TigerOak Management, L.L.C.
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E Fund Management Co., Ltd.
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Woodline Partners LP
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Teachers Retirement System Of The State Of Kentucky
|
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WPG Advisers, LLC
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McElhenny Sheffield Capital Management, LLC
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Seven Mile Advisory
|
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Thrivent Financial For Lutherans
|
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Farmers National Bank
|
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Kelly Lawrence W & Associates Inc/ca
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Astoria Portfolio Advisors LLC.
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Aegon Asset Management Uk Plc
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Harbor Asset Planning, Inc.
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Eagle Global Advisors Llc
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PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
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RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
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Capital Group Private Client Services, Inc.
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Ballast Advisors Llc
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Sage Rhino Capital Llc
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Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
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D L Carlson Investment Group Inc
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JT Stratford LLC
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LPL Financial LLC
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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Phillips Financial Management, Llc
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Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
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Client 1st Advisory Group, Llc
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Michael A. Dubis Financial Planning, LLC
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Moody Lynn & Lieberson, Llc
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PENN SERIES FUNDS INC - Large Cap Value Fund
|
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JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
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Horizon Investments, LLC
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BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF
|
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Smith & Howard Wealth Management, LLC
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Sonora Investment Management Group, LLC
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Burkett Financial Services, Llc
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
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DnB Asset Management AS
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Sendero Wealth Management, LLC
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Poplar Forest Capital LLC
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Td Private Client Wealth Llc
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Van Eck Associates Corp
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Activest Wealth Management
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Carret Asset Management, Llc
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Pacific Global Investment Management Co
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RPAR - Tidal ETF Trust - RPAR Risk Parity ETF
|
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MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
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RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF
|
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Raleigh Capital Management Inc.
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Fox Run Management, L.l.c.
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Lawson Kroeker Investment Management Inc/ne
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Cove Private Wealth, LLC
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ROPE - EA Series Trust - Coastal Compass 100 ETF
|
|
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PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
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First Community Trust Na
|
|
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DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
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|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
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|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
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Bank of Marin
|
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|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
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|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
Symphony Financial, Ltd. Co.
|
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AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund
|
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|
Blackhawk Capital Partners LLC.
|
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|
Matthew Goff Investment Advisor, LLC
|
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|
DiNuzzo Private Wealth, Inc.
|
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Agate Pass Investment Management, LLC
|
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|
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II
|
|
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|
|
|
Harvest Portfolios Group Inc.
|
|
|
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|
Spectrum Wealth Counsel, LLC
|
|
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|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
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|
|
PayPay Securities Corp
|
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|
Gladius Capital Management LP
|
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|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
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|
|
USPVX - World Funds Trust - Union Street Partners Value Fund Class A Shares
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Guardian Partners Inc.
|
|
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|
Welch Group, LLC
|
|
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|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
West Wealth Group, LLC
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Garland Capital Management Inc
|
|
|
|
|
|
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Whelan Financial
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Elefante Mark B
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
|
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
HAVGX - ADVISORS' INNER CIRCLE FUND - HAVERFORD QUALITY GROWTH STOCK FUND Haverford Quality Growth Stock Fund
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
|
Potomac Fund Management Inc /adv
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
FSENX - FIDELITY SELECT PORTFOLIOS - Energy Portfolio
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
RTD Financial Advisors, Inc.
|
|
|
|
|
|
David R. Rahn & Associates Inc.
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Matisse Capital
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Heritage Wealth Management, Inc./Texas
|
|
|
|
|
|
Harvey Capital Management Inc
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
Pacific Sun Financial Corp
|
|
|
|
|
|
ZEGA Investments, LLC
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
Southern Capital Advisors, Llc
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Financial Sense Advisors, Inc.
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Calamos Global Dynamic Income Fund
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Rockbridge Capital Management LLC
|
|
|
|
|
|
White Knight Strategic Wealth Advisors, LLC
|
|
|
|
|
|
BEAM Asset Management, LLC
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Clarus Group, Inc.
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
AVERX - SCHWARTZ INVESTMENT TRUST - Schwartz Value Focused Fund
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A)
|
|
|
|
|
|
Rainier Family Wealth Inc
|
|
|
|
|
|
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Clark & Stuart, Inc
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
Wilsey Asset Management Inc
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Botty Investors LLC
|
|
|
|
|
|
B&D White Capital Company, LLC
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
|
|
|
|
|
GUNR - FlexShares Trust - FlexShares Morningstar Global Upstream Natural Resources Index Fund
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
|
|
|
Virginia Wealth Management Group, Inc.
|
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Claris Advisors, Llc / Mo /
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Jacobs & Co/ca
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Sigma Investment Counselors Inc
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FT Vest Total Return Income Fund: Series B1
|
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Harris Associates L P
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Wahed Invest LLC
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Avidian Wealth Solutions, LLC
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Bontempo Ohly Capital Mgmt Llc
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Atria Investments Llc
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Pin Oak Investment Advisors Inc
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SG Americas Securities, LLC
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Highland Global Allocation Fund
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Evergreen Wealth Management, LLC
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Eqis Capital Management, Inc.
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Valley National Advisers Inc
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
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My Legacy Advisors, LLC
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Peapack Gladstone Financial Corp
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Old North State Wealth Management, LLC
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Baron Silver Stevens Financial Advisors, Llc
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Allworth Financial LP
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Cibc World Markets Corp
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NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF
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LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF
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BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
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Heirloom Wealth Management
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Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
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Somerset Group LLC
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Cypress Capital Group
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HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
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Yeomans Consulting Group, Inc.
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Winebrenner Capital Management Llc
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Slagle Financial, LLC
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MEMBERS Trust Co
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Whitener Capital Management, Inc.
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Tokio Marine Asset Management Co Ltd
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LifePlan Investment Advisors, Inc.
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Purus Wealth Management, LLC
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Park Square Financial Group, LLC
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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Murphy, Middleton, Hinkle & Parker, Inc.
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Weaver C. Barksdale & Associates, Inc.
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Morgan Dempsey Capital Management Llc
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Fiduciary Financial Group, Llc
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CFO4Life Group, LLC
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Buckley Wealth Management, LLC
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RD Lewis Holdings, Inc.
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Talisman Wealth Advisors LLC
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Paragon Capital Management LLC
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Hemenway Trust Co LLC
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OneAscent Investment Solutions LLC
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Baldwin Investment Management, LLC
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Cove Street Capital, LLC
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Chase Investment Counsel Corp
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Federated Hermes, Inc.
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Alliancebernstein L.p.
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Brave Asset Management Inc
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Private Management Group Inc
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Harbor Advisors LLC
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FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
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Fusion Capital, LLC
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Stillwater Wealth Management Group
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SPC Financial, Inc.
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Exchange Capital Management, Inc.
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Pinnacle Financial Group, LLC / IL
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ENPIX - Profunds - Oil & Gas Ultrasector Profund Investor Class
|
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LFA - Lugano Financial Advisors SA
|
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MONECO Advisors, LLC
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Keebeck Wealth Management, LLC
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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Torray Llc
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Heartland Bank & Trust Co
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Crestwood Advisors Group LLC
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Richardson Capital Management LLC
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Redwood Wealth Management Group, LLC
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Chemistry Wealth Management LLC
|
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GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
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Kagan Cocozza Asset Management
|
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Arkadios Wealth Advisors
|
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|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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Lcnb Corp
|
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Breakwater Investment Management
|
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RB Capital Management, LLC
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB
|
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|
Broadway Wealth Solutions, Inc.
|
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Stenger Family Office, LLC
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West Branch Capital LLC
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RKL Wealth Management LLC
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Relative Value Fund
|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
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|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
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Financial Freedom, LLC
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|
Newton One Investments LLC
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|
Migdal Insurance & Financial Holdings Ltd.
|
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|
Canvas Wealth Advisors, LLC
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|
Precedent Wealth Partners, Llc
|
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|
Allred Capital Management, LLC
|
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|
Huber Capital Management LLC
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Plante Moran Financial Advisors, LLC
|
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|
Kmg Fiduciary Partners, Llc
|
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|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
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|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
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|
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|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
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|
Constitution Capital LLC
|
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|
Nomura Asset Management Co Ltd
|
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|
Old Point Trust & Financial Services N A
|
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|
NWK Group, Inc.
|
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|
Silvant Capital Management LLC
|
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|
Berry Wealth Group, LP
|
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|
Partners Wealth Management, Llc
|
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|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
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|
1832 Asset Management L.P.
|
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|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
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|
|
|
Martingale Asset Management L P
|
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|
Gdl Fund
|
|
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|
GeoWealth Management, LLC
|
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|
Trust Co Of Vermont
|
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|
Fort Sheridan Advisors Llc
|
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|
Snowden Capital Advisors LLC
|
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|
Epoch Investment Partners, Inc.
|
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|
4J Wealth Management LLC
|
|
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
NRES - DBX ETF TRUST - Xtrackers RREEF Global Natural Resources ETF
|
|
|
|
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|
Cullen Capital Management, LLC
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Crestmont Private Wealth LLC
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
Evolution Wealth Advisors, LLC
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
Dash Acquisitions Inc.
|
|
|
|
|
|
Salem Investment Counselors Inc
|
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|
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|
|
Verus Capital Partners, Llc
|
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|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
|
|
|
|
Shelton Wealth Management, Llc
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Creekside Partners
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
Lane & Associates LLC
|
|
|
|
|
|
ARFFX - ARIEL INVESTMENT TRUST - Ariel Focus Fund Investor Class
|
|
|
|
|
|
Private Capital Management, LLC
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
von Borstel & Associates, Inc.
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Worth Asset Management, LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
United Capital Management of KS, Inc.
|
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|
|
|
|
Mason & Associates Inc
|
|
|
|
|
|
Delta Capital Management Llc
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
NABAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Absolute Return Multi-Manager Fund Class A
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Retirement Planning Group, Llc / Ny
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
Barry Investment Advisors, LLC
|
|
|
|
|
|
Paladin Wealth, LLC
|
|
|
|
|
|
Shum Financial Group, Inc.
|
|
|
|
|
|
Valicenti Advisory Services Inc
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Natural Resources Portfolio Class IB
|
|
|
|
|
|
Finer Wealth Management, Inc.
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
HMEAX - Highland Funds I - Highland Merger Arbitrage Fund Class A
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Armstrong Henry H Associates Inc
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Needham Investment Management Llc
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
Lanham O'Dell & Company, Inc.
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Prospera Capital Management, LLC
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Energy Sector Fund (A)
|
|
|
|
|
|
Absher Wealth Management, Llc
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
CALAMOS INVESTMENT TRUST/IL - Calamos Merger Arbitrage Fund Class I
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Drake & Associates, LLC
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
AVEFX - SCHWARTZ INVESTMENT TRUST - Ave Maria Bond Fund
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
UDOW - PROSHARES TRUST - ProShares UltraPro Dow30
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
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PFG Investments, LLC
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Creative Financial Designs Inc /adv
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Orca Investment Management, LLC
|
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WFA Asset Management Corp
|
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|
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
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|
Mirae Asset Global Investments Co., Ltd.
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|
Accurate Wealth Management, LLC
|
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|
Tudor Financial Inc.
|
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|
KDT Advisors, LLC
|
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|
FUKOKU MUTUAL LIFE INSURANCE Co
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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|
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares
|
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|
Prevail Innovative Wealth Advisors, Llc
|
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|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
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Wingate Wealth Advisors, Inc.
|
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Contravisory Investment Management, Inc.
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Redhawk Wealth Advisors, Inc.
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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|
Inscription Capital, LLC
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Cypress Wealth Services, LLC
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Gryphon Financial Partners LLC
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Madison Wealth Partners, Inc
|
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Mv Capital Management, Inc.
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SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF
|
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|
Lee-Kelleher Wealth Management
|
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|
Summit Financial Wealth Advisors, LLC
|
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Geneos Wealth Management Inc.
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GFS Advisors, LLC
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Cardinal Point Capital Management, ULC
|
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Beacon Financial Advisory LLC
|
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EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
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|
Banque Transatlantique SA
|
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Ccg Wealth Management, Llc
|
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Jackson Hole Capital Partners, LLC
|
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Round Rock Advisors, LLC
|
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PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I
|
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|
Revolve Wealth Partners, LLC
|
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|
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|
Abundance Wealth Counselors
|
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|
Ilmarinen Mutual Pension Insurance Co
|
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|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
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|
Beaird Harris Wealth Management, LLC
|
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Clifford Swan Investment Counsel Llc
|
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IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
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|
Garrett Wealth Advisory Group, LLC
|
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Wiley Bros.-aintree Capital, Llc
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Accel Wealth Management
|
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Donaldson Capital Management, Llc
|
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Soltis Investment Advisors LLC
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Df Dent & Co Inc
|
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Brass Tax Wealth Management, Inc
|
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Dakota Community Bank & Trust NA
|
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Advantage Trust Co
|
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Baker Tilly Financial, Llc
|
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Gordian Advisors LLC
|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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|
Horan Securities, Inc.
|
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SRS Capital Advisors, Inc.
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Wescott Financial Advisory Group, LLC
|
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State Of Wisconsin Investment Board
|
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Consolidated Portfolio Review Corp
|
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Intellus Advisors LLC
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Capstone Financial Advisors, Inc.
|
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Manchester Capital Management LLC
|
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ShoreHaven Wealth Partners, LLC
|
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CCOR - Listed Funds Trust - Core Alternative ETF
|
|
|
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|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
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|
Avant Capital LLC
|
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|
Cambridge Advisors Inc.
|
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|
Strathmore Capital Advisors, Inc.
|
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|
DSG Capital Advisors, LLC
|
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|
Silverlake Wealth Management Llc
|
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|
Aviso Financial Inc.
|
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Kings Path Partners LLC
|
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|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
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|
Argent Trust Co
|
|
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|
Pinnacle Wealth Planning Services, Inc.
|
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|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
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|
Glass Wealth Management Co LLC
|
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|
Sloy Dahl & Holst, LLC
|
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|
Roundview Capital LLC
|
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|
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
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|
CORDA Investment Management, LLC.
|
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|
Stonebridge Capital Management Inc
|
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|
Wealthstar Advisors, Llc
|
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|
James Investment Research Inc
|
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|
Greatmark Investment Partners, Inc.
|
|
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|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
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|
Sentinel Trust Co Lba
|
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|
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional
|
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|
Dogwood Wealth Management LLC
|
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|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
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|
Cravens & Co Advisors, LLC
|
|
|
|
|
|
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
|
|
|
|
|
|
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
|
|
|
|
|
McHugh Group, LLC
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
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|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Solus Alternative Asset Management LP
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Smith Thornton Advisors LLC
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
bLong Financial, LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Warm Springs Advisors Inc.
|
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Gibson Capital, LLC
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Allium Financial Advisors, Llc
|
|
|
|
|
|
Sequent Planning LLC
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
FOCIX - FAIRHOLME FUNDS INC - The Fairholme Focused Income Fund
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Cornerstone Advisors Asset Management, Inc
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Cascade Investment Advisors, Inc.
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Rock Point Advisors, LLC
|
|
|
|
|
|
McGinn Investment Management, Inc.
|
|
|
|
|
|
LENS - EA Series Trust - Sarmaya Thematic ETF
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Castle Wealth Management Llc
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Integrity Financial Corp /WA
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
Counterweight Ventures, LLC
|
|
|
|
|
|
RSPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Energy ETF
|
|
|
|
|
|
Spring Capital Management, Llc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
Mountain Capital Investment Advisors, Inc
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
GUSH - Direxion Shares ETF Trust - Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares
|
|
|
|
|
|
Chickasaw Capital Management Llc
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Abner Herrman & Brock Llc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Valley Forge Investment Consultants Inc Adv
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
Archvest Wealth Advisors, Inc.
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
|
ODonnell Financial Services, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
Foundation Resource Management Inc
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Atlantic Family Wealth, Llc
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Sender Co & Partners, Inc.
|
|
|
|
|
|
Solidarilty Wealth, LLC
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
DIG - PROSHARES TRUST - ProShares Ultra Oil & Gas
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
Papamarkou Wellner Asset Management inc.
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Reik & Co., Llc
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
Rs Crum Inc.
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
Shayne & Co., Llc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
GMAEX - GMO TRUST - GMO Cyclical Focus Fund Class VI
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
PBFDX - FORUM FUNDS - Payson Total Return Fund
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
TCP Asset Management, LLC
|
|
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|
Pettyjohn, Wood & White, Inc
|
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|
Capital Advisory Group Advisory Services, LLC
|
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|
Journey Advisory Group, LLC
|
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|
Royal Capital Wealth Management, LLC
|
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|
Mountain Hill Investment Partners Corp.
|
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|
Elmwood Wealth Management, Inc.
|
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|
Jennison Associates Llc
|
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|
V2 Financial group LLC
|
|
|
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|
|
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
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|
|
Vanguard Group Inc
|
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|
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|
AIA Group Ltd
|
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Kennedy Investment Group
|
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
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|
Ccm Investment Advisers Llc
|
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|
Pinnacle Wealth Management Advisory Group, LLC
|
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|
HTG Investment Advisors, Inc.
|
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|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
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|
Dupont Capital Management Corp
|
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Cohen & Steers, Inc.
|
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First Merchants Corp
|
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Opes Wealth Management LLC
|
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Marietta Investment Partners Llc
|
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Cohen Capital Management, Inc.
|
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AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
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|
Sterling Financial Planning, Inc.
|
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|
|
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|
VLEQX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Equity Fund Investor Class
|
|
|
|
|
|
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
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|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
BCGM Wealth Management, LLC
|
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|
Capula Management Ltd
|
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|
Horizon Bancorp Inc /in/
|
|
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|
State of New Jersey Common Pension Fund D
|
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|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
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|
Plancorp, LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
MARB - First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio
|
|
|
|
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|
Kingsview Wealth Management, LLC
|
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Bank OZK
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
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|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
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|
Lido Advisors, LLC
|
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Glynn Capital Management Llc
|
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EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
|
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|
|
Coign Capital Advisors LLC
|
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|
|
Avalon Trust Co
|
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|
Lee Danner & Bass Inc
|
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|
Chicago Partners Investment Group LLC
|
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|
Thrive Wealth Management, LLC
|
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|
Coldstream Capital Management Inc
|
|
|
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|
|
Thomasville National Bank
|
|
|
|
|
|
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
|
|
|
|
|
Oxbow Advisors, LLC
|
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|
|
|
|
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
|
|
|
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|
Guinness Atkinson Asset Management Inc
|
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|
Vident Advisory, LLC
|
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|
Assenagon Asset Management S.A.
|
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|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Semanteon Capital Management, LP
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
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|
|
Cadinha & Co Llc
|
|
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|
|
|
Helen Stephens Group, LLC
|
|
|
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|
|
Carmel Capital Partners, LLC
|
|
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|
|
|
Prudent Man Advisors, LLC
|
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|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
Vance Wealth, Inc.
|
|
|
|
|
|
Mainstream Capital Management LLC
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Miramar Capital, LLC
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
Lakewood Asset Management LLC
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Gibraltar Capital Management, Inc.
|
|
|
|
|
|
BlueChip Wealth Advisors LLC
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Concorde Asset Management, LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional
|
|
|
|
|
|
Brookmont Capital Management
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Pcg Asset Management, Llc
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Cunning Capital Partners, LP
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Natural Resources Fund (a)
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Oder Investment Management, LLC
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Tandem Investment Partners LLC
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
TURF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Natural Resources ETF
|
|
|
|
|
|
White Lighthouse Investment Management Inc.
|
|
|
|
|
|
Independent Investors Inc
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
Ledgewood Wealth Advisors, LLC
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
NETZ - Engine No. 1 ETF Trust - Engine No. 1 Transform Climate ETF
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Ruffer LLP
|
|
|
|
|
|
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Kelly Financial Services LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
Ultimus Managers Trust - Westwood Salient Enhanced Energy Income ETF
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
Hosking Partners LLP
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Bridgeway Capital Management Inc
|
|
|
|
|
|
Chapman Investment Management, LLC
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
Arnhold LLC
|
|
|
|
|
|
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C
|
|
|
|
|
|
WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
Brewster Financial Planning LLC
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Cannon Advisors, Inc.
|
|
|
|
|
|
Prostatis Group LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
DDM - PROSHARES TRUST - ProShares Ultra Dow30
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Granite Harbor Advisors, Inc.
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Pentwater Capital Management LP
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Sterneck Capital Management, LLC
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
Capstone Wealth Management Group LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Norinchukin Bank, The
|
|
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Convergence Financial, LLC
|
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|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Peak6 Llc
|
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|
|
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|
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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|
|
|
|
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
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|
|
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|
Everett Harris & Co /ca/
|
|
|
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|
Abacus Planning Group, Inc.
|
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|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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|
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|
YANKCOM Partnership
|
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|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
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|
|
Talbot Financial, LLC
|
|
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|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
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|
Hayek Kallen Investment Management
|
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|
Connecticut Wealth Management, LLC
|
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|
Synovus Financial Corp
|
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|
Reliant Investment Management, LLC
|
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|
RW Investment Management LLC
|
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|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
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|
Beese Fulmer Investment Management, Inc.
|
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|
Empire Life Investments Inc.
|
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|
Processus Wealth & Capital Management, LLC
|
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|
Bradley Foster & Sargent Inc/ct
|
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|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
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|
Van Strum & Towne Inc.
|
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|
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|
Arbor Trust Wealth Advisors, Llc
|
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|
Wisconsin Wealth Advisors, LLC
|
|
|
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|
Eley Financial Management, Inc
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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|
|
|
|
CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A
|
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|
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|
Silvia Mccoll Wealth Management, Llc
|
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|
Verity & Verity, LLC
|
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|
Affiance Financial, LLC
|
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|
Oliver Lagore Vanvalin Investment Group
|
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|
McLean Asset Management Corp
|
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|
Arrowroot Family Office, LLC
|
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|
Texas Capital Bancshares Inc/tx
|
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Forum Financial Management, LP
|
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|
|
|
TGLR - ETF Opportunities Trust - LAFFER|TENGLER Equity Income ETF
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
GAM Holding AG
|
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|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
|
|
|
|
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|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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|
Massmutual Trust Co Fsb/adv
|
|
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|
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|
Bbr Partners, Llc
|
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|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
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|
Fox Hill Wealth Management
|
|
|
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|
Krs Capital Management, Llc
|
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|
|
|
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class
|
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|
Ausdal Financial Partners, Inc.
|
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|
CoreFirst Bank & Trust
|
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|
Wayfinding Financial, LLC
|
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|
Aviance Capital Partners, LLC
|
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|
|
FTXN - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Oil & Gas ETF
|
|
|
|
|
|
Trinity Financial Advisors LLC
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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|
Quest Investment Management Llc
|
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|
Aspiriant, Llc
|
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|
Capital Analysts, Inc.
|
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|
Argonautica Private Wealth Management, Inc
|
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|
MBA Advisors LLC
|
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|
|
Relyea Zuckerberg Hanson LLC
|
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|
Private Client Services, Llc
|
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|
|
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional
|
|
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|
RFG - Bristol Wealth Advisors, LLC
|
|
|
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|
SkyOak Wealth, LLC
|
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|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Fmb Wealth Management
|
|
|
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|
|
LVZ Advisors, Inc.
|
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|
Smart Portfolios, LLC
|
|
|
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|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Marotta Asset Management
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
|
|
MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Campbell Capital Management Inc
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
TKG Advisors, LLC
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
Red Mountain Financial, LLC
|
|
|
|
|
|
Iron Financial, LLC
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Leuthold Group, Llc
|
|
|
|
|
|
Better Money Decisions, LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Ironsides Asset Advisors, LLC
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Bay Capital Advisors, LLC
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
DLK Investment Management, LLC
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
Harbour Investment Management Llc
|
|
|
|
|
|
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
WPLCX - WP Trust - WP Large Cap Income Plus Fund Institutional Class Shares
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
Bright Financial Advisors, Inc.
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Laird Norton Trust Company, Llc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
Compass Financial Group, INC/SD
|
|
|
|
|
|
FVALX - FORESTER FUNDS INC - Forester Value Fund Class N
|
|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
|
|
VAUGHAN & Co SECURITIES, INC.
|
|
|
|
|
|
GCOW - Pacer Funds Trust - Pacer Global Cash Cows Dividend ETF
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Inman Jager Wealth Management, LLC
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
Austin Wealth Management, LLC
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Wellington Capital Management, Inc.
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Harbor Advisory Corp /ma/
|
|
|
|
|
|
Selway Asset Management
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Michels Family Financial, LLC
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Requisite Capital Management, LLC
|
|
|
|
|
|
Central Valley Advisors, Llc
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
Schubert & Co
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Well Done, LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Sterling Wealth Management, Inc.
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
BLACKROCK NATURAL RESOURCES TRUST - BLACKROCK NATURAL RESOURCES TRUST Investor A
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Milestones Administradora de Recursos Ltda.
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Trinity Legacy Partners, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify Natural Resources Dividend Income ETF
|
|
|
|
|
|
First Fiduciary Investment Counsel, Inc.
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
Clearview Wealth Advisors LLC
|
|
|
|
|
|
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class
|
|
|
|
|
|
Raelipskie Partnership
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Alexander Labrunerie & Co., Inc.
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
TEXN - iSHARES TRUST - iShares Texas Equity ETF
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Juncture Wealth Strategies, Llc
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
Savoie Capital LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Paradigm Capital Management, LLC/NV
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
Eagle Capital Management, LLC
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Rochester Wealth Strategies, LLC
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
PXI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Energy Momentum ETF
|
|
|
|
|
|
Luts & Greenleigh Group, Inc
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
|
|
|
Mirae Asset Securities (usa) Inc.
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Johnson & White Wealth Management, LLC
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
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SFE Investment Counsel
|
|
|
|
|
|
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
EDOW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow 30 Equal Weight ETF
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
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|
Buffington Mohr McNeal
|
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|
Lakeshore Financial Planning, Inc.
|
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|
Midwest Heritage Bank, FSB
|
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|
Outlook Wealth Advisors, LLC
|
|
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|
Leavell Investment Management, Inc.
|
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|
|
|
|
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
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|
Commerzbank Aktiengesellschaft /fi
|
|
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|
Meridian Financial Partners LLC
|
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|
Sprinkle Financial Consultants LLC
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Ellis Investment Partners, LLC
|
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TCTC Holdings, LLC
|
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Northstar Asset Management Llc
|
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First Citizens Bank & Trust Co
|
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|
COHOX - Managed Portfolio Series - Coho Relative Value Equity Fund Advisor Class Shares
|
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|
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|
Gradient Investments LLC
|
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|
James J. Burns & Company, LLC
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Penney Financial, LLC
|
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|
Tiaa Trust, National Association
|
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Optima Capital Llc
|
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|
Atalanta Sosnoff Capital, Llc
|
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|
Sawyer & Company, Inc
|
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|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
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|
Hartline Investment Corp/
|
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|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
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|
Burney Co/
|
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|
Mpwm Advisory Solutions, Llc
|
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|
We Are One Seven, LLC
|
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|
1620 Investment Advisors, Inc.
|
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|
Safe Harbor Fiduciary, LLC
|
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|
Aspen Grove Capital, LLC
|
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|
BluePointe Capital Management, LLC
|
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|
Fortitude Family Office, LLC
|
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|
True Wealth Design, LLC
|
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|
Highland Capital Management, Llc
|
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|
Opinicus Capital, Inc.
|
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|
H&H Retirement Design & Management INC
|
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|
Jamison Private Wealth Management, Inc.
|
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|
Sweeney & Michel, Llc
|
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|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
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|
Panagora Asset Management Inc
|
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|
Dagco, Inc.
|
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Private Wealth Partners, LLC
|
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|
Cascade Investment Group, Inc.
|
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Bay Rivers Group
|
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|
William B. Walkup & Associates, Inc.
|
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|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
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|
Floyd Financial Group Llc
|
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DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A
|
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|
Red Cedar Investment Management, Llc
|
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MKT Advisors LLC
|
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QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
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|
Accredited Investors Inc.
|
|
|
|
|
|
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
|
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|
RFP Financial Group LLC
|
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|
Ameliora Wealth Management Ltd.
|
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|
Jarislowsky, Fraser Ltd
|
|
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|
|
|
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
|
|
|
|
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|
Northwest & Ethical Investments L.P.
|
|
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|
|
|
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
|
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|
Winthrop Capital Management, LLC
|
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|
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
|
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|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
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|
|
Fiduciary Trust Co
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
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|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
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|
|
Moneta Group Investment Advisors Llc
|
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|
ProVise Management Group, LLC
|
|
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|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
R.m.sincerbeaux Capital Management Llc
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
ArrowMark Colorado Holdings LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Pettinga Financial Advisors, LLC
|
|
|
|
|
|
Lindenwold Advisors
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Yarbrough Capital, LLC
|
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
|
Strong Tower Advisory Services
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Ariston Services Group
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
Osher Van de Voorde Investment Management
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Abacus Wealth Partners, LLC
|
|
|
|
|
|
Bishop & Co Investment Management, LLC
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
GAGEX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Energy Fund
|
|
|
|
|
|
NovaPoint Capital, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Ctc Llc
|
|
|
|
|
|
Adamsbrown Wealth Consultants Llc
|
|
|
|
|
|
VanderPol Investments L.L.C.
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Kinloch Capital, LLC
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Helium Advisors LLC
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
Semper Augustus Investments Group Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Integris Wealth Management, LLC
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
SoundView Advisors Inc.
|
|
|
|
|
|
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
Quantessence Capital LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
STAR Financial Bank
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Elevation Series Trust - The Opal Dividend Income ETF
|
|
|
|
|
|
Puzo Michael J
|
|
|
|
|
|
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
Blackhill Capital Inc
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
Madrona Financial Services, LLC
|
|
|
|
|
|
XLE - SELECT SECTOR SPDR TRUST - The Energy Select Sector SPDR Fund
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Stack Financial Management, Inc
|
|
|
|
|
|
Banco de Sabadell, S.A
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
|
|
|
|
Mainsail Financial Group, LLC
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
VPR Management LLC
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
SCP Investment, LP
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund
|
|
|
|
|
|
Financial & Tax Architects, LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Asset Allocation & Management Company, LLC
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Instrumental Wealth, Llc
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Iams Wealth Management, Llc
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Montis Financial, LLC
|
|
|
|
|
|
Invenio Wealth Partners Llc
|
|
|
|
|
|
First National Bank of Hutchinson
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Tandem Financial, LLC
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Hendley & Co Inc
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Credit Agricole S A
|
|
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Milestones Private Investment Advisors LLC
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Sandhill Capital Partners LLC
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Financial Security Advisor, Inc.
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Jericho Financial, Llp
|
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
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|
Adalta Capital Management LLC
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Eukles Asset Management
|
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Walker Asset Management, LLC
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ORG Wealth Partners, LLC
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Capital A Wealth Management, LLC
|
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DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
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|
Great Diamond Partners, LLC
|
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|
Northwest Quadrant Wealth Management, LLC
|
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|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
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|
White Wing Wealth Management
|
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|
Shore Point Advisors, LLC
|
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High Note Wealth, LLC
|
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Gemmer Asset Management LLC
|
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Rosenblum Silverman Sutton S F Inc /ca
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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Fairfield, Bush & Co.
|
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VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
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|
Blue Bell Private Wealth Management, Llc
|
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JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
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|
Asahi Life Asset Management Co., Ltd.
|
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Nicholas Hoffman & Company, LLC.
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Recurrent Investment Advisors LLC
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St Germain D J Co Inc
|
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Gamco Natural Resources, Gold & Income Trust
|
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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|
First Foundation Advisors
|
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Stonebridge Capital Advisors LLC
|
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
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|
Wedgewood Investors Inc /pa/
|
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|
DAVENPORT & Co LLC
|
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Icapital Wealth Llc
|
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Strs Ohio
|
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Covenant Asset Management, LLC
|
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Main Street Research LLC
|
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|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
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|
MVFD - Northern Lights Fund Trust IV - Monarch Volume Factor Dividend Tree Index ETF
|
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|
PKO Investment Management Joint-Stock Co
|
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Moment Partners, LLC
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Winthrop Advisory Group LLC
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North Star Investment Management Corp.
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Nordea Investment Management Ab
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Siemens Fonds Invest GmbH
|
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Clark Capital Management Group, Inc.
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Cobler Capital Management, LLC
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Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
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Hunter Associates Investment Management Llc
|
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Tocqueville Asset Management L.p.
|
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Bank Of Nova Scotia
|
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Van Cleef Asset Management,Inc
|
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J. Safra Sarasin Holding AG
|
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Novem Group
|
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Charles Schwab Trust Co
|
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Capital Advisors Inc/ok
|
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Profunds - Profund Vp Oil & Gas
|
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|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
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|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
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|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
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|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
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|
Heritage Wealth Management, Inc. /CA/
|
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|
MBL Wealth, LLC
|
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|
WealthCollab, LLC
|
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|
Culbertson A N & Co Inc
|
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|
Woodstock Corp
|
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Inlet Private Wealth, LLC
|
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|
Smith Chas P & Associates Pa Cpas
|
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|
Windsor Capital Management, LLC
|
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Lighthouse Investment Partners, LLC
|
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Metis Global Partners, LLC
|
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|
Fjell Capital, LLC
|
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|
Silicon Valley Capital Partners
|
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|
Rathbone Brothers plc
|
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|
First American Bank
|
|
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|
Trust Investment Advisors
|
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|
Gamco Global Gold, Natural Resources & Income Trust
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
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|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
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|
|
American Alpha Advisors, LLC
|
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|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
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|
|
Community Financial Services Group, LLC
|
|
|
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|
|
Marathon Trading Investment Management LLC
|
|
|
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|
|
Quadcap Wealth Management, LLC
|
|
|
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|
|
Visionary Horizons, LLC
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
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|
|
Howard Capital Management Group, LLC
|
|
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|
|
Redmond Asset Management, LLC
|
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|
Hanson & Doremus Investment Management
|
|
|
|
|
|
BLB&B Advisors, LLC
|
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|
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|
|
Peterson Wealth Management
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
Wela Strategies, Inc.
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Fischer Financial Services, Inc.
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Capasso Planning Partners LLC
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
CAMX - ADVISORS' INNER CIRCLE FUND - Cambiar Aggressive Value ETF
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Clg Llc
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
Ahl Investment Management, Inc.
|
|
|
|
|
|
Bell & Brown Wealth Advisors, Llc
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
TrueMark Investments, LLC
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
USCF - Themes ETF Trust - Themes US Cash Flow Champions ETF
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Northstar Financial Companies, Inc.
|
|
|
|
|
|
DOGG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest DJIA Dogs 10 Target Income ETF
|
|
|
|
|
|
Sarver Vrooman Wealth Advisors
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
|
|
|
|
Ariel Investments, Llc
|
|
|
|
|
|
Penbrook Management LLC
|
|
|
|
|
|
Sterling Financial Group, Inc.
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
Meixler Investment Management, Ltd.
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
HNRIX - HENNESSY FUNDS TRUST - Hennessy BP Energy Fund Institutional Class
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
National Mutual Insurance Federation of Agricultural Cooperatives
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Smart Money Group LLC
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
RYEIX - RYDEX SERIES FUNDS - Energy Fund Investor Class
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Seek First Inc.
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Intergy Private Wealth, LLC
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
BIGTX - Monteagle Funds - The Texas Fund Class I
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Prosperity Financial Group, Inc.
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Denver Wealth Management, Inc.
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
Freemont Management S.A.
|
|
|
|
|
|
Tevis Investment Management
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A
|
|
|
|
|
|
tru Independence LLC
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Hollow Brook Wealth Management LLC
|
|
|
|
|
|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Stonebridge Financial Planning Group, LLC
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Centerpoint Advisory Group
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
One Degree Advisors Inc
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Lloyd Advisory Services, LLC.
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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|
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|
|
Lynx Investment Advisory
|
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|
|
Net Worth Advisory Group
|
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|
Opal Wealth Advisors, LLC
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|
Miller Wealth Advisors, Llc
|
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|
Kampmann Melissa S.
|
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|
Hoertkorn Richard Charles
|
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|
Breakwater Capital Group
|
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Brighton Jones Llc
|
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DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
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|
HBW Advisory Services LLC
|
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|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
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|
Neuberger Berman Group LLC
|
|
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|
|
FT Vest Hedged Equity Income Fund: Series A3
|
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|
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|
|
Denali Advisors Llc
|
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|
Quantbot Technologies LP
|
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|
Central Bank & Trust Co
|
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|
LRI Investments, LLC
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Schear Investment Advisers, LLC
|
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|
Hartland & Co., LLC
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|
Theory Financial Llc
|
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|
Veracity Capital LLC
|
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|
Guardian Wealth Advisors, LLC
|
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|
United Asset Strategies, Inc.
|
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|
Truvestments Capital Llc
|
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|
Williams Jones Wealth Management, LLC.
|
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|
Bailard, Inc.
|
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|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
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|
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|
Fulton Bank, N.a.
|
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|
Delta Asset Management Llc/tn
|
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Vista Wealth Management Group, LLC
|
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|
Sage Capital Advisors,llc
|
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Wealthcare Capital Partners, LLC
|
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|
Lazard Freres Gestion S.A.S.
|
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|
Signature Wealth Management Partners, LLC
|
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|
Elser Financial Planning, Inc
|
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|
Franklin Templeton ETF Trust - Franklin Income Focus ETF
|
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|
Bernard Wealth Management Corp.
|
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Hidden Cove Wealth Management, LLC
|
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|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
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|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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|
J.w. Cole Advisors, Inc.
|
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Cim Investment Mangement Inc
|
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Finward Bancorp
|
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Northern Capital Management, Inc.
|
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AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
|
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Cambridge Investment Research Advisors, Inc.
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Wellington Management Group Llp
|
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John Hancock Hedged Equity & Income Fund
|
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|
Hourglass Capital, Llc
|
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Regal Investment Advisors LLC
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Landaas & Co /wi /adv
|
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Breed's Hill Capital LLC
|
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Capital International Investors
|
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Spdr Dow Jones Industrial Average Etf Trust
|
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|
Synergy Financial Group, LTD
|
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Marble Harbor Investment Counsel, LLC
|
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Burns J W & Co Inc/ny
|
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MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I
|
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|
Dividend Asset Capital, Llc
|
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FILL - iShares, Inc. - iShares MSCI Global Energy Producers ETF
|
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VENAX - VANGUARD WORLD FUND - Vanguard Energy Index Fund Admiral Shares
|
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|
Thomas Story & Son Llc
|
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|
Samalin Investment Counsel, LLC
|
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|
Voya Financial Advisors, Inc.
|
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|
Centric Wealth Management
|
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|
Transce3nd, LLC
|
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New Republic Capital, LLC
|
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COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
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|
Investment Research & Advisory Group, Inc.
|
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|
LGT Fund Management Co Ltd.
|
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Atlantic Private Wealth, LLC
|
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|
Thrive Capital Management, LLC
|
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|
B.O.S.S. Retirement Advisors, LLC
|
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|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
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|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
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|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
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|
ARS Wealth Advisors Group, LLC
|
|
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Studio Investment Management Llc
|
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|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
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|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
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|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
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|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Baker Boyer National Bank
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
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|
Triune Financial Partners, LLC
|
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|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
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|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
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|
|
|
Grassi Investment Management
|
|
|
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|
|
National Asset Management, Inc.
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
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|
|
Code Waechter LLC
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
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|
WNY Asset Management, LLC
|
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|
Waterfront Wealth Inc.
|
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|
Kavar Capital Partners Group, Llc
|
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|
Castleview Partners, Llc
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
|
|
Haverford Financial Services, Inc.
|
|
|
|
|
|
WISEX - AZZAD FUNDS - Azzad Wise Capital Fund
|
|
|
|
|
|
Hexagon Capital Partners LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Managed Asset Portfolios, Llc
|
|
|
|
|
|
Delaney Dennis R
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
CENTX - NORTHERN LIGHTS FUND TRUST III - Centerstone Investors Fund Class I
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Keeler THomas Management LLC
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Interactive Financial Advisors
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
American Institute for Advanced Investment Management, LLP
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
Dixon Fnancial Services, Inc.
|
|
|
|
|
|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
|
|
|
|
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF
|
|
|
|
|
|
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
|
|
|
|
|
Stony Point Wealth Management Inc.
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
WealthTrust Asset Management, LLC
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
FMIEX - WASATCH FUNDS TRUST - Wasatch Global Value Fund Investor Class shares
|
|
|
|
|
|
Deane Retirement Strategies, Inc.
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Capstone Capital Wealth Advisors
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Capital Markets Trading UK LLP
|
|
|
|
|
|
Pinnacle Wealth Management Group, Inc.
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Diamant Asset Management, Inc.
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Carbahal Olsen Financial Services Group, LLC
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
SMRI - EA Series Trust - Bushido Capital US Equity ETF
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Horizon Wealth Management, LLC
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
Gill Capital Partners, Llc
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
HFG Wealth Management, LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Coerente Capital Management
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
MADDEN SECURITIES Corp
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Sandbox Financial Partners, LLC
|
|
|
|
|
|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
Thoma Capital Management LLC
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
|
|
PGNAX - PRUDENTIAL JENNISON NATURAL RESOURCES FUND, INC. - PGIM Jennison Natural Resources Fund Class A
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
Rebalance, Llc
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
First Wilshire Securities Management Inc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Avaii Wealth Management, Llc
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Jain Global LLC
|
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Glass Jacobson Investment Advisors llc
|
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Cranbrook Wealth Management, LLC
|
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|
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|
Key FInancial Inc
|
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|
Atala Financial Inc
|
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Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
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|
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
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|
Independence Bank of Kentucky
|
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|
Terril Brothers, Inc.
|
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Elequin Capital Lp
|
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Milestone Asset Management, Llc
|
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Strategic Wealth Partners, Ltd.
|
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CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
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|
Moulton Wealth Management, Inc
|
|
|
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|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
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New York Life Investment Management Llc
|
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Nissay Asset Management Corp /japan/ /adv
|
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BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class
|
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|
Bay Harbor Wealth Management, LLC
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|
Accent Capital Management, LLC
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|
Atlanta Consulting Group Advisors, LLC
|
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|
Hopwood Financial Services, Inc.
|
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|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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|
Threadgill Financial, Llc
|
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|
Tectonic Advisors Llc
|
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Planning Alternatives Ltd /adv
|
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|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
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|
Maple Capital Management, Inc.
|
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|
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|
Keating Investment Counselors Inc
|
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|
Sumitomo Life Insurance Co
|
|
|
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|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
HBFBX - HENNESSY FUNDS TRUST - Hennessy Balanced Fund Investor Class
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Court Place Advisors, LLC
|
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|
Eubel Brady & Suttman Asset Management Inc
|
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|
|
Weatherly Asset Management L. P.
|
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|
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|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
|
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|
|
|
Cincinnati Insurance Co
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
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|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
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|
|
Sepio Capital, LP
|
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|
Stableford Capital Ii Llc
|
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|
Intrua Financial, LLC
|
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|
NorthRock Partners, LLC
|
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|
Dodge & Cox
|
|
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|
Barrow Hanley Mewhinney & Strauss Llc
|
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|
Massachusetts Financial Services Co /ma/
|
|
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|
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|
SGL Investment Advisors, Inc.
|
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|
Atria Wealth Solutions, Inc.
|
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|
Northwest Bancshares, Inc.
|
|
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|
Jpmorgan Chase & Co
|
|
|
|
|
|
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
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|
|
|
QV Investors Inc.
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
CSNR - Cohen & Steers ETF Trust - Cohen & Steers Natural Resources Active ETF
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Kooman & Associates
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
Rede Wealth, LLC
|
|
|
|
|
|
Squire Investment Management Company, LLC
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Canal Insurance CO
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
|
|
|
|
|
|
Drexel Morgan & Co.
|
|
|
|
|
|
Partnership Wealth Management, LLC
|
|
|
|
|
|
AdvisorShares Investments LLC
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
South Street Advisors LLC
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Kaizen Financial Strategies
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
Caitlin John, LLC
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
Mork Capital Management, LLC
|
|
|
|
|
|
Donoghue Forlines LLC
|
|
|
|
|
|
Channing Capital Management, LLC
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Ames National Corp
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Peloton Wealth Strategists
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Water Island Capital Llc
|
|
|
|
|
|
TACLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Fund Class A
|
|
|
|
|
|
Slow Capital, Inc.
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Red Spruce Capital, LLC
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
North Forty Two & Co.
|
|
|
|
|
|
Founders Capital Management, Llc
|
|
|
|
|
|
Neumann Capital Management, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Aft, Forsyth & Sober, LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
BetterWealth, LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
Nuveen Dow 30sm Dynamic Overwrite Fund
|
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
|
IYE - iSHARES TRUST - iShares U.S. Energy ETF
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Black Swift Group, LLC
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
Calamos Global Total Return Fund
|
|
|
|
|
|
VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
CPA Asset Management LLC
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
CV Advisors LLC
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Coordinated Financial Services, Inc.
|
|
|
|
|
|
Griffith & Werner, Inc.
|
|
|
|
|
|
Acas, Llc
|
|
|
|
|
|
BancFirst Trust & Investment Management
|
|
|
|
|
|
Wilkinson Global Asset Management LLC
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
Balanced Wealth Group Llc
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Foguth Wealth Management, LLC.
|
|
|
|
|
|
Applied Capital LLC/FL
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
DJD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dow Jones Industrial Average Dividend ETF
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
|
|
|
|
|
|
Ssi Investment Management Llc
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Consilium Wealth Advisory, LLC
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Harfst & Associates, Inc.
|
|
|
|
|
|
Clark Financial Services Group Inc /bd
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Bravias Capital Group, LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
MA Private Wealth
|
|
|
|
|
|
Aft, Forsyth & Company, Inc.
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Asset Planning Services Inc /la/ /adv
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
LKEQX - LKCM Funds - LKCM Equity Fund
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Continental Investors Services, Inc.
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Unique Wealth, Llc
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
|
|
|
|
|
TCM Advisors, LLC
|
|
|
|
|
|
StrongBox Wealth, LLC
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Mizuho Securities Usa Llc
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Boit C F David
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Taconic Capital Advisors LP
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Eaton Vance Tax Advantaged Dividend Income Fund
|
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Nicolet Advisory Services, Llc
|
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|
Louisbourg Investments Inc.
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Vontobel Holding Ltd.
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Verum Partners LLC
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HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
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|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
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Pekin Hardy Strauss, Inc.
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JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
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ERn Financial, LLC
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Black Diamond Financial, LLC
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Fulton Breakefield Broenniman Llc
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Blue Fin Capital, Inc.
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Consultiva Wealth Management, Corp.
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Trust Co of the South
|
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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Cura Wealth Advisors, Llc
|
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Man Group plc
|
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MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
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Staley Capital Advisers Inc
|
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Clarity Wealth Advisors, LLC
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Oxford Asset Management Llp
|
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Holos Integrated Wealth LLC
|
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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Stuart Chaussee & Associates, Inc.
|
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Envestnet Portfolio Solutions, Inc.
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BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
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Exchange Traded Concepts, Llc
|
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B. Metzler seel. Sohn & Co. AG
|
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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Old Republic International Corp
|
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G&S Capital LLC
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Richardson Financial Services Inc.
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Walkner Condon Financial Advisors LLC
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Rakuten Investment Management, Inc.
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Probity Advisors, Inc.
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Acropolis Investment Management, LLC
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Trivant Custom Portfolio Group, LLC
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Bluefin Capital Management, Llc
|
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Marcum Wealth, LLC
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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UMA Financial Services, Inc.
|
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Advisors Asset Management, Inc.
|
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Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
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Sax Wealth Advisors, Llc
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Kilter Group LLC
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Signal Advisors Wealth, LLC
|
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Life Planning Partners, Inc
|
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Ckw Financial Group
|
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LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
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|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
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GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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America First Investment Advisors, LLC
|
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DekaBank Deutsche Girozentrale
|
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|
Hardman Johnston Global Advisors LLC
|
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Schulhoff & Co Inc
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
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|
FT Vest Hedged Equity Income Fund: Series A4
|
|
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|
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|
PBMares Wealth Management LLC
|
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Financial Network Wealth Advisors LLC
|
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|
Sawgrass Asset Management Llc
|
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|
First Interstate Bank
|
|
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Heartwood Wealth Advisors LLC
|
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ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
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|
Copia Wealth Management
|
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Stablepoint Partners, LLC
|
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|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
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|
MFA Wealth Services
|
|
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|
Shorepoint Capital Partners LLC
|
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|
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
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|
Copley Financial Group, Inc.
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
CRA Financial Services, LLC
|
|
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|
Annis Gardner Whiting Capital Advisors, LLC
|
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|
Cohen Klingenstein LLC
|
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|
Tower Bridge Advisors
|
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|
Close Asset Management Ltd
|
|
|
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|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
Wolff Financial Management Llc
|
|
|
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|
|
TFG Advisers LLC
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
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|
Birmingham Capital Management Co Inc/al
|
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|
Johnson Financial Group, Inc.
|
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|
Mosaic Family Wealth Partners, Llc
|
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|
HITE Hedge Asset Management LLC
|
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|
|
RBF Capital, LLC
|
|
|
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|
|
Fca Corp /tx
|
|
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|
Arizona State Retirement System
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
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|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
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|
|
Ledyard National Bank
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Altiora Financial Group, LLC
|
|
|
|
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|
Warburton Capital Management, LLC
|
|
|
|
|
|
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A
|
|
|
|
|
|
UDPIX - Profunds - Ultradow 30 Profund Investor Class
|
|
|
|
|
|
Edmp, Inc.
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
DDD Partners, LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
TORYX - RBB Fund Trust - Torray Fund
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
Mason Investment Advisory Services, Inc.
|
|
|
|
|
|
First International Bank & Trust
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
Portman Square Capital LLP
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Energy Portfolio Initial Class
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Amussen Hunsaker Associates Llc
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
PSI Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
Creegan & Nassoura Financial Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Indie Asset Partners, LLC
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
GHAAX - VanEck Funds - Global Hard Assets Fund Class A
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Infrastructure Capital Advisors, Llc
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
GGM Financials LLC
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Martel Wealth Advisors Inc
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
|
|
|
|
|
|
Ilex Capital Partners (UK) LLP
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
Pennington Partners & Co., Llc
|
|
|
|
|
|
Menard Financial Group LLC
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Future Fund LLC
|
|
|
|
|
|
MOKAN Wealth Management Inc.
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Gentry Private Wealth, Llc
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Rice Hall James & Associates, Llc
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Verus Financial Partners, Inc.
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
Broadleaf Partners, LLC
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
WMKGX - WESMARK FUNDS - WesMark Growth Fund
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
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|
|
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|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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|
|
|
|
Global Wealth Strategies & Associates
|
|
|
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|
Cito Capital Group, LLC
|
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|
|
|
|
Costello Asset Management, INC
|
|
|
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|
Squarepoint Ops LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
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DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
|
|
|
|
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|
Cypress Capital Management LLC (WY)
|
|
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|
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|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
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|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
Strategies Wealth Advisors, LLC
|
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|
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|
Aaron Wealth Advisors LLC
|
|
|
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|
|
Hofer & Associates. Inc
|
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|
Wedbush Securities Inc
|
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|
Bnp Paribas
|
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|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
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|
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|
Gts Securities Llc
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
WP Advisors, LLC
|
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|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
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|
Leslie Global Wealth, LLC
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|
Ancora Advisors, LLC
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|
Rogco, Lp
|
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Evolution Advisers, Inc.
|
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PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
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|
Kingstone Capital Partners Texas, LLC
|
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Principal Diversified Select Real Asset Fund
|
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ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
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|
|
First Long Island Investors, LLC
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Opus Capital Group, LLC
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Royal Fund Management, LLC
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K2 Financial Inc.
|
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BIP Wealth, LLC
|
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SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
Donald L. Hagan, LLC
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
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|
|
MBE Wealth Management, LLC
|
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|
Private Capital Advisors, Inc.
|
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|
Huntington National Bank
|
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Schmidt P J Investment Management Inc
|
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Bank Julius Baer & Co. Ltd, Zurich
|
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|
Charter Oak Capital Management, LLC
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|
State Street Corp
|
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Copperwynd Financial, LLC
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Maryland Capital Advisors Inc.
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LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
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Sky-mountain Capital Management, Inc.
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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|
Cooper/haims Advisors, Llc
|
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|
Catalytic Wealth RIA, LLC
|
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|
Hummer Financial Advisory Services Inc
|
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|
Sound Income Strategies, LLC
|
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EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
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|
Mraz, Amerine & Associates, Inc.
|
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Cladis Investment Advisory, LLC
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Todd Asset Management Llc
|
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Quintet Private Bank (Europe) S.A.
|
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Wbi Investments, Inc.
|
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Rf&l Wealth Management, Llc
|
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Curran Financial Partners, LLC
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Elevatus Welath Management
|
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|
Family Investment Center, Inc.
|
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Fiduciary Planning LLC
|
|
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|
California Public Employees Retirement System
|
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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Armbruster Capital Management, Inc.
|
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VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
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|
Liberty Capital Management, Inc.
|
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Financial Advisory Service, Inc.
|
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GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
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|
|
Northside Capital Management, LLC
|
|
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|
|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
|
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|
|
Fisher Asset Management, LLC
|
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|
DJE Kapital AG
|
|
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|
Woodard & Co Asset Management Group Inc /adv
|
|
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|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
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|
|
|
Total Wealth Planning, Llc
|
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|
Marco Investment Management Llc
|
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|
Foster & Motley Inc
|
|
|
|
|
|
VGENX - VANGUARD SPECIALIZED FUNDS - Vanguard Energy Fund Investor Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
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|
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
|
|
|
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|
Signet Investment Advisory Group, Inc.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
Tumwater Wealth Management, LLC
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Wellington Energy Portfolio Class IB
|
|
|
|
|
|
Sollinda Capital Management LLC
|
|
|
|
|
|
CoreCommodity Management, LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Signature Wealth Management Group
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Brian Low Financial Group, Llc
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Sellwood Investment Partners LLC
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Arlington Financial Advisors, LLC
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Westbourne Investments, Inc.
|
|
|
|
|
|
Prosperitas Financial LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Unified Investment Management
|
|
|
|
|
|
Keystone Financial Planning, Inc.
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
|
|
|
|
|
Villere St Denis J & Co Llc
|
|
|
|
|
|
Garrison Bradford & Associates Inc
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
Spectrum Asset Management, Inc. (NB/CA)
|
|
|
|
|
|
GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF
|
|
|
|
|
|
Tang Capital Management Llc
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
Vishria Bird Financial Group, LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Pacific Sage Partners, LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Impala Asset Management LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Cottonwood Capital Advisors, Llc
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Butensky & Cohen Financial Security, Inc
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Coho Partners, Ltd.
|
|
|
|
|
|
Fortune Financial Advisors, LLC
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
Legacy Capital Wealth Management, Llc
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Cadent Capital Advisors, LLC
|
|
|
|
|
|
Ellerson Group Inc /adv
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
DIVO - Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Hbk Investments L P
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
FANAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Energy Fund Class A
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
Econ Financial Services Corp
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
Security National Bank
|
|
|
|
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IPFCX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Investor Class
|
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|
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|
|
Essex LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
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|
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|
Bedell Frazier Investment Counseling, LLC
|
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|
Allstate Corp
|
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|
Independent Advisor Alliance
|
|
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|
Vermillion & White Wealth Management Group, LLC
|
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|
Ransom Advisory, Ltd
|
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|
Foster Dykema Cabot & Partners, Llc
|
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|
Arkfeld Wealth Strategies, L.L.C.
|
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|
MidWestOne Financial Group, Inc.
|
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|
BancorpSouth Bank
|
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|
Woodward Diversified Capital, Llc
|
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|
Shira Ridge Wealth Management
|
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|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
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|
AdvisorNet Financial, Inc
|
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|
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|
Destination Wealth Management
|
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|
Canopy Partners, LLC
|
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|
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|
Harbour Trust & Investment Management Co
|
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|
|
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|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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|
|
|
Advisory Research Inc
|
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|
Sandy Spring Bank
|
|
|
|
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|
Beirne Wealth Consulting Services, LLC
|
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|
KC Investment Advisors, LLC
|
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|
Taddei, Ludwig & Associates, Inc.
|
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|
Smith, Moore & Co.
|
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|
Burt Wealth Advisors
|
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|
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|
Cambria Investment Management, L.P.
|
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|
Ferguson Wellman Capital Management, Inc
|
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|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
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|
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|
MQS Management LLC
|
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|
River Street Advisors LLC
|
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Amalgamated Bank
|
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|
Sprott Inc.
|
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Railway Pension Investments Ltd
|
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Guggenheim Capital Llc
|
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|
McBroom & Associates, LLC
|
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|
URTH - iShares, Inc. - iShares MSCI World ETF
|
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|
Two Sigma Investments, Lp
|
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|
Puff Wealth Management, Llc
|
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|
Hardy Reed LLC
|
|
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|
Apexium Financial, Lp
|
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|
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|
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
|
|
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|
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|
Nichols & Pratt Advisers Llp /ma
|
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|
Pallas Capital Advisors LLC
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
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|
Summit Asset Management, LLC
|
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New Mexico Educational Retirement Board
|
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Czech National Bank
|
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|
Central Pacific Bank - Trust Division
|
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IMG Wealth Management, Inc.
|
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Gardner Russo & Quinn Llc
|
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|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
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|
Yoffe Investment Management, LLC
|
|
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|
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|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
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|
Arvest Investments, Inc.
|
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FLC Capital Advisors
|
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|
Hudock, Inc.
|
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|
Meeder Advisory Services, Inc.
|
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|
Blackrock Resources & Commodities Strategy Trust
|
|
|
|
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|
RYDEX VARIABLE TRUST - Dow 2x Strategy Fund Variable Annuity
|
|
|
|
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|
Martin & Co Inc /tn/
|
|
|
|
|
|
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
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|
Alta Advisers Ltd
|
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|
North Capital, Inc.
|
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|
Simon Quick Advisors, Llc
|
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|
Bahl & Gaynor Inc
|
|
|
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|
|
CJM Wealth Advisers, Ltd.
|
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|
|
Palisade Asset Management, LLC
|
|
|
|
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|
Prossimo Advisors, LLC
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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|
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|
Advisors Management Group Inc /adv
|
|
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|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Prospect Financial Services LLC
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Alta Capital Management Llc/
|
|
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|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Consolidated Investment Group LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
KDK Private Wealth Management, LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Blackrock Energy & Resources Trust
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Doheny Asset Management /ca
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
Weil Company, Inc.
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
Academy Capital Management Inc/tx
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Deltec Asset Management Llc
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Gs Investments, Inc.
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Private Wealth Advisors, LLC
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
Capricorn Fund Managers Ltd
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Dupree Financial Group, LLC
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Legacy Financial Group, Inc.
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
Boyer & Corporon Wealth Management, LLC
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Sutton Place Investors Llc
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
ERX - Direxion Shares ETF Trust - Direxion Daily Energy Bull 3X Shares
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Red Lighthouse Investment Management, Llc
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Sage Capital Management, LLC
|
|
|
|
|
|
Sharp Financial Services, LLC
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Pure Portfolios Holdings Llc
|
|
|
|
|
|
VCI Wealth Management LLC
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
TBG - EA Series Trust - TBG Dividend Focus ETF
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Sylvest Advisors, LLC
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Crown Oak Advisors, LLC
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Pegasus Asset Management, Inc.
|
|
|
|
|
|
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF
|
|
|
|
|
|
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Provident Investment Management, Inc.
|
|
|
|
|
|
LifeSteps Financial, Inc.
|
|
|
|
|
|
Flynn Zito Capital Management, Llc
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Prospect Financial Group LLC
|
|
|
|
|
|
Peoples Bank /oh
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
Altrius Capital Management Inc
|
|
|
|
|
|
Safeguard Investment Advisory Group, LLC
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Bulwark Capital Corp
|
|
|
|
|
|
Westchester Capital Management, Inc.
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Hedges Asset Management LLC
|
|
|
|
|
|
Sterling Investment Advisors Llc /adv
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Alliance Wealth Management Group
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Parkwoods Wealth Partners, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
BWM Planning, LLC
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
Three Seasons Wealth, LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
4wealth Advisors, Inc.
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
ForthRight Wealth Management, LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Adams Natural Resources Fund, Inc.
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Brown Wealth Management, Llc
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
FENY - FIDELITY COVINGTON TRUST - Fidelity MSCI Energy Index ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
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|
|
|
|
Aldebaran Capital, Llc
|
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|
|
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|
TFB Advisors LLC
|
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|
Baker Avenue Asset Management, LP
|
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|
|
Perennial Advisors, LLC
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
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|
Pacific Wealth Strategies Group, Inc.
|
|
|
|
|
|
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
|
|
|
|
|
|
Investmark Advisory Group LLC
|
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|
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|
|
EdgeRock Capital LLC
|
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|
Bank of New York Mellon Corp
|
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|
Lockheed Martin Investment Management Co
|
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Adams Diversified Equity Fund, Inc.
|
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|
Teacher Retirement System Of Texas
|
|
|
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|
|
Weiss Asset Management LP
|
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|
PUREfi Wealth, LLC
|
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|
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|
Saxon Interests, Inc.
|
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|
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|
Barings Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
ACR Alpine Capital Research, LLC
|
|
|
|
|
|
Enterprise Financial Services Corp
|
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|
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|
Premier Path Wealth Partners, LLC
|
|
|
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
MN Wealth Advisors, LLC
|
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|
|
|
Jag Capital Management, Llc
|
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|
|
|
|
PYA Waltman Capital, LLC
|
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|
|
Diversify Advisory Services, LLC
|
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|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
WPWealth LLP
|
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|
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|
Baron Wealth Management LLC
|
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|
Jmac Enterprises Llc
|
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|
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|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
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|
|
|
|
S&co Inc
|
|
|
|
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|
Arvest Bank Trust Division
|
|
|
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|
|
Calamos Wealth Management LLC
|
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|
Pfc Capital Group, Inc.
|
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|
Collaborative Wealth Managment Inc.
|
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|
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|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
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|
|
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
PrairieView Partners, LLC
|
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|
Conning Inc.
|
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|
JCIC Asset Management Inc.
|
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|
CVA Family Office, LLC
|
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|
Whalerock Point Partners, Llc
|
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|
Global Retirement Partners, LLC
|
|
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|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
|
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|
|
Acorns Advisers, LLC
|
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|
Private Trust Co Na
|
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|
Firestone Capital Management
|
|
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|
Cairn Investment Group, Inc.
|
|
|
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|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
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|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Union Savings Bank
|
|
|
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|
|
Core Wealth Partners LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
QDVAX - FundVantage Trust - Quality Dividend Fund Class A
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Tlwm
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Demars Financial Group, LLC
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Towerpoint Wealth, LLC
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Pring Turner Capital Group Inc
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
|
|
|
|
|
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Mascagni Wealth Management, Inc.
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
XOP - SPDR SERIES TRUST - SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Compton Financial Group, LLC
|
|
|
|
|
|
Sound Financial Strategies Group, LLC
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Unison Advisors LLC
|
|
|
|
|
|
MLOAX - Cohen & Steers MLP & Energy Opportunity Fund, Inc. - Cohen & Steers MLP & Energy Opportunity Fund, Inc. Class A
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Fermata Advisors, LLC
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Martin Worley Group
|
|
|
|
|
|
V. M. Manning & Co., Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Centerstone Investors, LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
Holland Advisory Services, Inc.
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Sonata Capital Group Inc
|
|
|
|
|
|
Uniting Wealth Partners, LLC
|
|
|
|
|
|
Birinyi Associates Inc
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
Wise Wealth Partners
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
AGQI - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Global Quality Income ETF
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Fractal Investments LLC
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Wasatch Advisors Inc
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
UPAR - Tidal ETF Trust - UPAR Ultra Risk Parity ETF
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
Aufman Associates Inc
|
|
|
|
|
|
O'Brien Wealth Partners LLC
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
IGE - iSHARES TRUST - iShares North American Natural Resources ETF
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Front Street Capital Management, Inc.
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
Kiley Juergens Wealth Management, Llc
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Monte Financial Group, LLC
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Lesa Sroufe & Co
|
|
|
|
|
|
Timber Creek Capital Management LLC
|
|
|
|
|
|
FTWO - EA Series Trust - Strive FAANG 2.0 ETF
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
Hamilton Capital Partners, Llc
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
Martin Capital Partners, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
Blue Edge Capital, LLC
|
|
|
|
|
|
Legacy Financial Strategies, LLC
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Axis Wealth Partners, LLC
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Bridge Generations Wealth Management Llc
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
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Deprince Race & Zollo Inc
|
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Curated Wealth Partners LLC
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|
HDOGX - HENNESSY FUNDS TRUST - Hennessy Total Return Fund Investor Class
|
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|
|
Biltmore Family Office, LLC
|
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Intech Investment Management Llc
|
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|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
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|
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|
Climber Capital SA
|
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|
Brandes Investment Partners, Lp
|
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|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
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|
Assetmark, Inc
|
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|
Marietta Wealth Management, LLC
|
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|
Patten & Patten Inc/tn
|
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|
Mogy Joel R Investment Counsel Inc
|
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|
IVC Wealth Advisors LLC
|
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|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
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|
|
Beverly Hills Private Wealth, LLC
|
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|
RPG Investment Advisory, LLC
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|
Mitchell & Pahl Private Wealth, Llc
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
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|
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|
Sather Financial Group Inc
|
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Ritholtz Wealth Management
|
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RYDEX VARIABLE TRUST - Energy Fund Variable Annuity
|
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|
Amarillo National Bank
|
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Oakwell Private Wealth Management, LLC
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Institutional Investment Strategy Fund
|
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Cardiff Park Advisors, Llc
|
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Old North State Trust, LLC
|
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Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
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Orrstown Financial Services Inc
|
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Cherry Creek Investment Advisors, Inc.
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Iat Reinsurance Co Ltd.
|
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Columbus Macro, LLC
|
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VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
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|
Umpqua Bank
|
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Bellecapital International Ltd.
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Concurrent Investment Advisors, LLC
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Wedmont Private Capital
|
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Cetera Trust Company, N.A
|
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Spirepoint Private Client, Llc
|
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Holcombe Financial, Inc.
|
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Vestcor Inc
|
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|
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A
|
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|
Procyon Private Wealth Partners, LLC
|
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|
PKS Advisory Services, LLC
|
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|
|
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
|
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|
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|
JNL SERIES TRUST - JNL/Mellon Dow Index Fund (I)
|
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|
Greenwood Capital Associates Llc
|
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Alpine Woods Capital Investors, Llc
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North Star Asset Management Inc
|
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Dale Q Rice Investment Management Ltd
|
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Florida Financial Advisors, Llc
|
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Flagship Wealth Advisors, Llc
|
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apricus wealth, LLC
|
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FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
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|
FSM Wealth Advisors, LLC
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Colonial Trust Advisors
|
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|
Lester Murray Antman dba SimplyRich
|
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Octavia Wealth Advisors, LLC
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LCM Capital Management Inc
|
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Minot DeBlois Advisors LLC
|
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CNB Bank
|
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SWAN Capital LLC
|
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Longview Financial Advisors LLC
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Semmax Financial Advisors Inc.
|
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First National Bank Of Omaha
|
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North Dallas Bank & Trust Co
|
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Gables Capital Management Inc.
|
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Franklin Resources Inc
|
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|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
|
|
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|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
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|
New England Asset Management Inc
|
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|
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
|
|
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|
Zullo Investment Group, Inc.
|
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|
Adviser Investments LLC
|
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|
Oppenheimer & Co Inc
|
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Dorsey & Whitney Trust CO LLC
|
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|
Point72 (DIFC) Ltd
|
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|
Fortem Financial Group, Llc
|
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|
Berkshire Money Management, Inc.
|
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|
IXC - iSHARES TRUST - iShares Global Energy ETF
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
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|
Bingham Private Wealth, Llc
|
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|
Mizuho Securities Usa Llc
|
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|
Connor, Clark & Lunn Investment Management Ltd.
|
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|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
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|
Wealth Group, Ltd.
|
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|
Kestra Private Wealth Services, Llc
|
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|
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|
|
Aries Wealth Management
|
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|
|
Empirical Asset Management, LLC
|
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|
Cosner Financial Group, LLC
|
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|
|
Accuvest Global Advisors
|
|
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|
Ocean Capital Management, LLC
|
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|
Oppenheimer Asset Management Inc.
|
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|
Chiron Capital Management, Llc
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Adams Asset Advisors, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
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|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Financial Partners Group, LLC
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
HHCAX - Highland Funds I - Highland Long/Short Healthcare Fund Class A
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
Pathway Financial Advisors LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
FRANK FUNDS - Camelot Event Driven Fund Class A Shares
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
RVW Wealth, LLC
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
DRLL - EA Series Trust - Strive U.S. Energy ETF
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
Yarger Wealth Strategies, Llc
|
|
|
|
|
|
Matrix Private Capital Group Llc
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
Warther Private Wealth, LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Entruity Wealth, LLC
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Minichmacgregor Wealth Management, Llc
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
Hamel Associates, Inc.
|
|
|
|
|
|
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
RBA Wealth Management, LLC
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Covington Investment Advisors Inc.
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
RIMHX - CITY NATIONAL ROCHDALE FUNDS - City National Rochdale Dividend & Income Fund Class N
|
|
|
|
|
|
Emerald Advisors, LLC
|
|
|
|
|
|
Darden Wealth Group Inc
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
Sequent Asset Management, LLC
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
Sulzberger Capital Advisors, Inc.
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
|
|
|
|
|
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
DDFG, Inc
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV
|
|
|
|
|
|
Idaho Trust Bank
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Advanced Asset Management Advisors Inc
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Compton Wealth Advisory Group, LLC
|
|
|
|
|
|
Endowment Wealth Management, Inc.
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
|
|
|
|
|
BDGS - EA Series Trust - Bridges Capital Tactical ETF
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
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|
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|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
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|
|
|
Profunds - Profund Vp Large-cap Value
|
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|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
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|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
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|
Cwm, Llc
|
|
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|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
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|
Vista Capital Partners, Inc.
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|
Edmond De Rothschild Holding S.a.
|
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|
American Century Companies Inc
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|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
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|
DIVD - EA Series Trust - Altrius Global Dividend ETF
|
|
|
|
|
|
West Bancorporation Inc
|
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|
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|
|
Tempus Wealth Planning, LLC
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Nova R Wealth, Inc.
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GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund
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|
JustInvest LLC
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Websterrogers Financial Advisors, Llc
|
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Strategic Advocates LLC
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BOS Asset Management, LLC
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Farmers & Merchants Trust Co of Chambersburg PA
|
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Northwestern Mutual Investment Management Company, Llc
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Diversified Investment Strategies, LLC
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CMG Global Holdings, LLC
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WoodTrust Financial Corp
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3Chopt Investment Partners, LLC
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Certified Advisory Corp
|
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Vermillion Wealth Management, Inc.
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WCG Wealth Advisors LLC
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New World Advisors LLC
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Meiji Yasuda Life Insurance Co
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JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
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|
FT Vest Total Return Income Fund: Series A4
|
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Nuveen Multi-Asset Income Fund
|
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|
|
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|
Marino, Stram & Associates Llc
|
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Gw Henssler & Associates Ltd
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Integral Investment Advisors, Inc.
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American Investment Services, Inc.
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Orca Wealth Management, LLC
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Cape Investment Advisory, Inc.
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Aster Capital Management (DIFC) Ltd
|
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Watts Gwilliam & Co., LLC
|
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|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
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Ci Investments Inc.
|
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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Elite Wealth Management, Inc.
|
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Clune & Associates, Ltd.
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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HAP - VanEck Vectors ETF Trust - VanEck Vectors Natural Resources ETF
|
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First Horizon Advisors, Inc.
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MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
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GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
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|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
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AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund
|
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DYLG - Global X Funds - Global X Dow 30 Covered Call & Growth ETF
|
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Morris Retirement Advisors, LLC
|
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Boothbay Fund Management, Llc
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Birchbrook, Inc.
|
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Wealthbridge Capital Management, Llc
|
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Allen Wealth Management, Llc
|
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Barnes Wealth Management Group, Inc
|
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Stratos Wealth Advisors, LLC
|
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Real Talk Capital, LLC
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|
Pathway Financial Advisers, LLC
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SAM Advisors, LLC
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|
Secured Retirement Advisors, Llc
|
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GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
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|
Cypress Asset Management Inc/tx
|
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|
Northern Lights Fund Trust IV - Brookstone Value Stock ETF
|
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|
Trust Point Inc.
|
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|
Guggenheim Strategic Opportunities Fund
|
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|
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|
Vestia Personal Wealth Advisors
|
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|
Pinkerton Retirement Specialists, LLC
|
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|
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|
Easterly Investment Partners Llc
|
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|
Janus Henderson Group Plc
|
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FXN - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Energy AlphaDEX Fund
|
|
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|
CAPROCK Group, Inc.
|
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AFALX - World Funds Trust - Applied Finance Core Fund Investor Class
|
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|
Townsquare Capital Llc
|
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|
Chevy Chase Trust Holdings, Inc.
|
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Versor Investments LP
|
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Gsa Capital Partners Llp
|
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Gulf International Bank (UK) Ltd
|
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Lodestone Wealth Management LLC
|
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|
E&G Advisors, LP
|
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|
Bristlecone Advisors, LLC
|
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Gradient Capital Advisors, LLC
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|
Tompkins Financial Corp
|
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City Holding Co
|
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|
ACROX - Investment Managers Series Trust II - ACR Multi-Strategy Quality Return (MQR) Fund Class I Shares
|
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|
Wilkins Miller Wealth Management, LLC
|
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|
Indiana Trust & Investment Management CO
|
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|
Qsemble Capital Management, LP
|
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|
Crane Advisory, LLC
|
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|
First American Trust, Fsb
|
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|
GM Advisory Group, Inc.
|
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|
CWS Financial Advisors, LLC
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|
F&V Capital Management, LLC
|
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|
Brown Shipley& Co Ltd
|
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|
London Co Of Virginia
|
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|
Maridea Wealth Management LLC
|
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|
Oak Hill Wealth Advisors, Llc
|
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|
|
Wharton Business Group, LLC
|
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|
Madison Asset Management, LLC
|
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|
Hilltop Partners LLC
|
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|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
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|
|
|
ICONIQ Capital, LLC
|
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|
|
|
Aua Capital Management, Llc
|
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|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Wallace Capital Management Inc.
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
VanEck VIP Trust - VanEck VIP Global Hard Assets Fund Initial Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
DJIA - Global X Funds - Global X Dow 30 Covered Call ETF
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Madison Park Capital Advisors, LLC
|
|
|
|
|
|
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
Community Bank of Raymore
|
|
|
|
|
|
Capital CS Group, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Tower Wealth Partners, Inc.
|
|
|
|
|
|
Waypoint Wealth Partners Inc.
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Clough Global Equity Fund
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Guardian Investment Management
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Viewpoint Investment Partners Corp
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
Van Den Berg Management I, Inc
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Access Financial Services, Inc.
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Harold Davidson & Associates Inc.
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Willis Johnson & Associates, Inc.
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Pacific Heights Asset Management Llc
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
Quad-Cities Investment Group, LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
USSE - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Select Equity ETF
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
|
|
|
|
|
Cincinnati Financial Corp
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
Financial Synergies Wealth Advisors, Inc.
|
|
|
|
|
|
Eclectic Associates Inc /adv
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
HFR Wealth Management, LLC
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
Riversedge Advisors, Llc
|
|
|
|
|
|
BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
LNGZ - EXCHANGE TRADED CONCEPTS TRUST - Range Global LNG Ecosystem Index ETF
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
RYDHX - RYDEX SERIES FUNDS - Dow Jones Industrial Average Fund Class H
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A
|
|
|
|
|
|
Triton Wealth Management, PLLC
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Measured Risk Portfolios, Inc.
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
UBS Group AG
|
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SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
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IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
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Leonard Rickey Investment Advisors P.L.L.C.
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ULTRA SERIES FUND - Large Cap Value Fund Class I
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CMALX - UNIFIED SERIES TRUST - Crawford Multi-Asset Income Fund
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Hudson Value Partners, LLC
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Roberts Wealth Advisors, LLC
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
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Cherry Tree Wealth Management, LLC
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FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
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BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
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McGlone Suttner Wealth Management, Inc.
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Windle Wealth, LLC
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360 Financial, Inc.
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Lombard Odier Asset Management (Switzerland) SA
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Shulman DeMeo Asset Management LLC
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Midwest Professional Planners, LTD.
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Eaton Vance Tax-managed Buy-write Income Fund
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Catalyst Financial Partners Llc
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Texas Capital Funds Trust - Texas Capital Texas Oil Index ETF
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Financial Advisory Partners, Llc
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Mitsubishi UFJ Trust & Banking Corp
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Winslow Asset Management Inc
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Twin Capital Management Inc
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Curat Global, LLC
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Cornerstone Advisory, LLC
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CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF
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HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
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Eight 31 Financial Llc
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Cambridge Financial Group, LLC
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Banque Cantonale Vaudoise
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Smallwood Wealth Investment Management, LLC
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Voisard Asset Management Group, Inc.
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BACIX - Blackrock Funds - Blackrock All-cap Energy & Resources Portfolio Institutional
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Full Sail Capital, LLC
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Ascent Wealth Partners, LLC
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Guinness Asset Management LTD
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Members Wealth Llc
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Ceera Investments, Llc
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FSC Wealth Advisors, LLC
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Citizens National Bank Trust Department
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Sovereign Financial Group, Inc.
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GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
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Colrain Capital Llc
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Moran Wealth Management, LLC
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
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FT Vest Total Return Income Fund: Series A3
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InTrack Investment Management Inc
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Rather & Kittrell, Inc.
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CENTRAL TRUST Co
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INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
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Level Four Advisory Services, Llc
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Howard Capital Management Inc.
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
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Umb Bank N A/mo
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Vinva Investment Management Ltd
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Prestige Wealth Management Group LLC
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MERVX - MERGER FUND VL - The Merger Fund VL
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Fountainhead AM, LLC
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Woodley Farra Manion Portfolio Management Inc
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DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
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Victory Financial Group, Llc
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DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
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FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
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Doliver Advisors, Lp
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Anfield Capital Management, LLC
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Stockman Wealth Management, Inc.
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Jaffetilchin Investment Partners, LLC
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SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
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Alternative Investment Advisors, LLC.
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Burke & Herbert Bank & Trust Co
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Tritonpoint Wealth, Llc
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Gratus Wealth Advisors, LLC
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JB Capital LLC
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Compass Capital Corp /ma/ /adv
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
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Valmark Advisers, Inc.
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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Bridgewealth Advisory Group, LLC
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Bernardo Wealth Planning LLC
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Wealth Preservation Advisors, LLC
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Marks Group Wealth Management, Inc
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Sfmg, Llc
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Sage Mountain Advisors LLC
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Tanglewood Legacy Advisors, LLC
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Triad Wealth Partners, LLC
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Capstone Wealth Management Group, Llc
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Baldwin Brothers Inc/ma
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Capital International Sarl
|
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CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
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Nautilus Advisors LLC
|
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OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
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White Pine Investment CO
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MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I
|
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
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Carnegie Lake Advisors LLC
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Warren Averett Asset Management, LLC
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Vaughan Nelson Investment Management, L.p.
|
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NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
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One Wealth Advisors, LLC
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Lynch & Associates/in
|
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North Point Portfolio Managers Corp/oh
|
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BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares
|
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|
Northwestern Mutual Wealth Management Co
|
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Hallmark Capital Management Inc
|
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|
SevenBridge Financial Group, LLC
|
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|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
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|
|
Greenline Partners, LLC
|
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|
Tandem Investment Advisors, Inc.
|
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
Busey Wealth Management
|
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|
U.S. Capital Wealth Advisors, LLC
|
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Venture Visionary Partners LLC
|
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Kingswood Wealth Advisors, Llc
|
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Hilltop National Bank
|
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Keynote Financial Services Llc
|
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JTC Employer Solutions Trusteee Ltd
|
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Naples Global Advisors, Llc
|
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Legacy Wealth Managment, LLC/ID
|
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Sentry Investment Management Llc
|
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QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
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W Advisors, Llc
|
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SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
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J. L. Bainbridge & Co., Inc.
|
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Grandfield & Dodd, Llc
|
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Financial Advocates Investment Management
|
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|
Saxony Capital Management, LLC
|
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WMBLX - WESMARK FUNDS - WesMark Balanced Fund
|
|
|
|
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|
Proathlete Wealth Management Llc
|
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|
ADG Wealth Management Group, LLC
|
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|
Badgley Phelps Wealth Managers, LLC
|
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|
|
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A
|
|
|
|
|
|
Trilogy Capital Inc.
|
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|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
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|
Goldstone Financial Group, LLC
|
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|
Guardian Capital Lp
|
|
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|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
|
|
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|
Robeco Institutional Asset Management B.V.
|
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|
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
|
|
|
|
|
IFS Advisors, LLC
|
|
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|
|
|
Alan B. Lancz & Associates, Inc.
|
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|
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|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
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|
Argentarii, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
|
|
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|
Waterloo Capital, L.P.
|
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|
Captrust Financial Advisors
|
|
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|
1248 Management, LLC
|
|
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|
Kendall Capital Management
|
|
|
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|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
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|
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
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|
Argyle Capital Management Inc.
|
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|
ABCAX - AMERICAN BEACON FUNDS - American Beacon The London Company Income Equity Fund A Class
|
|
|
|
|
|
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF
|
|
|
|
|
|
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
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|
|
Principal Financial Group Inc
|
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|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
E Six Thirteen, Llc
|
|
|
|
|
|
Main Street Group, LTD
|
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|
|
|
|
Brueske Advisory Services, LLC
|
|
|
|
|
|
LRT Capital Management, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
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|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
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|
TT Capital Management LLC
|
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|
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|
Forza Wealth Management, LLC
|
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|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
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|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
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|
|
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|
Korea Investment CORP
|
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|
Bogart Wealth, LLC
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|
