|
Robertson Stephens Wealth Management, LLC
|
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|
SOUTH STATE Corp
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Strategic Planning Group, Llc
|
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|
|
|
|
First Hawaiian Bank
|
|
|
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|
Verus Capital Partners, Llc
|
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|
Ameliora Wealth Management Ltd.
|
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|
Brandywine Managers, Llc
|
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|
ABN AMRO Bank N.V.
|
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|
GM Advisory Group, Inc.
|
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|
Citizens & Northern Corp
|
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|
Ritholtz Wealth Management
|
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|
Trifecta Capital Advisors, LLC
|
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|
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|
Investment House Llc
|
|
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|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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|
|
|
|
Tyche Wealth Partners LLC
|
|
|
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|
Man Group plc
|
|
|
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|
|
AOTG - EA Series Trust - AOT Growth and Innovation ETF
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
XNTK - SPDR SERIES TRUST - SPDR(R) NYSE Technology ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
1832 Asset Management L.P.
|
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|
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|
Seacrest Wealth Management, Llc
|
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|
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|
Altfest L J & Co Inc
|
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|
|
|
|
Impax Asset Management Group plc
|
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|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Hershey Financial Advisers, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
Burr Financial Services, Llc
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
BOGSX - Oak Associates Funds - Black Oak Emerging Technology Fund
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Compass Wealth Management, LLC/GA
|
|
|
|
|
|
Tealwood Asset Management Inc
|
|
|
|
|
|
BCS Wealth Management
|
|
|
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|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
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|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
|
|
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|
|
Marco Investment Management Llc
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
GoalFusion Wealth Management, LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
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|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Amazon Com Inc
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Adamsbrown Wealth Consultants Llc
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
NXTG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx NextG ETF
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Red Lighthouse Investment Management, Llc
|
|
|
|
|
|
One Wealth Management Investment & Advisory Services, LLC
|
|
|
|
|
|
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF
|
|
|
|
|
|
Invenio Wealth Partners Llc
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
PFGEX - PARNASSUS FUNDS - Parnassus Growth Equity Fund Investor Shares
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Primoris Wealth Advisors, Llc
|
|
|
|
|
|
XSD - SPDR SERIES TRUST - SPDR(R) S&P(R) Semiconductor ETF
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Robinson Value Management, Ltd.
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
VAPPX - VALIC Co I - Capital Appreciation Fund
|
|
|
|
|
|
ETF Opportunities Trust - REX Crypto Equity Premium Income ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Jackson Square Partners, LLC
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
DDFG, Inc
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
PRGTX - T. Rowe Price Global Technology Fund, Inc. - T. Rowe Price Global Technology Fund, Inc.
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Robocap Asset Management Ltd
|
|
|
|
|
|
Monograph Wealth Advisors, Llc
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C
|
|
|
|
|
|
Bridgeway Capital Management Inc
|
|
|
|
|
|
Genesee Capital Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Once Capital Management, LLC
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Litman Gregory Asset Management LLC
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Large Cap Core ETF
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
HECO - SSGA Active Trust - SPDR Galaxy Hedged Digital Asset Ecosystem ETF
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund
|
|
|
|
|
|
Mma Asset Management Llc
|
|
|
|
|
|
RYSIX - RYDEX SERIES FUNDS - Electronics Fund Investor Class
|
|
|
|
|
|
Prosperity Financial Group, Inc.
|
|
|
|
|
|
KP Management LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
United Capital Management of KS, Inc.
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
Uniting Wealth Partners, LLC
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
USAdvisors Wealth Management, LLC
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
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PFG Investments, LLC
|
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Ivy Variable Insurance Portfolios - Ivy VIP Science and Technology Class II
|
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|
Provident Co of the Employees of the Hebrew University LTD
|
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|
Cache Advisors, LLC
|
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|
Motive Wealth Advisors
|
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|
Ilmarinen Mutual Pension Insurance Co
|
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|
Sender Co & Partners, Inc.
|
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Enterprise Bank & Trust Co
|
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Simplex Trading, Llc
|
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Driehaus Capital Management Llc
|
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Tcfg Wealth Management, Llc
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SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
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Aft, Forsyth & Sober, LLC
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Centerpoint Advisory Group
|
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Caisse Des Depots Et Consignations
|
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Integrity Alliance, Llc.
|
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MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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|
Fagan Associates, Inc.
|
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Scotia Capital Inc.
|
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Stephenson National Bank & Trust
|
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STFGX - Advisers Investment Trust - State Farm Growth Fund
|
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Octavia Wealth Advisors, LLC
|
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Sagespring Wealth Partners, Llc
|
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Oarsman Capital, Inc.
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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PENN SERIES FUNDS INC - Index 500 Fund
|
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|
Bokf, Na
|
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DeDora Capital, Inc.
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Anchor Investment Management, LLC
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Gemmer Asset Management LLC
|
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Public Employees Retirement System Of Ohio
|
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Austin Private Wealth, LLC
|
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Elequin Capital Lp
|
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Hillman Capital Management, Inc.
|
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
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|
Independent Wealth Network Inc.
|
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Liberty One Investment Management, Llc
|
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CHAT - Tidal Trust II - Roundhill Generative AI & Technology ETF
|
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Alpha Family Trust
|
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|
Enterprise Financial Services Corp
|
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Spectrum Planning & Advisory Services Inc.
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Alphadyne Asset Management, LLC
|
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SOXY - Tidal Trust II - YieldMax(TM) Target 12(TM) Semiconductor Option Income ETF
|
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|
Goelzer Investment Management, Inc.
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Hodges Capital Management Inc.
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Fifth Third Wealth Advisors LLC
|
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Trueblood Wealth Management, LLC
|
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National Pension Service
|
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FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
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|
National Bank Of Canada /fi/
|
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RD Lewis Holdings, Inc.
|
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Hummer Financial Advisory Services Inc
|
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SOXQ - Invesco Exchange-Traded Fund Trust II - Invesco PHLX Semiconductor ETF
|
|
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|
Resonant Capital Advisors, LLC
|
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|
Strategic Advocates LLC
|
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|
Sage Capital Management, LLC
|
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|
Teachers Retirement System Of The State Of Kentucky
|
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|
Finer Wealth Management, Inc.
|
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
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|
CastleKnight Management LP
|
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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Northeast Investment Management
|
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BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
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|
Bcm Advisors, Llc
|
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Strs Ohio
|
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GoalVest Advisory LLC
|
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|
Axim Planning & Wealth
|
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Resolute Capital Asset Partners LLC
|
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|
BLKC - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF
|
|
|
|
|
|
Boston Private Wealth Llc
|
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Old Point Trust & Financial Services N A
|
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Genoa Capital Gestora de Recursos Ltda.
|
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
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|
Sheaff Brock Investment Advisors, LLC
|
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|
Generali Investments CEE, investicni spolecnost, a.s.
|
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GWM Advisors LLC
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Wealth Advisors of Iowa, LLC
|
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|
MeadowBrook Investment Advisors LLC
|
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|
WSTRX - IVY FUNDS - Ivy Science and Technology Fund Class R
|
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|
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A
|
|
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|
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|
Mn Services Vermogensbeheer B.V.
|
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|
WISE - Themes ETF Trust - Themes Generative Artificial Intelligence ETF
|
|
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|
Webster Bank, N. A.
|
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JB Capital LLC
|
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|
Acadian Asset Management Llc
|
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JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
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|
Banque Transatlantique SA
|
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|
Mark Sheptoff Financial Planning, Llc
|
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|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
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|
|
APG Asset Management N.V.
|
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|
Meridian Financial Partners LLC
|
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|
Noesis Capital Mangement Corp
|
|
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|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Dash Acquisitions Inc.
|
|
|
|
|
|
Saudi Central Bank
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
|
|
|
|
|
Sollinda Capital Management LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Herald Investment Management Ltd
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
Avenue 1 Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
JSPJX - Managed Portfolio Series - Jackson Square Large-Cap Growth Fund Investor Class
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
SEMI - Columbia ETF Trust I - Columbia Seligman Semiconductor and Technology ETF Shares
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Harrington Investments, INC
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
TSAGX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Company Growth Fund Class A
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Longbow Finance SA
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
Palouse Capital Management, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
ARVR - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Metaverse ETF
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Coign Capital Advisors LLC
|
|
|
|
|
|
Massar Capital Management, LP
|
|
|
|
|
|
Amplify ETF Trust - Amplify Video Game Tech ETF
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
Aurora Investment Managers, LLC.
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
REDWX - Aspiration Funds - Aspiration Redwood Fund
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
ADAPT Investment Managers SA
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Yukon Wealth Management, Inc.
|
|
|
|
|
|
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
|
|
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|
Davidson Capital Management Inc.
|
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|
Jacobs & Co/ca
|
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|
URTH - iShares, Inc. - iShares MSCI World ETF
|
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|
Capital Advisory Group Advisory Services, LLC
|
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|
Adirondack Trust Co
|
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|
Global X Japan Co., Ltd.
|
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|
RWQ Financial Management Services, Inc.
|
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|
Symphony Financial, Ltd. Co.
|
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VCBCX - VALIC Co I - Blue Chip Growth Fund
|
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|
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
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|
Westmount Partners, LLC
|
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IFM Investors Pty Ltd
|
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|
TTEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Technology ETF
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
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|
Radnor Capital Management, LLC
|
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|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
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|
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|
K.J. Harrison & Partners Inc
|
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|
Vance Wealth, Inc.
|
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|
Dynamic Advisor Solutions LLC
|
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Regions Financial Corp
|
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TFB Advisors LLC
|
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|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
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|
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|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
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|
Lipe & Dalton
|
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|
NJ State Employees Deferred Compensation Plan
|
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Pfc Capital Group, Inc.
|
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SRS Capital Advisors, Inc.
|
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Gulf International Bank (UK) Ltd
|
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Pin Oak Investment Advisors Inc
|
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Everpar Advisors Llc
|
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DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
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|
Ipswich Investment Management Co., Inc.
|
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Tennessee Valley Asset Management Partners
|
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Bedel Financial Consulting, Inc.
|
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Brandywine Oak Private Wealth Llc
|
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Meridian Wealth Management, LLC
|
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|
Cunning Capital Partners, LP
|
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Forsta Ap-fonden
|
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Catalyst Financial Partners Llc
|
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Azimuth Capital Investment Management LLC
|
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Commerce Bank
|
|
|
|
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|
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
|
|
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|
|
ORG Partners LLC
|
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|
Royal Fund Management, LLC
|
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Coastwise Capital Group, LLC
|
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Ring Mountain Capital, LLC
|
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Securian Asset Management, Inc
|
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FAI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Bloomberg Artificial Intelligence ETF
|
|
|
|
|
|
Larson Financial Group LLC
|
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|
LeConte Wealth Management, LLC
|
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|
Professional Advisory Services Inc
|
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|
Hartland & Co., LLC
|
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|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
AAICX - ALGER FUNDS - Alger AI Enablers & Adopters Fund Class C
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
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|
Lodestone Wealth Management LLC
|
|
|
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
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|
M&G Plc
|
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|
Arkadios Wealth Advisors
|
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|
Parkside Investments, LLC
|
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|
Pnc Financial Services Group, Inc.
|
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BIT Capital GmbH
|
|
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|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
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|
Transcend Wealth Collective, Llc
|
|
|
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|
Oppenheimer & Co Inc
|
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|
Envestnet Portfolio Solutions, Inc.
|
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|
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|
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N
|
|
|
|
|
|
Sound Income Strategies, LLC
|
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|
Canandaigua National Bank & Trust Co
|
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|
Vectors Research Management, LLC
|
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|
Resona Asset Management Co.,Ltd.
|
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|
Visionary Wealth Advisors
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
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|
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF
|
|
|
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|
Principal Financial Group Inc
|
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|
|
Chicago Capital, LLC
|
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|
Centennial Bank/AR/
|
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|
Investment Management Corp of Ontario
|
|
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|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
SFYF - Tidal ETF Trust - SoFi 50 ETF
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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|
|
|
LPL Financial LLC
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
Firetrail Investments Pty Ltd
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Enzi Wealth
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
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|
|
Opus Capital Group, LLC
|
|
|
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|
|
Mandatum Life Insurance Co Ltd
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
West Tower Group, LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
MBE Wealth Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Digital Evolution Strategy Fund Class Y
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Runnymede Capital Advisors, Inc.
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
Maverick Capital Ltd
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
BLOK - Amplify ETF Trust - Amplify Transformational Data Sharing ETF
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Neuberger Berman Next Generation Connectivity Fund Inc.
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
IDAT - iSHARES TRUST - iShares Cloud 5G and Tech ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
IronBridge Private Wealth, LLC
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
SRN Advisors, LLC
|
|
|
|
|
|
Lynch Asset Management, Inc.
|
|
|
|
|
|
Diametric Capital, LP
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Eminence Capital, Lp
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
RD Finance Ltd
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
ANTIPODES PARTNERS Ltd
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
Longview Financial Advisors LLC
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
First Washington CORP
|
|
|
|
|
|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
|
|
|
|
|
BostonPremier Wealth LLC
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Bulltick Wealth Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
VELA Funds - VELA Large Cap 130/30 Fund Class I
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Clear Street Llc
|
|
|
|
|
|
Avondale Wealth Management
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
Nia Impact Advisors, Llc
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Carroll Investors, Inc
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Wealth High Governance Capital Ltda
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
USD - PROSHARES TRUST - ProShares Ultra Semiconductors
|
|
|
|
|
|
Ground Swell Capital, LLC
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
PSI Advisors, LLC
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
Variant Private Wealth, LLC
|
|
|
|
|
|
ULTY - Tidal Trust II - YieldMax Ultra Option Income Strategy ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Actinver Wealth Management, Inc.
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Profunds - Profund Vp Semiconductor
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
DTCR - Global X Funds - Global X Data Center REITs & Digital Infrastructure ETF
|
|
|
|
|
|
Savoie Capital LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
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Global Assets Advisory, LLC
|
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|
DAVENPORT & Co LLC
|
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Atria Wealth Solutions, Inc.
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Tobam
|
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|
Oregon Public Employees Retirement Fund
|
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Wellington Shields & Co., LLC
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|
UBS Group AG
|
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Thornburg Investment Management Inc
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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|
Icapital Wealth Llc
|
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First Horizon Advisors, Inc.
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Picton Mahoney Asset Management
|
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Verition Fund Management LLC
|
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Smith, Moore & Co.
|
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Lansforsakringar Fondforvaltning AB (publ)
|
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Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
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Quaker Wealth Management, LLC
|
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Angeles Wealth Management, Llc
|
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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|
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Wellington Shields Capital Management, LLC
|
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|
Dempze Nancy E
|
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Golden State Equity Partners
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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Legacy Private Trust Co.
|
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SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
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|
Tandem Capital Management Corp /adv
|
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Synergy Financial Management, LLC
|
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Millstone Evans Group, LLC
|
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PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
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|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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|
|
Baker Chad R
|
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Allen Capital Group, LLC
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Sava Infond d.o.o.
|
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
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Rathbone Brothers plc
|
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Palisade Capital Management Llc/nj
|
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Fortem Financial Group, Llc
|
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Global Wealth Management Investment Advisory, Inc.
|
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
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|
First Community Trust Na
|
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|
Capitolis Liquid Global Markets LLC
|
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Aptus Capital Advisors, LLC
|
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|
Resurgent Financial Advisors LLC
|
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|
Pinnacle Wealth Planning Services, Inc.
|
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United Asset Strategies, Inc.
|
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FT Vest Hedged Equity Income Fund: Series A3
|
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Next Level Private LLC
|
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O'shaughnessy Asset Management, Llc
|
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Kimelman & Baird, LLC
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GeoWealth Management, LLC
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Richard W. Paul & Associates, LLC
|
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Banco BTG Pactual S.A.
|
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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Exchange Traded Concepts, Llc
|
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Lifeworks Advisors, LLC
|
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
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MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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Intellus Advisors LLC
|
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Waverton Investment Management Ltd
|
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SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
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Shell Asset Management Co
|
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Ridgewood Investments LLC
|
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SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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Essex Savings Bank
|
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Credit Agricole S A
|
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University Of Texas/texas Am Investment Managment Co
|
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Quadcap Wealth Management, LLC
|
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InTrack Investment Management Inc
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
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|
Rakuten Securities, Inc.
|
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|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
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|
AdvisorNet Financial, Inc
|
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Navellier & Associates Inc
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
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|
Kilter Group LLC
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
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|
Stone House Investment Management, LLC
|
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|
National Asset Management, Inc.
|
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First County Bank /CT/
|
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
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|
|
|
DAFGX - Dunham Funds - Dunham Focused Large Cap Growth Fund Class A
|
|
|
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|
Vontobel Holding Ltd.
|
|
|
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|
Fiduciary Financial Group, Llc
|
|
|
|
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|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
American Alpha Advisors, LLC
|
|
|
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|
|
Acap Strategic Fund
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
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|
|
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|
Consilio Wealth Advisors, Llc
|
|
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|
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|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
VELA Investment Management, LLC
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Lloyd Advisory Services, LLC.
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Acorn Creek Capital Llc
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
4wealth Advisors, Inc.
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
NSOIX - NORTHERN LIGHTS FUND TRUST II - North Star Opportunity Fund Class I Shares
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I
|
|
|
|
|
|
Puzo Michael J
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
Mirae Asset Securities (usa) Inc.
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Jasper Ridge Partners, L.P.
|
|
|
|
|
|
TrueMark Investments, LLC
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Bnc Wealth Management, Llc
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Darden Wealth Group Inc
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Allium Financial Advisors, Llc
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Harfst & Associates, Inc.
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
Fjell Capital, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Decatur Capital Management, Inc.
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
|
|
|
|
|
Alpha Wealth Funds, LLC
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Nwi Management Lp
|
|
|
|
|
|
HighVista Strategies LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares
|
|
|
|
|
|
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
Cora Capital Advisors Llc
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Mizuho Markets Cayman LP
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Morgens Waterfall Vintiadis & Co Inc
|
|
|
|
|
|
Atreides Management, LP
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Nan Shan Life Insurance Co., Ltd.
|
|
|
|
|
|
ODDS - Pacer Funds Trust - Pacer BlueStar Digital Entertainment ETF
|
|
|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
Fairtree Asset Management (Pty) Ltd
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
Ardmore Road Asset Management LP
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Synergy Financial Group, LTD
|
|
|
|
|
|
KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
VCSTX - VALIC Co I - Science & Technology Fund
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
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Riverview Trust Co
|
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Omnia Family Wealth, LLC
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|
Thoroughbred Financial Services, Llc
|
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|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
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|
CacheTech Inc.
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Hohimer Wealth Management, Llc
|
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Mutual Advisors, LLC
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|
Concentrum Wealth Management
|
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|
Lauer Wealth, LLC
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JT Stratford LLC
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Iron Horse Wealth Management, LLC
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Natixis
|
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Howard Hughes Medical Institute
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Gladstone Institutional Advisory LLC
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|
Fischer Financial Services, Inc.
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|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
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|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
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|
Calton & Associates, Inc.
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Bellecapital International Ltd.
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Sunpointe, LLC
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|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
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|
PDS Planning, Inc
|
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Davies Financial Advisors, Inc.
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Jefferies Financial Group Inc.
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Asahi Life Asset Management Co., Ltd.
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Price T Rowe Associates Inc /md/
|
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|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
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|
Liberty Wealth Management Llc
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CX Institutional
|
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Cobblestone Capital Advisors Llc /ny/
|
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EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A
|
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|
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FMET - FIDELITY COVINGTON TRUST - Fidelity Metaverse ETF
|
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Woodmont Investment Counsel Llc
|
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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Talos Asset Management LP
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Diligent Investors, LLC
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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Colonial Trust Co / SC
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Mitchell Capital Management Co
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NINE MASTS CAPITAL Ltd
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EdgeRock Capital LLC
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RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
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Mackenzie Financial Corp
|
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APG Asset Management US Inc.
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NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
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Williams Jones Wealth Management, LLC.
|
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FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
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Strategies Wealth Advisors, LLC
|
|
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|
Somerville Kurt F
|
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
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OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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Shepherd Financial Partners LLC
|
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TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
|
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Fiduciary Family Office, Llc
|
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Davis Investment Partners, LLC
|
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Vermillion & White Wealth Management Group, LLC
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Cavalier Investments, LLC
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AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI
|
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SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
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|
Elevated Capital Advisors, LLC
|
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Community Bank & Trust, Waco, Texas
|
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Southeast Asset Advisors Inc.
|
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Cooper Financial Group
|
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Cfm Wealth Partners Llc
|
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Cardiff Park Advisors, Llc
|
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Fullerton Fund Management Co Ltd
|
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Atlantic Trust, LLC
|
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NBZ Investment Advisors LLC
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
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|
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|
Qube Research & Technologies Ltd
|
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Us Bancorp \de\
|
|
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|
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|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
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|
Principia Wealth Advisory, LLC
|
|
|
|
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|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
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|
Cornerstone Advisors, LLC
|
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|
Alerus Financial Na
|
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Strategic Investment Solutions, Inc. /IL
|
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Doheny Asset Management /ca
|
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Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
ZVNIX - Advisor Managed Portfolios - Zevenbergen Growth Fund Institutional Class
|
|
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|
Melqart Asset Management (uk) Ltd
|
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|
Cim Investment Mangement Inc
|
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|
Agf Management Ltd
|
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|
Reynders McVeigh Capital Management, LLC
|
|
|
|
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|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
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|
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|
DiNuzzo Private Wealth, Inc.
|
|
|
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|
Clearbridge Investments, LLC
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Dougherty Wealth Advisers LLC
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Outfitter Financial LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
TEPIX - Profunds - Technology Ultrasector Profund Investor Class
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
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|
|
Katamaran Capital LLP
|
|
|
|
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|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Capital Counsel Llc/ny
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Oribel Capital Management, LP
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Vivid Wealth Management, LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Postrock Partners Llc
|
|
|
|
|
|
Fortis Advisors, LLC
|
|
|
|
|
|
Mount Vernon Associates Inc /md/
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
Heritage Wealth Partners, LLC
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Fairbanks Capital Management, Inc.
|
|
|
|
|
|
Trivest Advisors Ltd
|
|
|
|
|
|
Matauro, Llc
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Oakwell Private Wealth Management, LLC
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
ROGSX - Oak Associates Funds - Red Oak Technology Select Fund
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
Agur Provident & Training Funds Management Ltd
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
TIME - Tidal Trust II - Clockwise Core Equity & Innovation ETF
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Baker Boyer National Bank
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Elite Wealth Management, Inc.
|
|
|
|
|
|
ADOIX - Investment Managers Series Trust II - AXS Dynamic Opportunity Fund Class I Shares
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
GRNY - Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Ubs Oconnor Llc
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Qvr Llc
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Optima Capital Llc
|
|
|
|
|
|
Wade Financial Advisory, Inc
|
|
|
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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|
|
Victrix Investment Advisors
|
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|
Ignite Planners, LLC
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|
SYM FINANCIAL Corp
|
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James J. Burns & Company, LLC
|
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Intrepid Capital Management Inc
|
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Vestcor Inc
|
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Teza Capital Management LLC
|
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|
Nbc Securities, Inc.
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|
Mid-American Wealth Advisory Group, Inc.
|
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
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One River Asset Management, LLC
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Federation des caisses Desjardins du Quebec
|
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BankPlus Trust Department
|
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Red Spruce Capital, LLC
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Clifford Swan Investment Counsel Llc
|
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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|
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|
Verdence Capital Advisors LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
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|
Traub Capital Management LLC
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Sandy Spring Bank
|
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DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
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|
Abbot Financial Management, Inc.
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Bank of Marin
|
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|
Notis-McConarty Edward
|
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Summit Financial, LLC
|
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Alta Advisers Ltd
|
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Van Eck Associates Corp
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
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|
Fusion Capital, LLC
|
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|
Brown Brothers Harriman & Co
|
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Wealth Quarterback LLC
|
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|
Mufg Securities Americas Inc.
|
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Perennial Investment Advisors, LLC
|
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ARS Investment Partners, LLC
|
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|
Global Retirement Partners, LLC
|
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Contrarius Group Holdings Ltd
|
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SMPIX - Profunds - Semiconductor Ultrasector Profund Investor Class
|
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|
Maridea Wealth Management LLC
|
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Flow Traders U.s. Llc
|
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|
Focus Financial Network, Inc.
|
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Vanguard Capital Wealth Advisors
|
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EQTY - VALUED ADVISERS TRUST - Kovitz Core Equity ETF
|
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Maven Securities LTD
|
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Optimize Financial Inc
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
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|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
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|
Tradition Wealth Management, LLC
|
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|
Advisors Asset Management, Inc.
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Maytus Capital Management, LLC
|
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Johnson Investment Counsel Inc
|
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Lewis Asset Management, LLC
|
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|
Sunbelt Securities, Inc.
|
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United Bank
|
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QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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Quilter Plc
|
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|
Hilltop National Bank
|
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Retirement Systems of Alabama
|
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SHOC - EA Series Trust - Strive U.S. Semiconductor ETF
|
|
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|
New York State Common Retirement Fund
|
|
|
|
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|
Everett Harris & Co /ca/
|
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|
Guggenheim Strategic Opportunities Fund
|
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|
Chapin Davis, Inc.
|
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CAPOX - Unified Series Trust - Absolute Capital Opportunities Fund Institutional Shares
|
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|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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|
Schroder Investment Management Group
|
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|
SummitTX Capital, L.P.
|
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|
Alteri Wealth LLC
|
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|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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|
Russell Investments Group, Ltd.
|
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Laurion Capital Management LP
|
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|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
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|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
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|
Harbor Investment Advisory, Llc
|
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|
SPTE - SP Funds Trust - SP Funds S&P Global Technology ETF
|
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|
Stonebridge Capital Advisors LLC
|
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|
Greenleaf Trust
|
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|
Stablepoint Partners, LLC
|
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|
Grandview Asset Management LLC
|
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|
BSN Capital Partners Ltd
|
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|
Light Street Capital Management, Llc
|
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|
Diversified Trust Co
|
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|
Meridian Investment Counsel Inc.
|
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|
Charter Capital Management, LLC\DE
|
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|
Eisler Capital Management Ltd.
|
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|
Main Street Group, LTD
|
|
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|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
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|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Midwest Financial Group LLC
|
|
|
|
|
|
Profunds - Profund Vp Technology
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Miller Financial Services LLC
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
London & Capital Asset Management Ltd
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Wilmar Advisors LLC
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
bLong Financial, LLC
|
|
|
|
|
|
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Audent Global Asset Management, LLC
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Roberts Capital Advisors, LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
TRFK - Pacer Funds Trust - Pacer Data and Digital Revolution ETF
|
|
|
|
|
|
FPCGX - Exchange Place Advisors Trust - FORT PITT CAPITAL TOTAL RETURN FUND
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
HCMAX - ALPS Series Trust - Hillman Value Fund
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Old Mission Capital Llc
|
|
|
|
|
|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Science & Technology Partners, L.P.
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
Rfg Holdings, Inc.
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
RMBHX - RMB INVESTORS TRUST - RMB Fund Class A
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Thematics Asset Management
|
|
|
|
|
|
WIREX - PFS FUNDS - Wireless Fund
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
OCEN - IndexIQ ETF Trust - IQ Clean Oceans ETF
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
BLKBRD Asset Management, LP
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Systematic Financial Management Lp
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
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|
Kaizen Financial Strategies
|
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|
iA Global Asset Management Inc.
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Fred Alger Management, Llc
|
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|
Wayfinding Financial, LLC
|
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|
Warren Street Wealth Advisors, LLC
|
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|
Valley National Advisers Inc
|
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Guardian Wealth Advisors, Llc / Nc
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
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|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Trivant Custom Portfolio Group, LLC
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
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|
Minot DeBlois Advisors LLC
|
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|
Gts Securities Llc
|
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|
Financial Connections Group, Inc.
|
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|
FTXL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Semiconductor ETF
|
|
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|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
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|
Signaturefd, Llc
|
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|
Whipplewood Advisors, LLC
|
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CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
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First National Trust Co
|
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VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
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Quadrant Capital Group Llc
|
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Czech National Bank
|
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|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
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|
|
Atlantic Edge Private Wealth Management, LLC
|
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XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
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|
Rothschild Investment Llc
|
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|
Parisi Gray Wealth Management
|
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|
BluePointe Capital Management, LLC
|
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|
Warther Private Wealth, LLC
|
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|
Voya Investment Management Llc
|
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|
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
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|
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|
Versant Capital Management, Inc
|
|
|
|
|
|
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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|
Foster Group, Inc.
|
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Peapack Gladstone Financial Corp
|
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Nbt Bank N A /ny
|
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Stonebrook Private Inc.
|
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PRMTX - T. Rowe Price Communications & Technology Fund, Inc. - T. Rowe Price Communications & Technology Fund
|
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|
NIAGX - Ultimus Managers Trust - Nia Impact Solutions Fund
|
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|
|
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|
GSB Wealth Management, LLC
|
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DT Investment Partners, LLC
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
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|
Canton Hathaway, LLC
|
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|
Northwest & Ethical Investments L.P.
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|
Triad Wealth Partners, LLC
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|
Murchinson Ltd.
|
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|
BLB&B Advisors, LLC
|
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|
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|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
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|
Owen LaRue, LLC
|
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|
Gerber Kawasaki Wealth & Investment Management
|
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|
Jarislowsky, Fraser Ltd
|
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Archer Investment Corp
|
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LOM Asset Management Ltd
|
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SPC Financial, Inc.
|
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|
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund
|
|
|
|
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|
Sei Investments Co
|
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|
LCM Capital Management Inc
|
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|
Beacon Investment Advisory Services, Inc.
|
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|
Ensign Peak Advisors, Inc
|
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|
N.E.W. Advisory Services LLC
|
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|
Blue Fin Capital, Inc.
|
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Liberty Square Wealth Partners Llc
|
|
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|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
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|
|
Princeton Global Asset Management LLC
|
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|
Joel Isaacson & Co., LLC
|
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|
Bouchey Financial Group Ltd
|
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|
Balentine LLC
|
|
|
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|
Altus Wealth Group LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
National Wealth Management Group, LLC
|
|
|
|
|
|
Credit Industriel Et Commercial
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
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|
IXN - iSHARES TRUST - iShares Global Tech ETF
|
|
|
|
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|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
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|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
ARKK - Ark ETF Trust - ARK Innovation ETF
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
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|
|
Marathon Capital Management
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
CAP Partners, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
|
|
|
|
Vienna Asset Management LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
MA Private Wealth
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
Governors Lane LP
|
|
|
|
|
|
BNGE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S-Network Streaming & Gaming ETF
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Value Stock ETF
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
IGPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Software ETF
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Financial Sense Advisors, Inc.
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Oak Associates Ltd /oh/
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Greater Midwest Financial Group, LLC
|
|
|
|
|
|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
White Knight Strategic Wealth Advisors, LLC
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
CHPS - DBX ETF TRUST - Xtrackers Semiconductor Select Equity ETF
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Summa Corp.
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Electronics Fund Variable Annuity
|
|
|
|
|
|
Pacific Sun Financial Corp
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
Blackrock Enhanced Capital & Income Fund, Inc.
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Alecta Pensionsforsakring, Omsesidigt
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
DECO - SSGA Active Trust - SPDR Galaxy Digital Asset Ecosystem ETF
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Unison Advisors LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Samlyn Capital, Llc
|
|
|
|
|
|
Westwood Wealth Management
|
|
|
|
|
|
Wealthspan Partners, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
AIS - Tidal Trust III - VistaShares Artificial Intelligence Supercycle ETF
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class
|
|
|
|
|
|
Rs Crum Inc.
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Consilium Wealth Advisory, LLC
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
|
|
|
|
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF
|
|
|
|
|
|
Financial Insights, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Significant Wealth Partners LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Mainstream Capital Management LLC
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
Advisor OS, LLC
|
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|
Hudson Value Partners, LLC
|
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CarsonAllaria Wealth Management, Ltd.
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Hoxton Planning & Management, LLC
|
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Waterloo Capital, L.P.
|
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Shelton Wealth Management, Llc
|
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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|
|
|
Morse Asset Management, Inc
|
|
|
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|
Reyes Financial Architecture, Inc.
|
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
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|
Fayez Sarofim & Co
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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CIBC Private Wealth Group, LLC
|
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|
WealthCollab, LLC
|
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DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
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|
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CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
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Close Asset Management Ltd
|
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Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II
|
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|
Primecap Management Co/ca/
|
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
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Manchester Financial Inc
|
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CSM Advisors, LLC
|
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Ethos Financial Group, LLC
|
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Shum Financial Group, Inc.
|
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VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
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Princeton Capital Management Llc
|
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Camarda Financial Advisors, LLC
|
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Allspring Global Investments Holdings, LLC
|
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Pinnacle Bancorp, Inc.
|
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FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
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Pallas Capital Advisors LLC
|
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|
Boothe Investment Group, Inc.
|
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Caldwell Securities, Inc
|
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FUKOKU MUTUAL LIFE INSURANCE Co
|
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Hantz Financial Services, Inc.
|
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LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
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|
Tortoise Investment Management, LLC
|
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Hazlett, Burt & Watson, Inc.
|
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Wealthfront Advisers Llc
|
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LifePlan Financial, LLC
|
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Profunds - Profund Vp Nasdaq-100
|
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|
Kercheville Advisors, LLC
|
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Meridian Wealth Partners, LLC
|
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Prakash Investment Advisors Llc
|
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Bank Of America Corp /de/
|
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Metis Global Partners, LLC
|
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|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
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|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
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|
Element Pointe Advisors, Llc
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
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|
Public Investment Fund
|
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|
Plante Moran Financial Advisors, LLC
|
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Ubs Asset Management Americas Inc
|
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|
SFE Investment Counsel
|
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Second Half Financial Partners, LLC
|
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Benjamin Edwards Inc
|
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West Branch Capital LLC
|
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Chung Wu Investment Group, LLC
|
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|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
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|
NBDS - Neuberger Berman ETF Trust - Neuberger Berman Disrupters ETF
|
|
|
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|
Burney Co/
|
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|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
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|
Principal Street Partners, LLC
|
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|
CoreCap Advisors, LLC
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
Gabelli Global Utility & Income Trust
|
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|
Absolute Gestao de Investimentos Ltda.
|
|
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|
OneAscent Family Office, LLC
|
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|
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TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
ROM - PROSHARES TRUST - ProShares Ultra Technology
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Garde Capital, Inc.
|
|
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|
|
Capital Advisors Inc/ok
|
|
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|
Cubist Systematic Strategies, LLC
|
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|
First Manhattan Co
|
|
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|
StoneX Group Inc.
|
|
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|
|
Analyst IMS Investment Management Services Ltd.
|
|
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|
|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
|
|
|
|
|
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Arbor Wealth Advisors LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Infinitum Asset Management, Llc
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
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|
|
SOXX - iSHARES TRUST - iShares PHLX Semiconductor ETF
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Black Swift Group, LLC
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Bank Hapoalim Bm
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Marathon Asset Management Lp
|
|
|
|
|
|
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
IVRS - iSHARES TRUST - iShares Future Metaverse Tech and Communications ETF
|
|
|
|
|
|
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
|
|
|
|
|
|
SSGFX - SATURNA INVESTMENT TRUST - SEXTANT GROWTH FUND Sextant Growth Fund Investor Shares
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
|
|
|
|
|
THNQ - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Artificial Intelligence ETF
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Warm Springs Advisors Inc.
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Waterway Wealth Management, LLC
|
|
|
|
|
|
IMZ Advisory Inc
|
|
|
|
|
|
Cordant, Inc.
|
|
|
|
|
|
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
|
|
|
|
|
|
IvyRock Asset Management (HK) Ltd
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
GROYX - Victory Portfolios IV - Victory Pioneer Select Mid Cap Growth Fund Class Y
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Islay Capital Management, Llc
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Ionic Capital Management LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
MUFG Securities EMEA plc
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Spectrum Strategic Capital Management, LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Cooper Creek Partners Management Llc
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
JBR Co Financial Management Inc
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Christensen, King & Associates Investment Services, Inc.
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Milestones Administradora de Recursos Ltda.
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
SAGAX - VIRTUS ASSET TRUST - Virtus Zevenbergen Innovative Growth Stock Fund Class A
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Beta Wealth Group, Inc.
|
|
|
|
|
|
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
ARKQ - Ark ETF Trust - ARK Autonomous Technology & Robotics ETF
|
|
|
|
|
|
AIQ - Global X Funds - Global X Future Analytics Tech ETF
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Sphera Management Technology Funds Ltd
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
AIPI - ETF Opportunities Trust - REX AI EQUITY PREMIUM INCOME ETF
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Orin Green Financial, LLC
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Wise Wealth Partners
|
|
|
|
|
|
GVMCX - WILLIAMSBURG INVESTMENT TRUST - Government Street Mid-Cap Fund
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
AIBU - Direxion Shares ETF Trust - Direxion Daily AI and Big Data Bull 2X Shares
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
IQM - Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
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BLCN - Siren ETF Trust - Siren Nasdaq NexGen Economy ETF
|
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Consultiva Wealth Management, Corp.
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|
TFG Advisers LLC
|
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Harbor Group, Inc.
|
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Independent Advisor Alliance
|
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TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
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|
Camden Capital, LLC
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
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|
Hartline Investment Corp/
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First PREMIER Bank
|
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Gf Fund Management Co. Ltd.
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Birchbrook, Inc.
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Meitav Dash Investments Ltd
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Fairfield Financial Advisors, LTD
|
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Colonial Trust Advisors
|
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|
Commerzbank Aktiengesellschaft /fi
|
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|
Blue Chip Partners, Inc.
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|
Brucke Financial, Inc.
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|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
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|
Xponance, Inc.
|
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|
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|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
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|
LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares
|
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|
Winthrop Advisory Group LLC
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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|
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A
|
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Brookwood Investment Group LLC
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Vision Financial Markets Llc
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Corient IA LLC
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Wd Rutherford Llc
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IFP Advisors, Inc
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Legacy Financial Strategies, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
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Krs Capital Management, Llc
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West Michigan Advisors, Llc
|
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
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|
TD Waterhouse Canada Inc.
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EULAV Asset Management
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Flaharty Asset Management, LLC
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Traynor Capital Management, Inc.
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UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
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|
Mosaic Family Wealth Partners, Llc
|
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Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
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|
Dnca Finance
|
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|
Brasada Capital Management, Lp
|
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NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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|
Icon Wealth Advisors, LLC
|
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Valued Wealth Advisors LLC
|
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WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
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|
Jamison Private Wealth Management, Inc.
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Carson Advisory Inc.
|
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Sphera Funds Management Ltd.
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PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
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|
LMBO - Direxion Shares ETF Trust - Direxion Daily Crypto Industry Bull 2X Shares
|
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|
360 Financial, Inc.
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Artisan Partners Limited Partnership
|
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Equitable Holdings, Inc.
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Opes Wealth Management LLC
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Adage Capital Partners Gp, L.l.c.
|
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VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
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|
Brooks, Moore & Associates, Inc.
|
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|
Marshall Financial Group LLC
|
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|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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|
Avantax Advisory Services, Inc.
|
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|
SATO - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Crypto Economy ETF
|
|
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|
BIP Wealth, LLC
|
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|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
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|
Avanza Fonder AB
|
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FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
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|
ARK Investment Management LLC
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|
FSA Wealth Management LLC
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Sentry Investment Management Llc
|
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JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
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|
Supplemental Annuity Collective Trust of NJ
|
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|
Alight Capital Management LP
|
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|
William Blair Investment Management, Llc
|
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|
Vestmark Advisory Solutions, Inc.
|
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|
Investor's Fiduciary Advisor Network, LLC
|
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|
Beaird Harris Wealth Management, LLC
|
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|
Natixis Advisors, L.p.
|
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|
Coastal Investment Advisors, Inc.
|
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|
B. Metzler seel. Sohn & Co. AG
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
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|
Lynx Investment Advisory
|
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|
Beacon Financial Group
|
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|
Monolith Management Ltd
|
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|
Capital Research Global Investors
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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|
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|
Per Stirling Capital Management, LLC.
|
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|
Cornerstone Advisory, LLC
|
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|
Toth Financial Advisory Corp
|
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|
Leo Wealth, LLC
|
|
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|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
CenterBook Partners LP
|
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|
Iat Reinsurance Co Ltd.
|
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|
LaSalle St. Investment Advisors, LLC
|
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|
Zrc Wealth Management, Llc
|
|
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|
Lake Hills Wealth Management, LLC
|
|
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|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
Seek First Inc.
|
|
|
|
|
|
Lionshead Wealth Management, LLC
|
|
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|
|
Graypoint LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
Roth Financial Partners LLC
|
|
|
|
|
|
Sara-Bay Financial
|
|
|
|
|
|
Howard Wealth Management, Llc
|
|
|
|
|
|
Ping Capital Management, Inc.
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Gold Investment Management Ltd.
|
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|
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|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Freemont Management S.A.
|
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|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
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|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Slate Path Capital LP
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Rooted Wealth Advisors, Inc.
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
McCarthy Grittinger Financial Group, LLC
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Slow Capital, Inc.
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Flexibly Managed Fund
|
|
|
|
|
|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
CARZ - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Global Auto Index Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
SeaTown Holdings Pte. Ltd.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
MONTX - MONETTA TRUST - Monetta Fund
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
TINGX - THORNBURG INVESTMENT TRUST - Thornburg International Growth Fund - Class I
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
ArrowMark Colorado Holdings LLC
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
RPG Investment Advisory, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
|
|
|
|
Chris Bulman Inc
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Valicenti Advisory Services Inc
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Jacksonville Wealth Management, LLC
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
Fund 1 Investments, LLC
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
|
|
Voisard Asset Management Group, Inc.
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
CTF Capital Management, LP
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
QTUM - ETF Series Solutions - Defiance Quantum ETF
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
HNASX - HOMESTEAD FUNDS INC - Growth Fund
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
|
|
|
Hoertkorn Richard Charles
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Lane Generational LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Kraft, Davis & Associates, LLC
|
|
|
|
|
|
White Wing Wealth Management
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
QFLR - Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
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|
|
Field & Main Bank
|
|
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|
Bangor Savings Bank
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Rokos Capital Management LLP
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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|
|
|
|
Atria Investments Llc
|
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|
PFS Partners, LLC
|
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|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
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|
Estabrook Capital Management
|
|
|
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|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
HighMark Wealth Management LLC
|
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|
Buckley Wealth Management, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
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|
|
Empower Advisory Group, LLC
|
|
|
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|
Bank of New Hampshire
|
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|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
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|
Thompson Investment Management, Inc.
|
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|
Paloma Partners Management Co
|
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Sharpepoint Llc
|
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Azzad Asset Management Inc /adv
|
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|
|
EHLS - Tidal Trust II - Even Herd Long Short ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
|
|
|
|
|
|
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
|
|
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|
Binnacle Investments Inc
|
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|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
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|
|
CIBC Capital Markets (Europe) S.A.
|
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|
|
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|
Great Lakes Advisors, Llc
|
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|
Kathleen S. Wright Associates Inc.
|
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|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
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|
|
Clarius Group, LLC
|
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|
Andar Capital Management HK Ltd
|
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|
Safeguard Investment Advisory Group, LLC
|
|
|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
CAPROCK Group, Inc.
|
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|
Sachetta, LLC
|
|
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|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
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|
|
|
Asset Dedication, LLC
|
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|
|
|
|
DCF Advisers, LLC
|
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|
AXS Investments LLC
|
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|
Abner Herrman & Brock Llc
|
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|
Heritage Investors Management Corp
|
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|
Profund Advisors Llc
|
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|
Bragg Financial Advisors, Inc
|
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|
Proactive Wealth Strategies LLC
|
|
|
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|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
|
|
|
|
|
Hixon Zuercher, LLC
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Ttp Investments, Inc.
|
|
|
|
|
|
Gendell Jeffrey L
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Select Mid Cap Growth VCT Portfolio Class I
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
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|
|
Coldstream Capital Management Inc
|
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|
|
Blackston Financial Advisory Group, LLC
|
|
|
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|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
|
|
|
|
|
|
Gunderson Capital Management Inc.
|
|
|
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|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Bender Robert & Associates
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
HCMGX - NORTHERN LIGHTS FUND TRUST III - HCM Tactical Growth Fund Class A Shares
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
OMC Financial Services LTD
|
|
|
|
|
|
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
OV Management LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Ctc Llc
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Quinn Opportunity Partners LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Clarity Wealth Advisors, LLC
|
|
|
|
|
|
IAFMX - RBB FUND, INC. - F/M INVESTMENTS LARGE CAP FOCUSED FUND Investor Shares
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Willis Johnson & Associates, Inc.
|
|
|
|
|
|
Point72 Italy, S.r.l.
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Prasad Wealth Partners, LLC
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Adams Wealth Management
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
GPTY - Tidal Trust II - YieldMax(TM) AI & Tech Portfolio Option Income ETF
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
CVRD - Madison ETFs Trust - Madison Covered Call ETF
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Madison Covered Call & Equity Strategy Fund
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
GGME - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Media ETF
|
|
|
|
|
|
Sky-mountain Capital Management, Inc.
|
|
|
|
|
|
CloudAlpha Capital Management Limited/Hong Kong
|
|
|
|
|
|
Zevenbergen Capital Investments Llc
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
Belvedere Trading LLC
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
TRFM - ETF Series Solutions - AAM Transformers ETF
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
Lumbard & Kellner, LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Alamar Capital Management, LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Greenbush Financial Group, LLC
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Marathon Trading Investment Management LLC
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
QTOP - iSHARES TRUST - iShares Nasdaq Top 30 Stocks ETF
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Generali Powszechne Towarzystwo Emerytalne
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
ADNIX - AMERICAN BEACON FUNDS - American Beacon ARK Transformational Innovation Fund Institutional Class
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Anatole Investment Management Ltd
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
Rivermont Capital Management LP
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
|
|
|
|
|
SOXL - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
Perkins Capital Management Inc
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Resolute Wealth Strategies, LLC
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
Serenus Wealth Advisors, LLC
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
FEPI - ETF Opportunities Trust - REX FANG & Innovation Equity Premium Income ETF
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
Ithaka Group Llc
|
|
|
|
|
|
Intrepid Financial Planning Group LLC
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
Family Investment Center, Inc.
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
|
|
|
|
|
Haven Capital Group, Inc.
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Acorns Advisers, LLC
|
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CBIZ Investment Advisory Services, LLC
|
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|
ARTRX - ARTISAN PARTNERS FUNDS INC - Artisan Global Opportunities Fund Investor Shares
|
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|
|
Diversify Advisory Services, LLC
|
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|
Afg Fiduciary Services Limited Partnership
|
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|
|
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
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|
|
My Legacy Advisors, LLC
|
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|
Nvwm, Llc
|
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|
Fisher Asset Management, LLC
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Delta Financial Advisors Llc
|
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PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
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|
|
Vision Capital Management, Inc.
|
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Ofi Invest Asset Management
|
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
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|
|
Impact Capital Partners LLC
|
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|
GKV Capital Management Co., Inc.
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GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
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Kanawha Capital Management Llc
|
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Sofos Investments, Inc.
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Nebula Research & Development LLC
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Abound Wealth Management
|
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Putnam Fl Investment Management Co
|
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Purus Wealth Management, LLC
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|
Kavar Capital Partners Group, Llc
|
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LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
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|
Union Bancaire Privee, UBP SA
|
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|
Quantum Financial Advisors, LLC
|
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Lindbrook Capital, Llc
|
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
1858 Wealth Management, Llc
|
|
|
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|
Sheets Smith Wealth Management
|
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|
|
|
|
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
Mairs & Power Inc
|
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|
|
Rik Saylor Financial, Inc.
|
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|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
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|
VCI Wealth Management LLC
|
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|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
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|
Aspect Partners, LLC
|
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Norges Bank
|
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Delta Asset Management Llc/tn
|
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New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
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|
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|
Kingsman Wealth Management, Inc.
|
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|
Financial Advisors Network, Inc.
|
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|
Jackson Hole Capital Partners, LLC
|
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|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
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|
Hudson Bay Capital Management LP
|
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|
Elyxium Wealth, LLC
|
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|
Valmark Advisers, Inc.
|
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|
INVYX - PIONEER SERIES TRUST VIII - Pioneer International Equity Fund : Class Y
|
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|
INYDX - Victory Portfolios IV - Victory Pioneer Disciplined Growth Fund Class Y
|
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|
Cullen Investment Group, Ltd.
|
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|
EHP Funds Inc.
|
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|
Boreal Capital Management LLC
|
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Ellsworth Advisors, LLC
|
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
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|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
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|
|
|
Ausdal Financial Partners, Inc.
|
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|
Eagle Strategies LLC
|
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|
WT Asset Management Ltd
|
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|
Capital Advisors Wealth Management, LLC
|
|
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|
Bank of Jackson Hole Trust
|
|
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|
|
Fortis Group Advisors, LLC
|
|
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|
Creative Financial Designs Inc /adv
|
|
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|
Zacks Investment Management
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
FELAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Semiconductors Fund Class A
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
Disciplined Investments, LLC
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Jacobson & Schmitt Advisors, Llc
|
|
|
|
|
|
Polymer Capital Management (HK) LTD
|
|
|
|
|
|
J. Goldman & Co LP
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
ARTY - iSHARES TRUST - iShares Robotics and Artificial Intelligence Multisector ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
First National Bank of Hutchinson
|
|
|
|
|
|
Evolution Wealth Advisors, LLC
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Shay Capital LLC
|
|
|
|
|
|
Saxony Capital Management, LLC
|
|
|
|
|
|
Veritas Investment Partners (UK) Ltd.
|
|
|
|
|
|
Columbus Hill Capital Management, L.P.
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Arlington Capital Management, Inc.
|
|
|
|
|
|
Sebold Capital Management, Inc.
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
PMACX - Victory Portfolios IV - Victory Pioneer Multi-Asset Income Fund Class C
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Abacus Wealth Partners, LLC
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
Shikiar Asset Management Inc
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Elefante Mark B
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A
|
|
|
|
|
|
AIFD - TCW ETF Trust - TCW Artificial Intelligence ETF
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
Pilgrim Partners Asia Pte Ltd
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
BW Gestao de Investimentos Ltda.
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Elm Partners Management LLC
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Clarity Capital Partners LLC
|
|
|
|
|
|
Integrity Wealth Advisors, Inc.
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Global Strategic Investment Solutions, LLC
|
|
|
|
|
|
Delaney Dennis R
|
|
|
|
|
|
Maxi Investments CY Ltd
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Sage Private Wealth Group, Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Clearline Capital LP
|
|
|
|
|
|
Forge First Asset Management Inc.
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Nepsis, Inc.
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Stonebridge Financial Planning Group, LLC
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
Altman Advisors, Inc.
|
|
|
|
|
|
TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
Brick & Kyle, Associates
|
|
|
|
|
|
Crestwood Capital Management, L.P.
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Advantage Advisers Xanthus Fund, L.l.c.
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Kurv ETF Trust - Kurv Technology Titans Select ETF
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Summit Partners Public Asset Management, Llc
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Elevation Series Trust - TrueShares Technology, AI & Deep Learning ETF
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
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BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
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|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
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|
|
Ambassador Advisors, LLC
|
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|
Commons Capital, Llc
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PARK CIRCLE Co
|
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Wealth Alliance
|
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|
Root Financial Partners, LLC
|
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Cornerstone Strategic Value Fund Inc
|
|
|
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|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
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|
|
Yarbrough Capital, LLC
|
|
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|
Sumitomo Life Insurance Co
|
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|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
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|
Harel Insurance Investments & Financial Services Ltd.
|
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|
Eukles Asset Management
|
|
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|
ARKW - Ark ETF Trust - ARK Next Generation Internet ETF
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
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|
|
CCOR - Listed Funds Trust - Core Alternative ETF
|
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|
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|
Frazier Financial Advisors, LLC
|
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|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
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|
Pure Financial Advisors, Inc.
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|
Wisconsin Capital Management Llc
|
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Schechter Investment Advisors, LLC
|
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MTCGX - M FUND INC - M Large Cap Growth Fund
|
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|
Core Alternative Capital
|
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|
NEOS Investment Management LLC
|
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|
VALLX - Value Line Larger Companies Focused Fund, Inc. - VALUE LINE LARGER COMPANIES FOCUSED FUND, INC.
|
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|
Venture Visionary Partners LLC
|
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|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
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|
|
Citigroup Inc
|
|
|
|
|
|
Willner & Heller, Llc
|
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|
Mariner, LLC
|
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|
Seeds Investor Llc
|
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|
Value Aligned Research Advisors, LLC
|
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|
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|
Arizona State Retirement System
|
|
|
|
|
|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
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|
Fedenia Advisers LLC
|
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|
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|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
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|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
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|
Traveka Wealth, LLC
|
|
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|
|
Capital Analysts, Inc.
|
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|
|
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|
Great West Life Assurance Co /can/
|
|
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|
Destination Wealth Management
|
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|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
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|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
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|
Commonwealth Equity Services, Llc
|
|
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|
|
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund
|
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|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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|
IBLC - iSHARES TRUST - iShares Blockchain and Tech ETF
|
|
|
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|
Roundhill ETF Trust - Roundhill Humanoid Robotics ETF
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
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|
Davy Global Fund Management Ltd
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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|
Old North State Trust, LLC
|
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|
Twin Tree Management, LP
|
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|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Cox Capital Mgt LLC
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
PCITX - Victory Portfolios IV - Victory Pioneer International Equity Fund Class C
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Berkshire Capital Holdings Inc
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
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|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Bay Rivers Group
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Intech Investment Management Llc
|
|
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|
|
|
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
|
|
|
|
|
|
Hill Island Financial Llc
|
|
|
|
|
|
Saturna Capital CORP
|
|
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|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
CALIFORNIA FIRST LEASING Corp
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Motley Fool Asset Management LLC
|
|
|
|
|
|
PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A
|
|
|
|
|
|
Main Management ETF Advisors, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Trinity Legacy Partners, LLC
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Ninepoint Partners LP
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
RVER - Advisor Managed Portfolios - Trenchless Fund ETF
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
TT International Asset Management LTD
|
|
|
|
|
|
One Fin Capital Management LP
|
|
|
|
|
|
PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Grange Capital, LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Himension Fund
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
|
|
|
|
|
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
|
|
|
|
WJ Wealth Management, LLC
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Jessup Wealth Management, Inc
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A
|
|
|
|
|
|
TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF
|
|
|
|
|
|
Hobbs Wealth Management, LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Meridiem Capital Partners LP
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
|
Militia Capital Partners, LP
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Rye Brook Capital LLC
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
METV - Listed Funds Trust - Roundhill Ball Metaverse ETF
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
ARKX - Ark ETF Trust - ARK Space Exploration & Innovation ETF
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
SLT Holdings LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Horizon Funds - Centre American Select Equity Fund Investor Class
|
|
|
|
|
|
EWG Elevate Inc.
|
|
|
|
|
|
Highlander Partners, L.P.
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
AMUU - Direxion Shares ETF Trust - Direxion Daily AMD Bull 2X Shares
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Martin Capital Advisors, LLP
|
|
|
|
|
|
Private Capital Management Llc
|
|
|
|
|
|
Keystone Global Partners, LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Union Square Park Capital Management, LLC
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
Guerra Pan Advisors, Llc
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Forefront Wealth Partners, LLC
|
|
|
|
|
|
Hel Ved Capital Management Ltd
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Great Waters Wealth Management
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Palacios Wealth Management, LLC
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
|
|
|
IAM Advisory, LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Campbell Newman Asset Management Inc
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
St. Louis Financial Planners Asset Management, LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
FengHe Fund Management Pte. Ltd.
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Game Creek Capital, LP
|
|
|
|
|
|
Mizuho Securities Co. Ltd.
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
Impact Asset Management GmbH
|
|
|
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|
|
IHT Wealth Management, LLC
|
|
|
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|
Welch & Forbes Llc
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Zweig-DiMenna Associates LLC
|
|
|
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|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
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|
|
Tran Capital Management, L.p.
|
|
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|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
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|
Public Sector Pension Investment Board
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
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|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
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|
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|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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|
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|
1 North Wealth Services Llc
|
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Cantor Fitzgerald, L. P.
|
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|
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|
Northwest Wealth Management, Llc
|
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Gsa Capital Partners Llp
|
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Net Worth Advisory Group
|
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|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
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|
New York State Teachers Retirement System
|
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Union Savings Bank
|
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|
Midland Wealth Advisors Llc
|
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King Wealth
|
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Illinois Municipal Retirement Fund
|
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Everest Management Corp.
|
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TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
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|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
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|
|
Csenge Advisory Group
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
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|
|
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BKD Wealth Advisors, LLC
|
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|
Mirae Asset Global Investments Co., Ltd.
|
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|
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|
WealthTrust Axiom LLC
|
|
|
|
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|
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
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|
Fountainhead AM, LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
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|
|
Harrell Investment Partners, Llc
|
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|
Illumine Investment Management, LLC
|
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|
Seamount Financial Group Inc
|
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|
AIA Group Ltd
|
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Byrne Asset Management LLC
|
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|
Farmers & Merchants Trust Co of Chambersburg PA
|
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|
WPWealth LLP
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
Paragon Financial Partners, Inc.
|
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|
E Fund Management (Hong Kong) Co., Ltd.
|
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|
World Equity Group, Inc.
|
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FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
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|
Quattro Financial Advisors Llc
|
|
|
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|
PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A
|
|
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|
Comprehensive Financial Planning, Inc./PA
|
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|
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
|
|
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|
Jump Financial, LLC
|
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|
Parsons Capital Management Inc/ri
|
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|
Clear Street Markets Llc
|
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|
Jaffetilchin Investment Partners, LLC
|
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|
Envestnet Asset Management Inc
|
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|
First Business Financial Services, Inc.
|
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|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
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|
United Capital Financial Advisers, Llc
|
|
|
|
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|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
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|
|
M1 Capital Management LLC
|
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|
Lavaca Capital Llc
|
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|
Redwood Financial Network Corp
|
|
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|
Koesten, Hirschmann & Crabtree, INC.
|
|
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|
Pitcairn Co
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
Coatue Management Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Mirabaud & Cie SA
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
SUGYX - Victory Portfolios IV - Victory Pioneer Global Growth Fund Class Y
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
RGEF - Tidal Trust III - Rockefeller Global Equity ETF
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
IYW - iSHARES TRUST - iShares U.S. Technology ETF
|
|
|
|
|
|
Munro Partners
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
XAIX - DBX ETF TRUST - Xtrackers Artificial Intelligence and Big Data ETF
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
OPTIMAS CAPITAL Ltd
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Arrowroot Family Office, LLC
|
|
|
|
|
|
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Nkcfo Llc
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Polar Asset Management Partners Inc.
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Physician Wealth Solutions Inc.
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Suvretta Capital Management, Llc
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
McGuire Investment Group, LLC
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
Monetta Financial Services Inc
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
Corsair Capital Management, L.p.
|
|
|
|
|
|
Junto Capital Management LP
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
USRD - Themes ETF Trust - Themes US R&D Champions ETF
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Lingohr & Partner Asset Management GmbH
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Empire Life Investments Inc.
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
My Personal CFO, LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
CHPY - Tidal Trust II - YieldMax(TM) Semiconductor Portfolio Option Income ETF
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
PGKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison Technology Fund Class A
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF
|
|
|
|
|
|
Analog Century Management LP
|
|
|
|
|
|
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
BRILLIANCE ASSET MANAGEMENT Ltd
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Encompass More Asset Management
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Avaii Wealth Management, Llc
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
North Forty Two & Co.
|
|
|
|
|
|
CMT Capital Markets Trading GmbH
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
AIVC - Amplify ETF Trust - Amplify Global Cloud Technology ETF
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
SMHX - VanEck ETF Trust - VanEck Fabless Semiconductor ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
QTEC - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100-Technology Sector Index Fund
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
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|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Viking Global Investors Lp
|
|
|
|
|
|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
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|
Allied Investment Advisors, LLC
|
|
|
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|
Mason & Associates Inc
|
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|
Eads & Heald Wealth Management
|
|
|
|
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|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
Two Roads Shared Trust - Hypatia Women CEO ETF
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
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|
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|
|
Interchange Capital Partners, LLC
|
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|
Cresset Asset Management, LLC
|
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|
Institutional Investment Strategy Fund
|
|
|
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|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
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|
Saba Capital Management, L.P.
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
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|
|
Wimmer Associates 1, Llc
|
|
|
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|
|
Roman Butler Fullerton & Co
|
|
|
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|
|
Confluence Wealth Services, Inc.
|
|
|
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|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Counterweight Ventures, LLC
|
|
|
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|
|
Strategic Advisors LLC
|
|
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|
|
Amplify ETF Trust - Amplify CWP Growth & Income ETF
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Whitaker-Myers Wealth Managers, LTD.
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
WMKGX - WESMARK FUNDS - WesMark Growth Fund
|
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|
Apollon Financial, LLC
|
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Mirador Capital Partners LP
|
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October Effect Ltd
|
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|
City Holding Co
|
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|
Callan Capital, LLC
|
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|
|
Calamos Wealth Management LLC
|
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|
Legacy Financial Advisors, Inc.
|
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|
|
Clarus Wealth Advisors
|
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|
Apexium Financial, Lp
|
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|
Oak Grove Capital LLC
|
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|
SGL Investment Advisors, Inc.
|
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SMH - VanEck Vectors ETF Trust - VanEck Vectors Semiconductor ETF
|
|
|
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|
Allianz Se
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Atlas U.S. Tactical Income Fund - Atlas U.S. Tactical Income Fund Class A
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
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|
|
Noble Wealth Management PBC
|
|
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|
Financial Management Professionals, Inc.
|
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|
Utah Retirement Systems
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
TAX - EA Series Trust - Cambria Tax Aware ETF
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
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|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
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|
Infrastructure Capital Advisors, Llc
|
|
|
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|
|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Minichmacgregor Wealth Management, Llc
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
M & L Capital Management Ltd
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Masso Torrence Wealth Management Inc.
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
|
|
|
|
|
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Keeler THomas Management LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Rheos Capital Works Inc.
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
CLNR - IndexIQ ETF Trust - IQ Cleaner Transport ETF
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Ardsley Advisory Partners Lp
|
|
|
|
|
|
Ariose Capital Management Ltd
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
PGSYX - Victory Portfolios IV - Victory Pioneer Global Equity Fund Class Y
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Capital Markets Trading UK LLP
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
GDMA - Alpha Architect ETF Trust - Gadsden Dynamic Multi-Asset ETF
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Cardinal Strategic Wealth Guidance
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
Gerber, Llc
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Thomas Story & Son Llc
|
|
|
|
|
|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
|
|
|
|
|
AMAGX - AMANA MUTUAL FUNDS TRUST - Amana Growth Fund Investor Shares
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
HITE Hedge Asset Management LLC
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
SPRX - Listed Funds Trust - Spear Alpha ETF
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
CenterStar Asset Management, LLC
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Tamar Securities, LLC
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Madrona Financial Services, LLC
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
Swmg, Llc
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
BlueCrest Capital Management Ltd
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Flynn Zito Capital Management, Llc
|
|
|
|
|
|
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Hidden Lake Asset Management LP
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
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FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
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Burk Holdings LLC
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RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
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