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NORTHERN FUNDS - U.S. Quality ESG Fund Class I
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Peoples Financial Services Corp.
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Strait & Sound Wealth Management LLC
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Red Wave Investments LLC
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Delta Investment Management, LLC
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Maryland Capital Advisors Inc.
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Healthcare Of Ontario Pension Plan Trust Fund
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Waycross Partners, Llc
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Eagle Global Advisors Llc
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ADAPT Investment Managers SA
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
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BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
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Aigen Investment Management, Lp
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Ashton Thomas Private Wealth, LLC
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VGLSX - VALIC Co I - Global Strategy Fund
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SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
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IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
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Enterprise Bank & Trust Co
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Icon Wealth Advisors, LLC
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MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
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Savvy Advisors, Inc.
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Campbell & CO Investment Adviser LLC
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SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
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First Heartland Consultants, Inc.
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Tidemark, LLC
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Hamilton Point Investment Advisors, LLC
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Empower Advisory Group, LLC
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Lipe & Dalton
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Gladius Capital Management LP
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Fairscale Capital, LLC
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Allen Wealth Management, Llc
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TruNorth Capital Management, LLC
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Procyon Private Wealth Partners, LLC
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St. Clair Advisors, LLC
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Pasadena Private Wealth, LLC
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Quadcap Wealth Management, LLC
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Alpha Family Trust
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GWM Advisors LLC
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JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
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TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A
|
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Pacifica Partners Inc.
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Access Investment Management LLC
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Wealthspire Advisors, LLC
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American Trust
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Apeiron RIA LLC
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Hudson Valley Investment Advisors Inc /adv
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
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Ballentine Partners, LLC
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Cetera Trust Company, N.A
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Narwhal Capital Management
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NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
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RYIIX - RYDEX SERIES FUNDS - Internet Fund Investor Class
|
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Postrock Partners Llc
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Alpha Cubed Investments, LLC
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FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class
|
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SKYY - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Cloud Computing ETF
|
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Commerce Bank
|
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626 Financial, LLC
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Ariadne Wealth Management, LP
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
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MSH Capital Advisors LLC
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Oak Associates Ltd /oh/
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Terril Brothers, Inc.
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Arbor Trust Wealth Advisors, Llc
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JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
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Meridian Wealth Management, LLC
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tru Independence LLC
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RFG - Bristol Wealth Advisors, LLC
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Thompson Davis & Co., Inc.
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PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional
|
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UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
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Moran Wealth Management, LLC
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BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
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Griffith & Werner, Inc.
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DHJJ Financial Advisors, Ltd.
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Generali Investments, Management Co LLC
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TRUE Private Wealth Advisors
|
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Valley National Advisers Inc
|
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Financial Avengers, Inc.
|
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Tounjian Advisory Partners, Llc
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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|
Centerpoint Advisors, LLC
|
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Operose Advisors LLC
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Portside Wealth Group, LLC
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Arbor Investment Advisors, LLC
|
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RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
|
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Bourne Lent Asset Management Inc
|
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APG Asset Management N.V.
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Welch & Forbes Llc
|
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Boreal Capital Management LLC
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
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|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
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Northwestern Mutual Investment Management Company, Llc
|
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GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF
|
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GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
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KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares
|
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FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
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|
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class
|
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Sava Infond d.o.o.
|
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LJI Wealth Management, LLC
|
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Roberts Glore & Co Inc /il/
|
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Veracity Capital LLC
|
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|
John Hancock Funds II - Science & Technology Fund Class NAV
|
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|
Pacific Point Advisors, LLC
|
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Shelton Capital Management
|
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|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
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|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
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|
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|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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|
Brady Martz Wealth Solutions, LLC
|
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|
D.a. Davidson & Co.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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|
|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Ewa, Llc
|
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|
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DDM - PROSHARES TRUST - ProShares Ultra Dow30
|
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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|
Searle & Co.
|
|
|
|
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|
Drucker Wealth 3.0, LLC
|
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|
|
|
|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
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|
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|
Minot DeBlois Advisors LLC
|
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|
|
|
Heritage Trust Co
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
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|
Mission Creek Capital Partners, Inc.
|
|
|
|
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|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
Park National Corp /oh/
|
|
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|
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|
DekaBank Deutsche Girozentrale
|
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|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Wealth Group, Ltd.
|
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|
|
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|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
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|
Balboa Wealth Partners
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
Cora Capital Advisors Llc
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
QDVAX - FundVantage Trust - Quality Dividend Fund Class A
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Yukon Wealth Management, Inc.
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Jag Capital Management, Llc
|
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|
|
|
|
Fonville Wealth Management LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Lloyd Advisory Services, LLC.
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
VanderPol Investments L.L.C.
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Sulzberger Capital Advisors, Inc.
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
IYZ - iSHARES TRUST - iShares U.S. Telecommunications ETF
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Integrity Financial Corp /WA
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
|
|
|
|
|
|
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Multi-strategy Growth & Income Fund
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
UDPIX - Profunds - Ultradow 30 Profund Investor Class
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
CRTC - DBX ETF TRUST - Xtrackers US National Critical Technologies ETF
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Bennett Associates Wealth Management
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
Deltec Asset Management Llc
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Guardian Investment Management
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
POM Investment Strategies, LLC
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
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Wakefield Asset Management LLLP
|
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|
Spinnaker Investment Group, LLC
|
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|
Great Point Wealth Advisors, LLC
|
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|
Journey Advisory Group, LLC
|
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|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
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|
|
Cushing Capital Partners, LLC
|
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|
L.m. Kohn & Company
|
|
|
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|
Bangor Savings Bank
|
|
|
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|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
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|
|
Pensionmark Financial Group, Llc
|
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|
Compagnie Lombard Odier SCmA
|
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|
Addenda Capital Inc.
|
|
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|
Invesco Qqq Trust, Series 1
|
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
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|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
Boulder Growth & Income Fund
|
|
|
|
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|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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|
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|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
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|
Victory Capital Management Inc
|
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|
EverSource Wealth Advisors, LLC
|
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|
Freestone Capital Holdings, LLC
|
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|
Manhattan West Asset Management, LLC
|
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|
Argonautica Private Wealth Management, Inc
|
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|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
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|
Trust Investment Advisors
|
|
|
|
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|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
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|
LexAurum Advisors, LLC
|
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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|
|
Flaharty Asset Management, LLC
|
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Baldwin Investment Management, LLC
|
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Clune & Associates, Ltd.
|
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|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
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|
|
Avestar Capital, LLC
|
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|
Ilmarinen Mutual Pension Insurance Co
|
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|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
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|
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|
RBA Wealth Management, LLC
|
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|
Cutler Investment Counsel Llc
|
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|
Pallas Capital Advisors LLC
|
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|
Nabity-Jensen Investment Management Inc
|
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|
McGowan Group Asset Management, Inc.
|
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|
Ellevest, Inc.
|
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Palisade Asset Management, LLC
|
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Hengehold Capital Management Llc
|
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GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
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|
Integrity Alliance, Llc.
|
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GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio
|
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|
Counterweight Ventures, LLC
|
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|
Bellevue Asset Management, Llc
|
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|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Sarasin & Partners LLP
|
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|
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|
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
|
|
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|
|
|
Mather Group, Llc.
|
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|
Prestige Wealth Management Group LLC
|
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|
Union Bancaire Privee, UBP SA
|
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|
Charles Schwab Investment Management Inc
|
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|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
|
|
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|
44 Wealth Management Llc
|
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GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
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|
|
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|
Merit Financial Group, LLC
|
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|
Longbow Finance SA
|
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|
|
Argyle Capital Management Inc.
|
|
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|
|
Schechter Investment Advisors, LLC
|
|
|
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|
BigSur Wealth Management LLC
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
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|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Magnolia Capital Management Ltd
|
|
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|
|
Coco Enterprises, LLC
|
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|
|
Zevenbergen Capital Investments Llc
|
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|
First Trust Advisors Lp
|
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|
Acima Private Wealth, Llc
|
|
|
|
|
|
Css Llc/il
|
|
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|
|
|
Northcape Wealth Management, Llc
|
|
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|
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|
Paradigm Capital Management, LLC/NV
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Heritage Investment Group, Inc.
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C
|
|
|
|
|
|
Bell Asset Management Ltd
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Capstone Wealth Management Group, Llc
|
|
|
|
|
|
Riverstone Advisors, LLC
|
|
|
|
|
|
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Encompass More Asset Management
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
NSOIX - NORTHERN LIGHTS FUND TRUST II - North Star Opportunity Fund Class I Shares
|
|
|
|
|
|
R.m.sincerbeaux Capital Management Llc
|
|
|
|
|
|
White Lighthouse Investment Management Inc.
|
|
|
|
|
|
PYA Waltman Capital, LLC
|
|
|
|
|
|
RYDHX - RYDEX SERIES FUNDS - Dow Jones Industrial Average Fund Class H
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
TOWTX - MSS Series Trust - Towpath Technology Fund Institutional Share Class
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
E Six Thirteen, Llc
|
|
|
|
|
|
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Lighthouse Financial LLC
|
|
|
|
|
|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
|
|
|
|
|
|
IXN - iSHARES TRUST - iShares Global Tech ETF
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Spdr Dow Jones Industrial Average Etf Trust
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Cypress Capital Advisors, LLC
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
|
|
|
|
|
Eliot Finkel Investment Counsel, LLC
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Concorde Asset Management, LLC
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Clearwater Capital Advisors, LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
Signature Wealth Management Group
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Smart Portfolios, LLC
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
Lakeside Advisors, INC.
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
Clarity Wealth Advisors, LLC
|
|
|
|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Smith Thornton Advisors LLC
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
Hexagon Capital Partners LLC
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
XNTK - SPDR SERIES TRUST - SPDR(R) NYSE Technology ETF
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
HDOGX - HENNESSY FUNDS TRUST - Hennessy Total Return Fund Investor Class
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Talbot Financial, LLC
|
|
|
|
|
|
Defined Financial Planning LLC
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
|
|
Morgan Dempsey Capital Management Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Weaver C. Barksdale & Associates, Inc.
|
|
|
|
|
|
Raelipskie Partnership
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
DCF Advisers, LLC
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Lifestyle Asset Management, Inc.
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Strategic Planning Group, Llc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
Keystone Financial Planning, Inc.
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Iams Wealth Management, Llc
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Randolph Co Inc
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
First Citizens Financial Corp
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
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|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
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|
|
Jefferies Financial Group Inc.
|
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|
|
Truepoint, Inc.
|
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|
FIL Ltd
|
|
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|
Prairie Wealth Advisors, Inc.
|
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|
Jordan Park Group LLC
|
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|
|
CAPROCK Group, Inc.
|
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|
CTC Alternative Strategies, Ltd.
|
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|
New Millennium Group LLC
|
|
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|
Naples Global Advisors, Llc
|
|
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|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
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|
|
Optimum Investment Advisors
|
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|
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|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Fred Alger Management, Llc
|
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|
|
|
|
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Prairie Sky Financial Group LLC
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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|
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|
|
Atlantic Edge Private Wealth Management, LLC
|
|
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|
ProVise Management Group, LLC
|
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|
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|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
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|
Guardian Partners Inc.
|
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|
GFS Advisors, LLC
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|
Modern Wealth Management, LLC
|
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|
Patriot Investment Management Inc.
|
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|
LFA - Lugano Financial Advisors SA
|
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|
VSTIX - VALIC Co I - Stock Index Fund
|
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|
Zacks Investment Management
|
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|
|
Evernest Financial Advisors, LLC
|
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|
Investor's Fiduciary Advisor Network, LLC
|
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|
HFM Investment Advisors, LLC
|
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|
PayPay Securities Corp
|
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|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
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|
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|
Beacon Capital Management, LLC
|
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|
|
Trustmark National Bank Trust Department
|
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|
Alerus Financial Na
|
|
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MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF
|
|
|
|
|
|
WealthCollab, LLC
|
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|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
Accent Capital Management, LLC
|
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|
Nbw Capital Llc
|
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|
Oak Hill Wealth Advisors, Llc
|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Wela Strategies, Inc.
|
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|
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|
One Day In July LLC
|
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|
Baron Silver Stevens Financial Advisors, Llc
|
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|
Comerica Bank
|
|
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|
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|
Total Clarity Wealth Management, Inc.
|
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|
Rench Wealth Management, Inc.
|
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|
Oak Harbor Wealth Partners, Llc
|
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|
Carr Financial Group Corp
|
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Two Sigma Investments, Lp
|
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|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
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|
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|
Members Capital Advisors Inc
|
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|
|
Bank Of Nova Scotia
|
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|
Squarepoint Ops LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
Schnieders Capital Management Llc
|
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|
Flagship Harbor Advisors, Llc
|
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|
Optimist Retirement Group LLC
|
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|
Caitong International Asset Management Co., Ltd
|
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|
Kovack Advisors, Inc.
|
|
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
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|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
IFG Advisors, LLC
|
|
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|
|
Freestone Grove Partners LP
|
|
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|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Financial Insights, Inc.
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
Councilmark Asset Management, LLC
|
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|
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|
|
SOUTH STATE Corp
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
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|
|
|
|
Mirabaud & Cie SA
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
MONTX - MONETTA TRUST - Monetta Fund
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
PPTAX - VIRTUS EQUITY TRUST - Virtus KAR Global Quality Dividend Fund CLASS A
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
V2 Financial group LLC
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
YACKX - AMG FUNDS - AMG Yacktman Fund Class I
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
LST - Managed Portfolio Series - Leuthold Select Industries ETF
|
|
|
|
|
|
JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Roberts Wealth Advisors, LLC
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
|
|
|
|
|
First International Bank & Trust
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Value Stock ETF
|
|
|
|
|
|
Stolper Co
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Montis Financial, LLC
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
GBVCX - Victory Portfolios IV - Victory Pioneer Global Value Fund Class C
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Matthew Goff Investment Advisor, LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Sovereign's Capital Management, LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
PMACX - Victory Portfolios IV - Victory Pioneer Multi-Asset Income Fund Class C
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Great Waters Wealth Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Minneapolis Portfolio Management Group, LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Spreng Capital Management, Inc.
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
CMT Capital Markets Trading GmbH
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund
|
|
|
|
|
|
Green Alpha Advisors, LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Rock Point Advisors, LLC
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Summit Street Capital Management, LLC
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Martin Capital Partners, LLC
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Tillman Hartley LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
Neumann Capital Management, LLC
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
EVUAX - WELLS FARGO FUNDS TRUST - Wells Fargo Utility and Telecommunications Fund Class A
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
GEM Asset Management, LLC
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
MAVF - EA Series Trust - Matrix Advisors Value ETF
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Osprey Private Wealth LLC
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Meridian Financial Partners LLC
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Human Investing LLC
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
FCG Investment Co
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
DEQAX - BNY Mellon Investment Funds III - BNY Mellon Global Equity Income Fund Class A
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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|
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|
ARS Wealth Advisors Group, LLC
|
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|
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C
|
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|
TEPIX - Profunds - Technology Ultrasector Profund Investor Class
|
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|
Fairfield, Bush & Co.
|
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Impax Asset Management Group plc
|
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EagleClaw Capital Managment, LLC
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New Hampshire Trust
|
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Fiduciary Financial Group, Llc
|
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|
Pioneer Trust Bank N A/or
|
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|
Wealth Management Associates, Inc.
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|
Sonata Capital Group Inc
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Financial Advocates Investment Management
|
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Equitable Trust Co
|
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Monument Capital Management
|
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Aviva Plc
|
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Renasant Bank
|
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|
Live Oak Private Wealth LLC
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Creative Planning
|
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|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
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|
Edge Wealth Management LLC
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GHP Investment Advisors, Inc.
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Centennial Wealth Advisory LLC
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Oak Thistle LLC
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Gentry Private Wealth, Llc
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Trust Co
|
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|
TFR Capital, LLC.
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Greater Midwest Financial Group, LLC
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Dale Q Rice Investment Management Ltd
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
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|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
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|
Financial Freedom, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
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|
|
SCS Capital Management LLC
|
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Sonoma Private Wealth LLC
|
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We Are One Seven, LLC
|
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|
Thoroughbred Financial Services, Llc
|
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Shell Asset Management Co
|
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Great Valley Advisor Group, Inc.
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BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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WNY Asset Management, LLC
|
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IOO - iSHARES TRUST - iShares Global 100 ETF
|
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|
LMR Partners LLP
|
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Private Wealth Management Group, LLC
|
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Aspire Capital Advisors LLC
|
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Kornitzer Capital Management Inc /ks
|
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THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
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|
UDI - USCF ETF Trust - USCF Dividend Income Fund
|
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|
Rockport Wealth LLC
|
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Allegheny Financial Group LTD
|
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FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
|
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|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
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|
Kingswood Wealth Advisors, Llc
|
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Edmond De Rothschild Holding S.a.
|
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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Culbertson A N & Co Inc
|
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PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
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|
Naviter Wealth, LLC
|
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|
Yousif Capital Management, Llc
|
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Missouri Trust & Investment Co
|
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Satovsky Asset Management Llc
|
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Glass Jacobson Investment Advisors llc
|
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RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF
|
|
|
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|
|
Mowery & Schoenfeld Wealth Management, LLC
|
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|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
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|
Great Lakes Advisors, Llc
|
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Investors Asset Management Of Georgia Inc /ga/ /adv
|
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HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
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|
SJS Investment Consulting Inc.
|
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|
Penn Davis Mcfarland Inc
|
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|
Asset Planning Services Inc /la/ /adv
|
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PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
|
|
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|
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|
Kensington Investment Counsel, LLC
|
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|
Moss Adams Wealth Advisors LLC
|
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|
BCS Private Wealth Management, Inc.
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
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|
Wealth Quarterback LLC
|
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|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
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|
|
Wetzel Investment Advisors, Inc.
|
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|
|
Ameriflex Group, Inc.
|
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|
Colony Group, LLC
|
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|
Betterment LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Nia Impact Advisors, Llc
|
|
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|
|
|
DiMeo Schneider & Associates, L.L.C.
|
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|
|
|
Holistic Financial Partners
|
|
|
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|
|
Bessemer Group Inc
|
|
|
|
|
|
Minichmacgregor Wealth Management, Llc
|
|
|
|
|
|
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
|
|
|
|
|
|
GITIX - GOLDMAN SACHS TRUST - Goldman Sachs Technology Opportunities Fund Institutional
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Well Done, LLC
|
|
|
|
|
|
Shayne & Co., Llc
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Old Republic International Corp
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
Pacific Sage Partners, LLC
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Symmetry Investments LP
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
R. W. Roge & Company, Inc.
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Flow Traders U.s. Llc
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Altrius Capital Management Inc
|
|
|
|
|
|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
American Alpha Advisors, LLC
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Guinness Asset Management LTD
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Palouse Capital Management, Inc.
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Priebe Wealth Holdings LLC
|
|
|
|
|
|
DBK Financial Counsel, LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
AIS - Tidal Trust III - VistaShares Artificial Intelligence Supercycle ETF
|
|
|
|
|
|
QQQG - Pacer Funds Trust - Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
Sora Investors Llc
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Keystone Financial Group, Inc.
|
|
|
|
|
|
Marvin & Palmer Associates Inc
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Sagace Wealth Management LLC
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Virginia Wealth Management Group, Inc.
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Barry Investment Advisors, LLC
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
WIREX - PFS FUNDS - Wireless Fund
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
Alpine Total Dynamic Dividend Fund
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
Paralel Advisors LLC
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Snider Financial Group
|
|
|
|
|
|
RPG Investment Advisory, LLC
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Oppenheimer & Close, LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
ARGA Investment Management, LP
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Globeflex Capital L P
|
|
|
|
|
|
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Financial Symmetry Inc
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
DLK Investment Management, LLC
|
|
|
|
|
|
Bridgeway Capital Management Inc
|
|
|
|
|
|
MBM Wealth Consultants, LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
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|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Prentiss Smith & Co Inc
|
|
|
|
|
|
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF
|
|
|
|
|
|
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
|
|
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|
|
Private Advisory Group LLC
|
|
|
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|
|
Abn Amro Investment Solutions
|
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|
C M Bidwell & Associates Ltd
|
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|
Syon Capital Llc
|
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|
|
Legacy Trust
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Northstar Financial Companies, Inc.
|
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|
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|
Capital Markets Trading UK LLP
|
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|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Martin Capital Advisors, LLP
|
|
|
|
|
|
Pring Turner Capital Group Inc
|
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|
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|
|
Activest Wealth Management
|
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|
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|
|
Motco
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
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|
Perpetual Ltd
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Value Partners Investments Inc.
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
American Money Management, LLC
|
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|
|
Carnegie Lake Advisors LLC
|
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|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Boothe Investment Group, Inc.
|
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|
|
Wedbush Securities Inc
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares
|
|
|
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|
|
STF Management LP
|
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|
|
Nicholas Company, Inc.
|
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|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Large Cap Value ETF
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
QTOP - iSHARES TRUST - iShares Nasdaq Top 30 Stocks ETF
|
|
|
|
|
|
New England Professional Planning Group Inc.
|
|
|
|
|
|
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Clearview Wealth Advisors LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Nvest Financial, LLC
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
Emerald Advisors, LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
RWC Asset Management LLP
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
IMPACTfolio, LLC
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Pfc Capital Group, Inc.
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
SGHIX - SATURNA INVESTMENT TRUST - Sextant Global High Income Fund
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
Neuberger Berman Next Generation Connectivity Fund Inc.
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Alliance Wealth Management Group
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
TDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Technology Dividend Target Income ETF
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Wallington Asset Management, LLC
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
Alexander Randolph Advisory Inc
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
Signet Investment Advisory Group, Inc.
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
Uptown Financial Advisors LLC
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
Planned Solutions, Inc.
|
|
|
|
|
|
EDOW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow 30 Equal Weight ETF
|
|
|
|
|
|
Palacios Wealth Management, LLC
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
Drexel Morgan & Co.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Everstar Asset Management, LLC
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
|
|
|
|
HMV Wealth Advisors, LLC
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
|
|
|
|
Walled Lake Planning & Wealth Management, Llc
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Tweedy, Browne Co LLC
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Alta Capital Management Llc/
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
GRID - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
FDCPX - FIDELITY SELECT PORTFOLIOS - Computers Portfolio
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
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|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
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|
|
SP Asset Management LLC
|
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|
Investment Management Corp /va/ /adv
|
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Orion Capital Management LLC
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
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|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
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Inman Jager Wealth Management, LLC
|
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|
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
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|
Pavion Blue Capital, LLC
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Cypress Asset Management Inc/tx
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Banco Santander, S.A.
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Amalgamated Bank
|
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Waycross Investment Management Co
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Bowen Hanes & Co Inc
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|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
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|
Capital Planning Advisors, LLC
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Romano Brothers And Company
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Groupe la Francaise
|
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SevenBridge Financial Group, LLC
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Delta Capital Management Llc
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Montag A & Associates Inc
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Schrum Private Wealth Management LLC
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Sigma Planning Corp
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Kesler, Norman & Wride, LLC
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Jaffetilchin Investment Partners, LLC
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TIME - Tidal Trust II - Clockwise Core Equity & Innovation ETF
|
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Van Cleef Asset Management,Inc
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Baker Tilly Financial, Llc
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Avenue 1 Advisors, LLC
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ROSS\JOHNSON & Associates LLC
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Northwest Wealth Management, Llc
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RYDEX VARIABLE TRUST - Technology Fund Variable Annuity
|
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MorganRosel Wealth Management, LLC
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UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
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|
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|
|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
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Great Diamond Partners, LLC
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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Resources Management Corp /ct/ /adv
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FLC Capital Advisors
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Asset Management Group, Inc.
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VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
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Lodestone Wealth Management LLC
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Park Avenue Securities Llc
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Pflug Koory, LLC
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BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
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Promethos Capital, LLC
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Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
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American Financial Advisors, LLC
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RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class
|
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Independence Bank of Kentucky
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United Capital Financial Advisers, Llc
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Frank, Rimerman Advisors LLC
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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Texas Capital Bank Wealth Management Services Inc
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Mayport, Llc
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Flynn Zito Capital Management, Llc
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Tower View Investment Management & Research LLC
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Hall Laurie J Trustee
|
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Science & Technology Partners, L.P.
|
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Phoenix Wealth Advisors
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|
State Of Michigan Retirement System
|
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Tevis Investment Management
|
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Clear Harbor Asset Management, LLC
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TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
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LS Investment Advisors, LLC
|
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Strategic Advocates LLC
|
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SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
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|
Becker Capital Management Inc
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Eagle Strategies LLC
|
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|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
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|
|
BankPlus Trust Department
|
|
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|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
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|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
King Luther Capital Management Corp
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Autumn Glory Partners, LLC
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SG Americas Securities, LLC
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Advisory Alpha, LLC
|
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|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
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|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
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|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Prospera Capital Management, LLC
|
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|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
IFC Advisors LLC
|
|
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|
Qrg Capital Management, Inc.
|
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|
Marks Group Wealth Management, Inc
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|
Hobbs Wealth Management, LLC
|
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|
Wealth Enhancement Advisory Services, Llc
|
|
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|
Wilson & Boucher Capital Management, LLC
|
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|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
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|
|
Arbor Capital Management Inc /adv
|
|
|
|
|
|
HBFBX - HENNESSY FUNDS TRUST - Hennessy Balanced Fund Investor Class
|
|
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|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
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|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Horizon Wealth Management, LLC
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A
|
|
|
|
|
|
Strive Asset Management, LLC
|
|
|
|
|
|
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Safeguard Investment Advisory Group, LLC
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
St. Louis Financial Planners Asset Management, LLC
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
SLMCX - Columbia Funds Series Trust II - Columbia Seligman Communications and Information Fund Class A
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
United Capital Management of KS, Inc.
|
|
|
|
|
|
AMAGX - AMANA MUTUAL FUNDS TRUST - Amana Growth Fund Investor Shares
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Evergreen Wealth Management, LLC
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
McGuire Investment Group, LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
Hgk Asset Management Inc
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Northwest Quadrant Wealth Management, LLC
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Global Technology Fund Class A
|
|
|
|
|
|
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
MTCAX - MFS SERIES TRUST I - MFS Technology Fund A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Silver Oak Advisory Group, Inc.
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
|
|
|
|
|
Cincinnati Financial Corp
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Allium Financial Advisors, Llc
|
|
|
|
|
|
Fermata Advisors, LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial
|
|
|
|
|
|
Profunds - Profund Vp Technology
|
|
|
|
|
|
Cypress Capital, LLC
|
|
|
|
|
|
Acas, Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
Pinpoint Asset Management (Singapore) Pte. Ltd.
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares
|
|
|
|
|
|
Cherrydale Wealth Management, Llc
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
HT Partners LLC
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
Alight Capital Management LP
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
Aua Capital Management, Llc
|
|
|
|
|
|
Yacktman Asset Management Lp
|
|
|
|
|
|
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
TRFK - Pacer Funds Trust - Pacer Data and Digital Revolution ETF
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
Donald L. Hagan, LLC
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
Triasima Portfolio Management inc.
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
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|
RiverFront Investment Group, LLC
|
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Compton Wealth Advisory Group, LLC
|
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|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
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|
Columbia Seligman Premium Technology Growth Fund, Inc.
|
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio
|
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|
Shellback Capital, LP
|
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|
Montag & Caldwell, Llc
|
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|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
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Arvest Bank Trust Division
|
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Lorne Steinberg Wealth Management Inc.
|
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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|
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|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
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|
Td Private Client Wealth Llc
|
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LRI Investments, LLC
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SageView Advisory Group, LLC
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True North Advisors, LLC
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Saturna Capital CORP
|
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RMR Wealth Builders
|
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Counterpoint Mutual Funds LLC
|
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|
Bristlecone Advisors, LLC
|
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Grimes & Company, Inc.
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|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
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|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
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PFG Advisors
|
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Fayez Sarofim & Co
|
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|
Integral Investment Advisors, Inc.
|
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Klingman & Associates, LLC
|
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PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
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|
Powers Advisory Group, LLC
|
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South Plains Financial, Inc.
|
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Investment Research & Advisory Group, Inc.
|
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FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
|
|
|
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|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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|
Capstone Triton Financial Group, LLC
|
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Philadelphia Trust Co
|
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|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
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|
King Wealth
|
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RYMIX - RYDEX SERIES FUNDS - Telecommunications Fund Investor Class
|
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Novare Capital Management Llc
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Paradigm Financial Partners, Llc
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Umb Bank N A/mo
|
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Michels Family Financial, LLC
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Forza Wealth Management, LLC
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Apexium Financial, Lp
|
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PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A
|
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|
Annex Advisory Services, LLC
|
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PGSYX - Victory Portfolios IV - Victory Pioneer Global Equity Fund Class Y
|
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|
Segment Wealth Management, LLC
|
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Independent Wealth Network Inc.
|
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Shakespeare Wealth Management, Inc.
|
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Quest 10 Wealth Builders, Inc.
|
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Synergy Financial Management, LLC
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Fingerlakes Wealth Management, Inc.
|
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Correct Capital Wealth Management
|
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YANKCOM Partnership
|
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PACIFIC SELECT FUND - Comstock Portfolio Class I
|
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|
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A
|
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|
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|
Briaud Financial Planning, Inc
|
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S&co Inc
|
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Investment Partners, Ltd.
|
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BSW Wealth Partners
|
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Landaas & Co /wi /adv
|
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|
Pines Wealth Management, LLC
|
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|
Prime Capital Investment Advisors, LLC
|
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|
Pandora Wealth, Inc.
|
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Trust Asset Management LLC
|
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CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
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|
Dudley Capital Management, Llc
|
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Nilsine Partners, LLC
|
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|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
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|
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AIPI - ETF Opportunities Trust - REX AI EQUITY PREMIUM INCOME ETF
|
|
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|
Private Trust Co Na
|
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Capital A Wealth Management, LLC
|
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Community Bank, N.A.
|
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EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
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|
North Capital, Inc.
|
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XPND - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Expanded Technology ETF
|
|
|
|
|
|
XAIX - DBX ETF TRUST - Xtrackers Artificial Intelligence and Big Data ETF
|
|
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|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
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|
|
Wealth Alliance Advisory Group, LLC
|
|
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|
Bridge Creek Capital Management LLC
|
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|
Essex LLC
|
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|
Sarver Vrooman Wealth Advisors
|
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|
Golden State Equity Partners
|
|
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|
Buckley Wealth Management, LLC
|
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|
Swiss National Bank
|
|
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|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
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|
Ing Groep Nv
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Seligman Global Technology Fund Class 1
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Secured Retirement Advisors, Llc
|
|
|
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
|
|
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
|
|
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|
|
Leuthold Group, Llc
|
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|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
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|
|
Timber Creek Capital Management LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
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|
|
Leelyn Smith, LLC
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Swisher Financial Concepts, Inc.
|
|
|
|
|
|
EDENTREE ASSET MANAGEMENT Ltd
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Ade, Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
Lesa Sroufe & Co
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Sage Private Wealth Group, Llc
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Insight 2811, Inc.
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
KNCT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Networking ETF
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Rede Wealth, LLC
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
Investment Counsel Co Of Nevada
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Sentinel Wealth Management, Inc.
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
Jackson Creek Investment Advisors LLC
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
Johnson & White Wealth Management, LLC
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco QQQ Low Volatility ETF
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Spartan Planning & Wealth Management
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Profit Investment Management, LLC
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
Friday Financial
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
Blodgett Wealth Advisors, Llc
|
|
|
|
|
|
Flavin Financial Services, Inc.
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
Cypress Advisory Group LLC
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Financial Council Asset Management Inc
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Endowment Wealth Management, Inc.
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
McNamara Financial Services, Inc.
|
|
|
|
|
|
Tripletail Wealth Management, LLC
|
|
|
|
|
|
Valued Retirements, Inc.
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
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Salvus Wealth Management, LLC
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Parcion Private Wealth LLC
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Rowland & Co Investment Counsel/adv
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
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|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
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|
Founders Capital Management
|
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|
J. L. Bainbridge & Co., Inc.
|
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Lantern Wealth Advisors, LLC
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M&t Bank Corp
|
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TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
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|
Armor Investment Advisors, LLC
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FNY Investment Advisers, LLC
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ICW Investment Advisors LLC
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Canandaigua National Bank & Trust Co
|
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PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
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|
Northern Oak Wealth Management Inc
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|
LEXI - Listed Funds Trust - Alexis Practical Tactical ETF
|
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|
RFG Advisory, LLC
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|
PACIFIC SELECT FUND - Technology Portfolio Class I
|
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DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
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TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A
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Verity Asset Management, Inc.
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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LifeSteps Financial, Inc.
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Sivia Capital Partners, LLC
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Straight Path Wealth Management
|
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OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
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|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
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Martin & Co Inc /tn/
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Vista Investment Partners Llc
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DIVD - EA Series Trust - Altrius Global Dividend ETF
|
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Sigma Investment Counselors Inc
|
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Opes Wealth Management LLC
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Thornburg Investment Management Inc
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Horizon Kinetics Asset Management Llc
|
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EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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|
Semus Wealth Partners LLC
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American Financial & Tax Strategies Inc
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Silvercrest Asset Management Group Llc
|
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Boyd Watterson Asset Management Llc/oh
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WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
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Retirement Planning Co of New England, Inc.
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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ROM - PROSHARES TRUST - ProShares Ultra Technology
|
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Tradewinds Capital Management, LLC
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Essex Financial Services, Inc.
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VestGen Advisors, LLC
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Keystone Financial Group
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SPTE - SP Funds Trust - SP Funds S&P Global Technology ETF
|
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Navellier & Associates Inc
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SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
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CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
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USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
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QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
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Butensky & Cohen Financial Security, Inc
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GLOBALT Investments LLC / GA
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MBL Wealth, LLC
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V. M. Manning & Co., Inc.
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First United Bank Trust/
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TFG Advisers LLC
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ESG Planning
|
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Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
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BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
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Wellington Shields & Co., LLC
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Cullinan Associates Inc
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Ambassador Advisors, LLC
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Lbmc Investment Advisors, Llc
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Mogy Joel R Investment Counsel Inc
|
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WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
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Distillate Capital Partners LLC
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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Lester Murray Antman dba SimplyRich
|
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PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
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Atala Financial Inc
|
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|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
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|
Public Employees Retirement Association Of Colorado
|
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|
Persium Advisors, LLC
|
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|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
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|
Guggenheim Strategic Opportunities Fund
|
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|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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|
Ahl Investment Management, Inc.
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Advisor Group Holdings, Inc.
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Noble Wealth Management PBC
|
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|
Ti-trust, Inc
|
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|
Parkside Advisors LLC
|
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Am Investment Strategies Llc
|
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GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
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|
Insight Wealth Partners, LLC
|
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INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
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Studio Investment Management Llc
|
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|
Delta Financial Group, Inc.
|
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Verdence Capital Advisors LLC
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|
Jlb & Associates Inc
|
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|
Virtue Capital Management, LLC
|
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|
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
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|
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|
Old Second National Bank Of Aurora
|
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|
Marathon Trading Investment Management LLC
|
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|
Moisand Fitzgerald Tamayo, LLC
|
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|
Alan B. Lancz & Associates, Inc.
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
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|
Parr Mcknight Wealth Management Group, Llc
|
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|
|
Parisi Gray Wealth Management
|
|
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|
|
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
|
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|
Fortress Financial Group, Llc
|
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|
Vicus Capital
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Junto Capital Management LP
|
|
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|
|
UBS Group AG
|
|
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|
|
Twin Tree Management, LP
|
|
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|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
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|
|
Berkley W R Corp
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Intrepid Capital Management Inc
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
Annandale Capital, LLC
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Nkcfo Llc
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
|
|
|
|
|
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund
|
|
|
|
|
|
F&V Capital Management, LLC
|
|
|
|
|
|
Byrne Financial Freedom, Llc
|
|
|
|
|
|
Amplify ETF Trust - Amplify Cybersecurity ETF
|
|
|
|
|
|
bLong Financial, LLC
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
Palogic Value Management, L.P.
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Winslow Asset Management Inc
|
|
|
|
|
|
Vickerman Investment Advisors, Inc.
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund
|
|
|
|
|
|
SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF
|
|
|
|
|
|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
Bridgewealth Advisory Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
SMART Wealth LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Trustco Bank Corp N Y
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Claris Advisors, Llc / Mo /
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Brown Shipley& Co Ltd
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Voya Infrastructure, Industrials & Materials Fund
|
|
|
|
|
|
Future Fund LLC
|
|
|
|
|
|
Harvest Investment Advisors, LLC
|
|
|
|
|
|
SEMI - Columbia ETF Trust I - Columbia Seligman Semiconductor and Technology ETF Shares
|
|
|
|
|
|
FDND - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Dow Jones Internet & Target Income ETF
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
BISVX - Brown Advisory Funds - Brown Advisory Sustainable Value Fund Investor Shares
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Ssi Investment Management Llc
|
|
|
|
|
|
Kaydan Wealth Management, Inc.
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
Gill Capital Partners, Llc
|
|
|
|
|
|
BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
Rather & Kittrell, Inc.
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
Morris Retirement Advisors, LLC
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
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Lazard Asset Management Llc
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AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
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Southland Equity Partners LLC
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BLPIX - Profunds - Bull Profund Investor Class
|
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Signal Advisors Wealth, LLC
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CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A
|
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SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
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UNIVEST FINANCIAL Corp
|
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Broderick Brian C
|
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Outfitter Financial LLC
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SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
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WFA Asset Management Corp
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Vaughan Nelson Investment Management, L.p.
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Cozad Asset Management Inc
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Vaughan David Investments Inc/il
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Trilogy Capital Inc.
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Cwm, Llc
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AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
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AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
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Simon Quick Advisors, Llc
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Syntegra Private Wealth Group, LLC
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Blair William & Co/il
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ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares
|
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Strategic Investment Solutions, Inc. /IL
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Stephens Inc /ar/
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HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
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TCM Advisors, LLC
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Sage Mountain Advisors LLC
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Waddell & Associates, Llc
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DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
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Masso Torrence Wealth Management Inc.
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Inlight Wealth Management, LLC
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Charles Schwab Trust Co
|
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Krs Capital Management, Llc
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FADTX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Technology Fund Class A
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IMS Capital Management
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McKinley Carter Wealth Services, Inc.
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CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
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Fourth Dimension Wealth, LLC
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Evelyn Partners Asset Management Ltd
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Running Point Capital Advisors, LLC
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Talisman Wealth Advisors LLC
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Camarda Financial Advisors, LLC
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Alhambra Investment Partners LLC
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CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class
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Monte Financial Group, LLC
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VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
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Alliancebernstein L.p.
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Vestmark Advisory Solutions, Inc.
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Westchester Capital Management, Inc.
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Signet Financial Management, Llc
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SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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BankPlus Wealth Management LLC
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Mizuho Securities Usa Llc
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Foundry Partners, LLC
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RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
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Atwood & Palmer Inc
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Hamel Associates, Inc.
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Citizens & Northern Corp
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JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
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First Foundation Advisors
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DLD Asset Management, LP
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JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
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Pettee Investors, Inc.
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Pacitti Group Inc.
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Live Oak Investment Partners
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LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
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Miller Howard Investments Inc /ny
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B. Metzler seel. Sohn & Co. AG
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Fort Washington Investment Advisors Inc /oh/
|
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ABEQ - Unified Series Trust - Absolute Core Strategy Etf
|
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Rockline Wealth Management, LLC
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Good Life Advisors, LLC
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Exeter Financial, LLC
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IHT Wealth Management, LLC
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Acropolis Investment Management, LLC
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DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
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Strategy Asset Managers Llc
|
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WealthCare Investment Partners, LLC
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Capital Advisors Wealth Management, LLC
|
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|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
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|
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
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Citizens National Bank Trust Department
|
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Mechanics Financial Corp
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Gifford Fong Associates
|
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LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
|
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Precedent Wealth Partners, Llc
|
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Glenmede Investment Management, LP
|
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Divergent Planning, LLC
|
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|
WASHINGTON TRUST Co
|
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|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
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|
Triglav Skladi, D.o.o.
|
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|
IMG Wealth Management, Inc.
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|
M.e. Allison & Co., Inc.
|
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|
PKO Investment Management Joint-Stock Co
|
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|
Aries Wealth Management
|
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|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
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|
RMG Wealth Management LLC
|
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|
Daiwa Securities Group Inc.
|
|
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|
Trifecta Capital Advisors, LLC
|
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|
Winthrop Advisory Group LLC
|
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|
Xponance, Inc.
|
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|
TriaGen Wealth Management LLC
|
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|
Hartline Investment Corp/
|
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|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
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|
|
Verum Partners LLC
|
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|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
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|
Royal Bank Of Canada
|
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|
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|
Intech Investment Management Llc
|
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|
Second Line Capital, LLC
|
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|
|
FSA Wealth Management LLC
|
|
|
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|
|
Heartland Advisors Inc
|
|
|
|
|
|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
|
|
|
|
|
Heritage Wealth Partners, LLC
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
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|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Monetta Financial Services Inc
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
First Wilshire Securities Management Inc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Barton Investment Management
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
Benson Investment Management Company, Inc.
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
Zevin Asset Management Llc
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Wade Financial Advisory, Inc
|
|
|
|
|
|
Kercheville Advisors, LLC
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Telecommunications Fund Variable Annuity
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Meridian Financial, LLC
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
CFC Planning Co LLC
|
|
|
|
|
|
Ghe, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Corundum Trust Company, INC
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
ROE - EA Series Trust - Astoria US Quality Kings ETF
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Rokos Capital Management LLP
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Pcg Asset Management, Llc
|
|
|
|
|
|
Boxwood Ventures, Inc.
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Campbell Newman Asset Management Inc
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
DMKC Advisory Services, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
Forest Hill Capital, LLC
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
Sutton Place Investors Llc
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
|
Cincinnati Specialty Underwriters Insurance CO
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
MUFG Securities EMEA plc
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Intrepid Financial Planning Group LLC
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
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THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
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Marino, Stram & Associates Llc
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Central Bank & Trust Co
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Woodward Diversified Capital, Llc
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Taddei, Ludwig & Associates, Inc.
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Ascent Group, LLC
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ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
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Beta Wealth Group, Inc.
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Franklin Templeton ETF Trust - Franklin Income Focus ETF
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M. Kraus & Co
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O'Brien Wealth Partners LLC
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Yoffe Investment Management, LLC
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Dynamic Wealth Strategies, LLC
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Hemington Wealth Management
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IDGT - iSHARES TRUST - iShares North American Tech-Multimedia Networking ETF
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KPP Advisory Services LLC
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Buckingham Strategic Partners
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Mutual Of America Capital Management Llc
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Harbor Advisory Corp /ma/
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Ritholtz Wealth Management
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Loudon Investment Management, LLC
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AG Asset Advisory, LLC
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Sagespring Wealth Partners, Llc
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Garden State Investment Advisory Services LLC
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
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Y.D. More Investments Ltd
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Latitude Advisors, LLC
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URTH - iShares, Inc. - iShares MSCI World ETF
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Burney Co/
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
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Mitsubishi UFJ Trust & Banking Corp
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ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
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Supplemental Annuity Collective Trust of NJ
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
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CarsonAllaria Wealth Management, Ltd.
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MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
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Nbt Bank N A /ny
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Osborne Partners Capital Management, Llc
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CCMG - EA Series Trust - CCM Global Equity ETF
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OMNI 360 Wealth, Inc.
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EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
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Abbot Financial Management, Inc.
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Horizon Investments, LLC
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Professional Advisory Services Inc
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SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
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Zrc Wealth Management, Llc
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Quadrant Private Wealth Management, LLC
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Alteri Wealth LLC
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ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A
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Awm Capital, Llc
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Rheos Capital Works Inc.
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Neville Rodie & Shaw Inc
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Numerai GP LLC
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Sharp Financial Services, LLC
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JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
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SNSR - Global X Funds - Global X Internet of Things ETF
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Bellwether Advisors, LLC
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
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Broadway Wealth Solutions, Inc.
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RYDEX VARIABLE TRUST - Internet Fund Variable Annuity
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Intrust Bank Na
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Proficio Capital Partners LLC
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Lowe Brockenbrough & Co Inc
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Pollock Investment Advisors, LLC
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
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BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
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Commonwealth Retirement Investments LLC
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Natixis Advisors, L.p.
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EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
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Cfm Wealth Partners Llc
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NEOS Investment Management LLC
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Seek First Inc.
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Carlton Hofferkamp & Jenks Wealth Management, LLC
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J. W. Coons Advisors, LLC
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Riggs Asset Managment Co. Inc.
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
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Clarity Asset Management, Inc.
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EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB
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Summit Wealth Group, LLC
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Navigoe, LLC
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Mufg Securities Americas Inc.
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Spectrum Asset Management, Inc. (NB/CA)
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
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DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
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Mizuho Securities Usa Llc
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Alta Advisers Ltd
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GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
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SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
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Sweeney & Michel, Llc
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DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
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Apollon Financial, LLC
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AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
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Florida Financial Advisors, Llc
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Axim Planning & Wealth
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Mach-1 Financial Group, Inc.
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Zweig-DiMenna Associates LLC
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DIVS - GUINNESS ATKINSON FUNDS - SmartETFs Dividend Builder ETF
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WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund
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Amplius Wealth Advisors, LLC
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Retirement Systems of Alabama
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Northside Capital Management, LLC
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Red Door Wealth Management, LLC
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NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
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Custos Family Office, LLC
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West Bancorporation Inc
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Bailard, Inc.
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Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
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Financial Advisors, LLC
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BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
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Patron Partners Advisors, Llc
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Westshore Wealth, LLC
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Biltmore Family Office, LLC
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Trace Wealth Advisors, LLC
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Allen Mooney & Barnes Investment Advisors LLC
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Laurel Wealth Advisors LLC
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Semmax Financial Advisors Inc.
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Congress Asset Management Co /ma
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Luken Investment Analytics, LLC
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Retirement Capital Strategies
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Cercano Management LLC
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INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF
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Octavia Wealth Advisors, LLC
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
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Voleon Capital Management Lp
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Shum Financial Group, Inc.
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Cerity Partners LLC
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Outlook Wealth Advisors, LLC
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O'shaughnessy Asset Management, Llc
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IMA Wealth, Inc.
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INPIX - Profunds - Internet Ultrasector Profund Investor Class
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Millennium Management Llc
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Kellett Schaffner Wealth Advisors LLC
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Everence Capital Management Inc
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CoreCap Advisors, LLC
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Summit X, LLC
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River Wealth Advisors LLC
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Cacti Asset Management Llc
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CPAI - NORTHERN LIGHTS FUND TRUST III - Counterpoint Quantitative Equity ETF
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Argent Advisors, Inc.
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Eagle Bluffs Wealth Management LLC
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Meyer Handelman Co
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LPL Financial LLC
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Northern Trust Corp
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Nissay Asset Management Corp /japan/ /adv
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Winton Capital Group Ltd
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Humankind Investments LLC
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Howard Capital Management Group, LLC
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SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class
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Harbor Investment Advisory, Llc
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Burling Wealth Partners, Llc
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BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
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Hubbell Strickland Wealth Management, LLC
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Voya Financial Advisors, Inc.
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Wealth Management Partners, LLC
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M&G Plc
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Beutel, Goodman & Co Ltd.
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GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
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Lindenwold Advisors
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PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
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Forte Capital Llc /adv
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Ardent Capital Management, Inc.
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Garner Asset Management Corp
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Founders Financial Securities Llc
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CX Institutional
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Castle Rock Wealth Management, LLC
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Camden Capital, LLC
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Innovator ETFs Trust - Innovator Equity Managed Floor ETF
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Aaron Wealth Advisors LLC
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Capital Advisors, Ltd. LLC
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LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
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Gemmer Asset Management LLC
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PFG Investments, LLC
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Albion Financial Group /ut
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Ossiam
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Whalerock Point Partners, Llc
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Meeder Asset Management Inc
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Brandywine Oak Private Wealth Llc
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
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SFE Investment Counsel
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XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
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Birch Capital Management, LLC
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Woodley Farra Manion Portfolio Management Inc
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Atria Investments Llc
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Transamerica Financial Advisors, Inc.
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IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV
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GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
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EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
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Courier Capital Llc
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Hallmark Capital Management Inc
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Graypoint LLC
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Manchester Financial Inc
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Cornercap Investment Counsel Inc
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Farmers Trust Co
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MASTERINVEST Kapitalanlage GmbH
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GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
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ROGSX - Oak Associates Funds - Red Oak Technology Select Fund
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Connors Investor Services Inc
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Talon Private Wealth, LLC
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Sonora Investment Management Group, LLC
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Beaumont Financial Advisors, LLC
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Builder Investment Group Inc /adv
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Empirical Asset Management, LLC
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Moseley Investment Management Inc
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Edgestream Partners, L.P.
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
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Goldman Sachs Group Inc
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
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Altshuler Shaham Ltd
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Barnes Wealth Management Group, Inc
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PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional
|
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VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
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EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
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Raab & Moskowitz Asset Management LLC
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Banco de Sabadell, S.A
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Mandatum Life Insurance Co Ltd
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GW&K Investment Management, LLC
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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Cim Investment Mangement Inc
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|
D'Orazio & Associates, Inc.
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Nations Financial Group Inc, /ia/ /adv
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Sheets Smith Wealth Management
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Sittner & Nelson, Llc
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Cedar Mountain Advisors, LLC
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TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF
|
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Sentry LLC
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GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
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Keyvantage Wealth, Llc
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Doliver Advisors, Lp
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Hudson Bay Capital Management LP
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Tealwood Asset Management Inc
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Garrett Investment Advisors LLC
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|
Evolution Advisers, Inc.
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|
IPDP - Listed Funds Trust - Dividend Performers ETF
|
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|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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|
Capstone Wealth Management Group LLC
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|
Traphagen Investment Advisors Llc
|
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|
Ameritas Investment Partners, Inc.
|
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|
McElhenny Sheffield Capital Management, LLC
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|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
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|
Mackenzie Financial Corp
|
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|
First PREMIER Bank
|
|
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|
Bard Financial Services, Inc.
|
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|
360 Financial, Inc.
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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Applied Finance Capital Management, LLC
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Premier Path Wealth Partners, LLC
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SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
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|
Hartford Investment Management Co
|
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|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
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|
Kanawha Capital Management Llc
|
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|
Atticus Wealth Management, Llc
|
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|
Garrison Point Advisors, Llc
|
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|
Hourglass Capital, Llc
|
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|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
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|
Simplex Trading, Llc
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
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|
Mengis Capital Management, Inc.
|
|
|
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|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
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|
STAR Financial Bank
|
|
|
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|
Financial Advisors Network, Inc.
|
|
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|
Two Point Capital Management, Inc.
|
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|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
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TruWealth Advisors, LLC
|
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|
Aire Advisors, Llc
|
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|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
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|
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|
|
Staley Capital Advisers Inc
|
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|
BOS Asset Management, LLC
|
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|
Advisory Resource Group
|
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Key Client Fiduciary Advisors, LLC
|
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|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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|
Convergence Investment Partners, LLC
|
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|
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|
Mill Creek Capital Advisors, LLC
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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|
Chilton Capital Management Llc
|
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|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
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|
Spectrum Wealth Counsel, LLC
|
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|
Profund Advisors Llc
|
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|
Wharton Business Group, LLC
|
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
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|
GIMFX - GMO TRUST - GMO Implementation Fund
|
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Olstein Capital Management, L.P.
|
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Chesapeake Wealth Management
|
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|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
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|
Blue Chip Partners, Inc.
|
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Bradley Foster & Sargent Inc/ct
|
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Brevan Howard Capital Management LP
|
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Caisse De Depot Et Placement Du Quebec
|
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Westwood Holdings Group Inc
|
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Lake Street Financial Llc
|
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Gf Fund Management Co. Ltd.
|
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
Kfg Wealth Management, Llc
|
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My Legacy Advisors, LLC
|
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NXTG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx NextG ETF
|
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|
|
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|
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional
|
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Howard Capital Management Inc.
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Affinity Investment Advisors, Llc
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Trust Co Of Toledo Na /oh/
|
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
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|
New Mexico Educational Retirement Board
|
|
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Vivaldi Capital Management, LLC
|
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New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
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|
Schroder Investment Management Group
|
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|
TSP Capital Management Group, LLC
|
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|
Howe & Rusling Inc
|
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|
Confluence Wealth Services, Inc.
|
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|
Morgan Stanley
|
|
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InvesTrust
|
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MBOVX - M FUND INC - M Large Cap Value Fund
|
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Argus Investors' Counsel, Inc.
|
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Patrick Mauro Investment Advisor, INC.
|
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BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
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|
First City Capital Management, Inc.
|
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|
Baker Ellis Asset Management LLC
|
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Altfest L J & Co Inc
|
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Financial Partners Group, Inc
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
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|
IFM Investors Pty Ltd
|
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|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
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|
Cooksen Wealth, LLC
|
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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|
Ames National Corp
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
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Warren Street Wealth Advisors, LLC
|
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Birchcreek Wealth Management, LLC
|
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|
Assenagon Asset Management S.A.
|
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BOK Financial Private Wealth, Inc.
|
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|
Greenfield Savings Bank
|
|
|
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|
Mid-American Wealth Advisory Group, Inc.
|
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|
United Asset Strategies, Inc.
|
|
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|
Cito Capital Group, LLC
|
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Zullo Investment Group, Inc.
|
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|
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
|
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|
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|
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C
|
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|
PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A
|
|
|
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|
|
Sentinus, LLC
|
|
|
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|
BKD Wealth Advisors, LLC
|
|
|
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|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
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|
|
|
Obsidian Personal Planning Solutions LLC
|
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|
|
StoneX Group Inc.
|
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|
|
Net Worth Advisory Group
|
|
|
|
|
|
Versant Capital Management, Inc
|
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|
Vantage Investment Partners, LLC
|
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|
J. Goldman & Co LP
|
|
|
|
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|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
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|
Mendel Money Management
|
|
|
|
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|
CPA Asset Management LLC
|
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|
Wayfinding Financial, LLC
|
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|
Founders Capital Management, Llc
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Greenhouse Wealth Management, LLC
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
HighVista Strategies LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
Pacific Global Investment Management Co
|
|
|
|
|
|
Rainier Family Wealth Inc
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Easterly Investment Partners Llc
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
Peoples Bank /oh
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
StrongBox Wealth, LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Portman Square Capital LLP
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Northstar Asset Management Inc
|
|
|
|
|
|
Guinness Atkinson Asset Management Inc
|
|
|
|
|
|
Clifford Capital Partners Llc
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
Shira Ridge Wealth Management
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
Aft, Forsyth & Company, Inc.
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
Shulman DeMeo Asset Management LLC
|
|
|
|
|
|
Valicenti Advisory Services Inc
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
JLFSX - JOHN HANCOCK INVESTMENT TRUST - Global Climate Action Fund - Class I
|
|
|
|
|
|
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Cardinal Strategic Wealth Guidance
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
Metropolis Capital Ltd
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Opus Investment Management Inc
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Prism Advisors, Inc.
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
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|
Puzo Michael J
|
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|
Smith Chas P & Associates Pa Cpas
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Cobler Capital Management, LLC
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|
Bontempo Ohly Capital Mgmt Llc
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|
Partnership Wealth Management, LLC
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111 Capital
|
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|
TDV - PROSHARES TRUST - ProShares S&P Technology Dividend Aristocrats ETF
|
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|
Bolthouse Investments, LLC
|
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|
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|
ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class
|
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|
Rialto Wealth Management, LLC
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|
Strategies Wealth Advisors, LLC
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|
Dymon Asia Capital (singapore) Pte. Ltd.
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AMRGX - AMERICAN GROWTH FUND INC - AMERICAN GROWTH FUND Series One SERIES ONE CLASS D
|
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Viking Fund Management Llc
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LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
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|
Marest Capital, LLC
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|
Middleton & Co Inc/ma
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|
Perkins Coie Trust Co
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|
Fragasso Group Inc.
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West Branch Capital LLC
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|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
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|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
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|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
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|
Journey Strategic Wealth Llc
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|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
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|
Ethos Financial Group, LLC
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Channel Wealth Llc
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Brucke Financial, Inc.
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Bdf-gestion
|
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Principal Street Partners, LLC
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Harbour Investment Management Llc
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E Fund Management Co., Ltd.
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Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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|
Mountain Pacific Investment Advisers Inc/id
|
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|
Cary Street Partner Investment Advisory Llc
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|
Bonness Enterprises Inc
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Laraway Financial Inc
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
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|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
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|
Bmc Fund Inc
|
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|
|
Navalign, LLC
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FT Vest Hedged Equity Income Fund: Series A2
|
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|
Avanza Fonder AB
|
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|
Cincinnati Insurance Co
|
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FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C
|
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AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares
|
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Cypress Capital Group
|
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Dumont & Blake Investment Advisors Llc
|
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AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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Wetherby Asset Management Inc
|
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Bank of New Hampshire
|
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MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class
|
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|
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
|
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|
Argyle Capital Partners, LLC
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|
Family CFO Inc
|
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|
Berkshire Asset Management Llc/pa
|
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Greykasell Wealth Strategies, Inc.
|
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Renaissance Group Llc
|
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|
United Community Bank
|
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|
Vontobel Holding Ltd.
|
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|
Marietta Wealth Management, LLC
|
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|
Truist Financial Corp
|
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AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
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|
Smith, Moore & Co.
|
|
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|
|
|
SOVF - Elevation Series Trust - Sovereign's Capital Flourish Fund
|
|
|
|
|
|
Maytus Capital Management, LLC
|
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|
CIBR - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Cybersecurity ETF
|
|
|
|
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|
Commerzbank Aktiengesellschaft /fi
|
|
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|
Private Wealth Asset Management, LLC
|
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|
Boston Trust Walden Corp
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|
Sage Capital Advisors,llc
|
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Putney Financial Group LLC
|
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|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
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|
McIlrath & Eck, LLC
|
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|
Ridgecrest Wealth Partners, Llc
|
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|
Global Retirement Partners, LLC
|
|
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|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
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|
Strategic Financial Concepts, LLC
|
|
|
|
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|
Legal & General Group Plc
|
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|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
Natixis
|
|
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|
Artemis Investment Management LLP
|
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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|
Sentry Investment Management Llc
|
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Cascade Investment Group, Inc.
|
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|
Summit Global Investments
|
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|
State Board Of Administration Of Florida Retirement System
|
|
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|
CIBC Private Wealth Group, LLC
|
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|
Arkfeld Wealth Strategies, L.L.C.
|
|
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|
|
|
IFP Advisors, Inc
|
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|
Border to Coast Pensions Partnership Ltd
|
|
|
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|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
C2C Wealth Management, LLC
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
SKYU - PROSHARES TRUST - ProShares Ultra Cloud Computing ProShares Ultra Nasdaq Cloud Computing
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Oak Family Advisors, Llc
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Thornburg Income Builder Opportunities Trust
|
|
|
|
|
|
Hidden Cove Wealth Management, LLC
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
BUNRX - BULLFINCH FUND INC - Unrestricted Series
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Paragon Capital Management LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Eagle Capital Management, LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Libra Wealth Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
Elevation Series Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Concorde Financial Corp
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Digital Evolution Strategy Fund Class Y
|
|
|
|
|
|
Yelin Lapidot Holdings Management Ltd.
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Peloton Wealth Strategists
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
Abacus Wealth Partners, LLC
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Value Fund
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
QRVLX - FPA FUNDS TRUST - FPA Queens Road Value Fund
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Ferguson Shapiro LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
RW Investment Management LLC
|
|
|
|
|
|
Lathrop Investment Management Corp
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Cyr Financial Inc.
|
|
|
|
|
|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Mendota Financial Group, LLC
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Campion Asset Management LLC
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Greenwood Gearhart Inc
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Gimbal Financial
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
BLKC - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
BetterWealth, LLC
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
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|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
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|
ESL Trust Services, LLC
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|
Kiker Wealth Management, LLC
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Norges Bank
|
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Teachers Retirement System Of The State Of Kentucky
|
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Goldstone Financial Group, LLC
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Main Street Research LLC
|
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Advyzon Investment Management, LLC
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THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
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Heritage Financial Services, LLC
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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Sei Investments Co
|
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Eaton Vance Tax Advantaged Dividend Income Fund
|
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Nordea Investment Management Ab
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MetLife Investment Management, LLC
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Canton Hathaway, LLC
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First Command Advisory Services, Inc.
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KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
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Security Financial Services, INC.
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FT Vest Rising Dividend Achievers Total Return Fund
|
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Capital Advisory Group Advisory Services, LLC
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Norway Savings Bank
|
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Flagship Wealth Advisors, Llc
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EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
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Change Path, LLC
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Russell Investments Group, Ltd.
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Sage Investment Counsel LLC
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McLean Asset Management Corp
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WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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Websterrogers Financial Advisors, Llc
|
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Meridian Wealth Partners, LLC
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Armbruster Capital Management, Inc.
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Advocate Group Llc
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Bank of Jackson Hole Trust
|
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LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
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Tudor Financial Inc.
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QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
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3Chopt Investment Partners, LLC
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Lsv Asset Management
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Bey-Douglas LLC
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Apella Capital, LLC
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RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
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Regatta Capital Group, Llc
|
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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Ironwood Investment Counsel, LLC
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Eq Wealth Advisors, Llc
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THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
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Ferguson Wellman Capital Management, Inc
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Allworth Financial LP
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Richardson Financial Services Inc.
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Fortis Group Advisors, LLC
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City Holding Co
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Abel Hall, LLC
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Bellecapital International Ltd.
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Slate Path Capital LP
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Relyea Zuckerberg Hanson LLC
|
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GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
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Pzena Investment Management Llc
|
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Phillips Wealth Planners LLC
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Mechanics Bank Trust Department
|
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Hoertkorn Richard Charles
|
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Forbes J M & Co Llp
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CORDA Investment Management, LLC.
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VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
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|
Public Employees Retirement System Of Ohio
|
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|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
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|
Klingenstein Fields & Co Lp
|
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Cerro Pacific Wealth Advisors LLC
|
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Galvin, Gaustad & Stein, LLC
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Gitterman Wealth Management, LLC
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Morton Community Bank
|
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Paulson Wealth Management Inc.
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Grantham, Mayo, Van Otterloo & Co. LLC
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BEAM Asset Management, LLC
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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North Forty Two & Co.
|
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WPG Advisers, LLC
|
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Cohen Capital Management, Inc.
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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Botty Investors LLC
|
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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Cahill Financial Advisors Inc
|
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4wealth Advisors, Inc.
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
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|
Money Concepts Capital Corp
|
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Fulton Breakefield Broenniman Llc
|
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Sit Investment Associates Inc
|
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|
JNBA Financial Advisors
|
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Axa S.a.
|
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Ccm Investment Advisers Llc
|
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Group One Trading, L.p.
|
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Curbstone Financial Management Corp
|
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Independent Investors Inc
|
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|
Bridges Investment Management Inc
|
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|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
|
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
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|
Petros Family Wealth, LLC
|
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|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Us Bancorp \de\
|
|
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|
|
Empowered Funds, LLC
|
|
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|
Trust Co Of Oklahoma
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
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|
Truvestments Capital Llc
|
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|
JCIC Asset Management Inc.
|
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|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
Aspen Wealth Strategies, LLC
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
M Holdings Securities, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Dow 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Cascade Investment Advisors, Inc.
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Atlas Wealth LLC
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Sara-Bay Financial
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Intellus Advisors LLC
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Gerber, Llc
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
LVZ Advisors, Inc.
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
Prosperity Financial Group, Inc.
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Motiv8 Investments LLC
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
Penbrook Management LLC
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
Washington Capital Management Inc
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Mount Vernon Associates Inc /md/
|
|
|
|
|
|
Weinberger Asset Management, Inc
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Grant Street Asset Management, Inc.
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A
|
|
|
|
|
|
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF
|
|
|
|
|
|
American Investment Services, Inc.
|
|
|
|
|
|
O'Neil Global Advisors, Inc.
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Whelan Financial
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Holland Advisory Services, Inc.
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
EdgeRock Capital LLC
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Private Capital Management Llc
|
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LeClair Wealth Partners LLC
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BRYN MAWR TRUST Co
|
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Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
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MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
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|
Friedenthal Financial
|
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Arrowstreet Capital, Limited Partnership
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
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Ninety One UK Ltd
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Quilter Plc
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Kestra Investment Management, LLC
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Twin Peaks Wealth Advisors, LLC
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Td Asset Management Inc
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BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares
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RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
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Asset Management One Co., Ltd.
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JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
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TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
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HBW Advisory Services LLC
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MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
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Toth Financial Advisory Corp
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Eisler Capital Management Ltd.
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GTTMX - GLENMEDE FUND INC - Quantitative U.S. Total Market Equity Portfolio
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Sanibel Captiva Trust Company, Inc.
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Range Financial Group LLC
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FDN - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow Jones Internet Index Fund
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Centennial Bank/AR/
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Summit Partners Public Asset Management, Llc
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Godshalk Welsh Capital Management, Inc.
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Fortitude Advisory Group L.L.C.
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Intrua Financial, LLC
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Congress Park Capital LLC
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EP Wealth Advisors, Inc.
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ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
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BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
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Cornerstone Select Advisors, LLC
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Gilbert & Cook, Inc.
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Gamco Investors, Inc. Et Al
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Great Lakes Retirement, Inc.
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Raleigh Capital Management Inc.
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Arthur M. Cohen & Associates, Llc
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
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Swedbank AB
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Jump Financial, LLC
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HORAN Wealth, LLC
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Haverford Trust Co
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Candriam Luxembourg S.C.A.
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Pacer Advisors, Inc.
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VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
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Transcend Wealth Collective, Llc
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FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
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UDOW - PROSHARES TRUST - ProShares UltraPro Dow30
|
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Point72 Hong Kong Ltd
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Sepio Capital, LP
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New Age Alpha Advisors, LLC
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Berkeley Capital Partners, LLC
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MFA Wealth Services
|
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Mb, Levis & Associates, Llc
|
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VEGN - ETF Series Solutions - US Vegan Climate ETF
|
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FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
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Western Wealth Management, LLC
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M3 Advisory Group, LLC
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FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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Parvin Asset Management, LLC
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1620 Investment Advisors, Inc.
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AGH Wealth Advisors, LLC
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WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares
|
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Aspiriant, Llc
|
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Venturi Wealth Management, LLC
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Onefund, Llc
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Beacon Investment Advisory Services, Inc.
|
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Skba Capital Management Llc
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BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
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FITE - SPDR SERIES TRUST - SPDR S&P Kensho Future Security ETF
|
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GeoWealth Management, LLC
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DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
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|
Blume Capital Management, Inc.
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Clear Creek Financial Management, LLC
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DJIA - Global X Funds - Global X Dow 30 Covered Call ETF
|
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|
VSM Wealth Advisory, LLC
|
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|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
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|
Dougherty Wealth Advisers LLC
|
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Baron Wealth Management LLC
|
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SWS Partners
|
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Eastern Bank
|
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|
Warwick Investment Management, Inc.
|
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Chapman Financial Group, Llc
|
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|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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|
Brown Miller Wealth Management, LLC
|
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PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
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|
Tri-continental Corp
|
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|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
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|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
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|
Front Row Advisors LLC
|
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|
Capital Square, LLC
|
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|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
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|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
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|
Gabelli Funds Llc
|
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|
South Dakota Investment Council
|
|
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|
RWM Asset Management, LLC
|
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|
Redhawk Wealth Advisors, Inc.
|
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|
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
|
|
|
|
|
|
Perennial Advisors, LLC
|
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|
Mine & Arao Wealth Creation & Management, LLC.
|
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|
Cairn Investment Group, Inc.
|
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|
Caisse Des Depots Et Consignations
|
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|
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|
|
Wahed Invest LLC
|
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|
|
Robertson Stephens Wealth Management, LLC
|
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|
OneAscent Family Office, LLC
|
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|
|
|
|
Limestone Investment Advisors LP
|
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|
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|
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
|
|
|
|
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|
Moody Lynn & Lieberson, Llc
|
|
|
|
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|
Vista Cima Wealth Management LLC
|
|
|
|
|
|
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Davis R M Inc
|
|
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|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Advent Capital Management /de/
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Infrastructure Capital Advisors, Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Technology Portfolio Initial Class
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
Mount Lucas Management LP
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Nuveen Dow 30sm Dynamic Overwrite Fund
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Baker Boyer National Bank
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Rice Hall James & Associates, Llc
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
STPIX - SARATOGA ADVANTAGE TRUST - Technology & Communications Portfolio Class I
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
Redwood Financial Network Corp
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Adams Asset Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
Fishman Jay A Ltd/mi
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Foundation Wealth Management, LLC\PA
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Aspetuck Financial Management LLC
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Cannon Wealth Management Services, LLC
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Lumbard & Kellner, LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Bay Capital Advisors, LLC
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
Caitlin John, LLC
|
|
|
|
|
|
Compton Financial Group, LLC
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Finer Wealth Management, Inc.
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
Schubert & Co
|
|
|
|
|
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Sterling Wealth Management, Inc.
|
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|
Jnl Series Trust - Jnl/wmc Value Fund (a)
|
|
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|
|
United Bank
|
|
|
|
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|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
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|
Bogart Wealth, LLC
|
|
|
|
|
|
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional
|
|
|
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|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
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|
Walker Asset Management, LLC
|
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|
Davis Investment Partners, LLC
|
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FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
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|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
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|
UMA Financial Services, Inc.
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
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|
Elevated Capital Advisors, LLC
|
|
|
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|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
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|
Copperwynd Financial, LLC
|
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|
AAFCPAs Wealth Management, LLC
|
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|
Reuter James Wealth Management, Llc
|
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|
May Hill Capital, LLC
|
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|
Poehling Capital Management, LLC
|
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|
Physicians Financial Services, Inc.
|
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Foster Dykema Cabot & Partners, Llc
|
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Thomasville National Bank
|
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FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
|
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|
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|
Highland Capital Management, Llc
|
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Old Port Advisors
|
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|
USRD - Themes ETF Trust - Themes US R&D Champions ETF
|
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|
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
|
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|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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|
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|
Fifth Third Wealth Advisors LLC
|
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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|
Benchmark Investment Advisors LLC
|
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Precision Wealth Strategies, LLC
|
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IFG Advisory, LLC
|
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|
Bank of New York Mellon Corp
|
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Insigneo Advisory Services, Llc
|
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Dana Investment Advisors, Inc.
|
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Murphy Pohlad Asset Management LLC
|
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Evelyn Partners Investment Management LLP
|
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
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|
Evanson Asset Management, LLC
|
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THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
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|
|
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|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
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|
Thompson Investment Management, Inc.
|
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|
David R. Rahn & Associates Inc.
|
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Capital Investment Counsel, Inc
|
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Ccm Investment Group, Llc
|
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
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|
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A
|
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|
Utah Retirement Systems
|
|
|
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|
|
BayBridge Capital Group, LLC
|
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TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
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|
Dean Investment Associates, Llc
|
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|
Archford Capital Strategies, LLC
|
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|
Valued Wealth Advisors LLC
|
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|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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|
|
|
|
Nicolet Bankshares Inc
|
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|
|
Retirement Planning Group
|
|
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|
|
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
|
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|
Morningstar Investment Management LLC
|
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AIMZ Investment Advisors, LLC
|
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Napatree Capital Llc
|
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Integrated Advisors Network LLC
|
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Harbour Trust & Investment Management Co
|
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|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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|
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|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
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|
|
BlackRock, Inc.
|
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|
Beese Fulmer Investment Management, Inc.
|
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GK Wealth Management LLC
|
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Hager Investment Management Services, Llc
|
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REAP Financial Group, LLC
|
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
|
Cornerstone Capital, Inc.
|
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|
Nomura Holdings Inc
|
|
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|
|
Swan Global Investments, LLC
|
|
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|
|
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
|
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|
CIBC World Markets Inc.
|
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|
|
Gryphon Financial Partners LLC
|
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|
Community Trust & Investment Co
|
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|
Burt Wealth Advisors
|
|
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|
|
Roxbury Financial LLC
|
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|
|
Seizert Capital Partners, Llc
|
|
|
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|
|
apricus wealth, LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
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|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
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|
|
Advanced Asset Management Advisors Inc
|
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|
|
Carmignac Gestion
|
|
|
|
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|
Marathon Capital Management
|
|
|
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|
Teacher Retirement System Of Texas
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Planning Alternatives Ltd /adv
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
|
|
|
|
Mendel Capital Management LLC
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
Game Creek Capital, LP
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
WMBLX - WESMARK FUNDS - WesMark Balanced Fund
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
J.P. Marvel Investment Advisors, LLC
|
|
|
|
|
|
Tran Capital Management, L.p.
|
|
|
|
|
|
Climber Capital SA
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
SIXG - ETF Series Solutions - Defiance Next Gen Connectivity ETF
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Avaii Wealth Management, Llc
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Unified Investment Management
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
HFQAX - JANUS INVESTMENT FUND - Janus Henderson Global Equity Income Fund Class A
|
|
|
|
|
|
Birinyi Associates Inc
|
|
|
|
|
|
Financial Synergies Wealth Advisors, Inc.
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Bright Futures Wealth Management, LLC.
|
|
|
|
|
|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Kiley Juergens Wealth Management, Llc
|
|
|
|
|
|
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
Wernau Asset Management Inc.
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Yeomans Consulting Group, Inc.
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Fusion Capital, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Austin Wealth Management, LLC
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund
|
|
|
|
|
|
NDVR, Inc.
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Foundation Resource Management Inc
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
|
|
|
|
|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
|
|
|
|
|
Weybosset Research & Management Llc
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Hanlon Investment Management, Inc.
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
First Trust Enhanced Equity Income Fund
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Ardmore Road Asset Management LP
|
|
|
|
|
|
Sloy Dahl & Holst, LLC
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
Te Ahumairangi Investment Management Ltd
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
BBR ALO Fund, LLC
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Breed's Hill Capital LLC
|
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Wrapmanager Inc
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Rational Advisors Llc
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Icon Advisers Inc/co
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PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
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|
Weaver Capital Management LLC
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|
Fountainhead AM, LLC
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|
Cladis Investment Advisory, LLC
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Symphony Financial, Ltd. Co.
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HighMark Wealth Management LLC
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|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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MOKAN Wealth Management Inc.
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FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
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Cardiff Park Advisors, Llc
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Post Resch Tallon Group Inc.
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White Pine Capital Llc
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THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
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Genus Capital Management Inc.
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Coldstream Capital Management Inc
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Ellis Investment Partners, LLC
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Thrivent Financial For Lutherans
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XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
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Bell Investment Advisors, Inc
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APG Asset Management US Inc.
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Rothschild Capital Partners, LLC
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Seven Mile Advisory
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Clarius Group, LLC
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Allianz Se
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SBI Securities Co., Ltd.
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FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund
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Stonebridge Financial Group, LLC
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Murphy, Middleton, Hinkle & Parker, Inc.
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SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
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Aspen Investment Management Inc
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Thurston, Springer, Miller, Herd & Titak, Inc.
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Czech National Bank
|
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Buck Wealth Strategies, LLC
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Matrix Asset Advisors Inc/ny
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
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Values Added Financial LLC
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Steel Peak Wealth Management LLC
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JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
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Diversified Trust Co
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Kelly Lawrence W & Associates Inc/ca
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Westside Investment Management, Inc.
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
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Hills Bank & Trust Co
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Vanguard Group Inc
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LongView Wealth Management
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Cherokee Insurance Co
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PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
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DT Investment Partners, LLC
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Royal Harbor Partners, LLC
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Intergy Private Wealth, LLC
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HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
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Creekside Partners
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Bouchey Financial Group Ltd
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Pullen Investment Management, LLC
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Reynders McVeigh Capital Management, LLC
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SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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Transce3nd, LLC
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UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
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Azimuth Capital Investment Management LLC
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Ingalls & Snyder Llc
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Strategic Blueprint, LLC
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Crescent Grove Advisors, LLC
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Hummer Financial Advisory Services Inc
|
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
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Excalibur Management Corp
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Intact Investment Management Inc.
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USAdvisors Wealth Management, LLC
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McGlone Suttner Wealth Management, Inc.
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Chesley Taft & Associates LLC
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KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
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Strategic Family Wealth Counselors, L.L.C.
|
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Achmea Investment Management B.V.
|
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Clark Capital Management Group, Inc.
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Madrona Financial Services, LLC
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RBF Capital, LLC
|
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First Financial Corp /in/
|
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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JPL Wealth Management, LLC
|
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|
Watchman Group, Inc.
|
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FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
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CENTRAL TRUST Co
|
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|
Kavar Capital Partners Group, Llc
|
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|
Putnam Fl Investment Management Co
|
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Financial Network Wealth Management LLC
|
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Everett Harris & Co /ca/
|
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|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
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|
Fortress Wealth Group, LLC
|
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|
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|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
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|
Close Asset Management Ltd
|
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|
D. E. Shaw & Co., Inc.
|
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|
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional
|
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|
Sachetta, LLC
|
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|
Hartford Financial Management Inc.
|
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NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
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|
Hollencrest Capital Management
|
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|
Creekmur Asset Management LLC
|
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|
Evoke Wealth, Llc
|
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|
Deutsche Bank Ag\
|
|
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|
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|
Crestwood Advisors Group LLC
|
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|
|
|
|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
ETF Store, Inc.
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
Granite Harbor Advisors, Inc.
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
Kempner Capital Management Inc.
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Warburton Capital Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Unison Advisors LLC
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
Menlo Advisors Llc
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
First Fiduciary Investment Counsel, Inc.
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
TrueMark Investments, LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
FOWF - Pacer Funds Trust - Pacer Solactive Whitney Future of Warfare ETF
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
|
|
|
|
|
|
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
Icapital Wealth Llc
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Westfuller Advisors, LLC
|
|
|
|
|
|
Hofer & Associates. Inc
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Lincluden Management Ltd
|
|
|
|
|
|
Broyhill Asset Management
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
WT Wealth Management
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
Grace & White Inc /ny
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Bank Hapoalim Bm
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Jentner Corp
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
|
Juncture Wealth Strategies, Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
Sharkey, Howes & Javer
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Windsor Capital Management, LLC
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
|
|
|
|
|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Brightwater Advisory LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
PharVision Advisers, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Managed Asset Portfolios, Llc
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
Pinnbrook Capital Management Lp
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
|
|
Granite Group Advisors, LLC
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Strathmore Capital Advisors, Inc.
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
New Insight Wealth Advisors
|
|
|
|
|
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Rnc Capital Management Llc
|
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|
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|
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Profunds - Profund Vp Internet
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
WEBL - Direxion Shares ETF Trust - Direxion Daily Dow Jones Internet Bull 3X Shares
|
|
|
|
|
|
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
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Mariner, LLC
|
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Shilanski & Associates, Inc.
|
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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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|
|
Hunter Associates Investment Management Llc
|
|
|
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|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
CCLA Investment Management Ltd
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Castle Wealth Management Llc
|
|
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|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
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|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
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|
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Scott Marsh Financial, LLC
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
ABCAX - AMERICAN BEACON FUNDS - American Beacon The London Company Income Equity Fund A Class
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
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New York Life Investment Management Llc
|
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Goelzer Investment Management, Inc.
|
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|
Rathbone Brothers plc
|
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|
|
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Towercrest Capital Management
|
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|
|
|
|
AllSquare Wealth Management LLC
|
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|
|
Parthenon Llc
|
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|
|
Willow Creek Wealth Management Inc.
|
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|
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|
|
Cahaba Wealth Management, Inc.
|
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|
|
|
|
Primecap Management Co/ca/
|
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|
|
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CFO4Life Group, LLC
|
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|
|
|
|
Berkeley, Inc
|
|
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|
|
Howland Capital Management Llc
|
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|
Premier Fund Managers Ltd
|
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|
Hohimer Wealth Management, Llc
|
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|
|
Kmg Fiduciary Partners, Llc
|
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|
|
|
|
Drum Hill Capital, LLC
|
|
|
|
|
|
Paragon Financial Partners, Inc.
|
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|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
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CVA Family Office, LLC
|
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|
|
Sender Co & Partners, Inc.
|
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|
AlphaCore Capital LLC
|
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|
Nomura Asset Management Co Ltd
|
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Hara Capital LLC
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
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|
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FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
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|
Skyline Advisors, Inc.
|
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|
Luts & Greenleigh Group, Inc
|
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Diversified Enterprises, LLC
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Verus Capital Partners, Llc
|
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Contravisory Investment Management, Inc.
|
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Paces Ferry Wealth Advisors, Llc
|
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LifePlan Investment Advisors, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Rockland Trust Co
|
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PUREfi Wealth, LLC
|
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|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
MADDEN SECURITIES Corp
|
|
|
|
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WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Foster Group, Inc.
|
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North Ridge Wealth Advisors, Inc.
|
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|
Bridgewater Advisors Inc.
|
|
|
|
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Lansforsakringar Fondforvaltning AB (publ)
|
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|
|
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TL Private Wealth
|
|
|
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|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
PSI Advisors, LLC
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
B.O.S.S. Retirement Advisors, LLC
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Invictus Private Wealth, Llc
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
ICTTX - SCM Trust - ICON HEALTH AND INFORMATION TECHNOLOGY FUND Investor Class
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Lanham O'Dell & Company, Inc.
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
SRN Advisors, LLC
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Eubel Brady & Suttman Asset Management Inc
|
|
|
|
|
|
SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
Rebalance, Llc
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Family Firm, Inc.
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
Fulcrum Equity Management
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
Board of the Pension Protection Fund
|
|
|
|
|
|
Terra Alpha Investments LLC
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
DDD Partners, LLC
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Global View Capital Management LLC
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
Bay Rivers Group
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Kurv ETF Trust - Kurv Technology Titans Select ETF
|
|
|
|
|
|
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Reliant Investment Management, LLC
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify CWP Growth & Income ETF
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
Integras Partners LLC
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A
|
|
|
|
|
|
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional
|
|
|
|
|
|
Edmp, Inc.
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Drake & Associates, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
DJD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dow Jones Industrial Average Dividend ETF
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
Cassia Capital Partners, LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
FSPTX - FIDELITY SELECT PORTFOLIOS - Technology Portfolio
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
Wellington Capital Management, Inc.
|
|
|
|
|
|
Mittelman Wealth Management
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Rs Crum Inc.
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Scratch Capital Llc
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
Blue Rock Wealth Management LLC
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|
PineBridge Investments, L.P.
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|
Global Assets Advisory, LLC
|
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Milestone Asset Management Group, LLC
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|
G&S Capital LLC
|
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|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
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|
Richards, Merrill & Peterson, Inc.
|
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AIQ - Global X Funds - Global X Future Analytics Tech ETF
|
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|
CenterBook Partners LP
|
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|
Elk River Wealth Management, LLC
|
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AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
|
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|
Jeppson Wealth Management, Llc
|
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|
Thrive Capital Management, LLC
|
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|
Advisors Asset Management, Inc.
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Sunburst Financial Group, LLC
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West Tower Group, LLC
|
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Burk Holdings LLC
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BLCN - Siren ETF Trust - Siren Nasdaq NexGen Economy ETF
|
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|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
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|
Yoder Wealth Management, Inc.
|
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|
Bradley & Co. Private Wealth Management, LLC
|
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|
Center for Financial Planning, Inc.
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Seacrest Wealth Management, Llc
|
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Catalina Capital Group, LLC
|
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Jones Financial Companies Lllp
|
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MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon Dow Index Fund (I)
|
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|
ERn Financial, LLC
|
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Redmond Asset Management, LLC
|
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|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
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|
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|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
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|
Kentucky Trust Co
|
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|
SOA Wealth Advisors, LLC.
|
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|
Northwest Bancshares, Inc.
|
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VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
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|
Alpine Global Dynamic Dividend Fund
|
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|
Brave Asset Management Inc
|
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First Commonwealth Financial Corp /pa/
|
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Nwam Llc
|
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INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
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|
Larson Financial Group LLC
|
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|
Mraz, Amerine & Associates, Inc.
|
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|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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Orca Wealth Management, LLC
|
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MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class
|
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|
FSA Advisors, Inc.
|
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Sierra Summit Advisors Llc
|
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Clifford Group, LLC
|
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Peoples Bank/KS
|
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Fundamentun, Llc
|
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Scott Capital Advisors, LLC
|
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Vise Technologies, Inc.
|
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Westpac Banking Corp
|
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Cornerstone Planning Group LLC
|
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Harbour Capital Advisors, LLC
|
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Welch Group, LLC
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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Wolff Financial Management Llc
|
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|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
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|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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|
Requisite Capital Management, LLC
|
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Legacy Wealth Management, LLC / MS
|
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New Republic Capital, LLC
|
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Cortland Associates Inc/mo
|
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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|
Adell Harriman & Carpenter Inc
|
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|
LVW Advisors, LLC
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
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|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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|
Bremer Bank National Association
|
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|
J. Safra Sarasin Holding AG
|
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|
W.H. Cornerstone Investments Inc.
|
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DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
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|
Lynx Investment Advisory
|
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|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
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|
CGC Financial Services, LLC
|
|
|
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|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
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|
Ubs Asset Management Americas Inc
|
|
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|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
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|
|
|
Armstrong Advisory Group, Inc
|
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|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
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|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
RBB FUND, INC. - SGI Enhanced Market Leaders ETF
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
WOGSX - Oak Associates Funds - White Oak Select Growth Fund
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
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|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Palisades Hudson Asset Management, L.P.
|
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|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
XTL - SPDR SERIES TRUST - SPDR(R) S&P(R) Telecom ETF
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Chaney Capital Management, Inc.
|
|
|
|
|
|
Integris Wealth Management, LLC
|
|
|
|
|
|
HFG Advisors, Inc.
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Boyar Asset Management Inc.
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Wealthedge Investment Advisors, Llc
|
|
|
|
|
|
St. James Investment Company, LLC
|
|
|
|
|
|
Karani Asset Management LLC
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
Glass Wealth Management Co LLC
|
|
|
|
|
|
Farrow Financial Inc.
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
IvyRock Asset Management (HK) Ltd
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
DOGG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest DJIA Dogs 10 Target Income ETF
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Alexis Investment Partners, LLC
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
MADFX - Matrix Advisors Funds Trust - Matrix Advisors Dividend Fund
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
Garland Capital Management Inc
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Sterling Financial Group, Inc.
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund
|
|
|
|
|
|
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
|
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
CLFFX - World Funds Trust - Clifford Capital Partners Fund Investor Class
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Long Run Wealth Advisors, LLC
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Berkshire Money Management, Inc.
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
Foguth Wealth Management, LLC.
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
Barometer Capital Management Inc.
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
|
|
|
|
|
Altrinsic Global Advisors Llc
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Ironwood Investment Management Llc
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Retireful, LLC
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Harold Davidson & Associates Inc.
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Broadleaf Partners, LLC
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
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Compass Ion Advisors, LLC
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SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
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Pointe Capital Management LLC
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Tiaa Trust, National Association
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Central Valley Advisors, Llc
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Fairview Capital Investment Management, Llc
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Lakeridge Wealth Management LLC
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Transcendent Capital Group LLC
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QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
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Putnam ETF Trust - Putnam Focused Large Cap Value ETF -
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Mcmorgan & Co Llc
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Renaissance Investment Group LLC
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Farmers National Bank
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DRW Securities, LLC
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Sterneck Capital Management, LLC
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Somerville Kurt F
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GSG Advisors LLC
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Strategic Advisors LLC
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FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF
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Pinney & Scofield, Inc.
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DYLG - Global X Funds - Global X Dow 30 Covered Call & Growth ETF
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Selway Asset Management
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Dakota Community Bank & Trust NA
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Arnhold LLC
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ICONIQ Capital, LLC
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Accel Wealth Management
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VCNIX - VALIC Co I - Nasdaq-100 Index Fund
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Kovitz Investment Group Partners, LLC
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Fairway Wealth LLC
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Boston Family Office Llc
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Profunds - Profund Vp Nasdaq-100
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UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
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Green Square Capital Advisors Llc
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Holistic Planning, LLC
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SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
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Confluence Investment Management Llc
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
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Stone House Investment Management, LLC
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Bruce G. Allen Investments, LLC
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TBG - EA Series Trust - TBG Dividend Focus ETF
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SummitTX Capital, L.P.
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Townsquare Capital Llc
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Perfromance Wealth Partners, LLC
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
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Tectonic Advisors Llc
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Silver Coast Investments LLC
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MJT & Associates Financial Advisory Group, Inc.
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Seeds Investor Llc
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Avidian Wealth Solutions, LLC
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
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Stratos Wealth Advisors, LLC
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Hanson & Doremus Investment Management
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Atlas Brown,Inc.
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OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
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Heritage Wealth Management, Inc.
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B&l Asset Management Llc
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Voya Global Advantage & Premium Opportunity Fund
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TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
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Auto-Owners Insurance Co
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Banque de Luxembourg S.A.
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Profunds - Profund Vp Ultranasdaq-100
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BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares
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Aster Capital Management (DIFC) Ltd
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Tableaux Llc
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Maxi Investments CY Ltd
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PEVC - Pacer Funds Trust - Pacer PE/VC ETF
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Heritage Wealth Management, Inc. /CA/
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PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A
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ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
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PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
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KDT Advisors, LLC
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BASV - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE VALUE ETF
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BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
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CWC Advisors, LLC.
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Argentarii, LLC
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Mountain Hill Investment Partners Corp.
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Winch Advisory Services, LLC
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Saratoga Research & Investment Management
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CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
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FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
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Gillespie Robinson & Grimm Inc
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SHGTX - Columbia Funds Series Trust II - Columbia Seligman Global Technology Fund Class A
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QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
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USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
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BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
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Mcdonald Partners Llc
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Charter Oak Capital Management, LLC
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ASB Consultores, LLC
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LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
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Saxon Interests, Inc.
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Rice Partnership, LLC
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Parallax Volatility Advisers, L.P.
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Van Eck Associates Corp
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Harbor Island Capital LLC
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OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
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Jpmorgan Chase & Co
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
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LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
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Schneider Downs Wealth Management Advisors, LP
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WealthTrust Axiom LLC
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Davy Global Fund Management Ltd
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Bank Of America Corp /de/
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ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares
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Tudor Investment Corp Et Al
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Caxton Associates Llp
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Pinnacle West Asset Management, Inc.
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Cantor Fitzgerald Investment Adviser L.p.
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CBIZ Investment Advisory Services, LLC
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Cove Private Wealth, LLC
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Martel Wealth Advisors Inc
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Wealthstream Advisors, Inc.
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Concord Asset Management, LLC/VA
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W.G. Shaheen & Associates DBA Whitney & Co
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DIVY - Tidal ETF Trust - Sound Equity Income ETF
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
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Ledgewood Wealth Advisors, LLC
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Mairs & Power Inc
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Kelly Financial Services LLC
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Hazlett, Burt & Watson, Inc.
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Beacon Harbor Wealth Advisors, Inc.
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Huntington National Bank
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RFP Financial Group LLC
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Ocean Capital Management, LLC
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PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
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WFH - Direxion Shares ETF Trust - Direxion Work From Home ETF
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
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ROPE - EA Series Trust - Coastal Compass 100 ETF
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Osterweis Capital Management Inc
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EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
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State Of Wisconsin Investment Board
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CFS Investment Advisory Services, LLC
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
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Louisbourg Investments Inc.
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First Bancorp, Inc /ME/
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Hudson Capital Management LLC
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Private Client Services, Llc
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Sapient Capital Llc
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MML Series Investment Fund II - MML Equity Fund Initial Class
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ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
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BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
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Affinity Capital Advisors, LLC
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Sowell Financial Services LLC
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Farmers & Merchants Trust Co of Long Beach
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IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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Matisse Capital
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THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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Fire Capital Management LLC
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Comgest Global Investors S.a.s.
|
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Bennett Selby Investments Lp
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Benin Management CORP
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Brown Brothers Harriman & Co
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Investment Advisory Group, LLC
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Quintet Private Bank (Europe) S.A.
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Avantax Advisory Services, Inc.
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Associated Banc-corp
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HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
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Green Harvest Asset Management LLC
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AFALX - World Funds Trust - Applied Finance Core Fund Investor Class
|
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
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Roof Eidam & Maycock/adv
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Trust Co of Kansas
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Sitrin Capital Management LLC
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HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
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VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
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City State Bank
|
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ABLE Financial Group, LLC
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PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
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