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