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GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
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Burns J W & Co Inc/ny
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Forza Wealth Management, LLC
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Noble Wealth Management PBC
|
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Allianz Asset Management GmbH
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Mesirow Financial Investment Management, Inc.
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Riggs Asset Managment Co. Inc.
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Aprio Wealth Management, LLC
|
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PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
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|
FourThought Financial Partners, LLC
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Keybank National Association/oh
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Kentucky Trust Co
|
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MVSRX - Manager Directed Portfolios - Mar Vista Strategic Growth Fund Retirement Shares
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First Dallas Securities Inc.
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PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
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Retirement Income Solutions, Inc
|
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Resurgent Financial Advisors LLC
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WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
|
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VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
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Sheaff Brock Investment Advisors, LLC
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TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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Natixis
|
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INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
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Taylor Hoffman Capital Management LLC
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1st Source Bank
|
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Ag2r La Mondiale Gestion D'actifs
|
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Financial Gravity Companies, Inc.
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Mercer Global Advisors Inc /adv
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Amica Retiree Medical Trust
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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Close Asset Management Ltd
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Old Port Advisors
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VNUAX - Advisors' Inner Circle Fund II - Vontobel U.S. Equity Fund A Shares
|
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Northcape Wealth Management, Llc
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Signal Advisors Wealth, LLC
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IMA Wealth, Inc.
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PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
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Stokes Family Office, LLC
|
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Crawford Investment Counsel Inc
|
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FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
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Edge Wealth Management LLC
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RBF Capital, LLC
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GATEX - Gateway Trust - Gateway Fund Class A Shares
|
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Schulhoff & Co Inc
|
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RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
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Argent Advisors, Inc.
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AIMZ Investment Advisors, LLC
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Tower Research Capital LLC (TRC)
|
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Smith Chas P & Associates Pa Cpas
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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STRV - EA Series Trust - Strive 500 ETF
|
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Northwest Quadrant Wealth Management, LLC
|
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Brinker Capital Investments, LLC
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Winthrop Advisory Group LLC
|
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Signet Financial Management, Llc
|
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Cypress Capital Management LLC (WY)
|
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State of New Jersey Common Pension Fund D
|
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Sanibel Captiva Trust Company, Inc.
|
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American Institute for Advanced Investment Management, LLP
|
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Capital Fund Management S.a.
|
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Sone Capital Management, LLC
|
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Founders Financial Securities Llc
|
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Whitener Capital Management, Inc.
|
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GPS Wealth Strategies Group, LLC
|
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Sarver Vrooman Wealth Advisors
|
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Stockman Wealth Management, Inc.
|
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Robeco Institutional Asset Management B.V.
|
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Old North State Trust, LLC
|
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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Principia Wealth Advisory, LLC
|
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Security National Bank Of Sioux City Iowa /ia/
|
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|
Eldridge Investment Advisors, Inc.
|
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Resona Asset Management Co.,Ltd.
|
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|
Oxbow Advisors, LLC
|
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|
Cypress Wealth Services, LLC
|
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|
Cardinal Point Capital Management, ULC
|
|
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|
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
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|
Jacobi Capital Management LLC
|
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|
Oppenheimer & Co Inc
|
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|
NorthRock Partners, LLC
|
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|
Youngs Advisory Group, Inc.
|
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Wesleyan Assurance Society
|
|
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|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
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|
Harel Insurance Investments & Financial Services Ltd.
|
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|
Compass Planning Associates Inc
|
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|
NJ State Employees Deferred Compensation Plan
|
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|
JT Stratford LLC
|
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|
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|
Calamos Wealth Management LLC
|
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|
United Advisor Group, LLC
|
|
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|
VeraBank, N.A.
|
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|
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|
Sovereign Financial Group, Inc.
|
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|
Westfuller Advisors, LLC
|
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|
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|
Bailard, Inc.
|
|
|
|
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|
Quantitative Investment Management, LLC
|
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|
|
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|
Epoch Investment Partners, Inc.
|
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|
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|
Peoples Bank/KS
|
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|
|
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|
Centerpoint Advisors, LLC
|
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|
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|
Howard Capital Management Inc.
|
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|
|
Prentice Wealth Management LLC
|
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|
Modera Wealth Management, LLC
|
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|
|
Aviso Financial Inc.
|
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|
|
|
|
Advanced Asset Management Advisors Inc
|
|
|
|
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|
Woodmont Investment Counsel Llc
|
|
|
|
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|
Perennial Advisors, LLC
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
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|
|
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|
Drive Wealth Management, Llc
|
|
|
|
|
|
Waverton Investment Management Ltd
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
Pacitti Group Inc.
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
NS Partners Ltd
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Midwest Financial Group LLC
|
|
|
|
|
|
HAVGX - ADVISORS' INNER CIRCLE FUND - HAVERFORD QUALITY GROWTH STOCK FUND Haverford Quality Growth Stock Fund
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
First National Bank of Hutchinson
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Byrne Financial Freedom, Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Tanaka Capital Management Inc
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
VADGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Dividend Growth Fund Admiral Shares
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Shelter Mutual Insurance Co
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Wallington Asset Management, LLC
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
Financial Council Asset Management Inc
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Winebrenner Capital Management Llc
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
Rock Point Advisors, LLC
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Clune & Associates, Ltd.
|
|
|
|
|
|
PYA Waltman Capital, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
YCGEX - YCG Funds - YCG Enhanced Fund Class R Shares
|
|
|
|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Commerce Bank
|
|
|
|
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Woodley Farra Manion Portfolio Management Inc
|
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Addison Capital Co
|
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Covestor Ltd
|
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|
Crossmark Global Holdings, Inc.
|
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|
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|
MDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - Multi-Asset Diversified Income Index Fund
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
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|
|
Harvest Portfolios Group Inc.
|
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|
Resources Management Corp /ct/ /adv
|
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|
Hudock, Inc.
|
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|
Cary Street Partners Financial Llc
|
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TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
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|
Park National Corp /oh/
|
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|
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
|
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|
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|
Gillespie Robinson & Grimm Inc
|
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|
Bank & Trust Co
|
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|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
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|
Creative Capital Management Investments LLC
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|
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|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
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|
Neo Ivy Capital Management
|
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|
WoodTrust Financial Corp
|
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|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
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|
|
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|
Phillips Wealth Planners LLC
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|
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|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
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|
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|
Creative Financial Designs Inc /adv
|
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|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Amundi
|
|
|
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|
OneAscent Wealth Management LLC
|
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|
Kempen Capital Management N.v.
|
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|
Reliant Investment Partners, LLC
|
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PFS Partners, LLC
|
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Oregon Public Employees Retirement Fund
|
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|
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American Trust
|
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Volterra Technologies LP
|
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LGT Fund Management Co Ltd.
|
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Vicus Capital
|
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|
Marshall & Sterling Wealth Advisors Inc.
|
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|
Financial Network Wealth Advisors LLC
|
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|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
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|
Covenant Asset Management, LLC
|
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Royal London Asset Management Ltd
|
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Summitry Llc
|
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Mechanics Financial Corp
|
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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|
Alps Advisors Inc
|
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|
Empirical Asset Management, LLC
|
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Nicholas Hoffman & Company, LLC.
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Janus Henderson Group Plc
|
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Concord Asset Management, LLC/VA
|
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CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
GWM Advisors LLC
|
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|
D. E. Shaw & Co., Inc.
|
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|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
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|
Briaud Financial Planning, Inc
|
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|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
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|
Mountain Pacific Investment Advisers Inc/id
|
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|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
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|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
Exchange Capital Management, Inc.
|
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|
Focused Investors LLC
|
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|
Allegiance Financial Group Advisory Services LLC
|
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|
LRI Investments, LLC
|
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|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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|
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|
Iams Wealth Management, Llc
|
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|
Hengehold Capital Management Llc
|
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|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
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|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
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|
Mizuho Markets Americas Llc
|
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|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Elevation Series Trust - The Opal Dividend Income ETF
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
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|
|
Edgewood Management Llc
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
Lindsell Train Ltd
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Paulson Wealth Management Inc.
|
|
|
|
|
|
Mcmorgan & Co Llc
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Fidelity National Financial, Inc.
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Petra Financial Advisors Inc
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Abner Herrman & Brock Llc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Flexibly Managed Fund
|
|
|
|
|
|
BWM Planning, LLC
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
CNPIX - Profunds - Consumer Goods Ultrasector Profund Investor Class
|
|
|
|
|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
|
|
|
Magnolia Capital Management Ltd
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Atlas Wealth LLC
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Lindenwold Advisors
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
VCNIX - VALIC Co I - Nasdaq-100 Index Fund
|
|
|
|
|
|
Borer Denton & Associates, Inc.
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Lesa Sroufe & Co
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Corps Capital Advisors, LLC
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
Cincinnati Specialty Underwriters Insurance CO
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Financial Advisors, LLC
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Covington Investment Advisors Inc.
|
|
|
|
|
|
Harbour Investment Management Llc
|
|
|
|
|
|
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
Miramar Capital, LLC
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Pettinga Financial Advisors, LLC
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Matthew Goff Investment Advisor, LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
|
|
|
|
|
Capricorn Fund Managers Ltd
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
|
|
|
Divergent Planning, LLC
|
|
|
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|
|
Krilogy Financial LLC
|
|
|
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|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
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|
|
Cascade Financial Partners, LLC
|
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|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
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|
New York State Common Retirement Fund
|
|
|
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|
McGlone Suttner Wealth Management, Inc.
|
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|
Bridgewater Associates, LP
|
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|
Wendell David Associates Inc
|
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|
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|
Profunds - Profund Vp Bull
|
|
|
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|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
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|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
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|
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|
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
|
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|
Cladis Investment Advisory, LLC
|
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|
Canandaigua National Bank & Trust Co
|
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|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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|
Parvin Asset Management, LLC
|
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Elevated Capital Advisors, LLC
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DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
|
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Cullen/frost Bankers, Inc.
|
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TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
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|
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|
Bnp Paribas Arbitrage, Sa
|
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|
RMG Wealth Management LLC
|
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Carlson Capital L P
|
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Grant Street Asset Management, Inc.
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Congress Wealth Management LLC / DE /
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Wealth Dimensions Group, Ltd.
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Stack Financial Management, Inc
|
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Lafayette Investments, Inc.
|
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JB Capital LLC
|
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Kentucky Retirement Systems Insurance Trust Fund
|
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|
DAVENPORT & Co LLC
|
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IVC Wealth Advisors LLC
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Mather Group, Llc.
|
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Arete Wealth Advisors, LLC
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L2 Asset Management, LLC
|
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Phocas Financial Corp.
|
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Pictet North America Advisors SA
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
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|
|
Vista Cima Wealth Management LLC
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Pine Harbor Wealth Management, LLC
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Jacobs & Co/ca
|
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Redhawk Wealth Advisors, Inc.
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Park Square Financial Group, LLC
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New England Capital Financial Advisors LLC
|
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Tyler-Stone Wealth Management
|
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|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
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|
Whittier Trust Co
|
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Hartford Financial Management Inc.
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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Stiles Financial Services Inc
|
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Oak Harvest Investment Services
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Copia Wealth Management
|
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E Fund Management Co., Ltd.
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BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
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Symmetry Partners, LLC
|
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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Banque de Luxembourg S.A.
|
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|
Ledyard National Bank
|
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|
Poehling Capital Management, LLC
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Wealth Advisors of Iowa, LLC
|
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Rowland & Co Investment Counsel/adv
|
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UniSuper Management Pty Ltd
|
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Moody Lynn & Lieberson, Llc
|
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DCM Advisors, LLC
|
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PDS Planning, Inc
|
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|
Jackson, Grant Investment Advisers, Inc.
|
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Members Wealth Llc
|
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Icon Wealth Advisors, LLC
|
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Greenwood Gearhart Inc
|
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Legacy Private Trust Co.
|
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NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
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|
Penserra Capital Management LLC
|
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North Point Portfolio Managers Corp/oh
|
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|
State of Alaska, Department of Revenue
|
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Gould Asset Management Llc /ca/
|
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Breakwater Capital Group
|
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Thrivent Financial For Lutherans
|
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Glenmede Trust Co Na
|
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Independent Family Office, LLC
|
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|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
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|
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|
Citadel Advisors Llc
|
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|
Diversify Advisory Services, LLC
|
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|
Gs Investments, Inc.
|
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|
Long Road Investment Counsel, LLC
|
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|
Fiduciary Group LLC
|
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|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
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|
Truist Financial Corp
|
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|
Mufg Securities Americas Inc.
|
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|
Sumitomo Mitsui Financial Group, Inc.
|
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Summit Asset Management, LLC
|
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|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
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|
Northern Lights Fund Trust IV - Brookstone Value Stock ETF
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
Pinnacle Wealth Management Group, Inc.
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Profit Investment Management, LLC
|
|
|
|
|
|
Fiduciary Wealth Partners, LLC
|
|
|
|
|
|
Generation Capital Management LLC
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Torno Capital, Llc
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
Kaufman Rossin Wealth, LLC
|
|
|
|
|
|
POWA - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Defensive Equity ETF
|
|
|
|
|
|
Bright Rock Capital Management, Llc
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A)
|
|
|
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Opus Capital Group, LLC
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
LifeSteps Financial, Inc.
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
MBE Wealth Management, LLC
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Snider Financial Group
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Bay Rivers Group
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
October Effect Ltd
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Te Ahumairangi Investment Management Ltd
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Hoge Financial Services, Llc
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
STAR Financial Bank
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Processus Wealth & Capital Management, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
Hofer & Associates. Inc
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Shum Financial Group, Inc.
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
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Narwhal Capital Management
|
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Allspring Global Investments Holdings, LLC
|
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|
Global X Japan Co., Ltd.
|
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|
Thoroughbred Financial Services, Llc
|
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|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A
|
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|
|
|
|
Northstar Asset Management Inc
|
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|
Horizon Wealth Management, LLC
|
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|
Stonebridge Financial Group, LLC
|
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|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
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|
|
|
Cresta Advisors, Ltd.
|
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|
Timber Creek Capital Management LLC
|
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|
Kestra Investment Management, LLC
|
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|
Sterling Group Wealth Management, LLC
|
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|
Trust Co Of Oklahoma
|
|
|
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|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
|
|
|
|
|
St. Clair Advisors, LLC
|
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|
CPA Asset Management LLC
|
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|
Boothbay Fund Management, Llc
|
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B&D White Capital Company, LLC
|
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|
Heritage Investors Management Corp
|
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|
First National Bank Sioux Falls
|
|
|
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|
Hughes Financial Services, LLC
|
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|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
|
|
|
|
|
Hoertkorn Richard Charles
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
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|
WASHINGTON TRUST Co
|
|
|
|
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|
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
|
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|
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|
SlateStone Wealth, LLC
|
|
|
|
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|
R.H. Dinel Investment Counsel, Inc.
|
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|
|
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|
WCG Wealth Advisors LLC
|
|
|
|
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|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
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|
|
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|
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A
|
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|
Journey Advisory Group, LLC
|
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|
West Michigan Advisors, Llc
|
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|
Aspen Investment Management Inc
|
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|
Kennon-Green & Company, LLC
|
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|
Grey Fox Wealth Advisors, LLC
|
|
|
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
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|
Foster Dykema Cabot & Partners, Llc
|
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Colton Groome Financial Advisors, Llc
|
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Castleview Partners, Llc
|
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Equitable Trust Co
|
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Bristlecone Advisors, LLC
|
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|
GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
|
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|
Parallax Volatility Advisers, L.P.
|
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|
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|
Advisor Resource Council
|
|
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|
Forbes J M & Co Llp
|
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Marino, Stram & Associates Llc
|
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Fulton Breakefield Broenniman Llc
|
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|
DEQAX - BNY Mellon Investment Funds III - BNY Mellon Global Equity Income Fund Class A
|
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|
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|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
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|
Amussen Hunsaker Associates Llc
|
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First Pacific Financial
|
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|
Chickasaw Capital Management Llc
|
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|
Entropy Technologies, LP
|
|
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|
Keyes, Stange & Wooten Wealth Management, LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
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|
Absher Wealth Management, Llc
|
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|
UMA Financial Services, Inc.
|
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|
Baldwin Investment Management, LLC
|
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|
Loudon Investment Management, LLC
|
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|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
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|
Goldstein Advisors, LLC
|
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|
Archetype Wealth Partners
|
|
|
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|
Vigilare Wealth Management
|
|
|
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|
Ridgecrest Wealth Partners, Llc
|
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|
Infusive Asset Management Inc.
|
|
|
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|
|
Mairs & Power Inc
|
|
|
|
|
|
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Fishman Jay A Ltd/mi
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
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|
|
|
Cincinnati Insurance Co
|
|
|
|
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|
Delta Financial Advisors Llc
|
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|
American Money Management, LLC
|
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|
Taurus Asset Management, Llc
|
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|
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|
Sowell Financial Services LLC
|
|
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|
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|
Sawgrass Asset Management Llc
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Clear Street Llc
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Camelot Portfolios, LLC
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
Pfc Capital Group, Inc.
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Poplar Forest Capital LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
FSTA - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Staples Index ETF
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
|
|
|
|
|
Ellerson Group Inc /adv
|
|
|
|
|
|
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
Rench Wealth Management, Inc.
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
|
|
|
|
|
Creekside Partners
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Aufman Associates Inc
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Paul Damon & Associates, Inc.
|
|
|
|
|
|
Encompass More Asset Management
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
Grace & White Inc /ny
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Sequent Planning LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
R.H. Investment Group, LLC
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
Wealthedge Investment Advisors, Llc
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
Creegan & Nassoura Financial Group, LLC
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
David R. Rahn & Associates Inc.
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF
|
|
|
|
|
|
Distillate Capital Partners LLC
|
|
|
|
|
|
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Wingate Wealth Advisors, Inc.
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
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FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
|
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|
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SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
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Godshalk Welsh Capital Management, Inc.
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First Citizens Bank & Trust Co
|
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
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Valicenti Advisory Services Inc
|
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Trust Co of the South
|
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Golden State Equity Partners
|
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Tradewinds Capital Management, LLC
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J. Safra Sarasin Holding AG
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Manchester Financial Inc
|
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SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
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Verition Fund Management LLC
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BKM Wealth Management, LLC
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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STF Management LP
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MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF
|
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SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class
|
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Claris Financial LLC
|
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
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PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
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Bernard Wealth Management Corp.
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Martin & Co Inc /tn/
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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VCI Wealth Management LLC
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GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
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Elser Financial Planning, Inc
|
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VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
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Hudson Valley Investment Advisors Inc /adv
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Silverlake Wealth Management Llc
|
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EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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Cerro Pacific Wealth Advisors LLC
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Portfolio Design Labs, LLC
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Blue Zone Wealth Advisors, LLC
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Alteri Wealth LLC
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Verity Asset Management, Inc.
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OMERS ADMINISTRATION Corp
|
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GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
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Ilex Capital Partners (UK) LLP
|
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Brooks, Moore & Associates, Inc.
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Asset Planning,Inc
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Navalign, LLC
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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Chapman Financial Group, Llc
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LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
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WealthTrust Asset Management, LLC
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Convergence Investment Partners, LLC
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Butensky & Cohen Financial Security, Inc
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AMJ Financial Wealth Management
|
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Greatmark Investment Partners, Inc.
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Ameritas Advisory Services, LLC
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Burling Wealth Partners, Llc
|
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Cetera Trust Company, N.A
|
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Nbc Securities, Inc.
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Morse Asset Management, Inc
|
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Mark Sheptoff Financial Planning, Llc
|
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NewSquare Capital LLC
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Evelyn Partners Investment Management (Europe) Ltd
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Cullen Investment Group, Ltd.
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Strategies Wealth Advisors, LLC
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Personal Cfo Solutions, Llc
|
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Sigma Investment Counselors Inc
|
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Ramirez Asset Management, Inc.
|
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Ubs Asset Management Americas Inc
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
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Jackson Hole Capital Partners, LLC
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Front Row Advisors LLC
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Bcm Advisors, Llc
|
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Optivise Advisory Services LLC
|
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RBB FUND, INC. - SGI Enhanced Market Leaders ETF
|
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|
WestEnd Advisors, LLC
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LongView Wealth Management
|
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|
MBA Advisors LLC
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Glen Eagle Advisors, LLC
|
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Standard Life Aberdeen plc
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
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|
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|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
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|
Leonard Rickey Investment Advisors P.L.L.C.
|
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Graney & King, LLC
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|
HORAN Wealth, LLC
|
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PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
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|
VLEQX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Equity Fund Investor Class
|
|
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O'Brien Greene & Co. Inc
|
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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|
Gabelli Funds Llc
|
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Northstar Group, Inc.
|
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Bank Of America Corp /de/
|
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DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
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|
Lmp Capital & Income Fund Inc.
|
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|
Octavia Wealth Advisors, LLC
|
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|
Strathmore Capital Advisors, Inc.
|
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|
Norway Savings Bank
|
|
|
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|
Astoria Portfolio Advisors LLC.
|
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Williams Jones Wealth Management, LLC.
|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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|
Novare Capital Management Llc
|
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|
Robinson Smith Wealth Advisors Llc
|
|
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|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
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|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
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|
Semmax Financial Advisors Inc.
|
|
|
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|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
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|
|
Asset Management One Co., Ltd.
|
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|
AQEIX - LKCM Funds - LKCM Aquinas Catholic Equity Fund
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
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|
|
|
|
Spirit Of America Management Corp/ny
|
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|
|
|
Assetmark, Inc
|
|
|
|
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|
Sierra Summit Advisors Llc
|
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|
|
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|
Security National Bank Of So Dak
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Cooper/haims Advisors, Llc
|
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
|
William Allan, Llc
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
Cadent Capital Advisors, LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Shikiar Asset Management Inc
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
Shakespeare Wealth Management, Inc.
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
Capital Investment Services of America, Inc.
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Ghe, Llc
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Spf Beheer Bv
|
|
|
|
|
|
Pelham Capital Ltd.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
|
|
|
|
|
|
Saratoga Research & Investment Management
|
|
|
|
|
|
Eubel Brady & Suttman Asset Management Inc
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
Secured Retirement Advisors, Llc
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Stegent Equity Advisors, Inc.
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
PCG Wealth Advisors, LLC
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Hamel Associates, Inc.
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Signet Investment Advisory Group, Inc.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
RWC Asset Management LLP
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Ipsen Advisor Group LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Gerber, Llc
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
RYCIX - RYDEX SERIES FUNDS - Consumer Products Fund Investor Class
|
|
|
|
|
|
Sentinel Trust Co Lba
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
Altrius Capital Management Inc
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
|
|
|
|
|
Claris Advisors, Llc / Mo /
|
|
|
|
|
|
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
TBG - EA Series Trust - TBG Dividend Focus ETF
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Hubbell Strickland Wealth Management, LLC
|
|
|
|
|
|
Harfst & Associates, Inc.
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
|
|
|
|
|
Coerente Capital Management
|
|
|
|
|
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Summit Financial Strategies, Inc.
|
|
|
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco QQQ Low Volatility ETF
|
|
|
|
|
|
ShankerValleau Wealth Advisors, Inc.
|
|
|
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|
|
Swiss National Bank
|
|
|
|
|
|
Mascagni Wealth Management, Inc.
|
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|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
Koa Wealth Management, LLC
|
|
|
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
|
|
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|
|
Bank OZK
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Panoramic Investment Advisors, Llc
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Armstrong Henry H Associates Inc
|
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|
|
|
Gentry Private Wealth, Llc
|
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|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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|
BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF
|
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Brighton Jones Llc
|
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|
Ogorek Anthony Joseph /ny/ /adv
|
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|
J. W. Coons Advisors, LLC
|
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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|
North Star Investment Management Corp.
|
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|
Essex LLC
|
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Carret Asset Management, Llc
|
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Enterprise Bank & Trust Co
|
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|
Burke & Herbert Bank & Trust Co
|
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|
|
Kilter Group LLC
|
|
|
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|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
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|
|
LGT Group Foundation
|
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|
Rovida Advisors Inc.
|
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Buttonwood Financial Advisors Inc.
|
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Ostrum Asset Management
|
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Exchange Bank
|
|
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|
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|
River Road Asset Management, LLC
|
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|
Courier Capital Llc
|
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|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
Insight 2811, Inc.
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
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|
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|
Security National Bank
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
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|
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|
Stephens Consulting, LLC
|
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|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Pettee Investors, Inc.
|
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|
True Link Financial Advisors, LLC
|
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|
Whalerock Point Partners, Llc
|
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|
Walleye Capital LLC
|
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|
|
StonePine Asset Management Inc.
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
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|
Westpac Banking Corp
|
|
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|
Tudor Financial Inc.
|
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|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Nasdaq-100
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Safeguard Investment Advisory Group, LLC
|
|
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|
|
Investment Partners Asset Management, Inc.
|
|
|
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|
|
Empowered Funds, LLC
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
DIVD - EA Series Trust - Altrius Global Dividend ETF
|
|
|
|
|
|
Vance Wealth, Inc.
|
|
|
|
|
|
CORDA Investment Management, LLC.
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
FinDec Wealth Services, Inc.
|
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|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Alta Capital Management Llc/
|
|
|
|
|
|
Yacktman Asset Management Lp
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
Phraction Management LLC
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Proquility Private Wealth Partners, LLC
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Osher Van de Voorde Investment Management
|
|
|
|
|
|
Sterling Wealth Management, Inc.
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
Cortland Associates Inc/mo
|
|
|
|
|
|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
|
|
|
|
|
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
|
|
|
|
|
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Consumer Products Fund Variable Annuity
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Sulzberger Capital Advisors, Inc.
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Roberts Wealth Advisors, LLC
|
|
|
|
|
|
TradeLink Capital LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Bluefin Capital Management, Llc
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Boyer & Corporon Wealth Management, LLC
|
|
|
|
|
|
McNamara Financial Services, Inc.
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Heritage Wealth Management, Inc. /CA/
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Sage Private Wealth Group, Llc
|
|
|
|
|
|
QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Old Republic International Corp
|
|
|
|
|
|
GGM Financials LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Cassia Capital Partners, LLC
|
|
|
|
|
|
Angeles Investment Advisors, LLC
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Twin City Private Wealth, Llc
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
Guinness Atkinson Asset Management Inc
|
|
|
|
|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Bradyco, Inc.
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Donald L. Hagan, LLC
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Guardian Investment Management
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Aft, Forsyth & Company, Inc.
|
|
|
|
|
|
Peninsula Asset Management Inc
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Optima Capital Llc
|
|
|
|
|
|
Peterson Wealth Management
|
|
|
|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
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ARS Wealth Advisors Group, LLC
|
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|
Willow Creek Wealth Management Inc.
|
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|
Rakuten Investment Management, Inc.
|
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|
Millennium Management Llc
|
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Orion Investment Co
|
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|
Koshinski Asset Management, Inc.
|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Hixon Zuercher, LLC
|
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|
|
Evergreen Private Wealth LLC
|
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|
Sandbox Financial Partners, LLC
|
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|
Capital Advisors, Ltd. LLC
|
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|
Home Federal Bank Of Tennessee
|
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|
Fulcrum Asset Management LLP
|
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|
Griffith & Werner, Inc.
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Core Wealth Partners LLC
|
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|
Pure Financial Advisors, Inc.
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|
QV Investors Inc.
|
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Hurley Capital, LLC
|
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Lavaca Capital Llc
|
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|
Ossiam
|
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|
Portside Wealth Group, LLC
|
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Mirae Asset Global Investments Co., Ltd.
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Reynders McVeigh Capital Management, LLC
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Palouse Capital Management, Inc.
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Keynote Financial Services Llc
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Fortis Capital Management LLC
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Ameriflex Group, Inc.
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|
Koss-Olinger Consulting, LLC
|
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|
Finward Bancorp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
Mcdonald Partners Llc
|
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|
Jennison Associates Llc
|
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International Assets Investment Management, Llc
|
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Advocate Group Llc
|
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
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|
Provenance Wealth Advisors, LLC
|
|
|
|
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|
Assenagon Asset Management S.A.
|
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|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
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|
Schonfeld Strategic Advisors LLC
|
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|
|
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|
Greenup Street Wealth Management Llc
|
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|
MCF Advisors LLC
|
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|
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|
Waddell & Associates, Llc
|
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|
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|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
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|
|
Vertex Planning Partners, LLC
|
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|
WFA of San Diego, LLC
|
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|
Coldstream Capital Management Inc
|
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|
Envestnet Portfolio Solutions, Inc.
|
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|
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|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Single Point Partners, LLC
|
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|
Hamilton Point Investment Advisors, LLC
|
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|
Marex Group plc
|
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|
Thompson Davis & Co., Inc.
|
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|
Independence Bank of Kentucky
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Dupree Financial Group, LLC
|
|
|
|
|
|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Sig Brokerage, Lp
|
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|
|
|
Aquatic Capital Management LLC
|
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|
Newton One Investments LLC
|
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|
Guinness Asset Management LTD
|
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Delta Capital Management Llc
|
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|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Cornerstone Wealth Advisors, Inc.
|
|
|
|
|
|
Quent Capital, LLC
|
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|
|
|
|
Gitterman Wealth Management, LLC
|
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|
Sittner & Nelson, Llc
|
|
|
|
|
|
Clifford Group, LLC
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Gill Capital Partners, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Adamsbrown Wealth Consultants Llc
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Saybrook Capital /nc
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Commons Capital, Llc
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Sanders Capital, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Compton Wealth Advisory Group, LLC
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Real Talk Capital, LLC
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Clearview Wealth Advisors LLC
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Meridian Management Co
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
KWB Wealth
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
Wellington Capital Management, Inc.
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
Delaney Dennis R
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Pcg Asset Management, Llc
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Profunds - Profund Vp Consumer Goods
|
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Pegasus Asset Management, Inc.
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Rappaport Reiches Capital Management, LLC
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
RBA Wealth Management, LLC
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Goepper Burkhardt LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
Lountzis Asset Management, Llc
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A
|
|
|
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|
Intrua Financial, LLC
|
|
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|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
Quad-Cities Investment Group, LLC
|
|
|
|
|
|
Summit Wealth Group, LLC
|
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|
StrongBox Wealth, LLC
|
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|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
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|
|
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|
Smith Shellnut Wilson Llc /adv
|
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|
BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class
|
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|
Mmbg Investment Advisors Co.
|
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|
Shulman DeMeo Asset Management LLC
|
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|
Purus Wealth Management, LLC
|
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|
Qrg Capital Management, Inc.
|
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|
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|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
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|
Hollow Brook Wealth Management LLC
|
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|
True Wealth Design, LLC
|
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|
Centricity Wealth Management, LLC
|
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|
LMR Partners LLP
|
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Hrt Financial Lp
|
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OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
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|
Colonial Trust Advisors
|
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Td Private Client Wealth Llc
|
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|
Mount Yale Investment Advisors, LLC
|
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|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
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|
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|
Credential Qtrade Securities Inc.
|
|
|
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|
Dynamic Wealth Strategies, LLC
|
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|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
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|
Mcdaniel Terry & Co
|
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|
Harbor Advisory Corp /ma/
|
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TFG Advisers LLC
|
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Fort Washington Investment Advisors Inc /oh/
|
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|
Wedge Capital Management L L P/nc
|
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|
Keystone Financial Group, Inc.
|
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|
FT Vest Total Return Income Fund: Series A4
|
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|
Sandy Cove Advisors, LLC
|
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|
Empower Advisory Group, LLC
|
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|
Carolina Wealth Advisors, LLC
|
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|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
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|
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|
|
Principal Securities, Inc.
|
|
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|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
|
|
Financial Security Advisor, Inc.
|
|
|
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|
Aaron Wealth Advisors LLC
|
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|
Empire Life Investments Inc.
|
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Essex Financial Services, Inc.
|
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GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
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|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
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Counterweight Ventures, LLC
|
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Canada Post Corp Registered Pension Plan
|
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Somerset Group LLC
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Parkwood LLC
|
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Van Hulzen Asset Management, LLC
|
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Farmers & Merchants Trust Co of Long Beach
|
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WFA Asset Management Corp
|
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Country Club Bank /gfn
|
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|
BCS Private Wealth Management, Inc.
|
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Patriot Investment Management Inc.
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Hopwood Financial Services, Inc.
|
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Peoples Financial Services Corp.
|
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CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
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|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
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BLI - Banque de Luxembourg Investments
|
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|
Teachers Retirement System Of The State Of Kentucky
|
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|
Lantz Financial LLC
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TFR Capital, LLC.
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Apexium Financial, Lp
|
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Gold Investment Management Ltd.
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|
Howard Bailey Securities, Llc
|
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|
Inlet Private Wealth, LLC
|
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|
Beacon Pointe Advisors, LLC
|
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|
FDx Advisors, Inc.
|
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|
Purkiss Capital Advisors LLC
|
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Larson Financial Group LLC
|
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Mizuho Securities Usa Llc
|
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|
VLCGX - VALIC Co I - Large Capital Growth Fund
|
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|
Fairscale Capital, LLC
|
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LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I
|
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|
Harbor Investment Advisory, Llc
|
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Edmp, Inc.
|
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|
Cherry Creek Investment Advisors, Inc.
|
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Basso Capital Management, L.p.
|
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|
Franklin Street Advisors Inc /nc
|
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|
United Bank
|
|
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|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
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|
Cohen Klingenstein LLC
|
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|
Atlantic Family Wealth, Llc
|
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|
Fiduciary Family Office, Llc
|
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|
Costello Asset Management, INC
|
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|
Salomon & Ludwin, LLC
|
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|
Ar Asset Management Inc
|
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|
Siemens Fonds Invest GmbH
|
|
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|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
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|
Sterling Investment Advisors, Ltd.
|
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|
Baypointe Partners LLC
|
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|
HBW Advisory Services LLC
|
|
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|
|
Cascades Capital Asset Management, LLC
|
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|
Capital Planning Advisors, LLC
|
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|
|
Farmers Trust Co
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
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|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
M&G Plc
|
|
|
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|
|
South Plains Financial, Inc.
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
QTOP - iSHARES TRUST - iShares Nasdaq Top 30 Stocks ETF
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
|
|
Compass Capital Management, Inc
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Value Fund Class I
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
C2C Wealth Management, LLC
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Trinity Legacy Partners, LLC
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
UGE - PROSHARES TRUST - ProShares Ultra Consumer Goods
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
London & Capital Asset Management Ltd
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Cox Capital Mgt LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Madison Covered Call & Equity Strategy Fund
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
Olstein Capital Management, L.P.
|
|
|
|
|
|
Financial Advisory Partners, Llc
|
|
|
|
|
|
Asset Management Group, Inc.
|
|
|
|
|
|
Skyline Advisors, Inc.
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Red Lighthouse Investment Management, Llc
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Eagle Capital Management, LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
BCGM Wealth Management, LLC
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
YACKX - AMG FUNDS - AMG Yacktman Fund Class I
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
Bourne Lent Asset Management Inc
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Growth Fund
|
|
|
|
|
|
Miller Financial Services LLC
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Cornerstone Capital, Inc.
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumers Staples Sector Fund (A)
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Sender Co & Partners, Inc.
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Gibson Wealth Advisors LLC
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Bridgewealth Advisory Group, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Hendley & Co Inc
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
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|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
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|
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|
Sfmg, Llc
|
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Symmetry Investments LP
|
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Wealthcare Advisory Partners LLC
|
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|
Silicon Valley Capital Partners
|
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West Oak Capital, LLC
|
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FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
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BankPlus Trust Department
|
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one8zero8, LLC
|
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|
Drum Hill Capital, LLC
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Tandem Capital Management Corp /adv
|
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|
OmniStar Financial Group, Inc.
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Guardian Wealth Management, Inc.
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AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
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Albion Financial Group /ut
|
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Rexford Capital Inc
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Swedbank AB
|
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State Of Wisconsin Investment Board
|
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AIA Group Ltd
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Northwestern Mutual Wealth Management Co
|
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Tower View Investment Management & Research LLC
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Strategic Blueprint, LLC
|
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WealthTrak Capital Management LLC
|
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|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
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|
Anfield Capital Management, LLC
|
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EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
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|
Pathway Financial Advisers, LLC
|
|
|
|
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|
Cairn Investment Group, Inc.
|
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
|
Beacon Financial Group
|
|
|
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Smith Thornton Advisors LLC
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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|
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|
Carl P. Sherr & Co., LLC
|
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Cobblestone Capital Advisors Llc /ny/
|
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IFP Advisors, Inc
|
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CarsonAllaria Wealth Management, Ltd.
|
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Cherry Tree Wealth Management, LLC
|
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Lawson Kroeker Investment Management Inc/ne
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Centerline Wealth Advisors, LLC
|
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Alan B. Lancz & Associates, Inc.
|
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|
Aureus Asset Management, LLC
|
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Midland Wealth Advisors Llc
|
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Semus Wealth Partners LLC
|
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AlphaCore Capital LLC
|
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|
Vaughan David Investments Inc/il
|
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Braun-Bostich & Associates Inc.
|
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Glass Jacobson Investment Advisors llc
|
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Lyell Wealth Management, Lp
|
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Accredited Investors Inc.
|
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Dillon & Associates Inc
|
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Generali Investments, Management Co LLC
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Savvy Advisors, Inc.
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DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
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GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
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Moneta Group Investment Advisors Llc
|
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Hutchinson Capital Management/ca
|
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Guyasuta Investment Advisors Inc
|
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|
Hantz Financial Services, Inc.
|
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Gladstone Institutional Advisory LLC
|
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|
|
MAVF - EA Series Trust - Matrix Advisors Value ETF
|
|
|
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FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
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|
Macquarie Group Ltd
|
|
|
|
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|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
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|
Summit Financial Wealth Advisors, LLC
|
|
|
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|
Retirement Guys Formula Llc
|
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|
Atlas Wealth Partners, LLC
|
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Alesco Advisors Llc
|
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Garrison Point Advisors, Llc
|
|
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MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
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|
CVRD - Madison ETFs Trust - Madison Covered Call ETF
|
|
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|
Bare Financial Services, Inc
|
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|
Wellington Management Group Llp
|
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Zuckerman Investment Group, LLC
|
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Investor's Fiduciary Advisor Network, LLC
|
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|
Ackerman Capital Advisors, LLC
|
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|
BluePointe Capital Management, LLC
|
|
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|
Transform Wealth, LLC
|
|
|
|
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|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
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|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
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|
Carr Financial Group Corp
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
|
|
|
|
Osprey Private Wealth LLC
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
|
|
|
|
|
Ironwood Investment Management Llc
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
APCM Wealth Management for Individuals
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Capital Management Corp /va
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Aurora Investment Managers, LLC.
|
|
|
|
|
|
Wisconsin Capital Management Llc
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Ahl Investment Management, Inc.
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Hall Capital Management Co Inc
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Jlb & Associates Inc
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Michael S. Ryan, Inc.
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
Planning Directions Inc
|
|
|
|
|
|
Dodds Wealth, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Diamant Asset Management, Inc.
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
|
|
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
PGLOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Pvg Asset Management Corp
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
PSQGX - Managed Portfolio Series - Port Street Quality Growth Fund Institutional Class Shares
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
|
GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Kelman-Lazarov, Inc.
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Cobler Capital Management, LLC
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
VERITY Wealth Advisors
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Villere St Denis J & Co Llc
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
J.P. Marvel Investment Advisors, LLC
|
|
|
|
|
|
Prentiss Smith & Co Inc
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
4wealth Advisors, Inc.
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Graver Capital Management, LLC
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Intrepid Financial Planning Group LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
First Long Island Investors, LLC
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
APLIX - Cavanal Hill Funds - Hedged Income Fund Investor
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
MNRMX - MANOR INVESTMENT FUNDS INC - Manor Fund
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Orser Capital Management, Llc
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Investmark Advisory Group LLC
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
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|
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
|
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|
Wealthspire Advisors, LLC
|
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|
CTC Alternative Strategies, Ltd.
|
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|
Game Plan Financial Advisors, LLC
|
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|
Baird Financial Group, Inc.
|
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|
First Commonwealth Financial Corp /pa/
|
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Columbia Asset Management
|
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|
Transcend Wealth Collective, Llc
|
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|
NWF Advisory Services Inc.
|
|
|
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|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
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|
|
Tritonpoint Wealth, Llc
|
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|
Exencial Wealth Advisors, Llc
|
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|
Navellier & Associates Inc
|
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|
Notis-McConarty Edward
|
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|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
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|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
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|
|
Aspire Private Capital, LLC
|
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|
Cornell Pochily Investment Advisors, Inc.
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|
Flavin Financial Services, Inc.
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|
Powers Advisory Group, LLC
|
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Argentarii, LLC
|
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CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund
|
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Dakota Wealth Management
|
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|
Capital Investment Counsel, Inc
|
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|
Ami Asset Management Corp
|
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Bingham Private Wealth, Llc
|
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Key Client Fiduciary Advisors, LLC
|
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|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
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|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
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|
Aster Capital Management (DIFC) Ltd
|
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WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares
|
|
|
|
|
|
Everpar Advisors Llc
|
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|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares
|
|
|
|
|
|
City State Bank
|
|
|
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|
|
Hilltop Holdings Inc.
|
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RD Finance Ltd
|
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
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|
Whipplewood Advisors, LLC
|
|
|
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|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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|
Investment Research & Advisory Group, Inc.
|
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|
Savoie Capital LLC
|
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|
Stony Point Wealth Management Inc.
|
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|
XML Financial, LLC
|
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|
Peak Asset Management, LLC
|
|
|
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|
Puzo Michael J
|
|
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|
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|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
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|
Silvercrest Asset Management Group Llc
|
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|
Morris Retirement Advisors, LLC
|
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|
Magnolia Capital Advisors Llc
|
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|
Eq Wealth Advisors, Llc
|
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|
Cwm, Llc
|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class
|
|
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|
|
|
Kerusso Capital Management LLC
|
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|
Insight Inv LLC
|
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First National Bank of Mount Dora, Trust Investment Services
|
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|
Clarendon Private LLC
|
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|
Reuter James Wealth Management, Llc
|
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|
CHICAGO TRUST Co NA
|
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|
Spring Capital Management, Llc
|
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Anchor Investment Management, LLC
|
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|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
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|
|
Retirement Planning Co of New England, Inc.
|
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|
Morningstar Investment Management LLC
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
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|
Fmr Llc
|
|
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|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
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|
Chiron Capital Management, Llc
|
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|
Secure Asset Management, LLC
|
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|
Nicholson Meyer Capital Management, Inc.
|
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|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
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|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
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|
|
Family CFO Inc
|
|
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|
|
Sentry Investment Management Llc
|
|
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|
Arizona State Retirement System
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
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|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Bay Capital Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Lumbard & Kellner, LLC
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
Oxler Private Wealth LLC
|
|
|
|
|
|
CastleKnight Management LP
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
|
|
|
|
|
Peloton Wealth Strategists
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Crabel Capital Management, LLC
|
|
|
|
|
|
Selway Asset Management
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF
|
|
|
|
|
|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Three Seasons Wealth, LLC
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Spinnaker Investment Group, LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Northstar Financial Companies, Inc.
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
VNGYX - Advisors' Inner Circle Fund II - Vontobel Global Equity Fund Y Shares
|
|
|
|
|
|
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Keating Investment Counselors Inc
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Berkshire Money Management, Inc.
|
|
|
|
|
|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
MADFX - Matrix Advisors Funds Trust - Matrix Advisors Dividend Fund
|
|
|
|
|
|
Contrarius Group Holdings Ltd
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
|
|
|
|
Luts & Greenleigh Group, Inc
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Dominguez Wealth Management Solutions, Inc.
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Eliot Finkel Investment Counsel, LLC
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
Clearwater Capital Advisors, LLC
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
SUGYX - Victory Portfolios IV - Victory Pioneer Global Growth Fund Class Y
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
Mma Asset Management Llc
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
New Capital Management LP
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Private Capital Management Llc
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Bell & Brown Wealth Advisors, Llc
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Kellett Schaffner Wealth Advisors LLC
|
|
|
|
|
|
Emprise Bank
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Wedgewood Investors Inc /pa/
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class
|
|
|
|
|
|
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
B.O.S.S. Retirement Advisors, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Martel Wealth Advisors Inc
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Aua Capital Management, Llc
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Swan Global Investments, LLC
|
|
|
|
|
|
Templeton & Phillips Capital Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
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|
DIVS - GUINNESS ATKINSON FUNDS - SmartETFs Dividend Builder ETF
|
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|
Allegheny Financial Group LTD
|
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|
Vista Wealth Management Group, LLC
|
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|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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|
Martin Capital Partners, LLC
|
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|
BlackDiamond Wealth Management Inc.
|
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Everett Harris & Co /ca/
|
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|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
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|
Eagle Rock Investment Company, Llc
|
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|
Formidable Asset Management, LLC
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North Star Asset Management Inc
|
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|
VELA Investment Management, LLC
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Gradient Investments LLC
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Twin Tree Management, LP
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VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
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|
Bangor Savings Bank
|
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|
Gries Financial Llc
|
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M. Kraus & Co
|
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Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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|
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|
Canvas Wealth Advisors, LLC
|
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FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
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FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
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Founders Capital Management, Llc
|
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Beaumont Financial Advisors, LLC
|
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JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
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|
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
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|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
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|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
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|
Coastline Trust Co
|
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|
St. Louis Trust Co
|
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SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
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|
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FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
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|
Norris Perne & French Llp/mi
|
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|
Freestone Capital Holdings, LLC
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Turtle Creek Wealth Advisors, LLC
|
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Prospera Financial Services Inc
|
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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Alliancebernstein L.p.
|
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River Street Advisors LLC
|
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Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
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|
Foundations Investment Advisors, LLC
|
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Security Financial Services, INC.
|
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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|
Brandywine Oak Private Wealth Llc
|
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Capstone Triton Financial Group, LLC
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ESL Trust Services, LLC
|
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Frank, Rimerman Advisors LLC
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Tyche Wealth Partners LLC
|
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Tacita Capital Inc
|
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Montag A & Associates Inc
|
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Letson Investment Management, Inc.
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Atria Investments Llc
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Boyd Watterson Asset Management Llc/oh
|
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VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
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Pinnacle Associates Ltd
|
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SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
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|
Willis Investment Counsel
|
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|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
Dagco, Inc.
|
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Everhart Financial Group, Inc.
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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|
Bedel Financial Consulting, Inc.
|
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|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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|
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|
Longfellow Investment Management Co Llc
|
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|
OneAscent Investment Solutions LLC
|
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|
Financial Partners Group, Inc
|
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|
Ironwood Investment Counsel, LLC
|
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|
Fairway Wealth LLC
|
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|
Heritage Wealth Advisors
|
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|
CRA Financial Services, LLC
|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
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|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
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|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
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|
RVW Wealth, LLC
|
|
|
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|
|
Cullinan Associates Inc
|
|
|
|
|
|
VELA Funds - VELA Large Cap 130/30 Fund Class I
|
|
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|
Midwest Professional Planners, LTD.
|
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|
Walker Asset Management, LLC
|
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|
Bollard Group LLC
|
|
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|
Community Bank & Trust, Waco, Texas
|
|
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|
Hartford Investment Management Co
|
|
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|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
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|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
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|
Oak Asset Management, LLC
|
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|
Checchi Capital Advisers, LLC
|
|
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|
Zevin Asset Management Llc
|
|
|
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|
|
Profunds - Profund Vp Ultrabull
|
|
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|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
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|
Fairfield, Bush & Co.
|
|
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|
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|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
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|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
TT Capital Management LLC
|
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|
Signature Wealth Management Group
|
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|
Burkett Financial Services, Llc
|
|
|
|
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|
Baker Tilly Financial, Llc
|
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|
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|
|
White Pine Capital Llc
|
|
|
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|
Boston Private Wealth Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
Seven Springs Wealth Group, LLC
|
|
|
|
|
|
QQXT - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Nasdaq-100 Ex-Technology Sector Index Fund
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
|
|
|
|
|
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
RiverPark Advisors, LLC
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
Penn Davis Mcfarland Inc
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Riverpark Capital Management Llc
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Ted Buchan & Co
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
McCollum Christoferson Group LLC
|
|
|
|
|
|
Disciplined Investments, LLC
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
Adapt Wealth Advisors, Llc
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
TGFRX - TANAKA FUNDS INC - TANAKA Growth Fund Class R
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
ICICI Prudential Asset Management Co Ltd
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Gardner Russo & Quinn Llc
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Kinloch Capital, LLC
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Academy Capital Management Inc/tx
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Castlekeep Investment Advisors Llc
|
|
|
|
|
|
Virginia Wealth Management Group, Inc.
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Brand Asset Management Group, Inc.
|
|
|
|
|
|
SK Wealth Management, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Benchmark Wealth Management, LLC
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Mirae Asset Securities (usa) Inc.
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
PharVision Advisers, LLC
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Sunesis Advisors, LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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|
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|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
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|
|
Means Investment Co., Inc.
|
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|
Evolution Wealth Management Inc.
|
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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|
Brown Financial Advisors
|
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|
Cantor Fitzgerald Investment Adviser L.p.
|
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HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
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|
Union Savings Bank
|
|
|
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|
Cedar Wealth Management, LLC
|
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Lane & Associates LLC
|
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CBOE Vest Financial, LLC
|
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Charles Schwab Trust Co
|
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JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
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|
Nuveen Multi-Asset Income Fund
|
|
|
|
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|
Cape Ann Savings Bank
|
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|
Quest Partners LLC
|
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Blue Rock Wealth Management LLC
|
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Douglas Lane & Associates, LLC
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Investment Partners, Ltd.
|
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Argyle Capital Management Inc.
|
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FT Vest Hedged Equity Income Fund: Series B1
|
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|
Sei Investments Co
|
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|
Hutner Capital Management Inc
|
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Td Asset Management Inc
|
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PTNQ - Pacer Funds Trust - Pacer Trendpilot 100 ETF
|
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|
Private Capital Management, LLC
|
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Jensen Investment Management Inc
|
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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Facet Wealth, Inc.
|
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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Delta Investment Management, LLC
|
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LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
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|
Campbell Deegan Wealth Management, LLC
|
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Certified Advisory Corp
|
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GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
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|
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
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|
High Note Wealth, LLC
|
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|
Syntax Research, Inc.
|
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Spire Wealth Management
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
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|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
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|
Richardson Financial Services Inc.
|
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Enclave Advisors LLC
|
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Hemington Wealth Management
|
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Flagship Wealth Advisors, Llc
|
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|
Cornerstone Strategic Value Fund Inc
|
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|
Financial Connections Group, Inc.
|
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Three Bridge Wealth Advisors, LLC
|
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|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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|
Charles Schwab Investment Management Inc
|
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Dover Advisors, Llc
|
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YFSNX - AMG FUNDS - AMG Yacktman Focused Fund - Security Selection Only Class N
|
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|
Eads & Heald Wealth Management
|
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|
Mirador Capital Partners LP
|
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|
Red Door Wealth Management, LLC
|
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|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
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|
Valmark Advisers, Inc.
|
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|
EverSource Wealth Advisors, LLC
|
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Syntegra Private Wealth Group, LLC
|
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|
Highline Wealth Partners Llc
|
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|
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
|
|
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|
|
SAOPX - Segall Bryant & Hamill Trust - Barrett Opportunity Fund Retail Class
|
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|
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|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
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|
Crews Bank & Trust
|
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|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
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|
Advisors Capital Management, LLC
|
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|
Constitution Capital LLC
|
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|
Intelligent Financial Strategies
|
|
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|
|
Fulton Bank, N.a.
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
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|
|
Cfm Wealth Partners Llc
|
|
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|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
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|
Balyasny Asset Management Llc
|
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|
St. Louis Financial Planners Asset Management, LLC
|
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Nebula Research & Development LLC
|
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|
City National Bank Of Florida /msd
|
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|
Schnieders Capital Management Llc
|
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|
America First Investment Advisors, LLC
|
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|
Kimelman & Baird, LLC
|
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|
American National Bank
|
|
|
|
|
|
POM Investment Strategies, LLC
|
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|
Lbmc Investment Advisors, Llc
|
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|
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|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Morey & Quinn Wealth Partners, LLC
|
|
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|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
Kahn Brothers Group Inc /de/
|
|
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|
|
|
Colony Group, LLC
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
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|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Oldfather Financial Services, LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
DMKC Advisory Services, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Triton Wealth Management, PLLC
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
Objectivity Squared, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Tevis Investment Management
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
CENTAUR MUTUAL FUNDS TRUST - Copley Fund
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
Partners Wealth Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Clarus Group, Inc.
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
Wolff Financial Management Llc
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Towerpoint Wealth, LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
XLP - SELECT SECTOR SPDR TRUST - The Consumer Staples Select Sector SPDR Fund
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Tripletail Wealth Management, LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
Smart Portfolios, LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Mathes Company, Inc.
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Landaas & Co /wi /adv
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Drexel Morgan & Co.
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Capital Counsel Llc/ny
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
Baugh & Associates, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Warner Financial, Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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Moody National Bank Trust Division
|
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LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
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Westmount Partners, LLC
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Lathrop Investment Management Corp
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Logan Capital Management Inc
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Trustmark National Bank Trust Department
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
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Kennedy Investment Group
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Liberty Wealth Management Llc
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Riverview Capital Advisers, LLC
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First United Bank Trust/
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QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
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DRW Securities, LLC
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Ariadne Wealth Management, LP
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Petrus Trust Company, LTA
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SkyView Investment Advisors, LLC
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Alpine Woods Capital Investors, Llc
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Providence Capital Advisors, LLC
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QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
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Natixis Advisors, L.p.
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First Bank & Trust
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Garrett Investment Advisors LLC
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JSF Financial, LLC
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Holocene Advisors, LP
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
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Capital City Trust Co/fl
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Haverford Financial Services, Inc.
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
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Partnership Wealth Management, LLC
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Lowe Wealth Advisors, LLC
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
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BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
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Gabelli Equity Trust Inc
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Invst, LLC
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Deutsche Bank Ag\
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FineMark National Bank & Trust
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GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
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|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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Barry Investment Advisors, LLC
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BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
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|
BIP Wealth, LLC
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QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
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UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
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Future Financial Wealth Managment LLC
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JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
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Brucke Financial, Inc.
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Peachtree Investment Partners, LLC
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Holderness Investments Co
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National Pension Service
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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Baldwin Brothers Inc/ma
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GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
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Mn Services Vermogensbeheer B.V.
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SJS Investment Consulting Inc.
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WMG Financial Advisors, LLC
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M3 Advisory Group, LLC
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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State Street Corp
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Clark & Stuart, Inc
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Columbus Macro, LLC
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Azzad Asset Management Inc /adv
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CGC Financial Services, LLC
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JustInvest LLC
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Clear Creek Financial Management, LLC
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Comprehensive Financial Consultants Institutional, Inc.
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BKD Wealth Advisors, LLC
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|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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|
Pinnacle Financial Partners Inc
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
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|
TCTC Holdings, LLC
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|
Glenview Trust Co
|
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|
Advisory Services Network, LLC
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
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|
RFP Financial Group LLC
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|
Legacy Capital Group California, Inc.
|
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|
Nordwand Advisors, LLC
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Sonora Investment Management Group, LLC
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Seacrest Wealth Management, Llc
|
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Mosaic Family Wealth Partners, Llc
|
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Culbertson A N & Co Inc
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|
Fifth Third Bancorp
|
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SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
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|
JGQYX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Global Quality Growth Fund - Y Shares
|
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|
Union Heritage Capital, LLC
|
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|
Nissay Asset Management Corp /japan/ /adv
|
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|
United Community Bank
|
|
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|
B&l Asset Management Llc
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
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|
Oak Harbor Wealth Partners, Llc
|
|
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|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
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|
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|
|
Richard Bernstein Advisors LLC
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|
Texas Permanent School Fund
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
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|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
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|
|
Northeast Investment Management
|
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|
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|
|
Occudo Quantitative Strategies Lp
|
|
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|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
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|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
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|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Hutchinson Financial Advisors, INC
|
|
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|
McHugh Group, LLC
|
|
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|
|
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
MOKAN Wealth Management Inc.
|
|
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|
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|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
FCUPX - MAINSTAY FUNDS TRUST - MainStay PineStone U.S. Equity Fund Class P
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
General American Investors Co Inc
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Verus Financial Partners, Inc.
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Montis Financial, LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service
|
|
|
|
|
|
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
Sage Capital Management, LLC
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF
|
|
|
|
|
|
West Chester Capital Advisors, Inc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
Cottonwood Capital Advisors, Llc
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Talbot Financial, LLC
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
AAFMAA Wealth Management & Trust LLC
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
DLK Investment Management, LLC
|
|
|
|
|
|
Optimist Retirement Group LLC
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Demars Financial Group, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
Bulltick Wealth Management, LLC
|
|
|
|
|
|
Members Capital Advisors Inc
|
|
|
|
|
|
CCOR - Listed Funds Trust - Core Alternative ETF
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Trace Wealth Advisors, LLC
|
|
|
|
|
|
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Bey-Douglas LLC
|
|
|
|
|
|
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
Value Partners Investments Inc.
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Windward Capital Management Co /ca
|
|
|
|
|
|
Windle Wealth, LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Brooktree Capital Management
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
VELA Funds - VELA Income Opportunities Fund Class A
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
Custos Family Office, LLC
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Camden Capital, LLC
|
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Peregrine Asset Advisers, Inc.
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Jasper Ridge Partners, L.P.
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|
Ellsworth Advisors, LLC
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|
YHB Investment Advisors, Inc.
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|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
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|
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|
|
Raleigh Capital Management Inc.
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|
Capstone Wealth Management Group LLC
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|
Northwest & Ethical Investments L.P.
|
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|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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|
Abacus Planning Group, Inc.
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|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
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|
Sand Hill Global Advisors, LLC
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|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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|
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|
Meridian Wealth Management, LLC
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BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
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|
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|
RB Capital Management, LLC
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|
VSM Wealth Advisory, LLC
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|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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|
Financial Perspectives, Inc
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ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class
|
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AustralianSuper Pty Ltd
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QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
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|
G2 Capital Management, Llc / Oh
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DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc.
|
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|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
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FDFAX - FIDELITY SELECT PORTFOLIOS - Consumer Staples Portfolio
|
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STXV - EA Series Trust - Strive 1000 Value ETF
|
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Investment Management Corp of Ontario
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Castle Wealth Management Llc
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Steel Peak Wealth Management LLC
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|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
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|
First PREMIER Bank
|
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|
Summit Wealth Group Llc / Co
|
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|
Baxter Bros Inc
|
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Diligent Investors, LLC
|
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OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
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|
Strategy Asset Managers Llc
|
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Capital Analysts, Inc.
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Ethos Financial Group, LLC
|
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JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
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|
Adell Harriman & Carpenter Inc
|
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Nicolet Bankshares Inc
|
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Elefante Mark B
|
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Adviser Investments LLC
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Chelsea Counsel Co
|
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Private Wealth Asset Management, LLC
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DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
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MeadowBrook Investment Advisors LLC
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Pittenger & Anderson Inc
|
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Illinois Municipal Retirement Fund
|
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Birch Capital Management, LLC
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West Bancorporation Inc
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Commonwealth Equity Services, Llc
|
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AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
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|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
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|
Vident Advisory, LLC
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Argent Capital Management Llc
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USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
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Banco de Sabadell, S.A
|
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Live Oak Private Wealth LLC
|
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|
Granite Group Advisors, LLC
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|
WealthPLAN Partners, LLC
|
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Wbh Advisory Inc
|
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Lincoln Capital LLC
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|
Meyer Handelman Co
|
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Delta Global Management LP
|
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|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Promethium Advisors,llc
|
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|
Sky Investment Group LLC
|
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|
Rbo & Co Llc
|
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|
Argyle Capital Partners, LLC
|
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|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
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|
FEAMX - FIRST EAGLE FUNDS - First Eagle Fund of America Class C
|
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|
Fruth Investment Management
|
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|
Bayesian Capital Management, LP
|
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|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
RCGE - EA Series Trust - RockCreek Global Equality ETF
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
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|
GEM Asset Management, LLC
|
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|
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
|
|
|
|
|
|
Horizon Investment Services, LLC
|
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|
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|
Perritt Capital Management Inc
|
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|
Ofi Invest Asset Management
|
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|
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|
Morningstar Investment Services LLC
|
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|
Marietta Wealth Management, LLC
|
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|
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|
Strs Ohio
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Jmac Enterprises Llc
|
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|
|
|
|
Thompson Siegel & Walmsley Llc
|
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|
Eldred Rock Partners, LLC
|
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|
|
Court Place Advisors, LLC
|
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|
|
Weaver Consulting Group
|
|
|
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|
|
Sumitomo Life Insurance Co
|
|
|
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|
|
Outfitter Financial LLC
|
|
|
|
|
|
Central Valley Advisors, Llc
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
Cardinal Capital Management, Inc.
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Cincinnati Financial Corp
|
|
|
|
|
|
American Investment Services, Inc.
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
Financial Strategies Group, Inc.
|
|
|
|
|
|
Coign Capital Advisors LLC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
Stillwater Wealth Management Group
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Ables, Iannone, Moore & Associates, Inc.
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Trust Co of Kansas
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
NSOIX - NORTHERN LIGHTS FUND TRUST II - North Star Opportunity Fund Class I Shares
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
360 Financial, Inc.
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
Summit Place Financial Advisors, LLC
|
|
|
|
|
|
Heritage Investment Group, Inc.
|
|
|
|
|
|
Garland Capital Management Inc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Kelly Financial Services LLC
|
|
|
|
|
|
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
WISEX - AZZAD FUNDS - Azzad Wise Capital Fund
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
NovaPoint Capital, LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF
|
|
|
|
|
|
ZEGA Investments, LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Arrowroot Family Office, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Staples Portfolio Initial Class
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
PICTET BANK & TRUST Ltd
|
|
|
|
|
|
Prairiewood Capital, LLC
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Franklin Templeton ETF Trust - Franklin Income Focus ETF
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
Prasad Wealth Partners, LLC
|
|
|
|
|
|
SEG Partners Long/Short Equity Fund
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Burt Wealth Advisors
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Birinyi Associates Inc
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Suncoast Equity Management
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
Brentview Investment Management LLC
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
Fortune Financial Advisors, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Jupiter Wealth Management LLC
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
|
|
|
|
|
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
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|
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|
Mattern Capital Management, Llc
|
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|
Innova Wealth Partners
|
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|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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|
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|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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|
|
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|
Reik & Co., Llc
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
Binnacle Investments Inc
|
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|
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|
|
Councilmark Asset Management, LLC
|
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|
Chicago Capital, LLC
|
|
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|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
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|
|
|
Jones Financial Companies Lllp
|
|
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|
Emerald Advisors, LLC
|
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|
Blueshift Asset Management, LLC
|
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|
Firestone Capital Management
|
|
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|
Ballew Advisors, Inc
|
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|
Stephenson National Bank & Trust
|
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|
Ames National Corp
|
|
|
|
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|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
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|
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|
|
Sunbeam Capital Management, LLC
|
|
|
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|
Hussman Strategic Advisors, Inc.
|
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|
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|
Insight Wealth Partners, LLC
|
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|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Independent Investors Inc
|
|
|
|
|
|
Brick & Kyle, Associates
|
|
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|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
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|
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|
Telos Capital Management, Inc.
|
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|
|
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|
TrueMark Investments, LLC
|
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|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
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|
|
GFS Advisors, LLC
|
|
|
|
|
|
JGRW - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Growth ETF
|
|
|
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|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
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|
|
Mariner, LLC
|
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|
Family Capital Trust Co
|
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|
Physicians Financial Services, Inc.
|
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|
Coleford Investment Management Ltd.
|
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|
Collier Financial
|
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|
Sterling Financial Planning, Inc.
|
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|
Old Second National Bank Of Aurora
|
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|
|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
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|
|
Sage Mountain Advisors LLC
|
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|
Kfg Wealth Management, Llc
|
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|
Joel Isaacson & Co., LLC
|
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|
Harvest Fund Management Co., Ltd
|
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|
Morgan Dempsey Capital Management Llc
|
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|
Bridge Generations Wealth Management Llc
|
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|
Brady Family Wealth, Llc
|
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|
VestGen Advisors, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Root Financial Partners, LLC
|
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|
Mission Creek Capital Partners, Inc.
|
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|
Avantra Family Wealth, Inc.
|
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|
Trinity Financial Advisors LLC
|
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|
Franklin Resources Inc
|
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|
Hillsdale Investment Management Inc.
|
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|
Financial Avengers, Inc.
|
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|
Smith, Moore & Co.
|
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|
Wynn Capital, LLC
|
|
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|
Brendel Financial Advisors LLC
|
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|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
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|
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
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|
|
|
Warren Averett Asset Management, LLC
|
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|
|
Marshall Financial Group LLC
|
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|
Hanover Advisors Inc
|
|
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|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
Well Done, LLC
|
|
|
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|
|
Marietta Investment Partners Llc
|
|
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|
|
Ameliora Wealth Management Ltd.
|
|
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|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Atwater Malick LLC
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
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|
|
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
|
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|
Rakuten Securities, Inc.
|
|
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|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
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|
Stenger Family Office, LLC
|
|
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|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
Spectrum Asset Management, Inc. (NB/CA)
|
|
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|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
Prospera Capital Management, LLC
|
|
|
|
|
|
McClarren Financial Advisors, Inc.
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Brown Shipley& Co Ltd
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
Freedom Financial Partners LLC
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
RW Investment Management LLC
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
Finer Wealth Management, Inc.
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Cantor Fitzgerald, L. P.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
MN Wealth Advisors, LLC
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Marathon Strategic Advisors, LLC
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
Potomac Fund Management Inc /adv
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
Spectrum Strategic Capital Management, LLC
|
|
|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
Fortress Financial Group, Llc
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Sterling Financial Group, Inc.
|
|
|
|
|
|
Paradigm Capital Management, LLC/NV
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Community Bank of Raymore
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
Heritage Oak Wealth Advisors Llc
|
|
|
|
|
|
Joseph Group Capital Management
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
Conscious Wealth Investments, Llc
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Wealthspan Partners, Llc
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
|
|
|
|
|
|
CBLS - Elevation Series Trust - Clough Hedged Equity ETF
|
|
|
|
|
|
WHGHX - Ultimus Managers Trust - Westwood High Income Fund Institutional Shares
|
|
|
|
|
|
S.E.E.D. Planning Group LLC
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Global Strategic Investment Solutions, LLC
|
|
|
|
|
|
Brown Capital Management Llc
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
M1 Capital Management LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Financial Partners Group, LLC
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Copley Financial Group, Inc.
|
|
|
|
|
|
Amplify ETF Trust - Amplify CWP Growth & Income ETF
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Blue Investment Partners LLC
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
Roxbury Financial LLC
|
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Inspirion Wealth Advisors, Llc
|
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Missouri Trust & Investment Co
|
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|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
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|
Analyst IMS Investment Management Services Ltd.
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|
Bell Asset Management Ltd
|
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Options Solutions, Llc
|
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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|
|
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|
Benedict Financial Advisors Inc
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
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|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
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|
WealthCollab, LLC
|
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|
Dearborn Partners Llc
|
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GFG Capital, LLC
|
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Mystic Asset Management, Inc.
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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Perigon Wealth Management, LLC
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|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
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|
Federated Hermes, Inc.
|
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|
Patrick Mauro Investment Advisor, INC.
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Legacy Investment Solutions, LLC
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Americana Partners, LLC
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River Wealth Advisors LLC
|
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Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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Valley National Advisers Inc
|
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INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
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|
Horrell Capital Management, Inc.
|
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|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
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CFGRX - COMMERCE FUNDS - The Growth Fund Shares
|
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Nuveen, LLC
|
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Riverbend Wealth Management, LLC
|
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AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
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D.a. Davidson & Co.
|
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Jag Capital Management, Llc
|
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Core Wealth Advisors, Inc.
|
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Callan Capital, LLC
|
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SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
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AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
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|
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|
Cm Wealth Advisors Llc
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
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|
KDT Advisors, LLC
|
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Amplify ETF Trust - Amplify AI Powered Equity ETF
|
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|
Connors Investor Services Inc
|
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|
Jamison Private Wealth Management, Inc.
|
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Marathon Capital Management
|
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ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
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|
Leavell Investment Management, Inc.
|
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Foster Victor Wealth Advisors, LLC
|
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|
McElhenny Sheffield Capital Management, LLC
|
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|
Kensington Investment Counsel, LLC
|
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|
Beach Investment Counsel Inc/pa
|
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Charter Oak Capital Management, LLC
|
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Nvest Financial, LLC
|
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Quadrant Capital Group Llc
|
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DIVY - Tidal ETF Trust - Sound Equity Income ETF
|
|
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|
Litman Gregory Asset Management LLC
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
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|
Henrickson Nauta Wealth Advisors, Inc.
|
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|
Cornerstone Wealth Group, LLC
|
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|
Carnegie Capital Asset Management, LLC
|
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
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|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
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|
Mv Capital Management, Inc.
|
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Charter Trust Co
|
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Eastern Bank
|
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Denali Advisors Llc
|
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Banque Transatlantique SA
|
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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|
Bouchey Financial Group Ltd
|
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Red Cedar Investment Management, Llc
|
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|
Kennedy Capital Management, Inc.
|
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|
Cibc World Markets Corp
|
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
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|
Legacy CG, LLC
|
|
|
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|
|
Busey Wealth Management
|
|
|
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|
Natural Investments, Llc
|
|
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|
|
Callan Family Office, LLC
|
|
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|
Dana Investment Advisors, Inc.
|
|
|
|
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|
CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
|
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|
Invesco, Llc
|
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|
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|
Magellan Asset Management Ltd
|
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|
Hallmark Capital Management Inc
|
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|
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|
Davis Investment Partners, LLC
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Citadel Investment Advisory, Inc.
|
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|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
BlueChip Wealth Advisors LLC
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Websterrogers Financial Advisors, Llc
|
|
|
|
|
|
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
|
|
|
|
|
|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
|
|
|
|
|
Alphadyne Asset Management, LLC
|
|
|
|
|
|
Invenio Wealth Partners Llc
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
JENSX - Jensen Quality Growth Fund Inc - The Jensen Quality Growth Fund Inc J Shares
|
|
|
|
|
|
VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Magnolia Private Wealth, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Annandale Capital, LLC
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
|
|
|
|
|
Sterneck Capital Management, LLC
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
RSPS - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Staples ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Campbell Newman Asset Management Inc
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
|
|
|
|
|
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
|
|
|
|
|
Viewpoint Capital Management LLC
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Bolthouse Investments, LLC
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Westchester Capital Management, Inc.
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
Integris Wealth Management, LLC
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Reliant Investment Management, LLC
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Peoples Bank /oh
|
|
|
|
|
|
Rockingstone Advisors LLC
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
HS Management Partners, LLC
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Wills Financial Group LLC
|
|
|
|
|
|
Rooted Wealth Advisors, Inc.
|
|
|
|
|
|
Broadleaf Partners, LLC
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
FCGPX - MAINSTAY FUNDS TRUST - MainStay PineStone Global Equity Fund Class P
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Eagle Capital Growth Fund, Inc.
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Ledgewood Wealth Advisors, LLC
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Elevate Capital Advisors, LLC
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares
|
|
|
|
|
|
Leelyn Smith, LLC
|
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|
New Covenant Trust Company, N.A.
|
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|
QDVAX - FundVantage Trust - Quality Dividend Fund Class A
|
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|
SG Americas Securities, LLC
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|
Livelsberger Financial Advisory
|
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Ckw Financial Group
|
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ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
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|
Magnus Financial Group LLC
|
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|
Horst & Graben Wealth Management LLC
|
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|
YAFFX - AMG FUNDS - AMG Yacktman Focused Fund Class N
|
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|
Generali Asset Management SPA SGR
|
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KXI - iSHARES TRUST - iShares Global Consumer Staples ETF
|
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|
Focus Financial Network, Inc.
|
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|
Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
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|
Oxford Financial Group Ltd
|
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|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
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|
NCM Capital Management, LLC
|
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|
Garrett Wealth Advisory Group, LLC
|
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|
Hancock Whitney Corp
|
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|
Choate Investment Advisors
|
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Clear Investment Research, Llc
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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|
MTM Investment Management, LLC
|
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CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
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|
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|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
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|
|
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|
Breed's Hill Capital LLC
|
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|
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|
Piscataqua Savings Bank
|
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|
|
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|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
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|
Newbridge Financial Services Group, Inc.
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Ami Investment Management Inc
|
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Etesian Wealth Advisors, Inc.
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Sheets Smith Wealth Management
|
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Central Bank & Trust Co
|
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|
Archford Capital Strategies, LLC
|
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|
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|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
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|
|
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|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
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|
Invesco Qqq Trust, Series 1
|
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|
|
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|
Curbstone Financial Management Corp
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
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|
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|
Empire Financial Management Company, LLC
|
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|
Goelzer Investment Management, Inc.
|
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|
McKinley Carter Wealth Services, Inc.
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|
Prairie Sky Financial Group LLC
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|
SageView Advisory Group, LLC
|
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SummitTX Capital, L.P.
|
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CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
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|
Code Waechter LLC
|
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|
Willner & Heller, Llc
|
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|
Roffman Miller Associates Inc /pa/
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
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Jane Street Group, Llc
|
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Bbr Partners, Llc
|
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GAMMA Investing LLC
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|
Cove Private Wealth, LLC
|
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|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
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|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
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|
Lee Financial Co
|
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|
Community Trust & Investment Co
|
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|
Moment Partners, LLC
|
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AE Wealth Management LLC
|
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|
Compass Financial Services Inc
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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|
Westwood Holdings Group Inc
|
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|
OneAscent Financial Services LLC
|
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|
Sweeney & Michel, Llc
|
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|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
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|
Capital A Wealth Management, LLC
|
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
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|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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|
Arcadia Investment Management Corp/mi
|
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|
Coston, McIsaac & Partners
|
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|
Orca Investment Management, LLC
|
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|
Guardian Wealth Advisors, LLC
|
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|
Anchor Pointe Wealth Management, LLC
|
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|
Arnhold LLC
|
|
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|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
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|
Quantinno Capital Management LP
|
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RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
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|
|
Mediolanum International Funds Ltd
|
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|
Sentry LLC
|
|
|
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|
Capitolis Liquid Global Markets LLC
|
|
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|
City Holding Co
|
|
|
|
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|
Jump Financial, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
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|
|
Seven Mile Advisory
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
TAGStone Capital, Inc.
|
|
|
|
|
|
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Arbor Trust Wealth Advisors, Llc
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
Windsor Capital Management, LLC
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
FTXG - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Food & Beverage ETF
|
|
|
|
|
|
Brookmont Capital Management
|
|
|
|
|
|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Presper Financial Architects, LLC
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Penobscot Wealth Management
|
|
|
|
|
|
Walled Lake Planning & Wealth Management, Llc
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
WMBLX - WESMARK FUNDS - WesMark Balanced Fund
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
First Fiduciary Investment Counsel, Inc.
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Vickerman Investment Advisors, Inc.
|
|
|
|
|
|
Steadfast Capital Management Lp
|
|
|
|
|
|
Granite Harbor Advisors, Inc.
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
WWICX - Ultimus Managers Trust - Westwood Income Opportunity Fund C Class Shares
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Frederick Financial Consultants, LLC
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Opes Wealth Management LLC
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
West Tower Group, LLC
|
|
|
|
|
|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
|
|
|
|
|
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Qvr Llc
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Aspire Capital Advisors LLC
|
|
|
|
|
|
PSL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Staples Momentum ETF
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Johnson & White Wealth Management, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
BDGS - EA Series Trust - Bridges Capital Tactical ETF
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Carderock Capital Management Inc
|
|
|
|
|
|
Doheny Asset Management /ca
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
|
|
|
|
|
Stanich Group LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
|
|
|
|
|
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
|
|
|
|
|
|
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Adams Asset Advisors, LLC
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Opus Investment Management Inc
|
|
|
|
|
|
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
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Ramsay, Stattman, Vela & Price, Inc.
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
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Naviter Wealth, LLC
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Catalyst Financial Partners Llc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
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Troy Asset Management Ltd
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Stonebrook Private Inc.
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Florida Financial Advisors, Llc
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Gerber Kawasaki Wealth & Investment Management
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EPG Wealth Management LLC
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Healthcare Of Ontario Pension Plan Trust Fund
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Cowa, Llc
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Cross Staff Investments Inc
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DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
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USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
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Legal & General Group Plc
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Stone Point Wealth LLC
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New Millennium Group LLC
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AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
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MONECO Advisors, LLC
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DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
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Linscomb & Williams, Inc.
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Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
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Sunbelt Securities, Inc.
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IFC Advisors LLC
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Ccm Investment Advisers Llc
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Mustard Seed Financial, LLC
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Jfs Wealth Advisors, Llc
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Lindbrook Capital, Llc
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Centurion Wealth Management LLC
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Ironvine Capital Partners, LLC
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White Lighthouse Investment Management Inc.
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BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
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Synovus Financial Corp
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ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
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Global Trust Asset Management, LLC
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EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
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Carlton Hofferkamp & Jenks Wealth Management, LLC
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Trustco Bank Corp N Y
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Rocky Mountain Advisers, Llc
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Rockbridge Investment Management, LCC
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Wealth Advisory Solutions, LLC
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S&t Bank/pa
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Plato Investment Management Ltd
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Fortem Financial Group, Llc
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Cornerstone Planning, LLC
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INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
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Bridges Investment Management Inc
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Parcion Private Wealth LLC
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Public Employees Retirement System Of Ohio
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
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Pollock Investment Advisors, LLC
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Credential Securities Inc.
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Quinn Opportunity Partners LLC
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JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
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Parsons Capital Management Inc/ri
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PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
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Financial & Tax Architects, LLC
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EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
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QLD - PROSHARES TRUST - ProShares Ultra QQQ
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FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
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Knollwood Investment Advisory, LLC
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DSG Capital Advisors, LLC
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Chatham Capital Group, Inc.
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Bleakley Financial Group, LLC
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Cigna Investments Inc /new
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Soltis Investment Advisors LLC
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Capital Advantage, Inc.
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Mcintyre Freedman & Flynn Investment Advisers Inc
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Voya Global Equity Dividend & Premium Opportunity Fund
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DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
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Sagespring Wealth Partners, Llc
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Maple Capital Management, Inc.
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Plancorp, LLC
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FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
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Congress Park Capital LLC
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State of Tennessee, Treasury Department
|
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Massachusetts Wealth Management
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Vermillion Wealth Management, Inc.
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bLong Financial, LLC
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Somerville Kurt F
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Lummis Asset Management, LP
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Patriot Financial Group Insurance Agency, LLC
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QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares
|
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SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
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Chapin Davis, Inc.
|
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Bruce G. Allen Investments, LLC
|
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QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
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|
Pitcairn Co
|
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|
Cape Investment Advisory, Inc.
|
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RWM Asset Management, LLC
|
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RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
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|
Graham Capital Wealth Management, Llc
|
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Voloridge Investment Management, Llc
|
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W.H. Cornerstone Investments Inc.
|
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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Commerzbank Aktiengesellschaft /fi
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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Christopher J. Hasenberg, Inc
|
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Umpqua Bank
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