|
Compass Wealth Management LLC
|
|
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|
Stifel Financial Corp
|
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|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
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|
Indiana Trust & Investment Management CO
|
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|
Pitcairn Co
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
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|
Hurlow Wealth Management Group, Inc.
|
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|
Wolverine Trading, Llc
|
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|
Summit Wealth & Retirement Planning, Inc.
|
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|
ProVise Management Group, LLC
|
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|
Mbb Public Markets I Llc
|
|
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|
Holistic Financial Partners
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
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|
|
DJE Kapital AG
|
|
|
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|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
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|
|
|
|
Spartan Planning & Wealth Management
|
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|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
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|
Tritonpoint Wealth, Llc
|
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|
|
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|
Hager Investment Management Services, Llc
|
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|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
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|
|
|
GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
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|
|
Fiduciary Financial Group, Llc
|
|
|
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|
|
Independent Advisor Alliance
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
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|
|
Evelyn Partners Investment Management LLP
|
|
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|
|
Ag2r La Mondiale Gestion D'actifs
|
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|
|
Hohimer Wealth Management, Llc
|
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|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
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|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
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|
|
|
Financial Council Asset Management Inc
|
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|
Oak Hill Wealth Advisors, Llc
|
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|
Platform Technology Partners
|
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|
Everhart Financial Group, Inc.
|
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|
Financial Advisory Service, Inc.
|
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|
Crestwood Advisors Group LLC
|
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|
FCG Investment Co
|
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|
Destination Wealth Management
|
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|
Exchange Traded Concepts, Llc
|
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|
|
Kozak & Associates, Inc.
|
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|
Radnor Capital Management, LLC
|
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|
Berkshire Bank
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Garde Capital, Inc.
|
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|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
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|
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|
|
Revisor Wealth Management LLC
|
|
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|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
|
|
|
|
|
Bright Rock Capital Management, Llc
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Conscious Wealth Investments, Llc
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
Profunds - Profund Vp Financials
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Michael S. Ryan, Inc.
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
MCGFX - AMG Funds IV - AMG Managers Montag & Caldwell Growth Fund CLASS N SHARES
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
McGuire Investment Group, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
ROI Financial Advisors, LLC
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Balanced Rock Investment Advisor
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Guinness Asset Management LTD
|
|
|
|
|
|
Harvest Investment Advisors, LLC
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Arlington Financial Advisors, LLC
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Brentview Investment Management LLC
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Websterrogers Financial Advisors, Llc
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Bradyco, Inc.
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Northwest Quadrant Wealth Management, LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Bank OZK
|
|
|
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McElhenny Sheffield Capital Management, LLC
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|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
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|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
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|
Armis Advisers, LLC
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|
Azimuth Capital Investment Management LLC
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Camden Capital, LLC
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MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
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Hardy Reed LLC
|
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|
UBS Group AG
|
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Sivia Capital Partners, LLC
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Commerce Bank
|
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AJ Advisors, LLC
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CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
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|
Wealth Management Associates, Inc.
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Jackson, Grant Investment Advisers, Inc.
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Main Street Group, LTD
|
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Coastline Trust Co
|
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WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
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|
Advisor OS, LLC
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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United Community Bank
|
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COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
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Cornerstone Advisors, LLC
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PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
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Forum Financial Management, LP
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Daiwa Securities Group Inc.
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Barclays Plc
|
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Avanza Fonder AB
|
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THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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|
Coston, McIsaac & Partners
|
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Valued Wealth Advisors LLC
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|
Boston Trust Walden Corp
|
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Laurel Wealth Advisors LLC
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GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
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|
Warren Averett Asset Management, LLC
|
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Truvestments Capital Llc
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
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|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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|
Archford Capital Strategies, LLC
|
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LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
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|
Qtron Investments LLC
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Stablepoint Partners, LLC
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Clark Capital Management Group, Inc.
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Braun-Bostich & Associates Inc.
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Mark Sheptoff Financial Planning, Llc
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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Ransom Advisory, Ltd
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Stamos Capital Partners, L.p.
|
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TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
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Pasadena Private Wealth, LLC
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IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
|
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Financial Perspectives, Inc
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Murphy, Middleton, Hinkle & Parker, Inc.
|
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LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
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|
Toronto Dominion Bank
|
|
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|
Accredited Wealth Management, LLC
|
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|
Creative Planning
|
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Register Financial Advisors LLC
|
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1st Source Bank
|
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|
Hedeker Wealth, LLC
|
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Exchange Bank
|
|
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|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
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|
Herold Advisors, Inc.
|
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|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
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Voya Investment Management Llc
|
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
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|
Auto-Owners Insurance Co
|
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|
|
Resonant Capital Advisors, LLC
|
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|
Gryphon Financial Partners LLC
|
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Integral Investment Advisors, Inc.
|
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Putnam ETF Trust - Putnam Focused Large Cap Value ETF -
|
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Granite Harbor Advisors, Inc.
|
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|
Plato Investment Management Ltd
|
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Optimize Financial Inc
|
|
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|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
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|
|
Legacy Capital Wealth Partners, LLC
|
|
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|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
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|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
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|
|
Washington Trust Advisors, Inc.
|
|
|
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|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
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|
|
Symphony Financial, Ltd. Co.
|
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|
Piscataqua Savings Bank
|
|
|
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|
|
Nordea Investment Management Ab
|
|
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|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Tenere Capital LLC
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Virginia Wealth Management Group, Inc.
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Copperleaf Capital, LLC
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
North Point Portfolio Managers Corp/oh
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Charter Capital Management, LLC\DE
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Private Capital Advisors, Inc.
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Family CFO Inc
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Arbor Trust Wealth Advisors, Llc
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
CMH Wealth Management LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
BLCN - Siren ETF Trust - Siren Nasdaq NexGen Economy ETF
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
Collar Capital Management, LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Sarasin & Partners LLP
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Summit Place Financial Advisors, LLC
|
|
|
|
|
|
Prana Capital Management, LP
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
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|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
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DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
|
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First Trust Advisors Lp
|
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FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
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|
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|
First National Trust Co
|
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|
Wealthstream Advisors, Inc.
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
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Brady Family Wealth, Llc
|
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Mirador Capital Partners LP
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Cordatus Wealth Management LLC
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Wolff Wiese Magana Llc
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LOM Asset Management Ltd
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Smith, Salley & Associates
|
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Crescent Grove Advisors, LLC
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Guardian Wealth Advisors, Llc / Nc
|
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Amundi
|
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Farmers Trust Co
|
|
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Meeder Asset Management Inc
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
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|
|
Associated Banc-corp
|
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Varma Mutual Pension Insurance Co
|
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Glenmede Investment Management, LP
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DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A
|
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|
River Street Advisors LLC
|
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Inlet Private Wealth, LLC
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|
Littlejohn Financial Services, Inc.
|
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|
Pathstone Holdings, LLC
|
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Legacy Bridge, LLC
|
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|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
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|
Topsail Wealth Management, LLC
|
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|
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
|
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Spreng Capital Management, Inc.
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Red Cedar Investment Management, Llc
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Princeton Capital Management Llc
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Trust Asset Management LLC
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
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|
Heritage Trust Co
|
|
|
|
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|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
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|
Detalus Advisors, LLC
|
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|
Coldstream Capital Management Inc
|
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|
Kera Capital Partners, Inc.
|
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ICW Investment Advisors LLC
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
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|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
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Ashton Thomas Securities, Llc
|
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Close Asset Management Ltd
|
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Villere St Denis J & Co Llc
|
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|
Richards, Merrill & Peterson, Inc.
|
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|
Tudor Financial Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
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|
|
|
Whittier Trust Co Of Nevada Inc
|
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|
iA Global Asset Management Inc.
|
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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|
Kornitzer Capital Management Inc /ks
|
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|
Palisade Asset Management, LLC
|
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SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
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|
Stonegate Investment Group, LLC
|
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|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
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|
|
Lsv Asset Management
|
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|
Ascent Wealth Partners, LLC
|
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Kovitz Investment Group Partners, LLC
|
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|
Voleon Capital Management Lp
|
|
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|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
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|
|
|
Virtue Capital Management, LLC
|
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|
Rational Advisors Llc
|
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|
California State Teachers Retirement System
|
|
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|
Police & Firemen's Retirement System of New Jersey
|
|
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|
Rockefeller Capital Management L.P.
|
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|
IFP Advisors, Inc
|
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|
Pcg Asset Management, Llc
|
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|
FLC Capital Advisors
|
|
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|
|
Glen Eagle Advisors, LLC
|
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|
Powell Investment Advisors, LLC
|
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|
|
Telos Capital Management, Inc.
|
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|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Genesee Capital Advisors, LLC
|
|
|
|
|
|
U S Wealth Group, Llc.
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
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|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
Emerald Advisors, LLC
|
|
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|
|
|
Graypoint LLC
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Sageworth Trust Co
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Donald L. Hagan, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Griffith & Werner, Inc.
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
First Fiduciary Investment Counsel, Inc.
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
ROPE - EA Series Trust - Coastal Compass 100 ETF
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Central Valley Advisors, Llc
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Keyvantage Wealth, Llc
|
|
|
|
|
|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Maltese Capital Management Llc
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Portland Financial Advisors Inc
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
|
Pegasus Asset Management, Inc.
|
|
|
|
|
|
Centerpoint Advisory Group
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
5T Wealth, LLC
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
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BOK Financial Private Wealth, Inc.
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Allium Financial Advisors, Llc
|
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Synovus Financial Corp
|
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VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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|
Wellington Management Group Llp
|
|
|
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|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
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|
HECO - SSGA Active Trust - SPDR Galaxy Hedged Digital Asset Ecosystem ETF
|
|
|
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|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
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|
Chelsea Counsel Co
|
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Illinois Municipal Retirement Fund
|
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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Sentinel Trust Co Lba
|
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Echo45 Advisors LLC
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Schear Investment Advisers, LLC
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|
Sunbelt Securities, Inc.
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Chicago Partners Investment Group LLC
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PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
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NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
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Glassy Mountain Advisors, Inc.
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FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
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RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I
|
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PFW Advisors LLC
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Schroder Investment Management Group
|
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Measured Wealth Private Client Group, LLC
|
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Norinchukin Bank, The
|
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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Amica Retiree Medical Trust
|
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Berkshire Asset Management Llc/pa
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Renasant Bank
|
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Northstar Advisory Group, LLC
|
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Caisse De Depot Et Placement Du Quebec
|
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Embree Financial Group
|
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RGLIX - RBC FUNDS TRUST - RBC Global Equity Leaders Fund Class I
|
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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Aspect Partners, LLC
|
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DMG Group, LLC
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OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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Procyon Private Wealth Partners, LLC
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Gillson Capital LP
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IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
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Schonfeld Strategic Advisors LLC
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Private Capital Management, LLC
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Private Wealth Asset Management, LLC
|
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Cohen Capital Management, Inc.
|
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FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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Northern Trust Corp
|
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General Partner, Inc.
|
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Oregon Public Employees Retirement Fund
|
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Parsons Capital Management Inc/ri
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Vise Technologies, Inc.
|
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Axxcess Wealth Management, Llc
|
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Meyer Handelman Co
|
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MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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Elk River Wealth Management, LLC
|
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CPEAX - MUTUAL FUND SERIES TRUST - Catalyst Dynamic Alpha Fund Class A
|
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MBCC - Northern Lights Fund Trust IV - Monarch Blue Chips Core ETF
|
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Gateway Investment Advisers Llc
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Capstone Investment Advisors, Llc
|
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Arista Wealth Management, LLC
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Resources Investment Advisors, LLC.
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Rockland Trust Co
|
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LaSalle St. Investment Advisors, LLC
|
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Buckley Wealth Management, LLC
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PFG Advisors
|
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Alliance Wealth Advisors, LLC
|
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J. Safra Sarasin Holding AG
|
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Bestgate Wealth Advisors, LLC
|
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Convergence Financial, LLC
|
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State Board Of Administration Of Florida Retirement System
|
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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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NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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Childress Capital Advisors, Llc
|
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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Level Four Advisory Services, Llc
|
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Hsbc Holdings Plc
|
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Okabena Investment Services Inc
|
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|
Mascoma Wealth Management LLC
|
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Smart Portfolios, LLC
|
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|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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|
Bell Bank
|
|
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|
Bank Of America Corp /de/
|
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BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
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|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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|
First PREMIER Bank
|
|
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|
BridgePort Financial Solutions, LLC
|
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|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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|
Weil Company, Inc.
|
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|
Groupe la Francaise
|
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Jfs Wealth Advisors, Llc
|
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Nbt Bank N A /ny
|
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|
eCIO, Inc.
|
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CX Institutional
|
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BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF
|
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|
Baldwin Brothers Inc/ma
|
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Naples Global Advisors, Llc
|
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GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
Strathmore Capital Advisors, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
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|
|
|
|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
Harbour Investments, Inc.
|
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|
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|
|
Maseco Llp
|
|
|
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|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Compass Capital Management, Inc
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Kelly Financial Services LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Sage Advisors, Llc
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Motiv8 Investments LLC
|
|
|
|
|
|
Waterfront Wealth Inc.
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Parkside Advisors LLC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
Unisphere Establishment
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
IYF - iSHARES TRUST - iShares U.S. Financials ETF
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Distillate Capital Partners LLC
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Reliant Investment Management, LLC
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Luts & Greenleigh Group, Inc
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Rather & Kittrell, Inc.
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Madison Covered Call & Equity Strategy Fund
|
|
|
|
|
|
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A
|
|
|
|
|
|
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
|
|
|
|
|
|
DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Pacer Advisors, Inc.
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Baird Financial Group, Inc.
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|
Skandinaviska Enskilda Banken AB (publ)
|
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|
Columbus Macro, LLC
|
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|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
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|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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|
|
|
|
Summit Financial, LLC
|
|
|
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
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|
Prosperity Consulting Group, LLC
|
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
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|
Highline Wealth Partners Llc
|
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Susquehanna Fundamental Investments, Llc
|
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|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
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|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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|
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|
O'Keefe Stevens Advisory, Inc.
|
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|
Greystone Financial Group, LLC
|
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ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class
|
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RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
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CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C
|
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|
Mesirow Financial Investment Management, Inc.
|
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Tranquilli Financial Advisor LLC
|
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BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
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Nfj Investment Group, Llc
|
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First American Trust, Fsb
|
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Leavell Investment Management, Inc.
|
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Mach-1 Financial Group, Inc.
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Spirepoint Private Client, Llc
|
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Abn Amro Investment Solutions
|
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Mn Services Vermogensbeheer B.V.
|
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IFM Investors Pty Ltd
|
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FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
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|
Sandhill Capital Partners LLC
|
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|
Talbot Financial, LLC
|
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Teza Capital Management LLC
|
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NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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|
FIL Ltd
|
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|
Bell Investment Advisors, Inc
|
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Livforsakringsbolaget Skandia, Omsesidigt
|
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|
Roxbury Financial LLC
|
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|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
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|
Pacifica Partners Inc.
|
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|
Rise Advisors, LLC
|
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|
Wealthspire Advisors, LLC
|
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|
Anfield Capital Management, LLC
|
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|
Rowland & Co Investment Counsel/adv
|
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Cim Investment Mangement Inc
|
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GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
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|
Diversify Advisory Services, LLC
|
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|
Dougherty Wealth Advisers LLC
|
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|
Wolf Group Capital Advisors
|
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|
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|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
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|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
Shum Financial Group, Inc.
|
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|
Peak Asset Management, LLC
|
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Smartleaf Asset Management LLC
|
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|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
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|
Essex Savings Bank
|
|
|
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|
SRN Advisors, LLC
|
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Savant Capital, LLC
|
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Centric Wealth Management
|
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|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
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|
BLB&B Advisors, LLC
|
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|
Welch & Forbes Llc
|
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|
Silverlake Wealth Management Llc
|
|
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|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
|
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|
Trilogy Capital Inc.
|
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|
Sawgrass Asset Management Llc
|
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|
Bruce G. Allen Investments, LLC
|
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|
Rafferty Asset Management, LLC
|
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|
BNP Paribas Asset Management Holding S.A.
|
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|
McKinley Carter Wealth Services, Inc.
|
|
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|
Crossmark Global Holdings, Inc.
|
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|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
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|
Plante Moran Financial Advisors, LLC
|
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|
Steel Peak Wealth Management LLC
|
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|
|
Rossmore Private Capital
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
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|
|
Freedom Day Solutions, LLC
|
|
|
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|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
Hidden Cove Wealth Management, LLC
|
|
|
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|
|
Signature Wealth Management Group
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
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|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
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|
|
Americana Partners, LLC
|
|
|
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|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
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|
Geneos Wealth Management Inc.
|
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|
Burling Wealth Partners, Llc
|
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|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Edge Wealth Management LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Windward Capital Management Co /ca
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Cyrus J. Lawrence, LLC
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
Magellan Asset Management Ltd
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
ABCAX - AMERICAN BEACON FUNDS - American Beacon The London Company Income Equity Fund A Class
|
|
|
|
|
|
Arnhold LLC
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Invenio Wealth Partners Llc
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Diametric Capital, LP
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
IXG - iSHARES TRUST - iShares Global Financials ETF
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
DECO - SSGA Active Trust - SPDR Galaxy Digital Asset Ecosystem ETF
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
NITE - Capitol Series Trust - The Nightview Fund
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Value Fund Class I
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
FMIHX - FMI FUNDS INC - Large Cap Fund Investor Class
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
BRGIX - PROFESSIONALLY MANAGED PORTFOLIOS - Bridges Investment Fund
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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|
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|
Farther Finance Advisors, LLC
|
|
|
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|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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|
|
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|
First Horizon Advisors, Inc.
|
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|
Harbor Advisors LLC
|
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|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
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|
MAI Capital Management
|
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|
MFA Wealth Services
|
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|
Steigerwald, Gordon & Koch Inc.
|
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|
Wiley Bros.-aintree Capital, Llc
|
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Circle Wealth Management, LLC
|
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PayPay Securities Corp
|
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QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
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Edmond De Rothschild Holding S.a.
|
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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Arrow Financial Corp
|
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Catalyst Capital Advisors LLC
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Martin Capital Advisors, LLP
|
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Phoenix Holdings Ltd.
|
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Burns J W & Co Inc/ny
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
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|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
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|
Patten & Patten Inc/tn
|
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|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
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|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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|
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|
Canvas Wealth Advisors, LLC
|
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Erste Asset Management GmbH
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Visionary Wealth Advisors
|
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|
E&G Advisors, LP
|
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|
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|
Pioneer Trust Bank N A/or
|
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|
ARS Investment Partners, LLC
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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Sunpointe, LLC
|
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MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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|
Cornerstone Total Return Fund Inc
|
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PineBridge Investments, L.P.
|
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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Boreal Capital Management LLC
|
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|
Elo Mutual Pension Insurance Co
|
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FineMark National Bank & Trust
|
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|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
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|
Providence First Trust Co
|
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FT Vest Hedged Equity Income Fund: Series A3
|
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Matisse Capital
|
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|
Bartlett & Co. Wealth Management Llc
|
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|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
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IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
|
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Cutler Investment Counsel Llc
|
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Bluefin Capital Management, Llc
|
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AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
|
|
|
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|
CRA Financial Services, LLC
|
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|
|
|
|
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Wynn Capital, LLC
|
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Venturi Wealth Management, LLC
|
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|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
|
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|
Investors Research Corp
|
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|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
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|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
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|
Camelot Portfolios, LLC
|
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|
First Financial Bankshares Inc
|
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|
Palouse Capital Management, Inc.
|
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|
Oxford Asset Management Llp
|
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|
Howard Capital Management Inc.
|
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|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
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|
Belpointe Asset Management LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
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|
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|
|
Capital Square, LLC
|
|
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|
Ronald Blue Trust, Inc.
|
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|
Baker Avenue Asset Management, LP
|
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|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Guerra Advisors Inc
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Blue Square Asset Management, Llc
|
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
|
BVALX - Brown Advisory Funds - Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Shares
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
CVRD - Madison ETFs Trust - Madison Covered Call ETF
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
Darden Wealth Group Inc
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Prospera Capital Management, LLC
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Glass Wealth Management Co LLC
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Trail Ridge Investment Advisors, LLC
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
KCE - SPDR SERIES TRUST - SPDR(R) S&P Capital Markets ETF
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Waterway Wealth Management, LLC
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
Ames National Corp
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Farrow Financial Inc.
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Global Strategic Investment Solutions, LLC
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
Proquility Private Wealth Partners, LLC
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
Rede Wealth, LLC
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Aspetuck Financial Management LLC
|
|
|
|
|
|
Cadent Capital Advisors, LLC
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
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|
Future Fund LLC
|
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|
|
|
|
Calamos Wealth Management LLC
|
|
|
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|
|
NorthRock Partners, LLC
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
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|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
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|
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|
|
BSW Wealth Partners
|
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|
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|
St. Louis Trust Co
|
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|
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|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
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|
Shell Asset Management Co
|
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|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
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|
Simmons Bank
|
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|
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|
First National Bank Sioux Falls
|
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|
First Financial Corp /in/
|
|
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|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
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|
Alpine Bank Wealth Management
|
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|
EBI - RBB Fund Trust - Longview Advantage ETF
|
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|
Chicago Capital, LLC
|
|
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|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
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|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
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|
Pittenger & Anderson Inc
|
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|
Cynosure Management, Llc
|
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Richmond Investment Services, LLC
|
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|
Mufg Securities Americas Inc.
|
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|
Point72 (DIFC) Ltd
|
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|
Miller Investment Management, LP
|
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|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
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|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Strategy Asset Managers Llc
|
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|
Wimmer Associates 1, Llc
|
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|
Missouri Trust & Investment Co
|
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|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
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|
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|
Tufton Capital Management
|
|
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|
Gold Investment Management Ltd.
|
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|
TACLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Fund Class A
|
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|
Five Oceans Advisors
|
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|
Morningstar Investment Services LLC
|
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|
CBIZ Investment Advisory Services, LLC
|
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|
Titleist Asset Management, Llc
|
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XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
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|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
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|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
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|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
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|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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|
Guardian Partners Inc.
|
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|
Cornell Pochily Investment Advisors, Inc.
|
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|
Gilliland Jeter Wealth Management LLC
|
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|
Jacobsen Capital Management
|
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|
Concord Wealth Partners
|
|
|
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|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
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|
|
Keener Financial Planning LLC
|
|
|
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|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
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|
Patrick M Sweeney & Associates, Inc
|
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|
Sageworth Trust Co of South Dakota
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
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|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
TCG Advisory Services, LLC
|
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|
|
Tandem Investment Partners LLC
|
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|
|
Collier Financial
|
|
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|
Umb Bank N A/mo
|
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|
Hengehold Capital Management Llc
|
|
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FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Ssa Swiss Advisors Ag
|
|
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|
Covestor Ltd
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
MEFOX - Ultimus Managers Trust - Meehan Focus Fund
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Criteria Caixa, S.a.u.
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
FIFNX - FIDELITY CONCORD STREET TRUST - Fidelity Founders Fund
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Compass Planning Associates Inc
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
Gouws Capital LLC
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Junto Capital Management LP
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Prospect Financial Services LLC
|
|
|
|
|
|
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
Sandler Capital Management
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Robinson Smith Wealth Advisors Llc
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
|
|
|
|
|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Slow Capital, Inc.
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Brian Low Financial Group, Llc
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
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NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
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|
|
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|
Lansforsakringar Fondforvaltning AB (publ)
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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|
Stillwater Capital Advisors, LLC
|
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|
Promethium Advisors,llc
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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Lake Street Financial Llc
|
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Park Avenue Securities Llc
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Quadrature Capital Ltd
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Howard Hughes Medical Institute
|
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Bordeaux Wealth Advisors LLC
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SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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Granite Investment Partners, LLC
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Personal Cfo Solutions, Llc
|
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THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
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United Bank
|
|
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Access Investment Management LLC
|
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TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
|
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PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
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NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
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Mission Wealth Management, Lp
|
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TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service
|
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Asset Management One Co., Ltd.
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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Options Solutions, Llc
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CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
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|
Asset Advisors Investment Management, LLC
|
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Park Square Financial Group, LLC
|
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GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
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|
O'ROURKE & COMPANY, Inc
|
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|
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DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P
|
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IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
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Park National Corp /oh/
|
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|
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|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
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|
Versant Capital Management, Inc
|
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Harfst & Associates, Inc.
|
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FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
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Griffin Asset Management, Inc.
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Metis Global Partners, LLC
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Seven Mile Advisory
|
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TD Capital Management LLC
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Cerity Partners LLC
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Poinciana Advisors Group, Llc
|
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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USS Investment Management Ltd
|
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
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1832 Asset Management L.P.
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EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund
|
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Hanlon Investment Management, Inc.
|
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Davidson Kahn Capital Management, LLC
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Citigroup Inc
|
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|
Fifth Third Bancorp
|
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Strategies Wealth Advisors, LLC
|
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DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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SCS Capital Management LLC
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Banco Santander, S.A.
|
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FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
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Garner Asset Management Corp
|
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Fairscale Capital, LLC
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Quest Partners LLC
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Impact Capital Partners LLC
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Baldwin Investment Management, LLC
|
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Asahi Life Asset Management Co., Ltd.
|
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Tudor Investment Corp Et Al
|
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1858 Wealth Management, Llc
|
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Compagnie Lombard Odier SCmA
|
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Values Added Financial LLC
|
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Country Trust Bank
|
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EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
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|
SOUTH STATE Corp
|
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|
Regent Peak Wealth Advisors LLC
|
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Provenance Wealth Advisors, LLC
|
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|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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Enclave Advisors LLC
|
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Transcend Wealth Collective, Llc
|
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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Tower View Investment Management & Research LLC
|
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LGT Fund Management Co Ltd.
|
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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|
State of New Jersey Common Pension Fund D
|
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|
Choate Investment Advisors
|
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Keel Point, LLC
|
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|
Nbc Securities, Inc.
|
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Center for Financial Planning, Inc.
|
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|
Public Employees Retirement Association Of Colorado
|
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|
Bnp Paribas Arbitrage, Sa
|
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|
Concentric Capital Strategies, LP
|
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|
Hillman Capital Management, Inc.
|
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|
Investment Counsel Co Of Nevada
|
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|
W.G. Shaheen & Associates DBA Whitney & Co
|
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|
King Wealth
|
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|
Lederer & Associates Investment Counsel/ca
|
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|
Solidarilty Wealth, LLC
|
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|
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|
Empowered Funds, LLC
|
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|
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|
LWM Advisory Services, LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
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|
Cohen & Steers, Inc.
|
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|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
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|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Fiduciary Management Inc /wi/
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Maltin Wealth Management, Inc.
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Legacy Advisory Services, LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Southern Capital Advisors, Llc
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Postrock Partners Llc
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Chronos Wealth Management, LLC
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Mendel Capital Management LLC
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Prentiss Smith & Co Inc
|
|
|
|
|
|
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Opus Investment Management Inc
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Catalina Capital Group, LLC
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
Empire Life Investments Inc.
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Roberts Capital Advisors, LLC
|
|
|
|
|
|
Blue Investment Partners LLC
|
|
|
|
|
|
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
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Papamarkou Wellner Asset Management inc.
|
|
|
|
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|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
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|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
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|
Salem Investment Counselors Inc
|
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Forte Capital Llc /adv
|
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
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|
Ballentine Partners, LLC
|
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|
Merit Financial Group, LLC
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Guggenheim Capital Llc
|
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Pin Oak Investment Advisors Inc
|
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Acorns Advisers, LLC
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Aviva Plc
|
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Dover Advisors, Llc
|
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Mill Creek Capital Advisors, LLC
|
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|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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|
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|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
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|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
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|
Christopher J. Hasenberg, Inc
|
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Concurrent Investment Advisors, LLC
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Vaughan David Investments Inc/il
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Evergreen Capital Management Llc
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Bremer Bank National Association
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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Central Bank & Trust Co
|
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Cozad Asset Management Inc
|
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LeConte Wealth Management, LLC
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Hazlett, Burt & Watson, Inc.
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Mogy Joel R Investment Counsel Inc
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Immersion Capital LLP
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Acadian Asset Management Llc
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Fifth Third Wealth Advisors LLC
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Buckhead Capital Management Llc
|
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Kentucky Retirement Systems
|
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FT Vest Hedged Equity Income Fund: Series A2
|
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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Moloney Securities Asset Management, LLC
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MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
|
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Argus Investors' Counsel, Inc.
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Park Capital Management, LLC / WI
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Diversified Enterprises, LLC
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IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
|
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TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
|
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Sfmg, Llc
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Joel Isaacson & Co., LLC
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GAMMA Investing LLC
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Raiffeisen Bank International AG
|
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Dynamic Wealth Strategies, LLC
|
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Connor, Clark & Lunn Investment Management Ltd.
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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Brown Brothers Harriman & Co
|
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Citadel Advisors Llc
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Hartland & Co., LLC
|
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Grove Bank & Trust
|
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Marietta Wealth Management, LLC
|
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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HBW Advisory Services LLC
|
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FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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|
Park Place Capital Corp
|
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Covenant Asset Management, LLC
|
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VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
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Mitchell & Pahl Private Wealth, Llc
|
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Ostrum Asset Management
|
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Taurus Asset Management, Llc
|
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UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
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Linden Thomas Advisory Services, LLC
|
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|
Sarver Vrooman Wealth Advisors
|
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|
Tarbox Family Office, Inc.
|
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PrairieView Partners, LLC
|
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CBOE Vest Financial, LLC
|
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|
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares
|
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
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|
Epoch Investment Partners, Inc.
|
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Logan Capital Management Inc
|
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|
Braun Stacey Associates Inc
|
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Riggs Asset Managment Co. Inc.
|
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|
DnB Asset Management AS
|
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|
Moss Adams Wealth Advisors LLC
|
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GAM Holding AG
|
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FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF
|
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Cypress Asset Management Inc/tx
|
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|
Bank Of Nova Scotia Trust Co
|
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|
Brinker Capital Investments, LLC
|
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Texas Yale Capital Corp.
|
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QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
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|
Strong Tower Advisory Services
|
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|
Advisor Resource Council
|
|
|
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|
Rossby Financial, LCC
|
|
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|
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|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
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|
HAVGX - ADVISORS' INNER CIRCLE FUND - HAVERFORD QUALITY GROWTH STOCK FUND Haverford Quality Growth Stock Fund
|
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|
Pine Haven Investment Counsel, Inc
|
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|
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|
|
TigerOak Management, L.L.C.
|
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|
Gradient Capital Advisors, LLC
|
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|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
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|
Old National Bancorp /in/
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Independent Investors Inc
|
|
|
|
|
|
Elevate Capital Advisors, LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Clifford Group, LLC
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Eschler Asset Management LLP
|
|
|
|
|
|
Fortress Financial Group, Llc
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Quattro Financial Advisors Llc
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
RCGE - EA Series Trust - RockCreek Global Equality ETF
|
|
|
|
|
|
Motco
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
Tealwood Asset Management Inc
|
|
|
|
|
|
CAP Partners, LLC
|
|
|
|
|
|
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
BLOK - Amplify ETF Trust - Amplify Transformational Data Sharing ETF
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
FDFF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Finance ETF
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Evexia Wealth Llc
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Sitrin Capital Management LLC
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
Warm Springs Advisors Inc.
|
|
|
|
|
|
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Guerra Pan Advisors, Llc
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Groesbeck Investment Management Corp /nj/
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
National Mutual Insurance Federation of Agricultural Cooperatives
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Integrity Financial Corp /WA
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
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Traub Capital Management LLC
|
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Gibson Capital, LLC
|
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|
FT Vest Hedged Equity Income Fund: Series B1
|
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|
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z
|
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|
Insigneo Advisory Services, Llc
|
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|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
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|
Mid-American Wealth Advisory Group, Inc.
|
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Peapack Gladstone Financial Corp
|
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Chancellor Financial Group WB LP
|
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Montecito Bank & Trust
|
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TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
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Atomi Financial Group, Inc.
|
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Tompkins Financial Corp
|
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
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B & T Capital Management DBA Alpha Capital Management
|
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Banco BTG Pactual S.A.
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Bank Of Nova Scotia
|
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Good Life Advisors, LLC
|
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Woodley Farra Manion Portfolio Management Inc
|
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Institutional Investment Strategy Fund
|
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|
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|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
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Sierra Ocean, Llc
|
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DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
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FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
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|
National Bank Of Canada /fi/
|
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Beacon Pointe Advisors, LLC
|
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FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
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|
Lebenthal Global Advisors, LLC
|
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Longfellow Investment Management Co Llc
|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
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Ilmarinen Mutual Pension Insurance Co
|
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Consilio Wealth Advisors, Llc
|
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Marino, Stram & Associates Llc
|
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
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FSLBX - FIDELITY SELECT PORTFOLIOS - Brokerage and Investment Management Portfolio
|
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|
Newport Capital Group, LLC
|
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TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A
|
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GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
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|
Liberty Capital Management, Inc.
|
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|
Wealth Architects, LLC
|
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Brighthouse Funds Trust I - Loomis Sayles Global Allocation Portfolio Class A
|
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Founders Financial Securities Llc
|
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|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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Massachusetts Financial Services Co /ma/
|
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Mpwm Advisory Solutions, Llc
|
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SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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|
Cincinnati Financial Corp
|
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|
Rothschild Investment Llc
|
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JNBA Financial Advisors
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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Sepio Capital, LP
|
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|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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|
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
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|
Avidian Wealth Solutions, LLC
|
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GeoWealth Management, LLC
|
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APLIX - Cavanal Hill Funds - Hedged Income Fund Investor
|
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|
Hoese & Co LLP
|
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FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
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|
Chilton Capital Management Llc
|
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Webster Bank, N. A.
|
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ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
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|
Meridian Wealth Advisors, LLC
|
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|
Jackson Hole Capital Partners, LLC
|
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|
MONECO Advisors, LLC
|
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|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
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|
Greenline Partners, LLC
|
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|
Meiji Yasuda Life Insurance Co
|
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|
Tranquility Partners, LLC
|
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|
UYG - PROSHARES TRUST - ProShares Ultra Financials
|
|
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|
Stock Yards Bank & Trust Co
|
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|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
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|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
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|
New Covenant Trust Company, N.A.
|
|
|
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|
Global Wealth Strategies & Associates
|
|
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|
|
GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund
|
|
|
|
|
|
Tidemark, LLC
|
|
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|
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|
Madison Asset Management, LLC
|
|
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|
State of Alaska, Department of Revenue
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Guinness Atkinson Asset Management Inc
|
|
|
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|
CIBC World Markets Inc.
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
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|
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|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Turn8 Private Wealth Inc.
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
Bennett Associates Wealth Management
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Westshore Wealth, LLC
|
|
|
|
|
|
FT Vest Rising Dividend Achievers Total Return Fund
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
Montrusco Bolton Investments Inc.
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Cincinnati Insurance Co
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Pfc Capital Group, Inc.
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
BITQ - EXCHANGE TRADED CONCEPTS TRUST - Bitwise Crypto Industry Innovators ETF
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Basswood Capital Management, L.l.c.
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
Beaumont Asset Management, L.L.C.
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Blackhawk Capital Partners LLC.
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I
|
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|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Ameriflex Group, Inc.
|
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|
Journey Strategic Wealth Llc
|
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|
Cary Street Partner Investment Advisory Llc
|
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|
Mitsubishi UFJ Trust & Banking Corp
|
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|
|
HighPoint Advisor Group LLC
|
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|
Newbridge Financial Services Group, Inc.
|
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XTX Topco Ltd
|
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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|
Woodline Partners LP
|
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|
Simon Quick Advisors, Llc
|
|
|
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|
Bridges Investment Management Inc
|
|
|
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|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
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|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
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|
Allworth Financial LP
|
|
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Millennium Management Llc
|
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
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|
|
Stanley-Laman Group, Ltd.
|
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|
Marks Group Wealth Management, Inc
|
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|
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|
F/M Investments LLC
|
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|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
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|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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|
Harbour Investment Management Llc
|
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Russell Investments Group, Ltd.
|
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|
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
|
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|
Ameriprise Financial Inc
|
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|
Korea Investment CORP
|
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|
Prudent Man Investment Management, Inc.
|
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First National Advisers, LLC
|
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May Hill Capital, LLC
|
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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|
Westhampton Capital, LLC
|
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|
Modera Wealth Management, LLC
|
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|
KPP Advisory Services LLC
|
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|
Heritage Investors Management Corp
|
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Verum Partners LLC
|
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|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
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|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
BKCG - BNY Mellon ETF Trust II - BNY Mellon Concentrated Growth ETF
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
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|
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|
Sax Wealth Advisors, Llc
|
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|
Denali Advisors Llc
|
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|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
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|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
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|
Osprey Private Wealth LLC
|
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|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
IMS Capital Management
|
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|
Quantum Financial Planning Services, Inc.
|
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|
1 North Wealth Services Llc
|
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|
Jacobi Capital Management LLC
|
|
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|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
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|
Abel Hall, LLC
|
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|
Key FInancial Inc
|
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|
Fmr Llc
|
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|
Guyasuta Investment Advisors Inc
|
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|
Montag A & Associates Inc
|
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|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
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|
Vinva Investment Management Ltd
|
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Nautilus Advisors LLC
|
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|
Banco de Sabadell, S.A
|
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|
Interchange Capital Partners, LLC
|
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|
Advisor Group Holdings, Inc.
|
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|
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
|
|
|
|
|
AG Asset Advisory, LLC
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
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|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
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|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
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|
New York State Common Retirement Fund
|
|
|
|
|
|
Creegan & Nassoura Financial Group, LLC
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
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|
|
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
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|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
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|
|
|
Paradigm Asset Management Co Llc
|
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|
Sierra Summit Advisors Llc
|
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|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Banque de Luxembourg S.A.
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Osher Van de Voorde Investment Management
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
|
|
|
Pb Investment Partners, L.p.
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Ahl Investment Management, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
TAX - EA Series Trust - Cambria Tax Aware ETF
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Consolidated Capital Management, Llc
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
FJ Capital Management LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Miramar Capital, LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
BFIUX - BARON SELECT FUNDS - Baron FinTech Fund R6 Shares
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
McHugh Group, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
WMKGX - WESMARK FUNDS - WesMark Growth Fund
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
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Vermillion Wealth Management, Inc.
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Green Harvest Asset Management LLC
|
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EFG Asset Management (Americas) Corp.
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USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
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|
Provident Investment Management, Inc.
|
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Lion Street Advisors, LLC
|
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FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
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|
Arizona State Retirement System
|
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Mizuho Securities Usa Llc
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L.m. Kohn & Company
|
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Sound View Wealth Advisors Group, LLC
|
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|
STAR Financial Bank
|
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|
JT Stratford LLC
|
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|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
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|
Haverford Financial Services, Inc.
|
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Aviso Financial Inc.
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Liberty Wealth Management Llc
|
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
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|
MorganRosel Wealth Management, LLC
|
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
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D'Orazio & Associates, Inc.
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Zullo Investment Group, Inc.
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Mill Capital Management, LLC
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PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
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|
Fisher Asset Management, LLC
|
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Trust Co Of Toledo Na /oh/
|
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|
Abacus Planning Group, Inc.
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Commonwealth Financial Services, LLC
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Keeler THomas Management LLC
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Game Plan Financial Advisors, LLC
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Hudson Canyon Capital Management
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
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SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
S&t Bank/pa
|
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|
First American Bank
|
|
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|
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
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|
|
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|
Nemes Rush Group LLC
|
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First Bancorp, Inc /ME/
|
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Wsfs Capital Management, Llc
|
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GHP Investment Advisors, Inc.
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Viking Global Investors Lp
|
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Marcum Wealth, LLC
|
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Legacy Capital Group California, Inc.
|
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|
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
|
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|
Hemenway Trust Co LLC
|
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|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
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|
|
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|
High Net Worth Advisory Group LLC
|
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|
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|
|
Code Waechter LLC
|
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|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
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|
|
|
Creative Capital Management Investments LLC
|
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|
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|
|
Lindenwold Advisors
|
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|
Monument Capital Management
|
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|
Community Bank & Trust, Waco, Texas
|
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|
Mml Investors Services, Llc
|
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M&G Plc
|
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|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
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|
|
|
Granite FO LLC
|
|
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|
|
|
Mv Capital Management, Inc.
|
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|
Nova Wealth Management, Inc.
|
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
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|
Hall Capital Management Co Inc
|
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|
Cornerstone Wealth Management, LLC
|
|
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|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
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|
Edgemoor Investment Advisors, Inc.
|
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Resona Asset Management Co.,Ltd.
|
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|
Sandy Spring Bank
|
|
|
|
|
|
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A
|
|
|
|
|
|
Gries Financial Llc
|
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|
North Star Asset Management Inc
|
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|
|
Gerber Kawasaki Wealth & Investment Management
|
|
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|
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|
Catalytic Wealth RIA, LLC
|
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|
|
|
|
Lyell Wealth Management, Lp
|
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|
|
|
Moody Lynn & Lieberson, Llc
|
|
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|
|
Costello Asset Management, INC
|
|
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|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
LBO - EA Series Trust - WHITEWOLF Publicly Listed Private Equity ETF
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Twin City Private Wealth, Llc
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Capstone Wealth Management Group LLC
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Mendota Financial Group, LLC
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Cantillon Capital Management Llc
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Ninepoint Partners LP
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
Capital Management Associates /ny/
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Zevenbergen Capital Investments Llc
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Alphadyne Asset Management, LLC
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Highview Capital Management LLC/DE/
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
LSWWX - LOOMIS SAYLES FUNDS II - Loomis Sayles Global Allocation Fund Class Y
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Longview Financial Advisors LLC
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
ShoreHaven Wealth Partners, LLC
|
|
|
|
|
|
Three Seasons Wealth, LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
DIVS - GUINNESS ATKINSON FUNDS - SmartETFs Dividend Builder ETF
|
|
|
|
|
|
Vista Cima Wealth Management LLC
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Lane & Associates LLC
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
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|
