|
Trivant Custom Portfolio Group, LLC
|
|
|
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|
|
Soundwatch Capital LLC
|
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|
Optivise Advisory Services LLC
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
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|
Phoenix Holdings Ltd.
|
|
|
|
|
|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
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|
|
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|
Balyasny Asset Management Llc
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
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|
49 Wealth Management, Llc
|
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|
|
Trust Co Of Vermont
|
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|
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|
|
Total Investment Management Inc
|
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|
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|
Fortress Wealth Group, LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
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|
Citigroup Inc
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
Counterweight Ventures, LLC
|
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|
|
Lakehouse Capital Pty Ltd
|
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|
|
|
|
Suncoast Equity Management
|
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|
|
|
|
Veridan Wealth LLC
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Hofer & Associates. Inc
|
|
|
|
|
|
CFSIX - Touchstone Funds Group Trust - Touchstone Sands Capital Select Growth Fund Class Y
|
|
|
|
|
|
TCM Advisors, LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
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|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Growth Stock ETF
|
|
|
|
|
|
Newport Capital Group, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Syntax Research, Inc.
|
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|
|
|
|
Retirement Guys Formula Llc
|
|
|
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|
|
First Merchants Corp
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
Great Lakes Advisors, Llc
|
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|
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|
FMTM - EA Series Trust - MarketDesk Focused U.S. Momentum ETF
|
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|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Monte Financial Group, LLC
|
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|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
TANDX - PFS FUNDS - Castle Tandem Fund Institutional
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Vancity Investment Management Ltd
|
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|
|
|
|
Palestra Capital Management LLC
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Kane Investment Management, Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Harding Loevner Lp
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Fundsmith LLP
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Globeflex Capital L P
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Pettinga Financial Advisors, LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Tennessee Valley Asset Management Partners
|
|
|
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
|
|
|
|
|
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Keyvantage Wealth, Llc
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
RWGFX - RIVERPARK FUNDS TRUST - RiverPark/Wedgewood Fund Retail Class
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Agur Provident & Training Funds Management Ltd
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Family Capital Trust Co
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A
|
|
|
|
|
|
Tlwm
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
New World Advisors LLC
|
|
|
|
|
|
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Cortland Associates Inc/mo
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
Armor Investment Advisors, LLC
|
|
|
|
|
|
Vanderbilt University
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
|
|
|
|
|
|
KWB Wealth
|
|
|
|
|
|
HOVLX - HOMESTEAD FUNDS INC - Value Fund
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
FAOAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Overseas Fund Class A
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Northwest Financial Advisors
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Dow Index Fund (I)
|
|
|
|
|
|
Richard P Slaughter Associates Inc
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
Thornburg Investment Management Inc
|
|
|
|
|
|
TSGMX - TRANSAMERICA FUNDS - Transamerica Sustainable Growth Equity R6
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
Mizuho Securities Co. Ltd.
|
|
|
|
|
|
L1 Capital International Pty Ltd
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
Wedgewood Partners Inc
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Northstar Financial Companies, Inc.
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Financial Council Asset Management Inc
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Morey & Quinn Wealth Partners, LLC
|
|
|
|
|
|
DDFG, Inc
|
|
|
|
|
|
Ipsen Advisor Group LLC
|
|
|
|
|
|
Pullen Investment Management, LLC
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
QUSA - Tidal Trust III - VistaShares Target 15 USA Quality Income ETF
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Clifford Group, LLC
|
|
|
|
|
|
Paragon Capital Management LLC
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Financial Alternatives, Inc
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Leuthold Group, Llc
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
FreeGulliver LLC
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
NCP Inc.
|
|
|
|
|
|
Ames National Corp
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Tuttle Tactical Management LLC
|
|
|
|
|
|
Geneva Capital Management Llc
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
BIP Alliance, LLC
|
|
|
|
|
|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Birinyi Associates Inc
|
|
|
|
|
|
Lorne Steinberg Wealth Management Inc.
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Re Advisers Corp
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II
|
|
|
|
|
|
Rosenblum Silverman Sutton S F Inc /ca
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
EAALX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Focused Growth Fund Class A
|
|
|
|
|
|
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
Bolthouse Investments, LLC
|
|
|
|
|
|
Dock Street Asset Management Inc
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a)
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Beacon Bridge Wealth Partners, LLC
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
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|
Capital Investment Advisors, LLC
|
|
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|
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A
|
|
|
|
|
|
Wallace Capital Management Inc.
|
|
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|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
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|
Stansberry Asset Management, Llc
|
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|
jvl associates llc
|
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|
WOGSX - Oak Associates Funds - White Oak Select Growth Fund
|
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|
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|
|
Godsey & Gibb Associates
|
|
|
|
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|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I
|
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|
|
|
|
Cura Wealth Advisors, Llc
|
|
|
|
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|
American Money Management, LLC
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|
Astoria Portfolio Advisors LLC.
|
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JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6
|
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|
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares
|
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|
Cfm Wealth Partners Llc
|
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Scholtz & Company, Llc
|
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|
Autumn Glory Partners, LLC
|
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AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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|
First Financial Bankshares Inc
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
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|
Advisors Capital Management, LLC
|
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|
Df Dent & Co Inc
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Groupama Asset Managment
|
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U S Wealth Group, Llc.
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Congress Park Capital LLC
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WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C
|
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|
Quadrant Private Wealth Management, LLC
|
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|
Leeward Financial Partners, LLC
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Evolution Wealth Management Inc.
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Congress Wealth Management LLC / DE /
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Trillium Asset Management, Llc
|
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TOGA - Managed Portfolio Series - Tremblant Global ETF
|
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|
RIA Advisory Group LLC
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Aristides Capital LLC
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South Dakota Investment Council
|
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Eukles Asset Management
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Haverford Trust Co
|
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Beck Capital Management, Llc
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Little House Capital Llc
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|
Phillips Wealth Planners LLC
|
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|
Holistic Financial Partners
|
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|
Peregrine Asset Advisers, Inc.
|
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|
Jacobs Levy Equity Management, Inc
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|
Sensible Money, LLC
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|
Knollwood Investment Advisory, LLC
|
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|
New Insight Wealth Advisors
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class
|
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|
Summa Corp.
|
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Golden State Wealth Management, LLC
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Horizon Wealth Management, LLC
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GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
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|
Richardson Financial Services Inc.
|
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|
Ally Financial Inc.
|
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
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|
IHT Wealth Management, LLC
|
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|
Hansen & Associates Financial Group, Inc.
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|
Murphy & Mullick Capital Management Corp
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Laurion Capital Management LP
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|
Allen Investment Management LLC
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Paulson Wealth Management Inc.
|
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LIVR - EA Series Trust - Intelligent Livermore ETF
|
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|
Lauterbach Financial Advisors, LLC
|
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|
Pinnacle Wealth Planning Services, Inc.
|
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|
North Star Asset Management Inc
|
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|
Spirit Of America Management Corp/ny
|
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UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
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|
Obsidian Personal Planning Solutions LLC
|
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|
Liberty Wealth Management Llc
|
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|
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF
|
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|
Covey Capital Advisors, LLC
|
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|
Affiance Financial, LLC
|
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|
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A
|
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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|
TDV - PROSHARES TRUST - ProShares S&P Technology Dividend Aristocrats ETF
|
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|
Alcosta Capital Management, Inc.
|
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|
Chesapeake Wealth Management
|
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|
Anchor Investment Management, LLC
|
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|
Pinkerton Retirement Specialists, LLC
|
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|
Davis Asset Management, L.P.
|
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|
Castleark Management Llc
|
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|
Second Line Capital, LLC
|
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|
Alliance Wealth Advisors, LLC /UT
|
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|
Connecticut Wealth Management, LLC
|
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|
|
Financial Advocates Investment Management
|
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|
Cornerstone Advisory, LLC
|
|
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|
|
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I
|
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|
|
|
Austin Wealth Management, LLC
|
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|
|
Oxinas Partners Wealth Management LLC
|
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|
Caitlin John, LLC
|
|
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|
|
DDD Partners, LLC
|
|
|
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|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
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|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Legacy Financial Strategies, LLC
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares
|
|
|
|
|
|
Unconventional Investor, LLC
|
|
|
|
|
|
One Capital Management, LLC
|
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|
|
Exchange Bank
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
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|
Brown Financial Advisors
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
Agp Franklin, Llc
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A
|
|
|
|
|
|
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
|
|
|
|
|
|
Lynx Investment Advisory
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Drake & Associates, LLC
|
|
|
|
|
|
Penn Davis Mcfarland Inc
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C
|
|
|
|
|
|
Kooman & Associates
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Live Oak Investment Partners
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Vantage Point Financial LLC
|
|
|
|
|
|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
AAFMAA Wealth Management & Trust LLC
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
BOPIX - Sterling Capital Funds - Sterling Capital Special Opportunities Fund Institutional Class
|
|
|
|
|
|
Members Wealth Llc
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
RMR Capital Management, LLC
|
|
|
|
|
|
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
Global Endowment Management, LP
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Mirabaud & Cie SA
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
14B Captial Management LP
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
ACMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Defender Fund Class A Shares
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Omega Financial Group, LLC
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
IXG - iSHARES TRUST - iShares Global Financials ETF
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Hedeker Wealth, LLC
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Define Financial, Llc
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
RW Investment Management LLC
|
|
|
|
|
|
Emerald Advisers, Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Tamar Securities, LLC
|
|
|
|
|
|
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Motiv8 Investments LLC
|
|
|
|
|
|
LTS One Management LP
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
|
|
|
|
|
|
OMC Financial Services LTD
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
Synergy Financial Group, LTD
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
WBALX - WEITZ FUNDS - Balanced Fund - Investor Class
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
Lodestar Private Asset Management Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class
|
|
|
|
|
|
Castleview Partners, Llc
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
Austin Asset Management Co Inc
|
|
|
|
|
|
ArrowMark Colorado Holdings LLC
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
Capital Counsel Llc/ny
|
|
|
|
|
|
Lynwood Price Capital Management Lp
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Kellett Schaffner Wealth Advisors LLC
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Puff Wealth Management, Llc
|
|
|
|
|
|
Chapman Investment Management, LLC
|
|
|
|
|
|
First Financial Group Corp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
Kercheville Advisors, LLC
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
FCTE - ETF Opportunities Trust - SMI 3Fourteen Full-Cycle Trend ETF
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
AdviceOne Advisory Services, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Barings Llc
|
|
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Cross Staff Investments Inc
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Blue Chip Account Class 3
|
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|
Diamant Asset Management, Inc.
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Pathway Financial Advisers, LLC
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West Family Investments, Inc.
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Everence Capital Management Inc
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Richmond Investment Services, LLC
|
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|
Dougherty Wealth Advisers LLC
|
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|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6
|
|
|
|
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|
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
|
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|
Meridian Wealth Advisors, LLC
|
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|
Proficio Capital Partners LLC
|
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|
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class
|
|
|
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|
|
Fielder Capital Group LLC
|
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|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
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|
Kings Path Partners LLC
|
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|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1
|
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|
Bedrijfstakpensioenfonds Voor De Media Pno
|
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Keudell/Morrison Wealth Management
|
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Harmony Asset Management Llc
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Ninety One UK Ltd
|
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Kiker Wealth Management, LLC
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Meadow Creek Wealth Advisors Llc
|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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|
KINETICS PORTFOLIOS TRUST - Kinetics Market Opportunities Portfolio
|
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|
First Citizens Financial Corp
|
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CORDA Investment Management, LLC.
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Roberts Capital Advisors, LLC
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GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A
|
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Wealth Group, Ltd.
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MAS Advisors LLC
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Nicholas Company, Inc.
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McDonough Capital Management, Inc
|
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Commonwealth Equity Services, Llc
|
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USSE - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Select Equity ETF
|
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Allred Capital Management, LLC
|
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Hyperion Asset Management Ltd
|
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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|
Watts Gwilliam & Co., LLC
|
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BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
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PRMTX - T. Rowe Price Communications & Technology Fund, Inc. - T. Rowe Price Communications & Technology Fund
|
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New Covenant Trust Company, N.A.
|
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Mediolanum International Funds Ltd
|
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Wedbush Securities Inc
|
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Voya Investment Management Llc
|
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Gould Capital, LLC
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Waterfront Wealth Inc.
|
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Canopy Partners, LLC
|
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KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
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Cetera Trust Company, N.A
|
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Soros Capital Management Llc
|
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SRN Advisors, LLC
|
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Advisor OS, LLC
|
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|
SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF
|
|
|
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|
Eaton Vance Risk-managed Diversified Equity Income Fund
|
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|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
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|
Marietta Investment Partners Llc
|
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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|
Verition Fund Management LLC
|
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|
Alberta Investment Management Corp
|
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|
Texas Yale Capital Corp.
|
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Foundations Investment Advisors, LLC
|
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|
Waterway Wealth Management, LLC
|
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|
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I
|
|
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|
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S
|
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Allianz Se
|
|
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|
|
|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
|
|
VLEQX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Equity Fund Investor Class
|
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Aft, Forsyth & Company, Inc.
|
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Sanders Morris Harris Llc
|
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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|
Oxford Asset Management Llp
|
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Lewis Asset Management, LLC
|
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|
Swiss National Bank
|
|
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|
South Street Advisors LLC
|
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|
Panoramic Investment Advisors, Llc
|
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|
Stonehage Fleming Financial Services Holdings Ltd
|
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|
Phoenix Wealth Advisors
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
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|
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|
|
Rooted Wealth Advisors, Inc.
|
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|
|
Jennison Associates Llc
|
|
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|
Prudent Man Advisors, LLC
|
|
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|
Spectrum Planning & Advisory Services Inc.
|
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|
Strategic Financial Services, Inc,
|
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|
Christensen, King & Associates Investment Services, Inc.
|
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|
|
Pacific Capital Wealth Advisors, Inc
|
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|
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|
Aaron Wealth Advisors LLC
|
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|
Pinnacle Wealth Management Group, Inc.
|
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|
Manchester Global Management (UK) Ltd
|
|
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|
|
Mendota Financial Group, LLC
|
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|
|
Sentinus, LLC
|
|
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|
|
Strive Asset Management, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Adamsbrown Wealth Consultants Llc
|
|
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|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
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|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
LPL Financial LLC
|
|
|
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|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
UYG - PROSHARES TRUST - ProShares Ultra Financials
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Consultiva Wealth Management, Corp.
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
Advanced Asset Management Advisors Inc
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Cove Street Capital, LLC
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I
|
|
|
|
|
|
EdgeRock Capital LLC
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
IWIRX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Global Innovators Fund - Investor Class
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
New Century Financial Group, LLC
|
|
|
|
|
|
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Ako Capital Llp
|
|
|
|
|
|
Wealthcare Capital Partners, LLC
|
|
|
|
|
|
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
|
|
|
|
|
|
Guerra Advisors Inc
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Williams & Novak, LLC
|
|
|
|
|
|
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A
|
|
|
|
|
|
FIGSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Growth Fund
|
|
|
|
|
|
McGuire Investment Group, LLC
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
RUNN - Strategic Trust - RUNNING OAK EFFICIENT GROWTH ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
|
|
|
|
|
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Next Level Wealth Planning, LLC
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF
|
|
|
|
|
|
United Capital Management of KS, Inc.
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
Blue Square Asset Management, Llc
|
|
|
|
|
|
Rainier Family Wealth Inc
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
|
|
|
|
|
|
Stegent Equity Advisors, Inc.
|
|
|
|
|
|
APCM Wealth Management for Individuals
|
|
|
|
|
|
TOPT - iSHARES TRUST - iShares Top 20 U.S. Stocks ETF
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
LEGR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Innovative Transaction & Process ETF
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
Greenup Street Wealth Management Llc
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Sander Capital Advisors Inc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
POM Investment Strategies, LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Grange Capital, LLC
|
|
|
|
|
|
Coalescence Partners Investment Management, LP
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
Madison Park Capital Advisors, LLC
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Meridian Financial, LLC
|
|
|
|
|
|
Defender Capital, LLC.
|
|
|
|
|
|
BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
|
|
|
|
|
RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
Trail Ridge Investment Advisors, LLC
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
Cadent Capital Advisors, LLC
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Financial Insights, Inc.
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Momentous Wealth Management, Inc.
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
Bosman Wealth Management, LLC
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
GCQ FUNDS MANAGEMENT PTY Ltd
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Miller Financial Services LLC
|
|
|
|
|
|
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
|
|
|
|
|
Safeguard Financial, LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
DHK Financial Advisors, Inc.
|
|
|
|
|
|
Dsm Capital Partners Llc
|
|
|
|
|
|
Cyrus J. Lawrence, LLC
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Presilium Private Wealth, Llc
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
J. Stern & Co. LLP
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Intergy Private Wealth, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Consolidated Investment Group LLC
|
|
|
|
|
|
Winslow Asset Management Inc
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
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|
|
|
|
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
|
|
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|
|
CVA Family Office, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Dow 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
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|
TigerOak Management, L.L.C.
|
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|
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A
|
|
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|
|
DnB Asset Management AS
|
|
|
|
|
|
Prosperity Financial Group, Inc.
|
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|
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|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
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|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
PICTET BANK & TRUST Ltd
|
|
|
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|
|
ESGMX - Natixis Funds Trust I - Mirova Global Sustainable Equity Fund Class A
|
|
|
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|
|
Graney & King, LLC
|
|
|
|
|
|
Finer Wealth Management, Inc.
|
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|
Westpac Banking Corp
|
|
|
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|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Exeter Financial, LLC
|
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|
S&co Inc
|
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|
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|
Central Valley Advisors, Llc
|
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|
Vance Wealth, Inc.
|
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|
|
Immersion Capital LLP
|
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|
Chronos Wealth Management, LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
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|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
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|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
Sharp Financial Services, LLC
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
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|
Howe & Rusling Inc
|
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|
Perritt Capital Management Inc
|
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
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|
Lee Financial Co
|
|
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|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
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|
Okabena Investment Services Inc
|
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|
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|
Franklin, Parlapiano, Turner & Welch, LLC
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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|
iA Global Asset Management Inc.
|
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Anb Bank
|
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|
Hilltop Partners LLC
|
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|
Financial Security Advisor, Inc.
|
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|
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
|
|
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|
Aviance Capital Partners, LLC
|
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|
YCGEX - YCG Funds - YCG Enhanced Fund Class R Shares
|
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|
Citadel Advisors Llc
|
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|
Texas Bank & Trust Co
|
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|
|
Peak6 Llc
|
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|
Maridea Wealth Management LLC
|
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|
|
Manchester Capital Management LLC
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
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|
Private Advisor Group, LLC
|
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|
Park Square Financial Group, LLC
|
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|
Quent Capital, LLC
|
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|
Callan Capital, LLC
|
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|
Tritonpoint Wealth, Llc
|
|
|
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|
PFG Advisors
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Amplify ETF Trust - Amplify Mobile Payments ETF
|
|
|
|
|
|
Caption Management, LLC
|
|
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|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Keystone Financial Group
|
|
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|
|
Winnow Wealth Llc
|
|
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|
Peterson Wealth Advisors, LLC
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
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|
|
Mar Vista Investment Partners Llc
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
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|
Marathon Asset Mgmt Ltd
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
NEWZ - EA Series Trust - StockSnips AI-Powered Sentiment US All Cap ETF
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
Berkshire Hathaway Inc
|
|
|
|
|
|
GGEFX - VALUED ADVISERS TRUST - Summitry Equity Fund
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Hickory Asset Management, Inc.
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Spinnaker Investment Group, LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
Pollock Investment Advisors, LLC
|
|
|
|
|
|
Oak Associates Ltd /oh/
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Blackrock Enhanced Capital & Income Fund, Inc.
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
|
|
|
|
|
|
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class
|
|
|
|
|
|
Baltimore-Washington Financial Advisors, Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
|
|
|
|
|
|
AMS Capital Ltda
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
Foxhaven Asset Management, LP
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
CRPT - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust SkyBridge Crypto Industry and Digital Economy ETF
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Youngs Advisory Group, Inc.
|
|
|
|
|
|
Copley Financial Group, Inc.
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
V2 Financial group LLC
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Presper Financial Architects, LLC
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
VADGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Dividend Growth Fund Admiral Shares
|
|
|
|
|
|
Kaizen Financial Strategies
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
Dundas Partners LLP
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
Marathon Trading Investment Management LLC
|
|
|
|
|
|
Persium Advisors, LLC
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
ARTYX - ARTISAN PARTNERS FUNDS INC - Artisan Developing World Fund Investor Shares
|
|
|
|
|
|
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Cox Capital Mgt LLC
|
|
|
|
|
|
Zevenbergen Capital Investments Llc
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
RAM Investment Partners, LLC
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Defined Financial Planning LLC
|
|
|
|
|
|
Symmetry Investments LP
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Paul Damon & Associates, Inc.
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Cassia Capital Partners, LLC
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
|
Unified Investment Management
|
|
|
|
|
|
Prospect Financial Group LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Aspen Wealth Strategies, LLC
|
|
|
|
|
|
ESG Planning
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
Granite Harbor Advisors, Inc.
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
Three Seasons Wealth, LLC
|
|
|
|
|
|
Nvest Financial, LLC
|
|
|
|
|
|
J. Goldman & Co LP
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Voyager Global Management LP
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
TFOAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Focused Fund A
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Strid Group, LLC
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
PGIRX - FundVantage Trust - Polen Global Growth Fund Investor Class
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
MUNDX - MUNDOVAL FUNDS - Mundoval Fund
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Night Owl Capital Management, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
One Day In July LLC
|
|
|
|
|
|
Oxler Private Wealth LLC
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
Fogel Capital Management, Inc.
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Wheelhouse Advisory Group LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class
|
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|
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|
Bulltick Wealth Management, LLC
|
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|
Symphony Financial, Ltd. Co.
|
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Pinnacle Wealth Management Advisory Group, LLC
|
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|
MGGIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Opportunity Portfolio Class I
|
|
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|
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.
|
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Investment Management Corp /va/ /adv
|
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|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
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|
Motley Fool Asset Management LLC
|
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|
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
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ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund
|
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|
Schwarz Dygos Wheeler Investment Advisors Llc
|
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|
DecisionPoint Financial, LLC
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DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard
|
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|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
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|
Murphy, Middleton, Hinkle & Parker, Inc.
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|
Applied Finance Capital Management, LLC
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BlueChip Wealth Advisors LLC
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Hartford Financial Management Inc.
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United Bank
|
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|
Arrow Financial Corp
|
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ProVise Management Group, LLC
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Wealth Advisors of Tampa Bay, LLC
|
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XY Planning Network, Inc.
|
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ROE - EA Series Trust - Astoria US Quality Kings ETF
|
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Chilton Investment Co Llc
|
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M. Kulyk & Associates, LLC
|
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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Marshall Financial Group LLC
|
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Lindbrook Capital, Llc
|
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AGRFX - AB PORTFOLIOS - AB Growth Fund Class A
|
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FCG Investment Co
|
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Ramsay, Stattman, Vela & Price, Inc.
|
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Bamco Inc /ny/
|
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RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A
|
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|
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF
|
|
|
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|
TGCEX - TCW FUNDS INC - TCW Select Equities Fund I Class
|
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Prasad Wealth Partners, LLC
|
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KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
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|
|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
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|
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Clarity Wealth Development LLC
|
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|
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|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
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|
BCHP - Principal Exchange-Traded Funds - PRINCIPAL FOCUSED BLUE CHIP ETF Principal Focused Blue Chip ETF
|
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Nuveen Core Equity Alpha Fund
|
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|
Act Wealth Management, Llc
|
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Synovus Financial Corp
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Curated Wealth Partners LLC
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EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
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VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A
|
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|
Navigoe, LLC
|
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Glynn Capital Management Llc
|
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Freedom Day Solutions, LLC
|
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Bath Savings Trust Co
|
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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Studio Investment Management Llc
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Hutchinson Capital Management/ca
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Tsai Capital Corp
|
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Fortitude Family Office, LLC
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Maj Invest Holding A/S
|
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SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
|
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|
Atria Investments Llc
|
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Timber Creek Capital Management LLC
|
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ROGSX - Oak Associates Funds - Red Oak Technology Select Fund
|
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|
Weatherly Asset Management L. P.
|
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|
MML SERIES INVESTMENT FUND - MML Large Cap Growth Fund Initial Class
|
|
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|
|
Ameritas Investment Partners, Inc.
|
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|
|
Gibson Capital, LLC
|
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|
Resolute Wealth Strategies, LLC
|
|
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|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
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|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
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|
|
|
R.m.sincerbeaux Capital Management Llc
|
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|
Wealthfront Advisers Llc
|
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|
Kinsale Capital Group, Inc.
|
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|
Jackson Thornton Asset Management, Llc
|
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|
McGowan Group Asset Management, Inc.
|
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|
Healthcare Of Ontario Pension Plan Trust Fund
|
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|
|
Benjamin Edwards Inc
|
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|
Blue Edge Capital, LLC
|
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|
Papamarkou Wellner Asset Management inc.
|
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|
M&G Plc
|
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|
Planning Center, Inc.
|
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|
Exchange Traded Concepts, Llc
|
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|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
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|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Meridian Management Co
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Tremblant Capital Group
|
|
|
|
|
|
Artemis Wealth Advisors, LLC
|
|
|
|
|
|
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
LVZ Advisors, Inc.
|
|
|
|
|
|
Nutshell Asset Management Ltd
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Warm Springs Advisors Inc.
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
One + One Wealth Management, Llc
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Curtis Advisory Group, LLC
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Research International Portfolio Initial Class
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Bey-Douglas LLC
|
|
|
|
|
|
Long Run Wealth Advisors, LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Codex Capital Asset Management L.L.C.
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Icon Advisers Inc/co
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
FSCSX - FIDELITY SELECT PORTFOLIOS - Software and IT Services Portfolio
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Prodigy Asset Management LLC
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
Cushing Capital Partners, LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
Eaton Vance Tax Advantaged Global Dividend Income Fund
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
|
|
|
|
|
THMZ - Lazard Active ETF Trust - Lazard Equity Megatrends ETF
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
RiverGlades Family Offices LLC
|
|
|
|
|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
|
|
|
|
|
|
Columbia Seligman Premium Technology Growth Fund, Inc.
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
MONTX - MONETTA TRUST - Monetta Fund
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Poinciana Advisors Group, Llc
|
|
|
|
|
|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
Sfm, Llc
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
LITMAN GREGORY FUNDS TRUST - Polen Capital Global Growth ETF
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Baypointe Partners LLC
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund
|
|
|
|
|
|
Cypress Capital, LLC
|
|
|
|
|
|
Banque de Luxembourg S.A.
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
CFGRX - COMMERCE FUNDS - The Growth Fund Shares
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
|
|
|
|
StrongBox Wealth, LLC
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Investmark Advisory Group LLC
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
Wealth Management Nebraska
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
NatWest Group plc
|
|
|
|
|
|
London & Capital Asset Management Ltd
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I
|
|
|
|
|
|
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
|
|
|
|
|
Symmetry Partners, LLC
|
|
|
|
|
|
Quad-Cities Investment Group, LLC
|
|
|
|
|
|
Munro Partners
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Alliance Wealth Management Group
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
TSAGX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Company Growth Fund Class A
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
|
|
|
|
|
Durante & Waters, Llc
|
|
|
|
|
|
QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A
|
|
|
|
|
|
GQG Partners LLC
|
|
|
|
|
|
JSPJX - Managed Portfolio Series - Jackson Square Large-Cap Growth Fund Investor Class
|
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|
LSGR - Natixis ETF Trust II - Natixis Loomis Sayles Focused Growth ETF
|
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|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
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|
Detalus Advisors, LLC
|
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|
HBW Advisory Services LLC
|
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Comgest Global Investors S.a.s.
|
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Public Investment Fund
|
|
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|
|
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A
|
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|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
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|
Mml Investors Services, Llc
|
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ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I
|
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|
JFG Wealth Management, LLC
|
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|
Tcw Group Inc
|
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|
Camarda Financial Advisors, LLC
|
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Nova R Wealth, Inc.
|
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Intech Investment Management Llc
|
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Absher Wealth Management, Llc
|
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|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
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|
Idaho Trust Bank
|
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Napatree Capital Llc
|
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Up Strategic Wealth Investment Advisors Llc
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Nexus Investment Management ULC
|
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Miracle Mile Advisors, LLC
|
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FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
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|
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class
|
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|
Scott Marsh Financial, LLC
|
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FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A
|
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FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
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University Of Texas/texas Am Investment Managment Co
|
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Anchor Capital Advisors Llc
|
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Echo45 Advisors LLC
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Douglas Lane & Associates, LLC
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NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
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Morris Retirement Advisors, LLC
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Abn Amro Investment Solutions
|
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Covenant Asset Management, LLC
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Pinnacle Family Advisors, LLC
|
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Leslie Global Wealth, LLC
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JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
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LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A
|
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Taurus Asset Management, Llc
|
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NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
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|
Collar Capital Management, LLC
|
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|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
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Rs Crum Inc.
|
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Thoroughbred Financial Services, Llc
|
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WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
|
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Jackson Wealth Management, LLC
|
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Wedgewood Investors Inc /pa/
|
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Unique Wealth, Llc
|
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JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
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|
Graham Capital Wealth Management, Llc
|
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|
AlphaQ Advisors LLC
|
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Marco Investment Management Llc
|
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ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
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Covea Finance
|
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|
Cullinan Associates Inc
|
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Compagnie Lombard Odier SCmA
|
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|
STPIX - SARATOGA ADVANTAGE TRUST - Technology & Communications Portfolio Class I
|
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
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|
Terra Alpha Investments LLC
|
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|
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FT Vest Hedged Equity Income Fund: Series A3
|
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|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
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|
Tandem Investment Advisors, Inc.
|
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FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
|
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|
Mount Yale Investment Advisors, LLC
|
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Scharf Investments, Llc
|
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GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
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|
Harvest Fund Management Co., Ltd
|
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|
North Dallas Bank & Trust Co
|
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BlackRock ETF Trust - BlackRock Large Cap Core ETF
|
|
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|
|
Evergreen Capital Management Llc
|
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|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Voisard Asset Management Group, Inc.
|
|
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|
|
Iyo Bank, Ltd.
|
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|
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|
|
Eagle Wealth Strategies Llc
|
|
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|
|
Westover Capital Advisors, LLC
|
|
|
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|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
GITIX - GOLDMAN SACHS TRUST - Goldman Sachs Technology Opportunities Fund Institutional
|
|
|
|
|
|
Landing Point Financial Group, LLC
|
|
|
|
|
|
Foster Group, Inc.
|
|
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|
|
Nabity-Jensen Investment Management Inc
|
|
|
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|
|
Audent Global Asset Management, LLC
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
LWM Advisory Services, LLC
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Kelly Financial Services LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
GuoLine Advisory Pte Ltd
|
|
|
|
|
|
RGEF - Tidal Trust III - Rockefeller Global Equity ETF
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Summit Financial Consulting LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
GRSPX - Total Fund Solution - Cromwell Greenspring Mid Cap Fund Institutional Class
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
ACT Advisors, LLC.
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
Ninety One SA (PTY) Ltd
|
|
|
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Prevatt Capital Ltd
|
|
|
|
|
|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
SEMI - Columbia ETF Trust I - Columbia Seligman Semiconductor and Technology ETF Shares
|
|
|
|
|
|
Cherrydale Wealth Management, Llc
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Brogan Financial, Inc.
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
LCF - Touchstone ETF Trust - Touchstone US Large Cap Focused ETF
|
|
|
|
|
|
Jessup Wealth Management, Inc
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
|
|
|
|
|
|
Sandbox Financial Partners, LLC
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Disciplined Investors, L.L.C.
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
Thoma Capital Management LLC
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
JBR Co Financial Management Inc
|
|
|
|
|
|
Bright Rock Capital Management, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Magnolia Private Wealth, LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Consilium Wealth Advisory, LLC
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Hill Island Financial Llc
|
|
|
|
|
|
Cannon Advisors, Inc.
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund
|
|
|
|
|
|
Securian Funds Trust - SFT Ivy Growth Fund
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Shelton Wealth Management, Llc
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Bnp Paribas
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Capstone Triton Financial Group, LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Global Portfolio Class IB
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Selective Wealth Management, Inc.
|
|
|
|
|
|
BWTG - ETF Opportunities Trust - Brendan Wood TopGun ETF
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class
|
|
|
|
|
|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
Turning Point Benefit Group, Inc.
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Threadgill Financial, Llc
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
MINVX - MADISON FUNDS - Madison Investors Fund Investors Fund Class Y
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
TIME - Tidal Trust II - Clockwise Core Equity & Innovation ETF
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
Sulzberger Capital Advisors, Inc.
|
|
|
|
|
|
Kennon-Green & Company, LLC
|
|
|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
Floyd Financial Group Llc
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
EFG Asset Management (North America) Corp.
|
|
|
|
|
|
Elite Life Management LLC
|
|
|
|
|
|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Guinness Atkinson Asset Management Inc
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
AAFCPAs Wealth Management, LLC
|
|
|
|
|
|
MBE Wealth Management, LLC
|
|
|
|
|
|
BluePointe Capital Management, LLC
|
|
|
|
|
|
Cosner Financial Group, LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Clarus Wealth Advisors
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Barnes Pettey Financial Advisors, Llc
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
Vulcan Value Partners, LLC
|
|
|
|
|
|
Legacy Solutions, Llc
|
|
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|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
Sustainable Growth Advisers, LP
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C
|
|
|
|
|
|
EDENTREE ASSET MANAGEMENT Ltd
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
Miramar Capital, LLC
|
|
|
|
|
|
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
|
|
|
|
|
Penney Financial, LLC
|
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|
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|
WT Wealth Management
|
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|
Orser Capital Management, Llc
|
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|
Jericho Financial, Llp
|
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|
AMJ Financial Wealth Management
|
|
|
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|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
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|
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|
D. Scott Neal, Inc.
|
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|
Warwick Investment Management, Inc.
|
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|
|
MBCC - Northern Lights Fund Trust IV - Monarch Blue Chips Core ETF
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
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|
|
Financial Life Planners
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
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|
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts
|
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|
|
|
|
Campbell Newman Asset Management Inc
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
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|
Waycross Partners, Llc
|
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|
Cooper Financial Group
|
|
|
|
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|
RFDA - ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Next Century Growth Investors Llc
|
|
|
|
|
|
Hikari Tsushin, Inc.
|
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|
|
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CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
Wynn Capital, LLC
|
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|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
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|
Strategy Asset Managers Llc
|
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Orleans Capital Management Corp/la
|
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PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
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|
|
Confluence Investment Management Llc
|
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|
Mirova US LLC
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
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|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
|
|
|
|
|
|
Luts & Greenleigh Group, Inc
|
|
|
|
|
|
Genus Capital Management Inc.
|
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|
Howard Hughes Medical Institute
|
|
|
|
|
|
Elevate Capital Advisors, LLC
|
|
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|
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|
Prudent Man Investment Management, Inc.
|
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|
|
Potomac Fund Management Inc /adv
|
|
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|
Savant Capital, LLC
|
|
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|
|
|
West Bancorporation Inc
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
JAGTX - JANUS INVESTMENT FUND - Janus Henderson Global Technology Fund Class T
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
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|
|
Global Financial Private Client, LLC
|
|
|
|
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|
PineBridge Investments, L.P.
|
|
|
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|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
Impact Asset Management GmbH
|
|
|
|
|
|
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
One Wealth Capital Management, Llc
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
PGGM Investments
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Tenere Capital LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
CAP Partners, LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Everest Management Corp.
|
|
|
|
|
|
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
RPG Investment Advisory, LLC
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
TACLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Fund Class A
|
|
|
|
|
|
Cypress Capital Advisors, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Sitrin Capital Management LLC
|
|
|
|
|
|
Crown Oak Advisors, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Oakwell Private Wealth Management, LLC
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
PFGEX - PARNASSUS FUNDS - Parnassus Growth Equity Fund Investor Shares
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
Roffman Miller Associates Inc /pa/
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
MADDEN SECURITIES Corp
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Juncture Wealth Strategies, Llc
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Capital Growth Series Class A
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Ariston Services Group
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Skyline Advisors, Inc.
|
|
|
|
|
|
Seek First Inc.
|
|
|
|
|
|
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A
|
|
|
|
|
|
Saiph Capital, LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Constitution Capital LLC
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
Managed Asset Portfolios, Llc
|
|
|
|
|
|
XPND - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Expanded Technology ETF
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
|
|
Rockbridge Capital Management LLC
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
North Reef Capital Management LP
|
|
|
|
|
|
McCollum Christoferson Group LLC
|
|
|
|
|
|
RVW Wealth, LLC
|
|
|
|
|
|
TSEL - Touchstone ETF Trust - Touchstone Sands Capital US Select Growth ETF
|
|
|
|
|
|
Gator Capital Management, LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Cantor Fitzgerald, L. P.
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
WTMVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Global Large Cap Fund -Retail Class
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
JLFSX - JOHN HANCOCK INVESTMENT TRUST - Global Climate Action Fund - Class I
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
Kearns & Associates LLC
|
|
|
|
|
|
Blossom Wealth Management
|
|
|
|
|
|
Dynamic Financial Group
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Columbus Hill Capital Management, L.P.
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class
|
|
|
|
|
|
Riverstone Advisors, LLC
|
|
|
|
|
|
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A
|
|
|
|
|
|
ESEAX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital Select Equity Fund Class A
|
|
|
|
|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Morgan Dempsey Capital Management Llc
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
LZFIX - LAZARD FUNDS INC - Lazard Equity Franchise Portfolio Institutional Shares
|
|
|
|
|
|
Sylvest Advisors, LLC
|
|
|
|
|
|
Bitwise Funds Trust - Bitwise Web3 ETF
|
|
|
|
|
|
Tairen Capital Ltd
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Compass Planning Associates Inc
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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|
|
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|
Cvfg Llc
|
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|
|
Geo Capital Gestora de Recursos Ltd
|
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|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
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|
|
Fiduciary Family Office, Llc
|
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|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
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|
Rafferty Asset Management, LLC
|
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|
Corundum Group, Inc.
|
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|
HFM Investment Advisors, LLC
|
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|
Vista Cima Wealth Management LLC
|
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|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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|
Kovack Advisors, Inc.
|
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|
Evoke Wealth, Llc
|
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Family Legacy Financial Solutions, LLC
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|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
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|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
|
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|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
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Power Wealth Management Llc
|
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Optiver Holding B.V.
|
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Lynch Asset Management, Inc.
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Keener Financial Planning LLC
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Wbi Investments, Inc.
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Steigerwald, Gordon & Koch Inc.
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First Heartland Consultants, Inc.
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Allen Mooney & Barnes Investment Advisors LLC
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COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
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|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
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JAFNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Financial Industries Trust NAV
|
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Sherman Asset Management, Inc.
|
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Longview Partners (Guernsey) LTD
|
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Evernest Financial Advisors, LLC
|
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Knightsbridge Asset Management, Llc
|
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ABIG - EA Series Trust - Argent Large Cap ETF
|
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|
Accelerate Investment Advisors LLC
|
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|
Wealth Management Associates, Inc.
|
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Templeton & Phillips Capital Management, LLC
|
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|
Schubert & Co
|
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|
Eq Wealth Advisors, Llc
|
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James Hambro & Partners
|
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|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
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|
|
Lvm Capital Management Ltd/mi
|
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|
Connors Investor Services Inc
|
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AIA Group Ltd
|
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NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares
|
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|
Cary Street Partners Financial Llc
|
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CBOE Vest Financial, LLC
|
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Alfreton Capital LLP
|
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BAFWX - Brown Advisory Funds - Brown Advisory Sustainable Growth Fund Institutional Shares
|
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ASB Consultores, LLC
|
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|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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|
Stock Yards Bank & Trust Co
|
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Highlander Partners, L.P.
|
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Arjuna Capital
|
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Aspen Investment Management Inc
|
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FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
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|
Syverson Strege & Co
|
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|
Riggs Asset Managment Co. Inc.
|
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|
Red Tortoise LLC
|
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|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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|
Sky Investment Group LLC
|
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|
Nvwm, Llc
|
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Bridgewater Advisors Inc.
|
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|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
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|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
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|
PARUS FINANCE (UK) Ltd
|
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|
4wealth Advisors, Inc.
|
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|
Alteri Wealth LLC
|
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|
Meiji Yasuda Asset Management Co Ltd.
|
|
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|
|
Cypress Asset Management Inc/tx
|
|
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|
|
International Private Wealth Advisors LLC
|
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|
|
Wilsey Asset Management Inc
|
|
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|
Sandy Spring Bank
|
|
|
|
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|
Moisand Fitzgerald Tamayo, LLC
|
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|
Werba Rubin Papier Wealth Management
|
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|
BancorpSouth Bank
|
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|
Mainsail Asset Management, Llc
|
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|
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
|
|
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|
|
|
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
|
|
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|
|
|
MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
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|
|
|
Code Waechter LLC
|
|
|
|
|
|
Warther Private Wealth, LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
FundVantage Trust - Polen Growth & Income Fund Institutional Class
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L
|
|
|
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|
|
Savvy Advisors, Inc.
|
|
|
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|
|
Stamos Capital Partners, L.p.
|
|
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|
StoneCrest Wealth Management, Inc.
|
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|
|
|
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund
|
|
|
|
|
|
Applied Capital LLC/FL
|
|
|
|
|
|
Nicollet Investment Management, Inc.
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Mainstream Capital Management LLC
|
|
|
|
|
|
National Mutual Insurance Federation of Agricultural Cooperatives
|
|
|
|
|
|
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class
|
|
|
|
|
|
Adams Wealth Management
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Snider Financial Group
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
SFG Wealth Management, LLC.
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Akre Capital Management Llc
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
Sage Investment Counsel LLC
|
|
|
|
|
|
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Signet Investment Advisory Group, Inc.
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
America First Investment Advisors, LLC
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Index Fund Advisors, Inc.
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Pacific Sun Financial Corp
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
GFGF - EA Series Trust - Guru Favorite Stocks ETF
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
RPNLX - RIVERPARK FUNDS TRUST - RiverPark/Next Century Large Growth Fund Institutional Class Shares
|
|
|
|
|
|
Spring Capital Management, Llc
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
PFI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Financial Momentum ETF
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Broyhill Asset Management
|
|
|
|
|
|
Narus Financial Partners, LLC
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Perissos Private Wealth Management, LLC
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund
|
|
|
|
|
|
JGLTX - JANUS ASPEN SERIES - Janus Henderson Global Technology Portfolio Service Shares
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Gray Private Wealth, LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
|
|
|
|
Grafton Street Partners Fund, LP
|
|
|
|
|
|
Cim, Llc
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
First Trust Enhanced Equity Income Fund
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Sterling Group Wealth Management, LLC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
|
|
|
|
|
ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
Armstrong Henry H Associates Inc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
Sequent Planning LLC
|
|
|
|
|
|
Wealthstar Advisors, Llc
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Cumberland Advisors Inc
|
|
|
|
|
|
Hengistbury Investment Partners LLP
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Towercrest Capital Management
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
Heritage Investment Group, Inc.
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Clg Llc
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Saudi Central Bank
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF
|
|
|
|
|
|
EHP Funds Inc.
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
ValueAct Holdings, L.P.
|
|
|
|
|
|
QVO2Q - VARIABLE INSURANCE PRODUCTS FUND - Overseas Portfolio Initial Class
|
|
|
|
|
|
KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
|
|
|
|
|
Legacy Advisory Services, LLC
|
|
|
|
|
|
ProShare Advisors LLC
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Watchman Group, Inc.
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Principal Financial Group Inc
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Waddell & Associates, Llc
|
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THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A
|
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Jasper Ridge Partners, L.P.
|
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Vision Capital Management, Inc.
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BUYZ - Franklin Templeton ETF Trust - Franklin Disruptive Commerce ETF
|
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JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
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SGAPX - VIRTUS EQUITY TRUST - Virtus SGA Global Growth Fund Class I
|
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|
FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund
|
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Halbert Hargrove Global Advisors, Llc
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Integrity Alliance, Llc.
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Bls Capital Fondsmaeglerselskab A/s
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Great West Life Assurance Co /can/
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Frisch Financial Group, Inc.
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Field & Main Bank
|
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FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
|
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Evolution Wealth Advisors, LLC
|
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Cypress Capital Management LLC (WY)
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Johnson Financial Group, LLC
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HCR Wealth Advisors
|
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Ttp Investments, Inc.
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Encompass Wealth Advisors, Llc
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BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
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William Allan, Llc
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Capital International Ltd /ca/
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Wealthedge Investment Advisors, Llc
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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Value Partners Investments Inc.
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Advisor Group Holdings, Inc.
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Progressive Investment Management Corp
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
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Barnes Dennig Private Wealth Management LLC
|
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Geneva Partners, LLC
|
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Mitsubishi UFJ Asset Management (UK) Ltd.
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Salem Investment Counselors Inc
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Sora Investors Llc
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Centennial Wealth Advisory LLC
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Stillwater Wealth Management Group
|
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Hudock, Inc.
|
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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Milestones Administradora de Recursos Ltda.
|
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Walled Lake Planning & Wealth Management, Llc
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RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A
|
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Union Bancaire Privee, UBP SA
|
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Redwood Park Advisors LLC
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Custos Family Office, LLC
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American Capital Advisory, LLC
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THMEX - Advisors' Inner Circle Fund III - CCT Thematic Equity Fund Institutional Shares
|
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Advyzon Investment Management, LLC
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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Meriwether Wealth & Planning, LLC
|
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Leonard Rickey Investment Advisors P.L.L.C.
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Amica Mutual Insurance Co
|
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Long Road Investment Counsel, LLC
|
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Laurel Wealth Advisors LLC
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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Glassy Mountain Advisors, Inc.
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FourThought Financial Partners, LLC
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Grandfield & Dodd, Llc
|
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E Fund Management Co., Ltd.
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LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A
|
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DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
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|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
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Provident Wealth Management, LLC
|
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Procyon Private Wealth Partners, LLC
|
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Supplemental Annuity Collective Trust of NJ
|
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Bernardo Wealth Planning LLC
|
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ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I
|
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Mainstay Capital Management Llc /adv
|
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Rakuten Securities, Inc.
|
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Regatta Capital Group, Llc
|
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REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
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BITQ - EXCHANGE TRADED CONCEPTS TRUST - Bitwise Crypto Industry Innovators ETF
|
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Abacus Planning Group, Inc.
|
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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Asset Planning,Inc
|
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Wetzel Investment Advisors, Inc.
|
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|
Strategic Investment Solutions, Inc. /IL
|
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Nuveen Dow 30sm Dynamic Overwrite Fund
|
|
|
|
|
|
AKREX - PROFESSIONALLY MANAGED PORTFOLIOS - Akre Focus Fund Retail Class
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
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|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
|
Hennessy Advisors Inc
|
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|
|
Stance Capital Llc
|
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|
Lafayette Investments, Inc.
|
|
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|
|
Eaton Vance Tax-managed Diversified Equity Income Fund
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Legal Advantage Investments, Inc.
|
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|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
MPGFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Growth Fund
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
C WorldWide Group Holding A/S
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I
|
|
|
|
|
|
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
|
|
|
|
|
|
Port Capital LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
ShoreHaven Wealth Partners, LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Absoluto Partners Gestao de Recursos Ltda
|
|
|
|
|
|
Vestia Personal Wealth Advisors
|
|
|
|
|
|
MUFG Securities EMEA plc
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
Clark Financial Services Group Inc /bd
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Kingsman Wealth Management, Inc.
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
TIHGX - INVESTMENT HOUSE FUNDS - The Investment House Growth Fund
|
|
|
|
|
|
Wilson Asset Management (international) Pty Ltd
|
|
|
|
|
|
Private Capital Management Llc
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
Snyder Capital Management L P
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
Compass Capital Management, Inc
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Chokshi & Queen Wealth Advisors, Inc
|
|
|
|
|
|
Haven Capital Group, Inc.
|
|
|
|
|
|
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF
|
|
|
|
|
|
Montis Financial, LLC
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Eastover Investment Advisors LLC
|
|
|
|
|
|
St. Nicholas Private Asset Management, Inc
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Board of the Pension Protection Fund
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
FIGFX - FIDELITY INVESTMENT TRUST - Fidelity International Growth Fund
|
|
|
|
|
|
Bridgeway Capital Management Inc
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Prentiss Smith & Co Inc
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
MFOCX - Marsico Investment Fund - Marsico Focus Fund
|
|
|
|
|
|
Provident Investment Management, Inc.
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Olstein Capital Management, L.P.
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
Amplify ETF Trust - Amplify CWP Growth & Income ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
|
|
|
|
|
|
Troy Asset Management Ltd
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Osher Van de Voorde Investment Management
|
|
|
|
|
|
Yukon Wealth Management, Inc.
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
LGRRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Growth Fund Class A
|
|
|
|
|
|
Fmb Wealth Management
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Harold Davidson & Associates Inc.
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Instrumental Wealth, Llc
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
EULAV Asset Management
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Amarillo National Bank
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
Able Wealth Management LLC
|
|
|
|
|
|
Blue Rock Wealth Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Left Brain Wealth Management, LLC
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Avenue 1 Advisors, LLC
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Eaton Vance Tax-managed Global Diversified Equity Income Fund
|
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Vestor Capital, Llc
|
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Harbor Asset Planning, Inc.
|
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Circle Wealth Management, LLC
|
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Gladius Capital Management LP
|
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Dakota Community Bank & Trust NA
|
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Maryland Capital Advisors Inc.
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SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
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Centerpoint Advisors, LLC
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Capital Investment Services of America, Inc.
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Davis Capital Management
|
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Cherry Tree Wealth Management, LLC
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Factory Mutual Insurance Co
|
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Heritage Family Offices, LLP
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SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
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Wealth Management Partners, LLC
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Altarock Partners Llc
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Richards, Merrill & Peterson, Inc.
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KLCM Advisors, Inc.
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Ackerman Capital Advisors, LLC
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TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
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LGT Fund Management Co Ltd.
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Benin Management CORP
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Woodline Partners LP
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Clear Street Markets Llc
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Caxton Associates Llp
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Rothschild Capital Partners, LLC
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Moors & Cabot, Inc.
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TRB Advisors LP
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Financial Network Wealth Advisors LLC
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Stratos Wealth Partners, LTD.
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AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
|
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Cornerstone Wealth Group, LLC
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Albion Financial Group /ut
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NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
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1858 Wealth Management, Llc
|
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LifeSteps Financial, Inc.
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Aviso Wealth Management
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Avestar Capital, LLC
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Kayne Anderson Rudnick Investment Management Llc
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Riverview Trust Co
|
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EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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|
Bowie Capital Management, LLC
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Palogic Value Management, L.P.
|
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Dynamic Wealth Strategies, LLC
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
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Bridges Investment Management Inc
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Lombard Odier Asset Management (Switzerland) SA
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eCIO, Inc.
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MainStreet Investment Advisors LLC
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Bradley & Co. Private Wealth Management, LLC
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Legacy Financial Advisors, Inc.
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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Reuter James Wealth Management, Llc
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Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
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KRMA - Global X Funds - Global X Conscious Companies ETF
|
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NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
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Lmcg Investments, Llc
|
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Diversified Portfolios, Inc.
|
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OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
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IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
|
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Endeavor Private Wealth, Inc.
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Lountzis Asset Management, Llc
|
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Cooper Investors Pty Ltd
|
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BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
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Wolverine Asset Management Llc
|
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Carlton Hofferkamp & Jenks Wealth Management, LLC
|
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Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1
|
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|
Bremer Bank National Association
|
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|
Burford Brothers, Inc.
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Copperleaf Capital, LLC
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|
Brucke Financial, Inc.
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
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PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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|
Dividend Asset Capital, Llc
|
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|
Summit Place Financial Advisors, LLC
|
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|
Semmax Financial Advisors Inc.
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|
Hendley & Co Inc
|
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|
FDx Advisors, Inc.
|
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USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
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FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
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|
Apeiron RIA LLC
|
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|
EverSource Wealth Advisors, LLC
|
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|
Dimension Capital Management Llc
|
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
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|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
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|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares
|
|
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|
|
Renaissance Technologies Llc
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A
|
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|
|
|
|
Trifecta Capital Advisors, LLC
|
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|
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|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
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|
Alps Advisors Inc
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Sona Asset Management (us) Llc
|
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|
|
Meridian Wealth Partners, LLC
|
|
|
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|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional
|
|
|
|
|
|
McMahon Financial Advisors, LLC
|
|
|
|
|
|
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
WPVLX - WEITZ FUNDS - Partners Value Fund - Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Eagle Capital Management Llc
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Joseph Group Capital Management
|
|
|
|
|
|
Wrenne Financial Planning LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Runnymede Capital Advisors, Inc.
|
|
|
|
|
|
BLVD Private Wealth, LLC
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
CHB Investment Group, LLC
|
|
|
|
|
|
Stage Harbor Financial, Llc
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Bryant Woods Investment Advisors, LLC
|
|
|
|
|
|
William Howard & Co Financial Advisors Inc
|
|
|
|
|
|
Tribridge Partners Financial LLC
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
Freemont Management S.A.
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
Valued Retirements, Inc.
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Torray Llc
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Motco
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
Roberts Wealth Advisors, LLC
|
|
|
|
|
|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
Ithaka Group Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Clarion Wealth Managment Partners, LLC
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Sterling Investment Management, Inc.
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Francis Financial, Inc.
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
|
Acap Strategic Fund
|
|
|
|
|
|
Tolleson Wealth Management, Inc.
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Unisphere Establishment
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Eclectic Associates Inc /adv
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
Axiom International Investors Llc /de
|
|
|
|
|
|
Spdr Dow Jones Industrial Average Etf Trust
|
|
|
|
|
|
Second Half Financial Partners, LLC
|
|
|
|
|
|
Industrial Alliance Investment Management Inc.
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Corton Capital Inc.
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Paladin Wealth, LLC
|
|
|
|
|
|
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional
|
|
|
|
|
|
11 Capital Partners LP
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Blue Oak Capital, LLC
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Tri-continental Corp
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Ring Mountain Capital, LLC
|
|
|
|
|
|
Verus Wealth Management, Llc
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
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|
Parkwoods Wealth Partners, LLC
|
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|
FBSOX - FIDELITY SELECT PORTFOLIOS - IT Services Portfolio
|
|
|
|
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|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
INYDX - Victory Portfolios IV - Victory Pioneer Disciplined Growth Fund Class Y
|
|
|
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|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Whelan Financial
|
|
|
|
|
|
Baring Financial LLC
|
|
|
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|
Sawyer & Company, Inc
|
|
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
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|
Next Capital Management LLC
|
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|
Tudor Financial Inc.
|
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|
Tocqueville Asset Management L.p.
|
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Outlook Wealth Advisors, LLC
|
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|
|
Sava Infond d.o.o.
|
|
|
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|
Skylands Capital, LLC
|
|
|
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|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
|
|
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|
|
Hsbc Holdings Plc
|
|
|
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|
Platform Technology Partners
|
|
|
|
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|
Lebenthal Global Advisors, LLC
|
|
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Alta Capital Management Llc/
|
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|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
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|
Wsfs Capital Management, Llc
|
|
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|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
Stewardship Advisors, LLC
|
|
|
|
|
|
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
|
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|
Trinity Legacy Partners, LLC
|
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|
Braun-Bostich & Associates Inc.
|
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|
YANKCOM Partnership
|
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|
Fidelity D & D Bancorp Inc
|
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|
Lantz Financial LLC
|
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Cynosure Management, Llc
|
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|
Harbour Trust & Investment Management Co
|
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|
Cozad Asset Management Inc
|
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|
|
Beacon Financial Advisory LLC
|
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|
|
Prevail Innovative Wealth Advisors, Llc
|
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|
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|
|
Summit X, LLC
|
|
|
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|
|
San Luis Wealth Advisors LLC
|
|
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|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
|
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|
BCS Private Wealth Management, Inc.
|
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|
Macquarie Group Ltd
|
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|
HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares
|
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|
Toth Financial Advisory Corp
|
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|
Strategic Investment Advisors / MI
|
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|
Fifth Third Wealth Advisors LLC
|
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|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
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|
McElhenny Sheffield Capital Management, LLC
|
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|
Nwam Llc
|
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|
Ritholtz Wealth Management
|
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|
Advisory Alpha, LLC
|
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|
Aspen Grove Capital, LLC
|
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|
May Barnhard Investments LLC
|
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PBFDX - FORUM FUNDS - Payson Total Return Fund
|
|
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|
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|
Altus Wealth Management, LLC
|
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
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|
|
|
Empirical Finance, LLC
|
|
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|
Cohen Klingenstein LLC
|
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|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
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|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
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|
Campion Asset Management LLC
|
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|
Two Creeks Capital Management, LP
|
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|
RMG Wealth Management LLC
|
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|
Capital & Planning, Llc
|
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|
AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares
|
|
|
|
|
|
Norden Group Llc
|
|
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|
|
Clarendon Private LLC
|
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|
|
Washington Trust Bank
|
|
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|
|
Lockerman Financial Group, Inc.
|
|
|
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|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
BLKC - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
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|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Koa Wealth Management, LLC
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Marshfield Associates
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
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|
|
Conquis Financial Llc
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Delap Wealth Advisory, Llc
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
|
|
|
|
|
|
Pegasus Asset Management, Inc.
|
|
|
|
|
|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Schwartz Investment Counsel Inc
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
ZGFAX - AMERICAN BEACON FUNDS - American Beacon Ninety One Global Franchise Fund Y Class
|
|
|
|
|
|
Makena Capital Management Llc
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Legacy Financial Group, Inc.
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
Accuvest Global Advisors
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
ICFAX - SCM Trust - ICON CONSUMER SELECT FUND Investor Class
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Sowa Financial Group, Inc.
|
|
|
|
|
|
Gardner Russo & Quinn Llc
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
SLMCX - Columbia Funds Series Trust II - Columbia Seligman Communications and Information Fund Class A
|
|
|
|
|
|
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
|
|
|
|
|
|
M Holdings Securities, Inc.
|
|
|
|
|
|
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Worth Asset Management, LLC
|
|
|
|
|
|
Awm Capital, Llc
|
|
|
|
|
|
Donald L. Hagan, LLC
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
Peoples Bank /oh
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
|
|
|
|
|
|
LifeGoal Wealth Advisors
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A
|
|
|
|
|
|
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
McAlister, Sweet & Associates, Inc.
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
TT Capital Management LLC
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Dudley & Shanley, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
AOTG - EA Series Trust - AOT Growth and Innovation ETF
|
|
|
|
|
|
Independent Investors Inc
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
360 Financial, Inc.
|
|
|
|
|
|
LST - Managed Portfolio Series - Leuthold Select Industries ETF
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Maren Capital LLC
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Councilmark Asset Management, LLC
|
|
|
|
|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
SK Wealth Management, LLC
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
|
|
Disciplina Capital Management LLC
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
|
|
|
|
|
|
DJD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dow Jones Industrial Average Dividend ETF
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Future Financial and Technology ETF
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Galilei Investment Office LLP
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
|
|
|
|
|
|
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Fairfield Financial Advisors, LTD
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
|
|
|
|
|
Thomas Story & Son Llc
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
ELCO Management Co., LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
MBM Wealth Consultants, LLC
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Solidarilty Wealth, LLC
|
|
|
|
|
|
J.P. Marvel Investment Advisors, LLC
|
|
|
|
|
|
MWA Asset Management
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
LEXI - Listed Funds Trust - Alexis Practical Tactical ETF
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Occidental Asset Management, LLC
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H&H Retirement Design & Management INC
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Fiduciary Financial Group, Llc
|
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Utah Retirement Systems
|
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OMNI 360 Wealth, Inc.
|
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Promethium Advisors,llc
|
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LRGG - Macquarie ETF Trust - Macquarie Focused Large Growth ETF
|
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|
Emerald Mutual Fund Advisers Trust
|
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IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
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Sei Investments Co
|
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Kavar Capital Partners Group, Llc
|
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Woodard & Co Asset Management Group Inc /adv
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Synergy Investment Management, LLC
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Allen Wealth Management, Llc
|
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Roxbury Financial LLC
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Chicago Partners Investment Group LLC
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VCIGX - VALIC Co I - Dividend Value Fund
|
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Enzi Wealth
|
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|
Iowa State Bank
|
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Summit Financial Wealth Advisors, LLC
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Buttonwood Financial Advisors Inc.
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Octavia Wealth Advisors, LLC
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DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
|
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Sumitomo Life Insurance Co
|
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Arizona State Retirement System
|
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M&t Bank Corp
|
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Nuveen S&p 500 Dynamic Overwrite Fund
|
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Requisite Capital Management, LLC
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Centricity Wealth Management, LLC
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Pragma Gestao De Patrimonio Ltd
|
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Callan Family Office, LLC
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Caitong International Asset Management Co., Ltd
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Wealthquest Corp
|
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Sandhill Capital Partners LLC
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Encompass More Asset Management
|
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Allegheny Financial Group LTD
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Horst & Graben Wealth Management LLC
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FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
WealthCollab, LLC
|
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AMG National Trust Bank
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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Tiemann Investment Advisors, Llc
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MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A
|
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River Wealth Advisors LLC
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Rappaport Reiches Capital Management, LLC
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BTC Capital Management, Inc.
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Guyasuta Investment Advisors Inc
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Full Sail Capital, LLC
|
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
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FT Vest Total Return Income Fund: Series A3
|
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McHugh Group, LLC
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GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
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Consolidated Capital Management, Llc
|
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Sage Private Wealth Group, Llc
|
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AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
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|
Harvey Capital Management Inc
|
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|
Penobscot Investment Management Company, Inc.
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Wiser Advisor Group LLC
|
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Barometer Capital Management Inc.
|
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LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
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|
Vivaldi Capital Management, LLC
|
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Vestmark Advisory Solutions, Inc.
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Daiwa Securities Group Inc.
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Saturna Capital CORP
|
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Apriem Advisors
|
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Gilman Hill Asset Management, LLC
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Elyxium Wealth, LLC
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State Of Wisconsin Investment Board
|
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Albert D Mason Inc
|
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|
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RYDHX - RYDEX SERIES FUNDS - Dow Jones Industrial Average Fund Class H
|
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|
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|
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
|
|
|
|
|
|
Wealth Advisors Northwest LLC
|
|
|
|
|
|
BlackRock Long-Horizon Equity Fund - BlackRock Long-Horizon Equity Fund Investor A
|
|
|
|
|
|
Brighthouse Funds Trust I - ClearBridge Aggressive Growth Portfolio Class A
|
|
|
|
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|
Tranquility Partners, LLC
|
|
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|
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|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
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|
Mirador Capital Partners LP
|
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|
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|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
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|
Pinnacle West Asset Management, Inc.
|
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AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
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|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
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|
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|
Redhawk Wealth Advisors, Inc.
|
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|
River Street Advisors LLC
|
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|
Garrison Point Advisors, Llc
|
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JNBA Financial Advisors
|
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TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A
|
|
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|
|
Virtue Capital Management, LLC
|
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|
|
Ti-trust, Inc
|
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|
Meridian Financial Partners LLC
|
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|
Conway Capital Management, Inc.
|
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Diversified Trust Co
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc.
|
|
|
|
|
|
Fosun International Ltd
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
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|
|
|
|
Signature Wealth Management Group
|
|
|
|
|
|
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Marquette Asset Management, LLC
|
|
|
|
|
|
RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A
|
|
|
|
|
|
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
VESGX - VANGUARD SPECIALIZED FUNDS - Vanguard Global ESG Select Stock Fund Admiral Shares
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
NS Partners Ltd
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Bank Hapoalim Bm
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
CJM Wealth Advisers, Ltd.
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
DDM - PROSHARES TRUST - ProShares Ultra Dow30
|
|
|
|
|
|
Balance Wealth, LLC
|
|
|
|
|
|
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Golden Road Advisors Llc
|
|
|
|
|
|
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc
|
|
|
|
|
|
Waypoint Wealth Partners Inc.
|
|
|
|
|
|
Intellus Advisors LLC
|
|
|
|
|
|
Prostatis Group LLC
|
|
|
|
|
|
Cornerstone Capital, Inc.
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
Investidor Profissional Gestao de Recursos Ltda.
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
Coronation Fund Managers Ltd.
|
|
|
|
|
|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
|
|
|
|
|
Monetta Financial Services Inc
|
|
|
|
|
|
GFI Investment Counsel Ltd.
|
|
|
|
|
|
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
F/M Investments LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Highland Financial Advisors, LLC
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
Ninepoint Partners LP
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
ETF Opportunities Trust - REX Crypto Equity Premium Income ETF
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Heritage Wealth Partners, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
Tableaux Llc
|
|
|
|
|
|
C2C Wealth Management, LLC
|
|
|
|
|
|
Cannon Wealth Management Services, LLC
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
Bourne Lent Asset Management Inc
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Tevis Investment Management
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
Hidden Cove Wealth Management, LLC
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
FSOSX - FIDELITY INVESTMENT TRUST - Fidelity Series Overseas Fund
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
Regency Capital Management Inc.\DE
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Matthew Goff Investment Advisor, LLC
|
|
|
|
|
|
TKG Advisors, LLC
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
Shorepath Capital Management LLC
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Commons Capital, Llc
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
MRFOX - Ultimus Managers Trust - Marshfield Concentrated Opportunity Fund
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
Pacific Heights Asset Management Llc
|
|
|
|
|
|
Redwood Financial Network Corp
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
|
|
|
|
Davidson Capital Management Inc.
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
Planning Alternatives Ltd /adv
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Capital Management Corp /va
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Randolph Co Inc
|
|
|
|
|
|
Wincap Financial Llc
|
|
|
|
|
|
Future You Wealth Llc
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Independence Financial Advisors, LLC
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Wisconsin Wealth Advisors, LLC
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional
|
|
|
|
|
|
Harfst & Associates, Inc.
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
MontVue Capital Management, Inc.
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A
|
|
|
|
|
|
Horiko Capital Management Llc
|
|
|
|
|
|
Tower Wealth Partners, Inc.
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Central Securities Corp
|
|
|
|
|
|
GenTrust, LLC
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Jlb & Associates Inc
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
BASG - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE GROWTH ETF
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
Goepper Burkhardt LLC
|
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|
Garda Capital Partners Lp
|
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|
Vermillion & White Wealth Management Group, LLC
|
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|
Kensico Capital Management Corp
|
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|
Crowley Wealth Management, Inc.
|
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|
Ssi Investment Management Llc
|
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|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
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|
HECO - SSGA Active Trust - SPDR Galaxy Hedged Digital Asset Ecosystem ETF
|
|
|
|
|
|
Emprise Bank
|
|
|
|
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|
Howard Capital Management Inc.
|
|
|
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|
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A
|
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|
|
|
Mizuho Markets Cayman LP
|
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|
|
|
Bokf, Na
|
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|
Bristlecone Advisors, LLC
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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|
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|
Katamaran Capital LLP
|
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|
Shaker Investments Llc/oh
|
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|
Veritas Investment Partners (UK) Ltd.
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|
Rossby Financial, LCC
|
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Forte Capital Llc /adv
|
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|
Alexander Labrunerie & Co., Inc.
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|
Elevated Capital Advisors, LLC
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|
Rockingstone Advisors LLC
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|
O'Brien Wealth Partners LLC
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|
McCarthy & Cox
|
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|
LVW Advisors, LLC
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Shepherd Financial Partners LLC
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MGQIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Sustain Portfolio Class I
|
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|
Mackenzie Financial Corp
|
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Phraction Management LLC
|
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Nbt Bank N A /ny
|
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CAPOX - Unified Series Trust - Absolute Capital Opportunities Fund Institutional Shares
|
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|
Rainey & Randall Investment Management Inc.
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Founders Capital Management, Llc
|
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JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
|
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|
Woodbridge CO LTD
|
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|
Curbstone Financial Management Corp
|
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Litman Gregory Asset Management LLC
|
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Kanawha Capital Management Llc
|
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MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
L2 Asset Management, LLC
|
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CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
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|
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|
Sippican Capital Advisors
|
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|
|
|
|
Barnes Wealth Management Group, Inc
|
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|
Westwood Holdings Group Inc
|
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|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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|
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|
Madrona Financial Services, LLC
|
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|
Dean Investment Associates, Llc
|
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Stokes Family Office, LLC
|
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|
Aragon Global Management, LP
|
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|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
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|
Krilogy Financial LLC
|
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|
Bbr Partners, Llc
|
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|
Oldfather Financial Services, LLC
|
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|
Mine & Arao Wealth Creation & Management, LLC.
|
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
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|
ABN AMRO Bank N.V.
|
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|
|
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|
Panagora Asset Management Inc
|
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|
GROZ - Zacks Trust - Zacks Focus Growth ETF
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
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|
Elwood & Goetz Wealth Advisory Group, LLC
|
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|
Hall Capital Management Co Inc
|
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|
J.Safra Asset Management Corp
|
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|
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity International Equity Central Fund
|
|
|
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|
|
Haven Private, LLC
|
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|
Christopher J. Hasenberg, Inc
|
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|
Dynamic Technology Lab Private Ltd
|
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|
PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares
|
|
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|
Goldstone Financial Group, LLC
|
|
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|
Mitchell Capital Management Co
|
|
|
|
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|
Seed Wealth Management, Inc.
|
|
|
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
|
|
|
|
|
|
Mirabella Financial Services Llp
|
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|
|
|
|
Tower Bridge Advisors
|
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|
Riverview Capital Advisers, LLC
|
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|
Tectonic Advisors Llc
|
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|
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
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|
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|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Nicola Wealth Management Ltd.
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
DIVO - Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
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|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
RIVBX - Investment Managers Series Trust - Riverbridge Growth Fund Institutional Class
|
|
|
|
|
|
Planned Solutions, Inc.
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Ardent Capital Management, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - MFS Research International Portfolio Class A
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
Ted Buchan & Co
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Actinver Wealth Management, Inc.
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
NWZLX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis All Cap Growth Fund Class A
|
|
|
|
|
|
Eleva Capital SAS
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
Partners Capital Investment Group, Llp
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
PXGOX - PAX WORLD FUNDS SERIES TRUST I - PAX GLOBAL OPPORTUNITIES FUND Institutional Class
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Lindsell Train Ltd
|
|
|
|
|
|
AdvisorShares Investments LLC
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Heirloom Wealth Management
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
Qvr Llc
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Prudent Investors Network
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Altman Advisors, Inc.
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Claar Advisors LLC
|
|
|
|
|
|
Private Capital Management, LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
Empire Life Investments Inc.
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Keystone Global Partners, LLC
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
Allen Operations Llc
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
Michael S. Ryan, Inc.
|
|
|
|
|
|
Arlington Partners LLC
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Vickerman Investment Advisors, Inc.
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Bender Robert & Associates
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Focused Equity Fund Class II
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Oak Ridge Investments Llc
|
|
|
|
|
|
Vantage Investment Partners, LLC
|
|
|
|
|
|
Mountain Capital Investment Advisors, Inc
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
NDVR, Inc.
|
|
|
|
|
|
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Guerra Pan Advisors, Llc
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Systematic Financial Management Lp
|
|
|
|
|
|
AGRW - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring LT Large Growth ETF
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
Correct Capital Wealth Management
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Jackson Square Partners, LLC
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Teramo Advisors, LLC
|
|
|
|
|
|
AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Coerente Capital Management
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Safeguard Investment Advisory Group, LLC
|
|
|
|
|
|
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class
|
|
|
|
|
|
Profunds - Profund Vp Financials
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
Chickasaw Capital Management Llc
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
Insight Holdings Group, LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Ccg Wealth Management, Llc
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Hoge Financial Services, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Standard Family Office LLC
|
|
|
|
|
|
Butensky & Cohen Financial Security, Inc
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Botty Investors LLC
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
First Long Island Investors, LLC
|
|
|
|
|
|
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Optima Capital Llc
|
|
|
|
|
|
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
Apex Wealth Management, LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
|
|
|
|
|
|
Kerrisdale Advisers, LLC
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Blodgett Wealth Advisors, Llc
|
|
|
|
|
|
Lindenwold Advisors
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
1776 Wealth LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Pathstone Holdings, LLC
|
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NCM Capital Management, LLC
|
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Lakeshore Financial Planning, Inc.
|
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|
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|
Gts Securities Llc
|
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|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Andra AP-fonden
|
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Catalyst Capital Advisors LLC
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Journey Advisory Group, LLC
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Schneider Downs Wealth Management Advisors, LP
|
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Consilio Wealth Advisors, Llc
|
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|
Coordinated Financial Services, Inc./CO
|
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|
Argentarii, LLC
|
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Satovsky Asset Management Llc
|
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QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
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|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
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|
Segment Wealth Management, LLC
|
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|
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HLFNX - HENNESSY FUNDS TRUST - Hennessy Large Cap Financial Fund Investor Class
|
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|
Mairs & Power Inc
|
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Manitou Investment Management Ltd.
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SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
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Maryland State Retirement & Pension System
|
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Weaver Capital Management LLC
|
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Ulland Investment Advisors, LLC
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AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
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Fairtree Asset Management (Pty) Ltd
|
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HighVista Strategies LLC
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Pettyjohn, Wood & White, Inc
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Modera Wealth Management, LLC
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Cambria Investment Management, L.P.
|
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MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
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JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
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|
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class
|
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|
|
|
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
|
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Criteria Caixa, S.a.u.
|
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|
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|
Credit Agricole S A
|
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|
McGlone Suttner Wealth Management, Inc.
|
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One Degree Advisors Inc
|
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Dakota Wealth Management
|
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Farmers & Merchants Investments Inc
|
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Tufton Capital Management
|
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|
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
|
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|
Northstar Advisory Group, LLC
|
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|
Crossmark Global Holdings, Inc.
|
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MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
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|
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|
Ossiam
|
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|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
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|
Victrix Investment Advisors
|
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|
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|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
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|
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ROPE - EA Series Trust - Coastal Compass 100 ETF
|
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|
Matrix Trust Co
|
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|
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|
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y
|
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|
UniSuper Management Pty Ltd
|
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PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
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|
Gateway Wealth Partners, LLC
|
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|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
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|
Natixis Advisors, L.p.
|
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Widmann Financial Services, Inc.
|
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VALLX - Value Line Larger Companies Focused Fund, Inc. - VALUE LINE LARGER COMPANIES FOCUSED FUND, INC.
|
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|
waypoint wealth counsel
|
|
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Narwhal Capital Management
|
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|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Grey Fox Wealth Advisors, LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
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|
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|
Castle Hook Partners LP
|
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|
|
|
|
Coordinated Financial Services, Inc.
|
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|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
Yelin Lapidot Holdings Management Ltd.
|
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|
Ausdal Financial Partners, Inc.
|
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|
Mechanics Financial Corp
|
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|
Channing Global Advisors, Llc
|
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|
DT Investment Partners, LLC
|
|
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|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
FDG - AMERICAN CENTURY ETF TRUST - American Century Focused Dynamic Growth ETF
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
BHK Investment Advisors, LLC
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
Monaco Asset Management SAM
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Martin Capital Advisors, LLP
|
|
|
|
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|
Triasima Portfolio Management inc.
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
Clune & Associates, Ltd.
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Pure Portfolios Holdings Llc
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
Menora Mivtachim Holdings Ltd.
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
Flavin Financial Services, Inc.
|
|
|
|
|
|
Lane & Associates LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Wormser Freres Gestion
|
|
|
|
|
|
Paul R. Ried Financial Group, LLC
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
TTEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Technology ETF
|
|
|
|
|
|
ARTHX - ARTISAN PARTNERS FUNDS INC - Artisan Global Equity Fund Investor Shares
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Saratoga Research & Investment Management
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
Figure 8 Investment Strategies Llc
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Berkeley, Inc
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
KDT Advisors, LLC
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Brown Shipley& Co Ltd
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Forefront Wealth Partners, LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Bridgewealth Advisory Group, LLC
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
Level Wealth Management LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Magellan Asset Management Ltd
|
|
|
|
|
|
Future Fund LLC
|
|
|
|
|
|
Symphony Financial Services, Inc.
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
STSEX - Blackrock Funds - Blackrock Exchange Portfolio Blackrock
|
|
|
|
|
|
Hartmann Taylor Wealth Management, LLC
|
|
|
|
|
|
Innovative Wealth Building LLC
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
PAGRX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Aggressive Growth Portfolio Class I
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
21 West Wealth Management LLC
|
|
|
|
|
|
Coastal Investment Advisors, Inc.
|
|
|
|
|
|
Valtinson Bruner Financial Planning LLC
|
|
|
|
|
|
Ironvine Capital Partners, LLC
|
|
|
|
|
|
OMAH - Tidal Trust III - VistaShares Target 15 Berkshire Select Income ETF
|
|
|
|
|
|
Advantage Advisers Xanthus Fund, L.l.c.
|
|
|
|
|
|
POLRX - FundVantage Trust - Polen Growth Fund Investor Class
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Pacific Sage Partners, LLC
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Sterling Financial Group, Inc.
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Bell & Brown Wealth Advisors, Llc
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Carroll Investors, Inc
|
|
|
|
|
|
Skye Global Management LP
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Charter Capital Management, LLC\DE
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
WVALX - WEITZ FUNDS - Value Fund - Investor Class
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
Elefante Mark B
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
AAMAX - NORTHERN LIGHTS FUND TRUST III - Absolute Capital Asset Allocator Fund Class A Shares
|
|
|
|
|
|
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Charles-Lim Capital Ltd
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Savoie Capital LLC
|
|
|
|
|
|
Jackson Square Capital, Llc
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Longview Financial Advisors LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Bradyco, Inc.
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
|
|
|
|
|
|
Mason Investment Advisory Services, Inc.
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Rempart Asset Management Inc.
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
Iams Wealth Management, Llc
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
tru Independence LLC
|
|
|
|
|
|
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares
|
|
|
|
|
|
Algebris (uk) Ltd
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
WealthBridge Investment Counsel Inc.
|
|
|
|
|
|
St. Clair Advisors, LLC
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
East Coast Asset Management, LLC.
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Egerton Capital (UK) LLP
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Pinnacle Financial Group, LLC / IL
|
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Tandem Wealth Advisors LLC
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|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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|
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|
|
Consolidated Planning Corp
|
|
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|
|
|
Lowe Brockenbrough & Co Inc
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|
Hara Capital LLC
|
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|
Reliant Investment Management, LLC
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|
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
|
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|
Ipswich Investment Management Co., Inc.
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|
Smith, Salley & Associates
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|
Boston Family Office Llc
|
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|
Fortitude Advisory Group L.L.C.
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|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
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|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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|
|
Raleigh Capital Management Inc.
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|
Meyer Handelman Co
|
|
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|
Martin Investment Management, LLC
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|
Abundance Wealth Counselors
|
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|
Plato Investment Management Ltd
|
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|
Chilton Capital Management Llc
|
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|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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|
|
Benchmark Financial Wealth Advisors, LLC
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|
Biondo Investment Advisors, LLC
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|
GoalVest Advisory LLC
|
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|
Capricorn Fund Managers Ltd
|
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|
Costello Asset Management, INC
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DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A
|
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|
Raymond James Financial Inc
|
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|
Holland Advisory Services, Inc.
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|
Richard Bernstein Advisors LLC
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|
Everhart Financial Group, Inc.
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|
Invera Wealth Advisors, LLC
|
|
|
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|
|
Selkirk Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Ami Investment Management Inc
|
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|
Voya Prime Rate Trust
|
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|
Titan Global Capital Management Usa Llc
|
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|
California Public Employees Retirement System
|
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TCI Fund Management Ltd
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|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
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|
Klingenstein Fields & Co Lp
|
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Courier Capital Llc
|
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EQTY - VALUED ADVISERS TRUST - Kovitz Core Equity ETF
|
|
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|
MPS Loria Financial Planners, LLC
|
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AMF Pensionsforsakring AB
|
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|
Principal Street Partners, LLC
|
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|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
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|
|
Frederick Financial Consultants, LLC
|
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|
Earnest Partners Llc
|
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Personal Cfo Solutions, Llc
|
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|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Centurion Wealth Management LLC
|
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|
Triton Wealth Management, PLLC
|
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|
Guinness Asset Management LTD
|
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|
Lincoln Capital Corp
|
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|
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
|
|
|
|
|
Orin Green Financial, LLC
|
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|
VCULX - VALIC Co I - Growth Fund
|
|
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|
ARS Wealth Advisors Group, LLC
|
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|
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|
PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A
|
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|
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|
Deutsche Bank Ag\
|
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|
Well Done, LLC
|
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Plancorp, LLC
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|
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
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|
Sagard Holdings Management Inc.
|
|
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|
|
Clifford Swan Investment Counsel Llc
|
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|
Gentry Private Wealth, Llc
|
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|
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional
|
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|
SRS Capital Advisors, Inc.
|
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|
Kingstone Capital Partners Texas, LLC
|
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|
|
Dynamic Advisor Solutions LLC
|
|
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|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Iron Financial, LLC
|
|
|
|
|
|
BLOK - Amplify ETF Trust - Amplify Transformational Data Sharing ETF
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
Stonekeep Investments, LLC
|
|
|
|
|
|
Market Street Wealth Management Advisors Llc
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Sutton Place Investors Llc
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
Bollard Group LLC
|
|
|
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|
|
PDS Planning, Inc
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Creekside Partners
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
Brentview Investment Management LLC
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
White Pine Investment CO
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Howard Bailey Securities, Llc
|
|
|
|
|
|
Sone Capital Management, LLC
|
|
|
|
|
|
Northeast Financial Group, Inc.
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
Mawer Investment Management Ltd.
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Riverbridge Partners Llc
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
|
|
|
|
|
POGSX - Oak Associates Funds - Pin Oak Equity Fund
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
TEKX - SSGA Active Trust - SPDR Galaxy Transformative Tech Accelerators ETF
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Swisher Financial Concepts, Inc.
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
Wilkinson Global Asset Management LLC
|
|
|
|
|
|
KP Management LLC
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Absolute Capital Management, LLC
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
FDFF - FIDELITY COVINGTON TRUST - Fidelity Disruptive Finance ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
Burr Financial Services, Llc
|
|
|
|
|
|
Martin & Co Inc /tn/
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
Opes Wealth Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
|
|
|
|
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
|
|
|
|
|
|
SPGSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Premier Growth Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Yoffe Investment Management, LLC
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
|
|
PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A
|
|
|
|
|
|
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
Partners Wealth Management, Llc
|
|
|
|
|
|
Gordian Capital Singapore Pte Ltd
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Midwest Financial Group LLC
|
|
|
|
|
|
Endowment Wealth Management, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A)
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Kodai Capital Management LP
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Loomis Sayles Global Growth Fund (I)
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Wiser Wealth Management, Inc
|
|
|
|
|
|
Ilex Capital Partners (UK) LLP
|
|
|
|
|
|
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Bristol Gate Capital Partners Inc.
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Impact Investors, Inc
|
|
|
|
|
|
MEFOX - Ultimus Managers Trust - Meehan Focus Fund
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Puzo Michael J
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF
|
|
|
|
|
|
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
Arrowroot Family Office, LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Hutchinson Financial Advisors, INC
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A
|
|
|
|
|
|
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
TRFM - ETF Series Solutions - AAM Transformers ETF
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
|
|
|
|
|
|
Rollins Financial Advisors, LLC
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
CARK - Advisors' Inner Circle Fund II - CastleArk Large Growth ETF
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Bay Capital Advisors, LLC
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
Clarity Wealth Advisors, LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
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|
Lombard Odier Asset Management (Europe) Ltd
|
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|
BAFLX - Brown Advisory Funds - Brown Advisory Global Leaders Fund Institutional Shares
|
|
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|
Caisse Des Depots Et Consignations
|
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|
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|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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|
Cohen Capital Management, Inc.
|
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Harbor Investment Advisory, Llc
|
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Taddei, Ludwig & Associates, Inc.
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|
Cambridge Investment Research Advisors, Inc.
|
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|
Visionary Wealth Advisors
|
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|
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|
Foyston, Gordon, & Payne Inc
|
|
|
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|
|
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
|
|
|
|
|
|
Stelac Advisory Services LLC
|
|
|
|
|
|
PGLOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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|
Hel Ved Capital Management Ltd
|
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|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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|
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|
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A
|
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|
Blue Chip Partners, Inc.
|
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|
Weybosset Research & Management Llc
|
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Castle Wealth Management Llc
|
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Park Edge Advisors, LLC
|
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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|
Louisbourg Investments Inc.
|
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IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
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|
Compton Wealth Advisory Group, LLC
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I
|
|
|
|
|
|
Birch Capital Management, LLC
|
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|
Barclays Plc
|
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|
Consolidated Portfolio Review Corp
|
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Arete Wealth Advisors, LLC
|
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|
Optas, LLC
|
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|
St Germain D J Co Inc
|
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Gallagher Capital Advisors, LLC
|
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|
Clear Point Advisors Inc.
|
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Zevin Asset Management Llc
|
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Semus Wealth Partners LLC
|
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|
Raiffeisen Bank International AG
|
|
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|
Essex Savings Bank
|
|
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|
Fermata Advisors, LLC
|
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|
Wolff Wiese Magana Llc
|
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|
Pfc Capital Group, Inc.
|
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|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional
|
|
|
|
|
|
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A
|
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GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
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|
Nicholas Investment Partners, LP
|
|
|
|
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|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
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|
Aire Advisors, Llc
|
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Ccm Investment Advisers Llc
|
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ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
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|
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|
Foster Victor Wealth Advisors, LLC
|
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|
Patten Group, Inc.
|
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|
Hoertkorn Richard Charles
|
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|
WoodTrust Financial Corp
|
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|
Intrepid Financial Planning Group LLC
|
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|
Beta Wealth Group, Inc.
|
|
|
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|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
M1 Capital Management LLC
|
|
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|
|
|
Washburn Capital Management, Inc.
|
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|
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|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
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|
|
Credential Securities Inc.
|
|
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|
|
Hirtle Callaghan & Co LLC
|
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|
|
Profit Investment Management, LLC
|
|
|
|
|
|
Amussen Hunsaker Associates Llc
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
Barrier Capital Management, LLC
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
|
|
|
|
|
|
Hamilton Capital Partners, Llc
|
|
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|
|
|
Swedbank AB
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
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|
|
Greenwood Gearhart Inc
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
Nishkama Capital, LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I
|
|
|
|
|
|
Wilkins Miller Wealth Management, LLC
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Secured Retirement Advisors, Llc
|
|
|
|
|
|
Hobart Private Capital, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Harrington Investments, INC
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Coign Capital Advisors LLC
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Michels Family Financial, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
Sollinda Capital Management LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
Ehrlich Financial Group
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
ULTRA SERIES FUND - Large Cap Growth Fund Class I
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
RJMG - FIRST TRUST EXCHANGE-TRADED FUND VIII - FT Raymond James Multicap Growth Equity ETF
|
|
|
|
|
|
Asset Management Group, Inc.
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Lord & Richards Wealth Management, LLC
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Spartan Planning & Wealth Management
|
|
|
|
|
|
Carter Financial Group, INC.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
Mayar Capital Ltd.
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional
|
|
|
|
|
|
Postrock Partners Llc
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
Gavilan Investment Partners LLC
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Innova Wealth Partners
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
Allium Financial Advisors, Llc
|
|
|
|
|
|
Foronjy Financial Llc
|
|
|
|
|
|
Asset Allocation & Management Company, LLC
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
Alapocas Investment Partners, Inc.
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
ADOIX - Investment Managers Series Trust II - AXS Dynamic Opportunity Fund Class I Shares
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Kingdom Financial Group LLC.
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
Pps&v Asset Management Consultants, Inc.
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
Financial Advisory Partners, Llc
|
|
|
|
|
|
Wills Financial Group LLC
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Kemnay Advisory Services Inc.
|
|
|
|
|
|
MGRIX - Marsico Investment Fund - Marsico Growth Fund
|
|
|
|
|
|
Stonebridge Financial Planning Group, LLC
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
ROI Financial Advisors, LLC
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
|
Melfa Wealth Management, Llc
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Large Cap Growth ETF
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
CMH Wealth Management LLC
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
Berkshire Money Management, Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Penobscot Wealth Management
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
CCLA Investment Management Ltd
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Lpwm Llc
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Round Hill Asset Management
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Aspire Capital Advisors LLC
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
Oregon Pacific Wealth Management, LLC
|
|
|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Growth Class II
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Corbyn Investment Management Inc/md
|
|
|
|
|
|
Brave Warrior Advisors, LLC
|
|
|
|
|
|
WRLDX - ADVISORS SERIES TRUST - Scharf Global Opportunity Fund Retail Class
|
|
|
|
|
|
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Prism Advisors, Inc.
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Davies Financial Advisors, Inc.
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund Ii
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio
|
|
|
|
|
|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
WLGRX - IVY FUNDS - Ivy Large Cap Growth Fund Class R
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Seascape Capital Management
|
|
|
|
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|
Wood Tarver Financial Group, LLC
|
|
|
|
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|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
EGFIX - Advisors' Inner Circle Fund - Edgewood Growth Fund Institutional Class Shares
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Sonoma Private Wealth LLC
|
|
|
|
|
|
Catalina Capital Group, LLC
|
|
|
|
|
|
Glass Wealth Management Co LLC
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
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|
|
|
|
Auxier Asset Management
|
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|
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|
|
Americana Partners, LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
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|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Pachira Investments Inc.
|
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|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
FDIG - FIDELITY COVINGTON TRUST - Fidelity Crypto Industry and Digital Payments ETF
|
|
|
|
|
|
Borer Denton & Associates, Inc.
|
|
|
|
|
|
Cloud Capital Management, LLC
|
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|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
HNASX - HOMESTEAD FUNDS INC - Growth Fund
|
|
|
|
|
|
Waverton Investment Management Ltd
|
|
|
|
|
|
Surience Private Wealth Llc
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Caerus Investment Advisors, LLC
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
PRVS - PARNASSUS INCOME FUNDS - Parnassus Value Select ETF
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
Latko Wealth Management, Ltd.
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Silverleafe Capital Partners, LLC
|
|
|
|
|
|
Select Equity Group, L.P.
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
MSDKX - MORGAN STANLEY INSTITUTIONAL FUND INC - International Resilience Portfolio Class I
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Blackhawk Capital Partners LLC.
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Red Spruce Capital, LLC
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
Westfuller Advisors, LLC
|
|
|
|
|
|
VELA Funds - VELA Large Cap 130/30 Fund Class I
|
|
|
|
|
|
Landaas & Co /wi /adv
|
|
|
|
|
|
Truefg, Llc
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
ERn Financial, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Curran Financial Partners, LLC
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Alkeon Capital Management Llc
|
|
|
|
|
|
Blue Whale Capital LLP
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
MVSRX - Manager Directed Portfolios - Mar Vista Strategic Growth Fund Retirement Shares
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Bennett Selby Investments Lp
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Rothschild & Co Wealth Management UK Ltd
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
VELA Investment Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
Actiam N.v.
|
|
|
|
|
|
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
|
|
|
|
|
|
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
Lazard Global Total Return & Income Fund Inc
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Longbow Finance SA
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Growth Fund
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Wise Wealth Partners
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
VVPLX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Fund Investor Class Shares
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Fire Capital Management LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Primoris Wealth Advisors, Llc
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Stenahm Asset Managment Ltd
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Timonier Family Office, LTD.
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Blue Investment Partners LLC
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
West Chester Capital Advisors, Inc
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Courage Miller Partners, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
PSQGX - Managed Portfolio Series - Port Street Quality Growth Fund Institutional Class Shares
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
IronOak Wealth LLC.
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Credit Industriel Et Commercial
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Calvert Management Series - Calvert Global Equity Fund Class I
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
WFSTX - WELLS FARGO FUNDS TRUST - Wells Fargo Specialized Technology Fund Class A
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Arq Wealth Advisors, Llc
|
|
|
|
|
|
Financial Harvest, LLC
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
TAGStone Capital, Inc.
|
|
|
|
|
|
NWHOX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Technology and Science Fund Class A
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
Evolutionary Tree Capital Management, LLC
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
RBA Wealth Management, LLC
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
|
|
|
|
|
UDOW - PROSHARES TRUST - ProShares UltraPro Dow30
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
SLT Holdings LLC
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Petra Financial Advisors Inc
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Tang Capital Management Llc
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Clio Asset Management LLC
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Insight Advisors, LLC/ PA
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Synergy Financial Management, LLC
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STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
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Colonial Trust Advisors
|
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
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Greater Midwest Financial Group, LLC
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Swan Global Investments, LLC
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QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
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Stenger Family Office, LLC
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FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
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MTM Investment Management, LLC
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STRV - EA Series Trust - Strive 500 ETF
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Parallel Advisors, LLC
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BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
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Saxon Interests, Inc.
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Citizens National Bank Trust Department
|
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Humankind Investments LLC
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Orion Portfolio Solutions, LLC
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Edge Wealth Management LLC
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Gamco Investors, Inc. Et Al
|
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Arcadia Wealth Management, Inc.
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Peak Asset Management, LLC
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Edgewood Management Llc
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Allspring Global Investments Holdings, LLC
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Lifeworks Advisors, LLC
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AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
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Real Talk Capital, LLC
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VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
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AXS Investments LLC
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Harbor Capital Advisors, Inc.
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CogentBlue Wealth Advisors, LLC
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Slow Capital, Inc.
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B&l Asset Management Llc
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Cornerstone Investment Partners, LLC
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Masso Torrence Wealth Management Inc.
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Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
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Ameriprise Financial Inc
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Epoch Investment Partners, Inc.
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Traub Capital Management LLC
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Integrity Financial Corp /WA
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Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
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SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
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Riverpark Capital Management Llc
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Sowell Financial Services LLC
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Riversedge Advisors, Llc
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Sage Capital Advisors,llc
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Tcfg Wealth Management, Llc
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Ethos Financial Group, LLC
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Sovran Advisors, LLC
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QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
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Cornerstone Total Return Fund Inc
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Wambolt & Associates, LLC
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Shell Asset Management Co
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MSFAX - Morgan Stanley Institutional Fund Inc - Global Franchise Portfolio Class I
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Pictet Asset Management Holding SA
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Greenspring Advisors, LLC
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Clear Investment Research, Llc
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Howard Wealth Management, Llc
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Private Advisory Group LLC
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Evergreen Wealth Solutions, LLC
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Financiere des Professionnels - Fonds d,investissement inc.
|
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Holocene Advisors, LP
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CAPROCK Group, Inc.
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Lutz Financial Services LLC
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First International Bank & Trust
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Finward Bancorp
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White Knight Strategic Wealth Advisors, LLC
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Prospera Financial Services Inc
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VanderPol Investments L.L.C.
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VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
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Spurstone Advisory Services, LLC
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Yoder Wealth Management, Inc.
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Alerus Financial Na
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TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
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Westbourne Investments, Inc.
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MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class
|
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Hoxton Planning & Management, LLC
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Vista Wealth Management Group, LLC
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GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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Bragg Financial Advisors, Inc
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Phillips Financial Management, Llc
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Nomura Holdings Inc
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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Soltis Investment Advisors LLC
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Sachetta, LLC
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IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF
|
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RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
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NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
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Stonegate Investment Group, LLC
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BRGIX - PROFESSIONALLY MANAGED PORTFOLIOS - Bridges Investment Fund
|
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Axa S.a.
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Delos Wealth Advisors, LLC
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Waterford Advisors, LLC
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
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|
Stillwater Capital Advisors, LLC
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Transcendent Capital Group LLC
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NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
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Kestra Investment Management, LLC
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Teachers Retirement System Of The State Of Kentucky
|
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|
Focus Financial Network, Inc.
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One Wealth Advisors, LLC
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SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
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Migdal Insurance & Financial Holdings Ltd.
|
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FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
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|
Nbc Securities, Inc.
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|
Bnc Wealth Management, Llc
|
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Carderock Capital Management Inc
|
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|
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I
|
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|
GQETX - GMO TRUST - GMO Quality Fund Class III
|
|
|
|
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|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
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|
Ceera Investments, Llc
|
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|
Gouws Capital LLC
|
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|
Wealth Preservation Advisors, LLC
|
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Ellis Investment Partners, LLC
|
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|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
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|
Jacobson & Schmitt Advisors, Llc
|
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|
GK Wealth Management LLC
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|
Naviter Wealth, LLC
|
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|
Legacy Investment Solutions, LLC
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|
Palisade Asset Management, LLC
|
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IMS Capital Management
|
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|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
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|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
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|
Fairscale Capital, LLC
|
|
|
|
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|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
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|
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|
Citizens Financial Group Inc/ri
|
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|
Meitav Dash Investments Ltd
|
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|
Pasadena Private Wealth, LLC
|
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|
Wallington Asset Management, LLC
|
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|
Armis Advisers, LLC
|
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|
Blueshift Asset Management, LLC
|
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|
CSM Advisors, LLC
|
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|
Keebeck Wealth Management, LLC
|
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|
Brookstone Capital Management
|
|
|
|
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|
Birchcreek Wealth Management, LLC
|
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|
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|
MRP Capital Investments, LLC
|
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|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
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|
|
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|
Global X Japan Co., Ltd.
|
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|
Charter Trust Co
|
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|
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|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
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|
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|
|
Fortem Financial Group, Llc
|
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|
Acorn Creek Capital Llc
|
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|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
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|
Maripau Wealth Management Llc
|
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|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Yarger Wealth Strategies, Llc
|
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|
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Yeomans Consulting Group, Inc.
|
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|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
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|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
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|
Thames Capital Management Llc
|
|
|
|
|
|
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Sustainable Insight Capital Management, LLC
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
Draper Asset Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
Rede Wealth, LLC
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
David J Yvars Group
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Menard Financial Group LLC
|
|
|
|
|
|
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Windsor Capital Management, LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Minichmacgregor Wealth Management, Llc
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Fairbanks Capital Management, Inc.
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
OV Management LLC
|
|
|
|
|
|
Abound Financial, Llc
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
Seros Financial, LLC
|
|
|
|
|
|
HFR Wealth Management, LLC
|
|
|
|
|
|
Hobbs Wealth Management, LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
MSBWX - MORGAN STANLEY INSTITUTIONAL FUND INC - American Resilience Portfolio Class C
|
|
|
|
|
|
VLSRX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus KAR Long/Short Equity Fund Class R6
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Whitaker-Myers Wealth Managers, LTD.
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Red Lighthouse Investment Management, Llc
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
Goldstream Capital Management Ltd
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
SGGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Large Cap Focus Growth Fund Class A
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Pennington Partners & Co., Llc
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
Fortune Financial Advisors, LLC
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
Indie Asset Partners, LLC
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Park Capital Management, LLC / WI
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Villere St Denis J & Co Llc
|
|
|
|
|
|
Covington Investment Advisors Inc.
|
|
|
|
|
|
Investment Counsel Co Of Nevada
|
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Capital Markets Trading UK LLP
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DiNuzzo Private Wealth, Inc.
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MBL Wealth, LLC
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Creekmur Asset Management LLC
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Regent Peak Wealth Advisors LLC
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Ritter Daniher Financial Advisory LLC / DE
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|
Harbour Capital Advisors, LLC
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XXEC, Inc.
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Nuveen, LLC
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Strong Tower Advisory Services
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Cubist Systematic Strategies, LLC
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4J Wealth Management LLC
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Nan Shan Life Insurance Co., Ltd.
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Novare Capital Management Llc
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Impact Partnership Wealth, LLC
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GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
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National Asset Management, Inc.
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Topsail Wealth Management, LLC
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Gulf International Bank (UK) Ltd
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Burns J W & Co Inc/ny
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Gries Financial Llc
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Bizma Investimentos Ltda
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Friedenthal Financial
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Equitable Trust Co
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Eaton Vance Tax-managed Buy-write Opportunities Fund
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Allegiance Financial Group Advisory Services LLC
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Ninety One North America, Inc.
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Integrated Investment Consultants, LLC
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
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JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
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Coleford Investment Management Ltd.
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Northwestern Mutual Wealth Management Co
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IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
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Principal Securities, Inc.
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
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UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
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WealthPLAN Partners, LLC
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Copperwynd Financial, LLC
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WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
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IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
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TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A
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TBH Global Asset Management, LLC
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Guardian Investment Management
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Avalon Trust Co
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CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A
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David R. Rahn & Associates Inc.
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Missouri Trust & Investment Co
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EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A
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Apella Capital, LLC
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Asahi Life Asset Management Co., Ltd.
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Pcg Asset Management, Llc
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Nissay Asset Management Corp /japan/ /adv
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Darden Wealth Group Inc
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URTH - iShares, Inc. - iShares MSCI World ETF
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Excalibur Management Corp
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MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
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Cypress Advisory Group LLC
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THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
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Geometric Wealth Advisors
|
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DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A
|
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SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
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Dempze Nancy E
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
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Diversify Wealth Management, Llc
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Twin Tree Management, LP
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FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
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OneAscent Financial Services LLC
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Regions Financial Corp
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PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
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Hutchens & Kramer Investment Management Group, LLC
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Toroso Investments, LLC
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RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
|
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FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
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Grantvest Financial Group LLC
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Harbor Advisory Corp /ma/
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BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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Insight Wealth Strategies, LLC
|
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FJ Capital Management LLC
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Jacobsen Capital Management
|
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Smith Anglin Financial, LLC
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FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
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Legacy CG, LLC
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Baldwin Investment Management, LLC
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OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
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Capital Square, LLC
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USA Financial Portformulas Corp
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Fishman Jay A Ltd/mi
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Eagle Global Advisors Llc
|
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Houlihan Financial Resource Group, Ltd.
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Schechter Investment Advisors, LLC
|
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EDOW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow 30 Equal Weight ETF
|
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Doheny Asset Management /ca
|
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Dnca Finance
|
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CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
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Ethic Inc.
|
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Zweig-DiMenna Associates LLC
|
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GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
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Intelligent Financial Strategies
|
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Martingale Asset Management L P
|
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Td Asset Management Inc
|
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Firethorn Wealth Partners, Llc
|
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Townsend Asset Management Corp /nc/ /adv
|
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Cahaba Wealth Management, Inc.
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Madison Asset Management, LLC
|
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
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|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
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|
Sandy Cove Advisors, LLC
|
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|
SHGTX - Columbia Funds Series Trust II - Columbia Seligman Global Technology Fund Class A
|
|
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|
|
Advisors Preferred, LLC
|
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|
Guardian Capital Lp
|
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|
SNS Financial Group, LLC
|
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|
|
Kidder Stephen W
|
|
|
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SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
|
|
|
|
|
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a)
|
|
|
|
|
|
Provident Co of the Employees of the Hebrew University LTD
|
|
|
|
|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
First City Capital Management, Inc.
|
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|
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|
Paradigm Financial Partners, Llc
|
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|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
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|
|
Horizon Investments, LLC
|
|
|
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|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Generali Powszechne Towarzystwo Emerytalne
|
|
|
|
|
|
Emerald Advisors, LLC
|
|
|
|
|
|
Fonville Wealth Management LLC
|
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|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
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|
Cladis Investment Advisory, LLC
|
|
|
|
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|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
|
|
|
|
|
USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Willner & Heller, Llc
|
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|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Mendel Capital Management LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
PGWAX - ALLIANZ FUNDS - AllianzGI Focused Growth Fund A
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
DECO - SSGA Active Trust - SPDR Galaxy Digital Asset Ecosystem ETF
|
|
|
|
|
|
Headland Capital, LLC
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
RSIFX - VICTORY PORTFOLIOS - Victory RS Science and Technology Fund Class A
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Metropolis Capital Ltd
|
|
|
|
|
|
DLK Investment Management, LLC
|
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|
|
|
|
High Falls Advisors, Inc
|
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|
|
|
LGT Group Foundation
|
|
|
|
|
|
Aureus Asset Management, LLC
|
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|
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|
|
Karani Asset Management LLC
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
|
DJIA - Global X Funds - Global X Dow 30 Covered Call ETF
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
Taikang Asset Management (Hong Kong) Co Ltd
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class
|
|
|
|
|
|
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
DYLG - Global X Funds - Global X Dow 30 Covered Call & Growth ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Prospect Financial Services LLC
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
REDW Wealth LLC
|
|
|
|
|
|
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class
|
|
|
|
|
|
Johnson & White Wealth Management, LLC
|
|
|
|
|
|
USGLX - JOHN HANCOCK CAPITAL SERIES - U.S. Global Leaders Growth Fund Class A
|
|
|
|
|
|
Arbor Trust Wealth Advisors, Llc
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Muirfield Wealth Advisors Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I)
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Shelter Mutual Insurance Co
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Strategic Global Advisors, LLC
|
|
|
|
|
|
Fortis Advisors, LLC
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Cooper/haims Advisors, Llc
|
|
|
|
|
|
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
FOSFX - FIDELITY INVESTMENT TRUST - Fidelity Overseas Fund
|
|
|
|
|
|
UDPIX - Profunds - Ultradow 30 Profund Investor Class
|
|
|
|
|
|
Wcm Investment Management, Llc
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Seligman Global Technology Fund Class 1
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Rodgers & Associates, LTD
|
|
|
|
|
|
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A
|
|
|
|
|
|
Harbor Group, Inc.
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
|
Astra Wealth Partners LLC
|
|
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|
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
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|
GPS Wealth Strategies Group, LLC
|
|
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|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
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|
|
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|
Wolff Financial Management Llc
|
|
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|
Eagle Strategies LLC
|
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|
EVUAX - WELLS FARGO FUNDS TRUST - Wells Fargo Utility and Telecommunications Fund Class A
|
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|
Archer Investment Corp
|
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|
First National Bank Sioux Falls
|
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|
Manhattan West Asset Management, LLC
|
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|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
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|
First Manhattan Co
|
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|
Brookwood Investment Group LLC
|
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|
TFC Financial Management
|
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|
Strategic Family Wealth Counselors, L.L.C.
|
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|
Jordan Park Group LLC
|
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|
Pnc Financial Services Group, Inc.
|
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|
New York State Teachers Retirement System
|
|
|
|
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|
Westshore Wealth, LLC
|
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|
Wealth Enhancement Advisory Services, Llc
|
|
|
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|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
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|
|
Trinity Financial Advisors LLC
|
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|
Calamos Advisors LLC
|
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|
First National Advisers, LLC
|
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|
High Net Worth Advisory Group LLC
|
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|
Client First Investment Management LLC
|
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|
Richwood Investment Advisors, LLC
|
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Bernard Wealth Management Corp.
|
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|
Mn Services Vermogensbeheer B.V.
|
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|
MGB Wealth Management, LLC
|
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|
BlackRock ETF Trust - BlackRock Large Cap Value ETF
|
|
|
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|
|
Mandatum Life Insurance Co Ltd
|
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|
Red Wave Investments LLC
|
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Certified Advisory Corp
|
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Sterling Investment Advisors, Ltd.
|
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Wealthspan Partners, Llc
|
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|
Weitz Investment Management, Inc.
|
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Kirtland Hills Capital Management, Llc
|
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Spence Asset Management
|
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Cadinha & Co Llc
|
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|
ROSS\JOHNSON & Associates LLC
|
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|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - International Growth Portfolio
|
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|
Matisse Capital
|
|
|
|
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|
Welch & Forbes Llc
|
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|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
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|
WealthTrak Capital Management LLC
|
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Groesbeck Investment Management Corp /nj/
|
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Quintet Private Bank (Europe) S.A.
|
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Ibex Wealth Advisors
|
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Bell Bank
|
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|
Gerber Kawasaki Wealth & Investment Management
|
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Crews Bank & Trust
|
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IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
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|
Investment Partners, Ltd.
|
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Cedar Wealth Management, LLC
|
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|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
|
|
|
Prosperity Consulting Group, LLC
|
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|
Avenir Corp
|
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|
Annandale Capital, LLC
|
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Aegon Asset Management Uk Plc
|
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Knoll Capital Management, LLC
|
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|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
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|
ForthRight Wealth Management, LLC
|
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|
Buckhead Capital Management Llc
|
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King Luther Capital Management Corp
|
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Creegan & Nassoura Financial Group, LLC
|
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|
Cobler Capital Management, LLC
|
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|
Proathlete Wealth Management Llc
|
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|
Gables Capital Management Inc.
|
|
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|
Investment Research & Advisory Group, Inc.
|
|
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|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Mascagni Wealth Management, Inc.
|
|
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|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
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|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
|
|
|
|
|
|
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
|
|
|
|
|
Burt Wealth Advisors
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
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|
|
Nepsis, Inc.
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Loomis Sayles Global Growth Fund Standard Class
|
|
|
|
|
|
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
PSTAX - VIRTUS EQUITY TRUST - Virtus KAR Capital Growth Fund Class A
|
|
|
|
|
|
Ascent Capital Management, LLC
|
|
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|
|
|
Beacon Investment Advisory Services, Inc.
|
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|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Dash Acquisitions Inc.
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Forbes Financial Planning, Inc.
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
|
|
|
|
|
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Spreng Capital Management, Inc.
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Purus Wealth Management, LLC
|
|
|
|
|
|
Tobias Financial Advisors, Inc.
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
WealthCare Investment Partners, LLC
|
|
|
|
|
|
HMV Wealth Advisors, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
|
|
|
|
|
Cornerstone Enterprises, Llc
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
Harbour Investment Management Llc
|
|
|
|
|
|
BRTNX - PFS FUNDS - Bretton Fund
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Salzhauer Michael
|
|
|
|
|
|
Winslow Capital Management, LLC
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Hanlon Investment Management, Inc.
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Calamos Global Total Return Fund
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
ORBA Wealth Advisors, L.L.C.
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
|
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
Talbot Financial, LLC
|
|
|
|
|
|
RMBHX - RMB INVESTORS TRUST - RMB Fund Class A
|
|
|
|
|
|
BLCN - Siren ETF Trust - Siren Nasdaq NexGen Economy ETF
|
|
|
|
|
|
Arlington Financial Advisors, LLC
|
|
|
|
|
|
LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF
|
|
|
|
|
|
SATO - Invesco Exchange-Traded Fund Trust II - Invesco Alerian Galaxy Crypto Economy ETF
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
First National Bank of Hutchinson
|
|
|
|
|
|
Smart Portfolios, LLC
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Laidlaw Wealth Management LLC
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Ironwood Investment Management Llc
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
Cairn Investment Group, Inc.
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Raub Brock Capital Management LP
|
|
|
|
|
|
Centre Asset Management, LLC
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Valicenti Advisory Services Inc
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Aft, Forsyth & Sober, LLC
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Parkwood LLC
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
INVNX - Ultimus Managers Trust - EVOLUTIONARY TREE INNOVATORS FUND
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Blueprint Investment Partners LLC
|
|
|
|
|
|
BDAFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - Baron Durable Advantage Fund
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
AJ Advisors, LLC
|
|
|
|
|
|
Locust Wood Capital Advisers, Llc
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
Fernbridge Capital Management Lp
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Research International Core Portfolio
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
TB Capital Gestao de Recursos Ltda.
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
Davis-rea Ltd.
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Maltin Wealth Management, Inc.
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
ARIGX - Aristotle Funds Series Trust - Aristotle Growth Equity Fund Class I
|
|
|
|
|
|
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
PENN SERIES FUNDS INC - Flexibly Managed Fund
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Peregrine Capital Management Llc
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Abacus Wealth Partners, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Settian Capital LP
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Carmignac Gestion
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
|
|
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
|
|
|
|
|
|
ShankerValleau Wealth Advisors, Inc.
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
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|
|
|
|
Infusive Asset Management Inc.
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|
Pin Oak Investment Advisors Inc
|
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|
KBC Group NV
|
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McIlrath & Eck, LLC
|
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|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
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|
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|
PROVX - Provident Mutual Funds, Inc. - Provident Trust Strategy Fund
|
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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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|
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|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
MOKAN Wealth Management Inc.
|
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|
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|
Southland Equity Partners LLC
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
Capital International Inc /ca/
|
|
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|
|
|
SP Asset Management LLC
|
|
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|
Culbertson A N & Co Inc
|
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|
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|
Global Strategic Investment Solutions, LLC
|
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|
ZEGA Investments, LLC
|
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|
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IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A
|
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|
Arista Wealth Management, LLC
|
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|
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|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
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|
|
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|
Independent Solutions Wealth Management, LLC
|
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|
|
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|
Artisan Partners Limited Partnership
|
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|
MetLife Investment Management, LLC
|
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Hendershot Investments Inc.
|
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
|
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|
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class
|
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|
|
Clarity Financial LLC
|
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|
Great Diamond Partners, LLC
|
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Dorsey & Whitney Trust CO LLC
|
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Biltmore Family Office, LLC
|
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BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I
|
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|
Fundsmith Investment Services Ltd.
|
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QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
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|
|
Brass Tax Wealth Management, Inc
|
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|
Beacon Financial Group
|
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|
Cornerstone Advisors, LLC
|
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|
Gs Investments, Inc.
|
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|
Park National Corp /oh/
|
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|
Royal Capital Wealth Management, LLC
|
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|
Jpmorgan Chase & Co
|
|
|
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|
Uniting Wealth Partners, LLC
|
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|
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|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
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|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
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|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
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|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
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|
Alpha Cubed Investments, LLC
|
|
|
|
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|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
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|
SBI Securities Co., Ltd.
|
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|
Willis Johnson & Associates, Inc.
|
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Oxford Financial Group Ltd
|
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ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
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|
CIBC World Markets Inc.
|
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|
Brighton Jones Llc
|
|
|
|
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|
Smith & Howard Wealth Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1
|
|
|
|
|
|
Neumann Capital Management, LLC
|
|
|
|
|
|
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
|
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|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
|
Hartford Funds Management Co LLC
|
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|
WealthPlan Investment Management, LLC
|
|
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FSVLX - FIDELITY SELECT PORTFOLIOS - Consumer Finance Portfolio
|
|
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|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
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|
Pacific Global Investment Management Co
|
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|
Rice Partnership, LLC
|
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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|
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|
BKCG - BNY Mellon ETF Trust II - BNY Mellon Concentrated Growth ETF
|
|
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|
SGL Investment Advisors, Inc.
|
|
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|
|
Claro Advisors LLC
|
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|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
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|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
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|
Nova Wealth Management, Inc.
|
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|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
Sagace Wealth Management LLC
|
|
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|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Spectrum Wealth Advisory Group, LLC
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
Soroban Capital Partners LP
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Sanders Capital, LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Capital Group Investment Management Pte. Ltd.
|
|
|
|
|
|
Sonata Capital Group Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
Alexis Investment Partners, LLC
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Hudson Canyon Capital Management
|
|
|
|
|
|
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Andina Capital Management, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
SMART Wealth LLC
|
|
|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
Hikari Power Ltd
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
Rbo & Co Llc
|
|
|
|
|
|
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
|
|
|
|
|
Benchmark Investment Advisors LLC
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
Par Capital Management Inc
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
Te Ahumairangi Investment Management Ltd
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
FIDAX - JOHN HANCOCK INVESTMENT TRUST II - Financial Industries Fund Class A
|
|
|
|
|
|
Seilern Investment Management Ltd
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
|
|
|
|
|
|
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
Spear Holdings RSC Ltd
|
|
|
|
|
|
Invenio Wealth Partners Llc
|
|
|
|
|
|
Baskin Financial Services Inc.
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Fft Wealth Management Llc
|
|
|
|
|
|
Kerusso Capital Management LLC
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Cantillon Capital Management Llc
|
|
|
|
|
|
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
|
|
|
|
|
Panoramic Capital Partners, LLC
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class
|
|
|
|
|
|
Pilgrim Partners Asia Pte Ltd
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Windmill Hill Asset Management Ltd
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND
|
|
|
|
|
|
Hixon Zuercher, LLC
|
|
|
|
|
|
Core Wealth Advisors, Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Growth Fund
|
|
|
|
|
|
Tax-Managed Multi-Cap Growth Portfolio - TAX MANAGED MULTI CAP GROWTH PORTFOLIO
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
Verde Capital Management
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
Selway Asset Management
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Tema ETF Trust - Tema Monopolies and Oligopolies ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I
|
|
|
|
|
|
Liberty All Star Growth Fund Inc.
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Platinum Investment Management Ltd
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Hudson Way Capital Management LLC
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I
|
|
|
|
|
|
Ballew Advisors, Inc
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Single Point Partners, LLC
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
|
|
|
|
|
LSAGX - Natixis Funds Trust II - Loomis Sayles Global Growth Fund Class A
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Kelman-Lazarov, Inc.
|
|
|
|
|
|
Academy Capital Management Inc/tx
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class
|
|
|
|
|
|
VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class
|
|
|
|
|
|
Pacific Wealth Strategies Group, Inc.
|
|
|
|
|
|
Spectrum Asset Management, Inc. (NB/CA)
|
|
|
|
|
|
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
SFSLX - Advisor Managed Portfolios - 1919 Financial Services Fund Class C
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Rational Advisors Llc
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
RiverPark Advisors, LLC
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
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|
Tandem Investment Partners LLC
|
|
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|
Financial Symmetry Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Loomis Sayles Growth Portfolio Class IB
|
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|
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|
KilterHowling LLC
|
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|
|
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|
Overbrook Management Corp
|
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|
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
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|
Oder Investment Management, LLC
|
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|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
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|
Sands Capital Management, Llc
|
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|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
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Dover Advisors, Llc
|
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|
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
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|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Amica Retiree Medical Trust
|
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|
FT Vest Rising Dividend Achievers Total Return Fund
|
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|
Nia Impact Advisors, Llc
|
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|
RFP Financial Group LLC
|
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|
Tiaa Trust, National Association
|
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|
Farmers & Merchants Trust Co of Long Beach
|
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STFGX - Advisers Investment Trust - State Farm Growth Fund
|
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|
Squarepoint Ops LLC
|
|
|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
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|
|
My Purposeful Wealth Corp.
|
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|
Stonebridge Capital Advisors LLC
|
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QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
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|
PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund
|
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|
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INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
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|
Boothbay Fund Management, Llc
|
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|
RoundAngle Advisors LLC
|
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GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
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|
Farmers Trust Co
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
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|
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class
|
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|
GEM Asset Management, LLC
|
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Viking Fund Management Llc
|
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|
Sierra Capital LLC
|
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Colton Groome Financial Advisors, Llc
|
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|
GHP Investment Advisors, Inc.
|
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|
Hantz Financial Services, Inc.
|
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|
Capital Analysts, Inc.
|
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|
Mcdonald Partners Llc
|
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|
Hosking Partners LLP
|
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one8zero8, LLC
|
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Greenwood Capital Associates Llc
|
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Eaton-Cambridge Inc.
|
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|
SC&H Financial Advisors, Inc.
|
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RiverFront Investment Group, LLC
|
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|
Sather Financial Group Inc
|
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Acadian Asset Management Llc
|
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Graypoint LLC
|
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Helium Advisors LLC
|
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|
Salomon & Ludwin, LLC
|
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|
Providence First Trust Co
|
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|
Warren Averett Asset Management, LLC
|
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|
NorthRock Partners, LLC
|
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|
Gabelli Equity Trust Inc
|
|
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|
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A
|
|
|
|
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|
Hillsdale Investment Management Inc.
|
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|
Jacobi Capital Management LLC
|
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|
APG Asset Management N.V.
|
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|
Radnor Capital Management, LLC
|
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|
Osprey Private Wealth LLC
|
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|
Midland Wealth Advisors Llc
|
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|
Warburton Capital Management, LLC
|
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|
Farallon Capital Management Llc
|
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|
Moran Wealth Management, LLC
|
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|
Private Wealth Asset Management, LLC
|
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|
Evergreen Wealth Management, LLC
|
|
|
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|
Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a)
|
|
|
|
|
|
Family CFO Inc
|
|
|
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|
|
Verus Financial Partners, Inc.
|
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|
CNB Bank
|
|
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|
Plotkin Financial Advisors, LLC
|
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|
Unison Asset Management LLC
|
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|
Court Place Advisors, LLC
|
|
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|
Kovitz Investment Group Partners, LLC
|
|
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|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
Ssa Swiss Advisors Ag
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Fiduciary Wealth Partners, LLC
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Hilltop Wealth Advisors, Llc
|
|
|
|
|
|
Eagle Capital Management, LLC
|
|
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|
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|
Bartlett & Co. Wealth Management Llc
|
|
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|
|
|
CacheTech Inc.
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
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|
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|
NWK Group, Inc.
|
|
|
|
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|
Bouchey Financial Group Ltd
|
|
|
|
|
|
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF
|
|
|
|
|
|
Palisades Hudson Asset Management, L.P.
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
|
|
Parkside Investments, LLC
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
COAGX - CALDWELL & ORKIN FUNDS INC - Caldwell & Orkin - Gator Capital Long/Short Fund
|
|
|
|
|
|
Cryder Capital Partners LLP
|
|
|
|
|
|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
|
|
|
Sara-Bay Financial
|
|
|
|
|
|
Rinkey Investments
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Martin Currie Ltd
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
HS Management Partners, LLC
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Dixon Mitchell Investment Counsel Inc.
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
CFC Planning Co LLC
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Cooper Capital Advisors LLC
|
|
|
|
|
|
Generation Investment Management Llp
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Focused Appreciation Portfolio
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
|
|
|
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund
|
|
|
|
|
|
FOCUS Wealth Advisors, LLC
|
|
|
|
|
|
Concorde Asset Management, LLC
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Blue Grotto Capital, LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Beirne Wealth Consulting Services, LLC
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
Bridge Generations Wealth Management Llc
|
|
|
|
|
|
Seldon Capital Lp
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
MTCGX - M FUND INC - M Large Cap Growth Fund
|
|
|
|
|
|
Archon Partners LLC
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Climber Capital SA
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Turn8 Private Wealth Inc.
|
|
|
|
|
|
Highview Capital Management LLC/DE/
|
|
|
|
|
|
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A
|
|
|
|
|
|
DFDPX - FORUM FUNDS - DF Dent Premier Growth Fund
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
ELGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Select Large Cap Growth Fund Class A
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
Viking Global Investors Lp
|
|
|
|
|
|
Capital Planning LLC
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
Icapital Wealth Llc
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
Solano Wealth Investment Advisors LLC
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Marsico Capital Management Llc
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
BFIUX - BARON SELECT FUNDS - Baron FinTech Fund R6 Shares
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
Venator Management LLC
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
LMBO - Direxion Shares ETF Trust - Direxion Daily Crypto Industry Bull 2X Shares
|
|
|
|
|
|
Polymer Capital Management (HK) LTD
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Growth Stock Fund
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
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|
We Are One Seven, LLC
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
WPOPX - WEITZ FUNDS - Partners III Opportunity Fund - Institutional Class
|
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|
Moody Lynn & Lieberson, Llc
|
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|
Aviso Financial Inc.
|
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|
Enterprise Bank & Trust Co
|
|
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|
Fortress Wealth Management, Inc.
|
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|
Wendell David Associates Inc
|
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|
Emerald Investment Partners, Llc
|
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|
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|
|
EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
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|
|
Harris Associates L P
|
|
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|
|
HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
MRSAX - MFS SERIES TRUST I - MFS Research International Fund A
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Ables, Iannone, Moore & Associates, Inc.
|
|
|
|
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|
National Pension Service
|
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XTX Topco Ltd
|
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|
Yacktman Asset Management Lp
|
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|
Hemenway Trust Co LLC
|
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|
Stuart Chaussee & Associates, Inc.
|
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|
Calamos Global Dynamic Income Fund
|
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|
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Condor Capital Management
|
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|
QLTY - 2023 ETF Series Trust II - GMO U.S. Quality ETF
|
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|
|
|
|
Lakewood Asset Management LLC
|
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|
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|
|
Kanen Wealth Management LLC
|
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|
Lipe & Dalton
|
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|
TSA Wealth Managment LLC
|
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|
Potentia Wealth
|
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|
Taylor & Morgan Wealth Management, LLC
|
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|
Lbmc Investment Advisors, Llc
|
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|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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|
Aigen Investment Management, Lp
|
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|
Paradigm Asset Management Co Llc
|
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|
Rps Advisory Solutions Llc
|
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|
IMA Wealth, Inc.
|
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Caldwell Investment Management Ltd.
|
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APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares
|
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|
Brown Miller Wealth Management, LLC
|
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|
Mason & Associates Inc
|
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|
Giverny Capital Inc.
|
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|
DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF
|
|
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|
|
Riverwater Partners LLC
|
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|
Slagle Financial, LLC
|
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|
GKV Capital Management Co., Inc.
|
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|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
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|
Sovereign Financial Group, Inc.
|
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|
Investment Advisory Services Inc /tx /adv
|
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|
Southeast Asset Advisors Inc.
|
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|
Trust Co Of Virginia /va
|
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|
Schaper Benz & Wise Investment Counsel Inc/wi
|
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|
Worldquant Millennium Advisors Llc
|
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North Point Portfolio Managers Corp/oh
|
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|
RMR Wealth Builders
|
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|
Chicago Capital, LLC
|
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|
Tealwood Asset Management Inc
|
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|
STAR Financial Bank
|
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|
Prestige Wealth Management Group LLC
|
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|
Cibc World Markets Corp
|
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|
Fusion Capital, LLC
|
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|
Twin City Private Wealth, Llc
|
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|
Voya Financial Advisors, Inc.
|
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|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
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|
Park Avenue Securities Llc
|
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|
Noble Wealth Management PBC
|
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|
First Business Financial Services, Inc.
|
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|
Means Investment Co., Inc.
|
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|
Generali Asset Management SPA SGR
|
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|
Sweeney & Michel, Llc
|
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|
Connor, Clark & Lunn Investment Management Ltd.
|
|
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|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Lakeshore Capital Group, Inc.
|
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|
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|
Wooster Corthell Wealth Management, Inc.
|
|
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|
|
GPM Growth Investors, Inc.
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class
|
|
|
|
|
|
Van Eck Associates Corp
|
|
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|
Yarbrough Capital, LLC
|
|
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|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
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|
Jefferies Financial Group Inc.
|
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|
Crestmont Private Wealth LLC
|
|
|
|
|
|
S.E.E.D. Planning Group LLC
|
|
|
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|
|
First Financial Corp /in/
|
|
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|
|
Elequin Capital Lp
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
BEEZ - EA Series Trust - Honeytree U.S. Equity ETF
|
|
|
|
|
|
Vista Capital Partners, Inc.
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
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|
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|
Ycg, Llc
|
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|
|
Cloverfields Capital Group, Lp
|
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|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Alpha Omega Group, Inc.
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
DAFGX - Dunham Funds - Dunham Focused Large Cap Growth Fund Class A
|
|
|
|
|
|
LOGIX - ADVISORS SERIES TRUST - Scharf Fund Institutional Class
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
DVOL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Low Volatility ETF
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Shum Financial Group, Inc.
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
|
|
|
|
|
Valley Forge Advisors, LLC
|
|
|
|
|
|
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
|
|
|
|
|
Clarus Group, Inc.
|
|
|
|
|
|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
WCMGX - FIRST TRUST SERIES FUND - First Trust WCM Focused Global Growth Fund Institutional Class
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
|
|
|
|
|
Axecap Investments, LLC
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
APLIX - Cavanal Hill Funds - Hedged Income Fund Investor
|
|
|
|
|
|
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Polen Capital Management Llc
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF
|
|
|
|
|
|
Brian Low Financial Group, Llc
|
|
|
|
|
|
GRW - TCW ETF Trust - TCW Compounders ETF
|
|
|
|
|
|
Granite Bay Wealth Management, LLC
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
Bretton Capital Management, LLC
|
|
|
|
|
|
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
Discipline Wealth Solutions, LLC
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Running Oak Capital LLC
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
FMSGX - FRONTIER FUNDS, INC. - Frontier MFG Global Sustainable Fund Institutional Class Shares
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
|
|
|
Daner Wealth Management, LLC
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Integris Wealth Management, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Financial Enhancement Group LLC
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
|
|
VLCGX - VALIC Co I - Large Capital Growth Fund
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
Avanda Investment Management Pte. Ltd.
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Turim 21 Investimentos Ltda.
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
REDWX - Aspiration Funds - Aspiration Redwood Fund
|
|
|
|
|
|
RPg Family Wealth Advisory, LLC
|
|
|
|
|
|
Wealth Advisors of Iowa, LLC
|
|
|
|
|
|
Brick & Kyle, Associates
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
Provident Trust Co
|
|
|
|
|
|
Towerpoint Wealth, LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
Phil A. Younker & Associates, Ltd.
|
|
|
|
|
|
Baker Boyer National Bank
|
|
|
|
|
|
Alecta Pensionsforsakring, Omsesidigt
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
Tikehau Investment Management
|
|
|
|
|
|
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
Mayport, Llc
|
|
|
|
|
|
Professional Financial Advisors, LLC
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
|
|
|
Client 1st Advisory Group, Llc
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
CVRD - Madison ETFs Trust - Madison Covered Call ETF
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Growth ETF -
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Paradigm Capital Management, LLC/NV
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
James J. Burns & Company, LLC
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Cedar Mountain Advisors, LLC
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PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
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Atlanta Consulting Group Advisors, LLC
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Physicians Financial Services, Inc.
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Dudley Capital Management, Llc
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Maseco Llp
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FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
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TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
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Transatlantique Private Wealth Llc
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Sterling Capital Management LLC
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Mitchell Sinkler & Starr/pa
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MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
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Pittenger & Anderson Inc
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SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
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Bank Of Hawaii
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WealthTrust Axiom LLC
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PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
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SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
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Aqr Capital Management Llc
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Barden Capital Management, Inc.
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Douglass Winthrop Advisors, LLC
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Wesbanco Bank Inc
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Marino, Stram & Associates Llc
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Snowden Capital Advisors LLC
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VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
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LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
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GATEX - Gateway Trust - Gateway Fund Class A Shares
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Candriam Luxembourg S.C.A.
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GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF
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Anderson Hoagland & Co
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LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
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Sargent Investment Group, LLC
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Baird Financial Group, Inc.
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Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3
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CNEQ - Alger ETF Trust - Alger Concentrated Equity ETF
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NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
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Patron Partners Advisors, Llc
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Hutner Capital Management Inc
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Strs Ohio
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AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
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FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
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GeoWealth Management, LLC
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NFP Retirement, Inc.
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Stock Portfolio - Stock Portfolio
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Cascade Financial Partners, LLC
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Deltec Asset Management Llc
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Fourth Dimension Wealth, LLC
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1st Source Bank
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MKT Advisors LLC
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CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
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1620 Investment Advisors, Inc.
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First American Trust, Fsb
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CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A
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Checchi Capital Advisers, LLC
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Heritage Wealth Management, Inc. /CA/
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PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
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Cora Capital Advisors Llc
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Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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D.B. Root & Company, LLC
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Appleton Partners Inc/ma
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FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
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ODonnell Financial Services, LLC
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Rialto Wealth Management, LLC
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Transform Wealth, LLC
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BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio
|
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AlphaStar Capital Management, LLC
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FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
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Atlas Capital Advisors Llc
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Jag Capital Management, Llc
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Act Two Investors Llc
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Wisconsin Capital Management Llc
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Mcmorgan & Co Llc
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CenterBook Partners LP
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State of Wyoming
|
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Neuberger Berman Group LLC
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Eagle Bay Advisors LLC
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John Hancock Funds II - Science & Technology Fund Class NAV
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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Trust Co of Kansas
|
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Flynn Zito Capital Management, Llc
|
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Polar Asset Management Partners Inc.
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Main Management ETF Advisors, LLC
|
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Independent Advisor Alliance
|
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VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
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JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
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Leelyn Smith, LLC
|
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|
Edge Financial Advisors LLC
|
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Canvas Wealth Advisors, LLC
|
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LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF
|
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SCMGX - Advisors' Inner Circle Fund - Sands Capital Global Growth Fund Institutional Class Shares
|
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Coastline Trust Co
|
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FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
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PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
|
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MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
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Ryan Investment Management, Inc.
|
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LM Advisors LLC
|
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|
B.O.S.S. Retirement Advisors, LLC
|
|
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|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Avid Wealth Partners LLC
|
|
|
|
|
|
CNECX - ALGER FUNDS - Alger Concentrated Equity Fund Class C
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Options Solutions, Llc
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
Saybrook Capital /nc
|
|
|
|
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|
WESPAC Advisors SoCal, LLC
|
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|
|
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|
Keb Asset Management, Llc
|
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|
|
Pictet North America Advisors SA
|
|
|
|
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|
Everstar Asset Management, LLC
|
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|
GFS Advisors, LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
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|
NEOS Investment Management LLC
|
|
|
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|
Vontobel Holding Ltd.
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
|
|
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF
|
|
|
|
|
|
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
First International Bank of Israel Ltd.
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
|
|
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
Harber Asset Management Llc
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Fullerton Fund Management Co Ltd
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Bell Asset Management Ltd
|
|
|
|
|
|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Grant Street Asset Management, Inc.
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Haverford Financial Services, Inc.
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
TenCore Partners, LP
|
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|
