|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
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|
Marshall & Sterling Wealth Advisors Inc.
|
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|
Kentucky Retirement Systems Insurance Trust Fund
|
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|
Centre Asset Management, LLC
|
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|
KEAT - EA Series Trust - Keating Active ETF
|
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|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
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|
Ellevest, Inc.
|
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|
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|
FT Vest Total Return Income Fund: Series A4
|
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|
Northeast Financial Group, Inc.
|
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Boston Family Office Llc
|
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Advantage Trust Co
|
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Evelyn Partners Investment Management (Europe) Ltd
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Synergy Investment Management, LLC
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MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
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|
Capital Advisors Inc/ok
|
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Murphy & Mullick Capital Management Corp
|
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DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
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|
Alpha Omega Wealth Management LLC
|
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|
Foster Group, Inc.
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
Fusion Capital, LLC
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Humankind Benefit Corp - Humankind US Stock ETF
|
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Sentry Investment Management Llc
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Trust Co of the South
|
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Nfj Investment Group, Llc
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Angeles Wealth Management, Llc
|
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AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
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|
Quantbot Technologies LP
|
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Vestia Personal Wealth Advisors
|
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|
Aspiriant, Llc
|
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Creative Capital Management Investments LLC
|
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CoreFirst Bank & Trust
|
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|
Harbor Group, Inc.
|
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Greenleaf Trust
|
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Concentrum Wealth Management
|
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Certior Financial Group, Llc
|
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TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
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Sage Private Wealth Group, Llc
|
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|
Alpine Global Dynamic Dividend Fund
|
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|
Capstone Wealth Management Group LLC
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|
Dodds Wealth, LLC
|
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Cyndeo Wealth Partners, LLC
|
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|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
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|
Advisory Alpha, LLC
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|
Aspect Partners, LLC
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|
Aureus Asset Management, LLC
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|
Mayflower Financial Advisors, LLC
|
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Private Management Group Inc
|
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|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
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|
Chancellor Financial Group WB LP
|
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|
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|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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|
CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund
|
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|
Bank of Jackson Hole Trust
|
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|
Orgel Wealth Management, LLC
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|
Quantum Financial Advisors, LLC
|
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|
Swan Global Investments, LLC
|
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|
Prentice Wealth Management LLC
|
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|
Safe Harbor Fiduciary, LLC
|
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|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
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|
Empire Financial Management Company, LLC
|
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|
RXL - PROSHARES TRUST - ProShares Ultra Health Care
|
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|
RFP Financial Group LLC
|
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|
Guardian Wealth Advisors, Llc / Nc
|
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|
Financial Gravity Companies, Inc.
|
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|
Dudley Capital Management, Llc
|
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|
Evermay Wealth Management Llc
|
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|
Hall Laurie J Trustee
|
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|
|
Bank Of Hawaii
|
|
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|
|
Symphony Financial Services, Inc.
|
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|
Impact Partnership Wealth, LLC
|
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|
Drystone LLC
|
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|
Fiduciary Family Office, Llc
|
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|
Bard Financial Services, Inc.
|
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|
Heartland Bank & Trust Co
|
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|
Stonehearth Capital Management, LLC
|
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|
Peak6 Llc
|
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|
Virginia Retirement Systems Et Al
|
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|
New York Life Investment Management Llc
|
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|
Detalus Advisors, LLC
|
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|
Franklin Resources Inc
|
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|
Kidder Stephen W
|
|
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|
Prudent Man Investment Management, Inc.
|
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|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
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|
Retirement Planning Group
|
|
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|
Tower Bridge Advisors
|
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|
Verus Capital Partners, Llc
|
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|
Marshall Wace, Llp
|
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|
Selway Asset Management
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
|
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|
Centurion Wealth Management LLC
|
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|
Deltec Asset Management Llc
|
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|
Dark Forest Capital Management Lp
|
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|
Headinvest, Llc
|
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|
Ballentine Partners, LLC
|
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|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
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|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
Sectoral Asset Management Inc
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
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|
|
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|
Rahlfs Capital, Llc
|
|
|
|
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|
D.B. Root & Company, LLC
|
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|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
Weil Company, Inc.
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
Schubert & Co
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Orca Investment Management, LLC
|
|
|
|
|
|
Tillman Hartley LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
|
|
|
Resolute Wealth Strategies, LLC
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Ascent Capital Management, LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
|
|
|
|
|
Clearview Wealth Advisors LLC
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
|
|
|
|
|
Prospector Partners Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
FMIEX - WASATCH FUNDS TRUST - Wasatch Global Value Fund Investor Class shares
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Baring Financial LLC
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
FVALX - FORESTER FUNDS INC - Forester Value Fund Class N
|
|
|
|
|
|
Purus Wealth Management, LLC
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Foyston, Gordon, & Payne Inc
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Canal Insurance CO
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Simplify Asset Management Inc.
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Brown Shipley& Co Ltd
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Cobler Capital Management, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
Cvfg Llc
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Paragon Financial Partners, Inc.
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
Edge Wealth Management LLC
|
|
|
|
|
|
Dominguez Wealth Management Solutions, Inc.
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
CMH Wealth Management LLC
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Wade Financial Advisory, Inc
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
Barnes Wealth Management Group, Inc
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
POPFX - Managed Portfolio Series - Prospector Opportunity Fund
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
ETF Store, Inc.
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
USPVX - World Funds Trust - Union Street Partners Value Fund Class A Shares
|
|
|
|
|
|
Financial & Tax Architects, LLC
|
|
|
|
|
|
American Institute for Advanced Investment Management, LLP
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
Bolthouse Investments, LLC
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
Disciplined Investors, L.L.C.
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
|
Journey Strategic Wealth Llc
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Groupe la Francaise
|
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PENN SERIES FUNDS INC - Large Cap Value Fund
|
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|
Cove Private Wealth, LLC
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PBMares Wealth Management LLC
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EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
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Almanack Investment Partners, LLC.
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Merit Financial Group, LLC
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ArrowMark Colorado Holdings LLC
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JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
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Smart Money Group LLC
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Klingman & Associates, LLC
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Sage Financial Management Group, Inc.
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Strengthening Families & Communities, LLC
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Fiera Capital Corp
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TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF
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Campbell Deegan Wealth Management, LLC
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Venturi Wealth Management, LLC
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IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
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Creative Financial Designs Inc /adv
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Squarepoint Ops LLC
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Citizens National Bank Trust Department
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Jpmorgan Chase & Co
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Robbins Farley Llc
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Punch & Associates Investment Management, Inc.
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GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
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PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
|
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LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund
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Slagle Financial, LLC
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BMVP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Market ETF
|
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Baker Chad R
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Umb Bank N A/mo
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Cullen Investment Group, Ltd.
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SP Asset Management LLC
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Bigelow Investment Advisors, LLC
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Passive Capital Management, LLC.
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Paradigm Financial Partners, Llc
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All Terrain Financial Advisors, LLC
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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Patten & Patten Inc/tn
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VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
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Cetera Trust Company, N.A
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Allstate Corp
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CPA Asset Management LLC
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Summit Financial, LLC
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PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
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Treasurer of the State of North Carolina
|
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Ogorek Anthony Joseph /ny/ /adv
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XML Financial, LLC
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TWEBX - Tweedy, Browne Fund Inc. - Tweedy, Browne Value Fund
|
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Delta Financial Group, Inc.
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Icon Wealth Advisors, LLC
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Shilanski & Associates, Inc.
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Neo Ivy Capital Management
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Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
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Mountain Pacific Investment Advisers Inc/id
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Orrstown Financial Services Inc
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Tsfg, Llc
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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Ycg, Llc
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Fairscale Capital, LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
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Walkner Condon Financial Advisors LLC
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Hilltop Holdings Inc.
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QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
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Jackson, Grant Investment Advisers, Inc.
|
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FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
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IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
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EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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Register Financial Advisors LLC
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Roof Eidam & Maycock/adv
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Genesis Wealth Advisors, LLC
|
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Seven Grand Managers, Llc
|
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Norris Perne & French Llp/mi
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Mcintyre Freedman & Flynn Investment Advisers Inc
|
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Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
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|
Mechanics Financial Corp
|
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Appleton Partners Inc/ma
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Horan Capital Advisors, LLC.
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Ariston Services Group
|
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Byrne Financial Freedom, Llc
|
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E. Ohman J:or Asset Management AB
|
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LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
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|
Sar Wealth Management Group, Llc
|
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Westend Capital Management LLC
|
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Northwest Financial Advisors
|
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AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
|
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|
TBCUX - Tweedy, Browne Fund Inc. - Tweedy, Browne Global Value Fund Ii - Currency Unhedged
|
|
|
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|
|
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
|
|
|
|
|
|
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
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|
West Tower Group, LLC
|
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Insight Advisors, LLC/ PA
|
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Wedgewood Investors Inc /pa/
|
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One Day In July LLC
|
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|
Griffith & Werner, Inc.
|
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|
Isthmus Partners, Llc
|
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|
Moody National Bank Trust Division
|
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|
Exchange Capital Management, Inc.
|
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|
Qtron Investments LLC
|
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|
BankPlus Trust Department
|
|
|
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|
Trinity Wealth Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Taylor & Morgan Wealth Management, LLC
|
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|
Kingsview Wealth Management, LLC
|
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|
|
Prepared Retirement Institute LLC
|
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|
|
Titleist Asset Management, Llc
|
|
|
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|
|
First Wilshire Securities Management Inc
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Howard Wealth Management, Llc
|
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|
Southern Capital Advisors, Llc
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
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|
|
Financial Advisory Service, Inc.
|
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|
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|
|
Kinloch Capital, LLC
|
|
|
|
|
|
Strive Asset Management, LLC
|
|
|
|
|
|
Waypoint Wealth Partners Inc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Compton Wealth Advisory Group, LLC
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
HT Partners LLC
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Vista Capital Partners, Inc.
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Prosperitas Financial LLC
|
|
|
|
|
|
Prospect Financial Group LLC
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Israel Discount Bank of New York
|
|
|
|
|
|
RYDHX - RYDEX SERIES FUNDS - Dow Jones Industrial Average Fund Class H
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF
|
|
|
|
|
|
Bey-Douglas LLC
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Tilson Financial Group, Inc.
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
UDI - USCF ETF Trust - USCF Dividend Income Fund
|
|
|
|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Delaney Dennis R
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
First National Bank of Hutchinson
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Wills Financial Group LLC
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
PYA Waltman Capital, LLC
|
|
|
|
|
|
Blue Oak Capital, LLC
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Red Mountain Financial, LLC
|
|
|
|
|
|
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
VELA Funds - VELA Income Opportunities Fund Class A
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K
|
|
|
|
|
|
Aegis Wealth Management LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
Sweeney & Michel, Llc
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Sentinel Trust Co Lba
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
KONG - ETF Opportunities Trust - Formidable Fortress ETF
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Lincoln Capital LLC
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Midwest Financial Group LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
JMG Financial Group, Ltd.
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Sterling Investment Management, Inc.
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Unified Investment Management
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Total Return Series Initial Class
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
TANDX - PFS FUNDS - Castle Tandem Fund Institutional
|
|
|
|
|
|
Diversified Portfolios, Inc.
|
|
|
|
|
|
RMR Capital Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Scott Capital Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
Clarion Wealth Managment Partners, LLC
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Sequent Planning LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Total Return Portfolio Class 1
|
|
|
|
|
|
Foundry Partners, LLC
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
Sherrill & Hutchins Financial Advisory, Inc
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
WDNA - WisdomTree Trust - WisdomTree BioRevolution Fund N/A
|
|
|
|
|
|
FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF
|
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|
|
|
|
Cornerstone Wealth Group, LLC
|
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Optimum Investment Advisors
|
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Wilkinson Global Asset Management LLC
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Evercore Wealth Management, LLC
|
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|
Nordea Investment Management Ab
|
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Coastline Trust Co
|
|
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|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
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|
|
Transce3nd, LLC
|
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|
Folger Nolan Fleming Douglas Capital Management, Inc
|
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Satovsky Asset Management Llc
|
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Ronald Blue Trust, Inc.
|
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DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
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|
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|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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|
|
|
|
LFA - Lugano Financial Advisors SA
|
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Legacy Capital Group California, Inc.
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Pasadena Private Wealth, LLC
|
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Ameritas Advisory Services, LLC
|
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Partners in Financial Planning
|
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Country Club Bank /gfn
|
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Plato Investment Management Ltd
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
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Code Waechter LLC
|
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YACKX - AMG FUNDS - AMG Yacktman Fund Class I
|
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|
Wbi Investments, Inc.
|
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Catalyst Capital Advisors LLC
|
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BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
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|
|
|
ULTRA SERIES FUND - Large Cap Value Fund Class I
|
|
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|
Meiji Yasuda Asset Management Co Ltd.
|
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Leavell Investment Management, Inc.
|
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Violich Capital Management, Inc.
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ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
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Voloridge Investment Management, Llc
|
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Acorns Advisers, LLC
|
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Atala Financial Inc
|
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GHP Investment Advisors, Inc.
|
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Am Investment Strategies Llc
|
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Guyasuta Investment Advisors Inc
|
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|
Barlow Wealth Partners, Inc.
|
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BridgePort Financial Solutions, LLC
|
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Kagan Cocozza Asset Management
|
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|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
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|
Chevy Chase Trust Holdings, Inc.
|
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Aster Capital Management (DIFC) Ltd
|
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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|
|
|
|
Tanaka Capital Management Inc
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
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|
|
Strategies Wealth Advisors, LLC
|
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|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
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|
|
Legacy Financial Group, Inc.
|
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MKT Advisors LLC
|
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|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
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|
Parkwoods Wealth Partners, LLC
|
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Hubbell Strickland Wealth Management, LLC
|
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Mustard Seed Financial, LLC
|
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Circle Wealth Management, LLC
|
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|
Nuveen Dow 30sm Dynamic Overwrite Fund
|
|
|
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|
|
Texas Bank & Trust Co
|
|
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|
Adviser Investments LLC
|
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|
BlackRock ETF Trust - BlackRock Future Health ETF
|
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|
Nwam Llc
|
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|
LGT Group Foundation
|
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|
Chemung Canal Trust Co
|
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|
Hendley & Co Inc
|
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|
DLK Investment Management, LLC
|
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|
Clear Point Advisors Inc.
|
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|
Abound Wealth Management
|
|
|
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|
First National Advisers, LLC
|
|
|
|
|
|
Landaas & Co /wi /adv
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
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|
|
|
Ninety One North America, Inc.
|
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|
Prudential Plc
|
|
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|
|
Alhambra Investment Partners LLC
|
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|
|
Old North State Trust, LLC
|
|
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|
|
Root Financial Partners, LLC
|
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|
|
Empirical Finance, LLC
|
|
|
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|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Hikari Tsushin, Inc.
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
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|
|
Equitable Holdings, Inc.
|
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|
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|
|
Nissay Asset Management Corp /japan/ /adv
|
|
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|
TigerOak Management, L.L.C.
|
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|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
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|
|
Focused Investors LLC
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
Post Resch Tallon Group Inc.
|
|
|
|
|
|
Aufman Associates Inc
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Clark Estates Inc/ny
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
St. Clair Advisors, LLC
|
|
|
|
|
|
High Falls Advisors, Inc
|
|
|
|
|
|
B&D White Capital Company, LLC
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Hamel Associates, Inc.
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
DLHAX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Healthcare Fund Class A
|
|
|
|
|
|
Wingate Wealth Advisors, Inc.
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Red Lighthouse Investment Management, Llc
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
Hunter Perkins Capital Management, LLC
|
|
|
|
|
|
DJD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dow Jones Industrial Average Dividend ETF
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Human Investing LLC
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
VLEQX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Equity Fund Investor Class
|
|
|
|
|
|
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
Ami Asset Management Corp
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Burt Wealth Advisors
|
|
|
|
|
|
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
GEM Asset Management, LLC
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Ball & Co Wealth Management Inc.
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
WESCAP Management Group, Inc.
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
G2 Capital Management, Llc / Oh
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
R. W. Roge & Company, Inc.
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
AAFMAA Wealth Management & Trust LLC
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Mayar Capital Ltd.
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
Union Heritage Capital, LLC
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Ccg Wealth Management, Llc
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Eley Financial Management, Inc
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Bender Robert & Associates
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
FRANK FUNDS - Camelot Event Driven Fund Class A Shares
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
Financial Enhancement Group LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Willis Johnson & Associates, Inc.
|
|
|
|
|
|
Benchmark Investment Advisors LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
|
|
|
|
|
|
Guerra Pan Advisors, Llc
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
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|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
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|
|
Granite Harbor Advisors, Inc.
|
|
|
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|
|
We Are One Seven, LLC
|
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|
|
Northstar Group, Inc.
|
|
|
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|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
|
|
Baker Boyer National Bank
|
|
|
|
|
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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|
Founders Capital Management
|
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|
|
Eads & Heald Wealth Management
|
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|
Sequoia Financial Advisors, LLC
|
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|
Texas Capital Bancshares Inc/tx
|
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|
Scott & Selber, Inc.
|
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Arcataur Capital Management LLC
|
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|
Sylvest Advisors, LLC
|
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|
Sei Investments Co
|
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|
Cerity Partners LLC
|
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Bcm Advisors, Llc
|
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MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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|
|
|
|
Cutler Investment Counsel Llc
|
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|
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|
|
Financial Network Wealth Management LLC
|
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|
Amundi
|
|
|
|
|
|
LCM Capital Management Inc
|
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Kcm Investment Advisors Llc
|
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Versor Investments LP
|
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|
MRP Capital Investments, LLC
|
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626 Financial, LLC
|
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|
Townsquare Capital Llc
|
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|
Tekla Healthcare Opportunities Fund
|
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|
Marietta Wealth Management, LLC
|
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|
Tritonpoint Wealth, Llc
|
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|
|
City State Bank
|
|
|
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|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
|
|
|
|
|
Morningstar Investment Management LLC
|
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|
Anfield Capital Management, LLC
|
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|
Confluence Wealth Services, Inc.
|
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|
|
Thompson Investment Management, Inc.
|
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|
GQG Partners LLC
|
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|
Idaho Trust Bank
|
|
|
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|
TFG Advisers LLC
|
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|
|
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
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|
Baldwin Brothers Inc/ma
|
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|
Pacifica Partners Inc.
|
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|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Cheviot Value Management, LLC
|
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|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
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|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
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|
City National Bank Of Florida /msd
|
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|
|
Copia Wealth Management
|
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|
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|
Asset Allocation & Management Company, LLC
|
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|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
|
|
|
Old National Bancorp /in/
|
|
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|
|
|
Retirement Wealth Solutions LLC
|
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|
|
Traphagen Investment Advisors Llc
|
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|
Alliance Wealth Management Group
|
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|
Evelyn Partners Investment Management Services Ltd
|
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|
Austin Wealth Management, LLC
|
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|
Sage Capital Advisors,llc
|
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|
Hancock Whitney Corp
|
|
|
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|
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A
|
|
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|
|
BCK Partners, Inc.
|
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|
Rock Point Advisors, LLC
|
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|
Clear Creek Financial Management, LLC
|
|
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|
Carderock Capital Management Inc
|
|
|
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|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
RW Investment Management LLC
|
|
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|
|
Goldstream Capital Management Ltd
|
|
|
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|
|
Palo Alto Wealth Advisors, Llc
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
Hoertkorn Richard Charles
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
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|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
Zevenbergen Capital Investments Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
INVN - Alger ETF Trust - Alger Russell Innovation ETF
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Hollow Brook Wealth Management LLC
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
One Degree Advisors Inc
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Cannon Wealth Management Services, LLC
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Sonata Capital Group Inc
|
|
|
|
|
|
Systematic Financial Management Lp
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
LifePlan Financial, LLC
|
|
|
|
|
|
united american securities inc. (d/b/a uas asset management)
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
Beacon Bridge Wealth Partners, LLC
|
|
|
|
|
|
ASLV - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring Special Large Value ETF
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
Magnolia Private Wealth, LLC
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
Lorne Steinberg Wealth Management Inc.
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Opus Investment Management Inc
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Signet Investment Advisory Group, Inc.
|
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Saudi Central Bank
|
|
|
|
|
|
Ssi Investment Management Llc
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Paragon Capital Management LLC
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
Provident Investment Management, Inc.
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
Rice Hall James & Associates, Llc
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
McGuire Investment Group, LLC
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Davis-rea Ltd.
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class
|
|
|
|
|
|
Equity Investment Corp
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Davidson Investment Advisors
|
|
|
|
|
|
Beddow Capital Management Inc
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Econ Financial Services Corp
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
Martin Capital Partners, LLC
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
Sanchez Wealth Management Group
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
Global Strategic Investment Solutions, LLC
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
Hamlin Capital Management, LLC
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
May Barnhard Investments LLC
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Te Ahumairangi Investment Management Ltd
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Monument Group Wealth Advisors, LLC
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Elefante Mark B
|
|
|
|
|
|
Campion Asset Management LLC
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Main Line Retirement Advisors, LLC
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
TACLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Fund Class A
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Tcw Group Inc
|
|
|
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|
Hills Bank & Trust Co
|
|
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|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
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|
Farmers & Merchants Trust Co of Chambersburg PA
|
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|
Mbb Public Markets I Llc
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Sageworth Trust Co
|
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Old Point Trust & Financial Services N A
|
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|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
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|
Wambolt & Associates, LLC
|
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|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
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|
Allen Investment Management LLC
|
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|
Clough Capital Partners L P
|
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|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
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|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Financiere des Professionnels - Fonds d,investissement inc.
|
|
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|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
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Atlas Brown,Inc.
|
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Houlihan Financial Resource Group, Ltd.
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Meiji Yasuda Life Insurance Co
|
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Archer Investment Corp
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Measured Wealth Private Client Group, LLC
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Pacific Sage Partners, LLC
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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Douglass Winthrop Advisors, LLC
|
|
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|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
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|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
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Harbour Investment Management Llc
|
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Mission Creek Capital Partners, Inc.
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Northstar Advisory Group, LLC
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Applied Capital LLC/FL
|
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Fairman Group, LLC
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Probity Advisors, Inc.
|
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Sound Income Strategies, LLC
|
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Bank Of America Corp /de/
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
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|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
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|
LOM Asset Management Ltd
|
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|
Westshore Wealth, LLC
|
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BigSur Wealth Management LLC
|
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|
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FSTRX - Federated Adviser Series - Federated MDT Large Cap Value Fund Class A Shares
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service
|
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|
Terril Brothers, Inc.
|
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Kinsale Capital Group, Inc.
|
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Amica Retiree Medical Trust
|
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Bernardo Wealth Planning LLC
|
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|
Standard Life Aberdeen plc
|
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|
|
White Pine Investment CO
|
|
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Conestoga Capital Advisors, LLC
|
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FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
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Nuveen, LLC
|
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VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I
|
|
|
|
|
|
Cibc World Markets Corp
|
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|
|
Bristlecone Advisors, LLC
|
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|
LVW Advisors, LLC
|
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|
Sara-Bay Financial
|
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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Clal Insurance Enterprises Holdings Ltd
|
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U S Wealth Group, Llc.
|
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|
Broderick Brian C
|
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BlackRock Health Sciences Trust II
|
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Shulman DeMeo Asset Management LLC
|
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SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
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|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
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|
|
Delta Global Management LP
|
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|
|
Compass Financial Services Inc
|
|
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|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
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|
|
Royal Fund Management, LLC
|
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|
Hazlett, Burt & Watson, Inc.
|
|
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|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
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|
Obermeyer Wood Investment Counsel, Lllp
|
|
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|
Commerzbank Aktiengesellschaft /fi
|
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|
Fiduciary Trust Co
|
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|
Fortress Private Ledger, Llc
|
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|
Quarry Hill Advisors, Llc
|
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|
South Dakota Investment Council
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
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|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Mine & Arao Wealth Creation & Management, LLC.
|
|
|
|
|
|
Pullen Investment Management, LLC
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Crabel Capital Management, LLC
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
AAFCPAs Wealth Management, LLC
|
|
|
|
|
|
UDOW - PROSHARES TRUST - ProShares UltraPro Dow30
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
Future Fund LLC
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Fingerlakes Wealth Management, Inc.
|
|
|
|
|
|
Greenup Street Wealth Management Llc
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
North Forty Two & Co.
|
|
|
|
|
|
Artemis Wealth Advisors, LLC
|
|
|
|
|
|
NCP Inc.
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
Investment Counsel Co Of Nevada
|
|
|
|
|
|
Oldfather Financial Services, LLC
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
Hanson & Doremus Investment Management
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
Ardent Capital Management, Inc.
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
McNamara Financial Services, Inc.
|
|
|
|
|
|
Amarillo National Bank
|
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Brooklyn FI, LLC
|
|
|
|
|
|
Quad-Cities Investment Group, LLC
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
HEIIX - HENNESSY FUNDS TRUST - Hennessy Equity and Income Fund Institutional Class
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
|
|
|
|
|
Keyvantage Wealth, Llc
|
|
|
|
|
|
Financial Advisors, LLC
|
|
|
|
|
|
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
Trace Wealth Advisors, LLC
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
Stone Run Capital, Llc
|
|
|
|
|
|
Groesbeck Investment Management Corp /nj/
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
Suvretta Capital Management, Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Cache Advisors, LLC
|
|
|
|
|
|
Summit Place Financial Advisors, LLC
|
|
|
|
|
|
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Tandem Investment Advisors, Inc.
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
BUNRX - BULLFINCH FUND INC - Unrestricted Series
|
|
|
|
|
|
COHOX - Managed Portfolio Series - Coho Relative Value Equity Fund Advisor Class Shares
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
|
|
|
|
|
Wallace Capital Management Inc.
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
V2 Financial group LLC
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Nia Impact Advisors, Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Madison Covered Call & Equity Strategy Fund
|
|
|
|
|
|
Aldebaran Financial Inc.
|
|
|
|
|
|
Concorde Financial Corp
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
LifePlan Investment Advisors, Inc.
|
|
|
|
|
|
Hill Island Financial Llc
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
Wilkins Miller Wealth Management, LLC
|
|
|
|
|
|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
|
|
|
|
|
Tsai Capital Corp
|
|
|
|
|
|
Grey Fox Wealth Advisors, LLC
|
|
|
|
|
|
Investmark Advisory Group LLC
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
SAM Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
OV Management LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
MBE Wealth Management, LLC
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Navis Wealth Advisors, LLC
|
|
|
|
|
|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Shum Financial Group, Inc.
|
|
|
|
|
|
Platinum Investment Management Ltd
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
LifeSteps Financial, Inc.
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
PSQGX - Managed Portfolio Series - Port Street Quality Growth Fund Institutional Class Shares
|
|
|
|
|
|
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
Bontempo Ohly Capital Mgmt Llc
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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West Family Investments, Inc.
|
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|
Silvercrest Asset Management Group Llc
|
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|
Northern Capital Management, Inc.
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Utah Retirement Systems
|
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|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
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|
Strategic Financial Concepts, LLC
|
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|
Hemenway Trust Co LLC
|
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|
Anchor Capital Advisors Llc
|
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|
Carbahal Olsen Financial Services Group, LLC
|
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DT Investment Partners, LLC
|
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|
Kennedy Capital Management, Inc.
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Beach Investment Counsel Inc/pa
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BTC Capital Management, Inc.
|
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Bradley Foster & Sargent Inc/ct
|
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Traveka Wealth, LLC
|
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|
Greykasell Wealth Strategies, Inc.
|
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|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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|
|
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|
United Bank
|
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Prosperity Consulting Group, LLC
|
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Mark Sheptoff Financial Planning, Llc
|
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
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Provenance Wealth Advisors, LLC
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Gryphon Financial Partners LLC
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Allegheny Financial Group LTD
|
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L2 Asset Management, LLC
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Thomas Story & Son Llc
|
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Banque de Luxembourg S.A.
|
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Optas, LLC
|
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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Capital A Wealth Management, LLC
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Gordian Advisors LLC
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Vestor Capital, Llc
|
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West Paces Advisors Inc.
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Harbour Investments, Inc.
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MGB Wealth Management, LLC
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Arrow Financial Corp
|
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Orion Portfolio Solutions, LLC
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Smith Anglin Financial, LLC
|
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Evanson Asset Management, LLC
|
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PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
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|
Ssa Swiss Advisors Ag
|
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Sheaff Brock Investment Advisors, LLC
|
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Bbr Partners, Llc
|
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Montecito Bank & Trust
|
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Putney Financial Group LLC
|
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Fundamentun, Llc
|
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SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
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MEDX - Listed Funds Trust - Horizon Kinetics Medical ETF
|
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Farmers & Merchants Investments Inc
|
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|
Charles Schwab Investment Management Inc
|
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Sivia Capital Partners, LLC
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CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
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Stamos Capital Partners, L.p.
|
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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Bensler, LLC
|
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Alliance Wealth Advisors, LLC
|
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Gilman Hill Asset Management, LLC
|
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|
Prospera Financial Services Inc
|
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D L Carlson Investment Group Inc
|
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Global Retirement Partners, LLC
|
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DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
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RTD Financial Advisors, Inc.
|
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Lokken Investment Group LLC
|
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Stonehage Fleming Financial Services Holdings Ltd
|
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MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF
|
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|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
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|
MSFRX - MFS SERIES TRUST V - MFS Total Return Fund A
|
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|
Morris Financial Concepts, Inc.
|
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Cascade Financial Partners, LLC
|
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MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
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|
Lewis Asset Management, LLC
|
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|
DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
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|
|
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|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
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|
Congress Asset Management Co /ma
|
|
|
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|
Cortland Associates Inc/mo
|
|
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|
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C
|
|
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|
CIBC Asset Management Inc
|
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|
Teachers Retirement System Of The State Of Kentucky
|
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|
Nan Shan Life Insurance Co., Ltd.
|
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Profunds - Profund Vp Pharmaceuticals
|
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|
URTH - iShares, Inc. - iShares MSCI World ETF
|
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|
Guggenheim Capital Llc
|
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|
West Branch Capital LLC
|
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|
Cardinal Point Capital Management, ULC
|
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|
Boomfish Wealth Group, LLC
|
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|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
Westchester Capital Management, Inc.
|
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|
Synergy Financial Management, LLC
|
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|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
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|
Central Valley Advisors, Llc
|
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|
Cedar Mountain Advisors, LLC
|
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|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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|
Alpha Family Trust
|
|
|
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|
IXJ - iSHARES TRUST - iShares Global Healthcare ETF
|
|
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|
Beese Fulmer Investment Management, Inc.
|
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|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
|
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|
Hara Capital LLC
|
|
|
|
|
|
BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Flynn Zito Capital Management, Llc
|
|
|
|
|
|
Provident Wealth Management, LLC
|
|
|
|
|
|
Schiavi & Co LLC
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
Altrius Capital Management Inc
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Barry Investment Advisors, LLC
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Sprucegrove Investment Management Ltd
|
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|
|
|
|
Brookmont Capital Management
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Monograph Wealth Advisors, Llc
|
|
|
|
|
|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
First Long Island Investors, LLC
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Donoghue Forlines LLC
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Castleview Partners, Llc
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Cincinnati Insurance Co
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Botty Investors LLC
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
ABCAX - AMERICAN BEACON FUNDS - American Beacon The London Company Income Equity Fund A Class
|
|
|
|
|
|
Tang Capital Management Llc
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Windsor Capital Management, LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Eastover Investment Advisors LLC
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
CJM Wealth Advisers, Ltd.
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Sandbox Financial Partners, LLC
|
|
|
|
|
|
American Alpha Advisors, LLC
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Citrine Capital LLC
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Sharkey, Howes & Javer
|
|
|
|
|
|
Rempart Asset Management Inc.
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Butensky & Cohen Financial Security, Inc
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
Riverview Capital Advisers, LLC
|
|
|
|
|
|
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
Magnolia Capital Management Ltd
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Bridge Generations Wealth Management Llc
|
|
|
|
|
|
Foundation Wealth Management, LLC\PA
|
|
|
|
|
|
Councilmark Asset Management, LLC
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
TradeWell Securities, LLC.
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
Prairie Sky Financial Group LLC
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Panoramic Capital Partners, LLC
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Jupiter Wealth Management LLC
|
|
|
|
|
|
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Firestone Capital Management
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Gabelli Healthcare & Wellnessrx Trust
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
DDM - PROSHARES TRUST - ProShares Ultra Dow30
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Staley Capital Advisers Inc
|
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|
|
|
|
Cora Capital Advisors Llc
|
|
|
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|
Palisade Asset Management, LLC
|
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|
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|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
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|
Keel Point, LLC
|
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|
MidWestOne Financial Group, Inc.
|
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|
Summit Financial Strategies, Inc.
|
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|
Raymond James Financial Inc
|
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|
|
QV Investors Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Matisse Capital
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
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|
|
|
|
Spreng Capital Management, Inc.
|
|
|
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|
|
Keynote Financial Services Llc
|
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|
|
|
|
Live Oak Private Wealth LLC
|
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|
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|
|
Hallmark Capital Management Inc
|
|
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|
JGP Global Gestao de Recursos Ltda.
|
|
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|
Financial Engines Advisors L.L.C.
|
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|
Atlas Legacy Advisors, LLC
|
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|
True Wealth Design, LLC
|
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|
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|
Bell Asset Management Ltd
|
|
|
|
|
|
Valley Forge Investment Consultants Inc Adv
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
Accretive Wealth Partners, LLC
|
|
|
|
|
|
Global Wealth Management, LLC
|
|
|
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|
|
Larson Financial Group LLC
|
|
|
|
|
|
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
|
|
|
|
|
Concorde Asset Management, LLC
|
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|
|
Beacon Investment Advisors Llc
|
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|
|
Heritage Investment Group, Inc.
|
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|
|
Garde Capital, Inc.
|
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|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
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|
|
Bnp Paribas
|
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|
|
Banque Transatlantique SA
|
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|
CHICAGO TRUST Co NA
|
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|
|
Financial Avengers, Inc.
|
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|
Kessler Investment Group, LLC
|
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|
360 Financial, Inc.
|
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|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
EICVX - FundVantage Trust - EIC Value Fund Class A
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
|
|
|
|
|
TGLR - ETF Opportunities Trust - LAFFER|TENGLER Equity Income ETF
|
|
|
|
|
|
Seven Springs Wealth Group, LLC
|
|
|
|
|
|
C M Bidwell & Associates Ltd
|
|
|
|
|
|
Bright Futures Wealth Management, LLC.
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
Mawer Investment Management Ltd.
|
|
|
|
|
|
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional
|
|
|
|
|
|
Copley Financial Group, Inc.
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Edmp, Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
YAFFX - AMG FUNDS - AMG Yacktman Focused Fund Class N
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Accuvest Global Advisors
|
|
|
|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Santori & Peters, Inc.
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Poplar Forest Capital LLC
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Lmp Capital & Income Fund Inc.
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Annandale Capital, LLC
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
J. Goldman & Co LP
|
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
|
Founders Capital Management, Llc
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
SPHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
|
|
|
|
|
|
Shared Vision Wealth Group LLC
|
|
|
|
|
|
Garrison Bradford & Associates Inc
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
|
|
|
|
|
Kennondale Capital Management LLC
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Chronos Wealth Management, LLC
|
|
|
|
|
|
Highview Capital Management LLC/DE/
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
|
|
|
|
|
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Arbor Trust Wealth Advisors, Llc
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Coco Enterprises, LLC
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
Stoneridge Investment Partners Llc
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Puzo Michael J
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
Independent Family Office, LLC
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
|
|
AGQI - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Global Quality Income ETF
|
|
|
|
|
|
Gouws Capital LLC
|
|
|
|
|
|
Arrowroot Family Office, LLC
|
|
|
|
|
|
Aua Capital Management, Llc
|
|
|
|
|
|
Minichmacgregor Wealth Management, Llc
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
VILLX - PROFESSIONALLY MANAGED PORTFOLIOS - Villere Balanced Fund Investor Class
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Wealth Group Ltd
|
|
|
|
|
|
Lakeshore Financial Planning, Inc.
|
|
|
|
|
|
Vance Wealth, Inc.
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
|
|
|
|
|
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Bourne Lent Asset Management Inc
|
|
|
|
|
|
Hudson Portfolio Management LLC
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
Shikiar Asset Management Inc
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
Infrastructure Capital Advisors, Llc
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
Weinberger Asset Management, Inc
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
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ELCO Management Co., LLC
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Castle Wealth Management Llc
|
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|
YHB Investment Advisors, Inc.
|
|
|
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|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
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|
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|
|
Formidable Asset Management, LLC
|
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|
State Of Wisconsin Investment Board
|
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|
WFA Asset Management Corp
|
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|
Vision Financial Markets Llc
|
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|
Chicago Capital, LLC
|
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REAP Financial Group, LLC
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Weaver Consulting Group
|
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Northstar Financial Companies, Inc.
|
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Shayne & Co., Llc
|
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Martin & Co Inc /tn/
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Lebenthal Global Advisors, LLC
|
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|
Centaurus Financial, Inc.
|
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|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
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|
Concord Wealth Partners
|
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|
Kmg Fiduciary Partners, Llc
|
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Safeguard Investment Advisory Group, LLC
|
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Peregrine Asset Advisers, Inc.
|
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CNB Bank
|
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Woodstock Corp
|
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|
Northwest Capital Management Inc
|
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FT Vest Hedged Equity Income Fund: Series B1
|
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|
Marathon Capital Management
|
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|
Pensionmark Financial Group, Llc
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
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|
Czech National Bank
|
|
|
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|
USA Financial Portformulas Corp
|
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|
Gilliland Jeter Wealth Management LLC
|
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|
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|
Pictet Asset Management Holding SA
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
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|
|
|
|
Yoffe Investment Management, LLC
|
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|
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Private Capital Management Llc
|
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CarsonAllaria Wealth Management, Ltd.
|
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|
Peachtree Investment Partners, LLC
|
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|
Brookwood Investment Group LLC
|
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|
Steel Peak Wealth Management LLC
|
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|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
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|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
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|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
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|
Azzad Asset Management Inc /adv
|
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|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
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|
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JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
|
|
|
|
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|
Wellington Capital Management, Inc.
|
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|
Outfitter Financial LLC
|
|
|
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SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
|
|
|
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|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
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|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
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|
Nilsine Partners, LLC
|
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Petredis Investment Advisors Llc
|
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|
CONWX - CONCORDE FUNDS INC - Concorde Wealth Management Fund
|
|
|
|
|
|
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
|
|
|
|
|
|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
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Rise Advisors, LLC
|
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|
GenWealth Group, Inc.
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|
Fairtree Asset Management (Pty) Ltd
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Emerald Investment Partners, Llc
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Kovack Advisors, Inc.
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Monetary Management Group Inc
|
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Lynch Asset Management, Inc.
|
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|
YANKCOM Partnership
|
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O'Brien Greene & Co. Inc
|
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|
Well Done, LLC
|
|
|
|
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|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Turim 21 Investimentos Ltda.
|
|
|
|
|
|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
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|
Greenland Capital Management LP
|
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|
Capital Asset Advisory Services LLC
|
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|
Syntax Research, Inc.
|
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Stonebridge Wealth Management, LLC
|
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Altiora Financial Group, LLC
|
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|
|
|
Coyle Financial Counsel LLC
|
|
|
|
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|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
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|
|
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|
GWM Advisors LLC
|
|
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|
Financial Management Professionals, Inc.
|
|
|
|
|
|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
Darden Wealth Group Inc
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF
|
|
|
|
|
|
WILLIAMSBURG INVESTMENT TRUST - Davenport Insider Buying Fund
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
Cushing Capital Partners, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
RAM Investment Partners, LLC
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Manitou Investment Management Ltd.
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
Castlekeep Investment Advisors Llc
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Fermata Advisors, LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Nova R Wealth, Inc.
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Lakewood Asset Management LLC
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
HART - IndexIQ ETF Trust - IQ Healthy Hearts ETF
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
Family CFO Inc
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
|
|
|
SMART Wealth LLC
|
|
|
|
|
|
Mainsail Asset Management, Llc
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
|
|
|
|
Resolute Advisors LLC
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Gladius Capital Management LP
|
|
|
|
|
|
PMACX - Victory Portfolios IV - Victory Pioneer Multi-Asset Income Fund Class C
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Fiduciary Wealth Partners, LLC
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Fairfax Financial Holdings Ltd/ Can
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Veritas Investment Partners (UK) Ltd.
|
|
|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Distillate Capital Partners LLC
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Boxwood Ventures, Inc.
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
Doheny Asset Management /ca
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
|
|
|
|
|
Northwest Quadrant Wealth Management, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
East Coast Asset Management, LLC.
|
|
|
|
|
|
Suncoast Equity Management
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Juncture Wealth Strategies, Llc
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
TPG Advisors LLC
|
|
|
|
|
|
Holland Advisory Services, Inc.
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Solutions 4 Wealth, Ltd
|
|
|
|
|
|
Stark Wealth Management LLC
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
PILL - Direxion Shares ETF Trust - Direxion Daily Pharmaceutical & Medical Bull 3X Shares
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
Brick & Kyle, Associates
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Clg Llc
|
|
|
|
|
|
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Aspen Wealth Strategies, LLC
|
|
|
|
|
|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Beacon Harbor Wealth Advisors, Inc.
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Payden & Rygel
|
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Transamerica Financial Advisors, Inc.
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LS Investment Advisors, LLC
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Smartleaf Asset Management LLC
|
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Fragasso Group Inc.
|
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Strategic Wealth Designers
|
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|
Kentucky Retirement Systems
|
|
|
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Journey Advisory Group, LLC
|
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Nuveen Multi-Asset Income Fund
|
|
|
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
Wooster Corthell Wealth Management, Inc.
|
|
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|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
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|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
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|
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|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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|
Mizuho Securities Usa Llc
|
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THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
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Bank OZK
|
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Cary Street Partners Financial Llc
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Caxton Associates Llp
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Arlington Trust Co LLC
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JNL SERIES TRUST - JNL/Mellon Dow Index Fund (I)
|
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
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Eubel Brady & Suttman Asset Management Inc
|
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Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
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Stenger Family Office, LLC
|
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Twin Peaks Wealth Advisors, LLC
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Progressive Investment Management Corp
|
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Mirae Asset Securities (usa) Inc.
|
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PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional
|
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CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
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First American Trust, Fsb
|
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Rinkey Investments
|
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Mullooly Asset Management, Inc.
|
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Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
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|
|
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PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
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|
Park Place Capital Corp
|
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Capital Investment Services of America, Inc.
|
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Smith Shellnut Wilson Llc /adv
|
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Insight Inv LLC
|
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Towercrest Capital Management
|
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Crew Capital Management, Ltd.
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Founders Financial Securities Llc
|
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Walleye Trading LLC
|
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E Fund Management Co., Ltd.
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Bank & Trust Co
|
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Retirement Planning Group, Llc / Ny
|
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NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
|
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|
VestGen Advisors, LLC
|
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Supplemental Annuity Collective Trust of NJ
|
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JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
|
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|
Reik & Co., Llc
|
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Frazier Financial Advisors, LLC
|
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OMC Financial Services LTD
|
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IFM Investors Pty Ltd
|
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Bennett Selby Investments Lp
|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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|
Penobscot Investment Management Company, Inc.
|
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BetterWealth, LLC
|
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Members Capital Advisors Inc
|
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Baron Silver Stevens Financial Advisors, Llc
|
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Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
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|
HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor
|
|
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|
Alexander Labrunerie & Co., Inc.
|
|
|
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|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
|
|
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|
North Star Investment Management Corp.
|
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|
DYLG - Global X Funds - Global X Dow 30 Covered Call & Growth ETF
|
|
|
|
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|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
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|
United Advisor Group, LLC
|
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|
Nicholson Wealth Management Group, LLC
|
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|
Whittier Trust Co Of Nevada Inc
|
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|
Hamilton Capital, LLC
|
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|
Delta Financial Advisors Llc
|
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|
Shelton Capital Management
|
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|
NorthRock Partners, LLC
|
|
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|
J.P. Marvel Investment Advisors, LLC
|
|
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|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
Martel Wealth Advisors Inc
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Biltmore Wealth Management, LLC
|
|
|
|
|
|
Claris Financial LLC
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
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|
|
Manchester Capital Management LLC
|
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|
Fishman Jay A Ltd/mi
|
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|
RMB Capital Management, LLC
|
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|
Murphy Pohlad Asset Management LLC
|
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|
Lcnb Corp
|
|
|
|
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|
Haverford Trust Co
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Cloud Capital Management, LLC
|
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|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
RWC Asset Management LLP
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Jensen Investment Management Inc
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Emerald Advisors, LLC
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Cypress Advisory Group LLC
|
|
|
|
|
|
Hilltop Wealth Advisors, Llc
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
Blue Rock Wealth Management LLC
|
|
|
|
|
|
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Health Sciences Portfolio Class I
|
|
|
|
|
|
FDV - Federated Hermes ETF Trust - Federated Hermes U.S. Strategic Dividend ETF
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
Wittenberg Investment Management, Inc.
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Plotkin Financial Advisors, LLC
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
Foguth Wealth Management, LLC.
|
|
|
|
|
|
Dock Street Asset Management Inc
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
ERn Financial, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Cornerstone Select Advisors, LLC
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Eagle Capital Growth Fund, Inc.
|
|
|
|
|
|
GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund
|
|
|
|
|
|
Epiq Partners, Llc
|
|
|
|
|
|
Garland Capital Management Inc
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Carter Financial Group, INC.
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
Oregon Pacific Wealth Management, LLC
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Hikari Power Ltd
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
First Citizens Financial Corp
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
Sollinda Capital Management LLC
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
Evergreen Wealth Management, LLC
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Adapt Wealth Advisors, Llc
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Hoya Capital Real Estate, LLC
|
|
|
|
|
|
Canoe Financial LP
|
|
|
|
|
|
Compass Financial Group, INC/SD
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Poinciana Advisors Group, Llc
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
Atlas Wealth Partners, LLC
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
EDOW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow 30 Equal Weight ETF
|
|
|
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
|
|
|
|
|
|
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Bonness Enterprises Inc
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
Defined Financial Planning LLC
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
Exeter Financial, LLC
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Momentous Wealth Management, Inc.
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
MA Private Wealth
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
Pcg Asset Management, Llc
|
|
|
|
|
|
Prentiss Smith & Co Inc
|
|
|
|
|
|
Woodard & Co Asset Management Group Inc /adv
|
|
|
|
|
|
PJP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Pharmaceuticals ETF
|
|
|
|
|
|
Landing Point Financial Group, LLC
|
|
|
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Neumann Capital Management, LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Parkside Advisors LLC
|
|
|
|
|
|
Climber Capital SA
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
Pitti Group Wealth Management, LLC
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
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Drake & Associates, LLC
|
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INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
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|
Financial Synergies Wealth Advisors, Inc.
|
|
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|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
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|
|
Ferguson Shapiro LLC
|
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|
Guardian Capital Lp
|
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|
Vishria Bird Financial Group, LLC
|
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|
Beverly Hills Private Wealth, LLC
|
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|
Asset Planning Services Inc /la/ /adv
|
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PFG Investments, LLC
|
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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Money Concepts Capital Corp
|
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Fiduciary Financial Group, Llc
|
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AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
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|
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|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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|
SGL Investment Advisors, Inc.
|
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|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
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Boston Partners
|
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Capital Research Global Investors
|
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FCGPX - MAINSTAY FUNDS TRUST - MainStay PineStone Global Equity Fund Class P
|
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FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
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Schulhoff & Co Inc
|
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PGSYX - Victory Portfolios IV - Victory Pioneer Global Equity Fund Class Y
|
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|
New England Asset Management Inc
|
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Connors Investor Services Inc
|
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Penn Davis Mcfarland Inc
|
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Latitude Advisors, LLC
|
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KPP Advisory Services LLC
|
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Sienna Gestion
|
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Forum Financial Management, LP
|
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W Advisors, Llc
|
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Ledgewood Wealth Advisors, LLC
|
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Iron Horse Wealth Management, LLC
|
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NovaPoint Capital, LLC
|
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IVC Wealth Advisors LLC
|
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Mb, Levis & Associates, Llc
|
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Sfmg, Llc
|
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Halbert Hargrove Global Advisors, Llc
|
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FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
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Islay Capital Management, Llc
|
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Trustco Bank Corp N Y
|
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Millstone Evans Group, LLC
|
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Port Capital LLC
|
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|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
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|
Patten Group, Inc.
|
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Cabot Wealth Management Inc
|
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Hofer & Associates. Inc
|
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Meeder Advisory Services, Inc.
|
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London & Capital Asset Management Ltd
|
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Pinnacle West Asset Management, Inc.
|
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Princeton Global Asset Management LLC
|
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Promethium Advisors,llc
|
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Advisor Group Holdings, Inc.
|
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Valley National Advisers Inc
|
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QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
|
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Forte Capital Llc /adv
|
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Lauterbach Financial Advisors, LLC
|
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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Lazari Capital Management, Inc.
|
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XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund
|
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Toroso Investments, LLC
|
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RB Capital Management, LLC
|
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Natural Investments, Llc
|
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Lighthouse Financial LLC
|
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|
Everhart Financial Group, Inc.
|
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Financial Management Network Inc
|
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|
Phocas Financial Corp.
|
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RiverFront Investment Group, LLC
|
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Tompkins Financial Corp
|
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Guinness Atkinson Asset Management Inc
|
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DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares
|
|
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|
Wbh Advisory Inc
|
|
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|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
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|
Destination Wealth Management
|
|
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|
|
Hummer Financial Advisory Services Inc
|
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|
Skopos Labs, Inc.
|
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|
TrueMark Investments, LLC
|
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|
Lindbrook Capital, Llc
|
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Gemmer Asset Management LLC
|
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|
Western Wealth Management, LLC
|
|
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|
Hilltop National Bank
|
|
|
|
|
|
Cincinnati Indemnity Co
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Nestegg Advisors, Inc.
|
|
|
|
|
|
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
|
|
|
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|
|
MetLife Investment Management, LLC
|
|
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|
|
Morton Community Bank
|
|
|
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|
Hohimer Wealth Management, Llc
|
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Equitable Trust Co
|
|
|
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|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
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|
|
Jupiter Asset Management Ltd
|
|
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|
|
Union Savings Bank
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Courage Capital Management Llc
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Walled Lake Planning & Wealth Management, Llc
|
|
|
|
|
|
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
|
|
|
|
|
|
Grantvest Financial Group LLC
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
Worth Asset Management, LLC
|
|
|
|
|
|
Gill Capital Partners, Llc
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
Maj Invest Holding A/S
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
Brooktree Capital Management
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Krensavage Asset Management, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Bradyco, Inc.
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
Corepath Wealth Partners Llc
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
McClarren Financial Advisors, Inc.
|
|
|
|
|
|
Greenwood Gearhart Inc
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Dahring | Cusmano Llc
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Invenio Wealth Partners Llc
|
|
|
|
|
|
ROE - EA Series Trust - Astoria US Quality Kings ETF
|
|
|
|
|
|
Heritage Wealth Management, Inc. /CA/
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
Marshall Financial Group Inc /adv
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Banco de Sabadell, S.A
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
Gerber, Llc
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Spring Capital Management, Llc
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Beacon Financial Planning, Inc
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Members Wealth Llc
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
CCOR - Listed Funds Trust - Core Alternative ETF
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Guardian Investment Management
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Nicholson Meyer Capital Management, Inc.
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
First Fiduciary Investment Counsel, Inc.
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
Deprince Race & Zollo Inc
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
Windle Wealth, LLC
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
eCIO, Inc.
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
LVZ Advisors, Inc.
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Symmetry Partners, LLC
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
Sterling Financial Planning, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
Financial Insights, Inc.
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
McGinn Investment Management, Inc.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
OFVIX - ADVISORS SERIES TRUST - O'Shaughnessy Market Leaders Value Fund Class I
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
Dougherty Wealth Advisers LLC
|
|
|
|
|
|
Cantor Fitzgerald, L. P.
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Wealthspan Partners, Llc
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
BPGIX - RBB FUND, INC. - Boston Partners Global Equity Fund Institutional Class
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
ETF Portfolio Partners, Inc.
|
|
|
|
|
|
Lumbard & Kellner, LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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Investment Partners Asset Management, Inc.
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|
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF
|
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|
Shariaportfolio, Inc.
|
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Tweedy, Browne Co LLC
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CVAR - ETF Opportunities Trust - Cultivar ETF
|
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Fortis Advisors, LLC
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NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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|
Physicians Financial Services, Inc.
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Peoples Bank /oh
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BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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HHDFX - ADVISORS' INNER CIRCLE FUND - Hamlin High Dividend Equity Fund Institutional Class Shares
|
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DRIPX - MP63 FUND INC - MP63 Fund
|
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Ami Investment Management Inc
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Hudson Bay Capital Management LP
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Credential Qtrade Securities Inc.
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FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
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HDOGX - HENNESSY FUNDS TRUST - Hennessy Total Return Fund Investor Class
|
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KWB Wealth
|
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QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
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Old Port Advisors
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DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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Options Solutions, Llc
|
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California Public Employees Retirement System
|
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Change Path, LLC
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XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
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|
Cohen Capital Management, Inc.
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares
|
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Daiwa Securities Group Inc.
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PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional
|
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JENSX - Jensen Quality Growth Fund Inc - The Jensen Quality Growth Fund Inc J Shares
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City Holding Co
|
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Willow Creek Wealth Management Inc.
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Rakuten Securities, Inc.
|
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Bank of Marin
|
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
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Tranquility Partners, LLC
|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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|
Court Place Advisors, LLC
|
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Outlook Wealth Advisors, LLC
|
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JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
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Wasatch Advisors Inc
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Cross Staff Investments Inc
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Candriam Luxembourg S.C.A.
|
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United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
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USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares
|
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Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
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SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
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|
Pinnacle Holdings, LLC
|
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Okabena Investment Services Inc
|
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Global Wealth Management Investment Advisory, Inc.
|
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Tiemann Investment Advisors, Llc
|
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Cooke & Bieler Lp
|
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Citadel Advisors Llc
|
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SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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|
Waldron Private Wealth LLC
|
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44 Wealth Management Llc
|
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Cohen Klingenstein LLC
|
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Elgethun Capital Management
|
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PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
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|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
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HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class
|
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EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
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Harbor Asset Planning, Inc.
|
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Seeds Investor Llc
|
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FCG Investment Co
|
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Strait & Sound Wealth Management LLC
|
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Trinity Legacy Partners, LLC
|
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|
Crossmark Global Holdings, Inc.
|
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
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|
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
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|
Worldquant Millennium Advisors Llc
|
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|
FourThought Financial Partners, LLC
|
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|
Seelaus Asset Management LLC
|
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|
Sagard Holdings Management Inc.
|
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|
Uptown Financial Advisors LLC
|
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|
UNIVEST FINANCIAL Corp
|
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|
Fairway Wealth LLC
|
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|
WNY Asset Management, LLC
|
|
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|
T. Rowe Price Investment Management, Inc.
|
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FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
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|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
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|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
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|
Massmutual Trust Co Fsb/adv
|
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|
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
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|
Permanent Capital Management, LP
|
|
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|
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|
Everstar Asset Management, LLC
|
|
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|
Blodgett Wealth Advisors, Llc
|
|
|
|
|
|
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C
|
|
|
|
|
|
Conway Capital Management, Inc.
|
|
|
|
|
|
Avenue 1 Advisors, LLC
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
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|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Sicart Associates LLC
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
|
|
|
|
|
|
Ashford Capital Management Inc
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
MBM Wealth Consultants, LLC
|
|
|
|
|
|
Guardian Asset Advisors, LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Rooted Wealth Advisors, Inc.
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Parkwood LLC
|
|
|
|
|
|
Empire Life Investments Inc.
|
|
|
|
|
|
Mcmorgan & Co Llc
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Lloyd Advisory Services, LLC.
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Partnership Wealth Management, LLC
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
DIVS - GUINNESS ATKINSON FUNDS - SmartETFs Dividend Builder ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Wolff Financial Management Llc
|
|
|
|
|
|
ZEGA Investments, LLC
|
|
|
|
|
|
Biondo Investment Advisors, LLC
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Robinson Smith Wealth Advisors Llc
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Francis Financial, Inc.
|
|
|
|
|
|
Sharp Financial Services, LLC
|
|
|
|
|
|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Acap Strategic Fund
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Creekside Partners
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
Hutchinson Capital Management/ca
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
|
|
|
|
Clifford Capital Partners Llc
|
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Spdr Dow Jones Industrial Average Etf Trust
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
IPDP - Listed Funds Trust - Dividend Performers ETF
|
|
|
|
|
|
Trail Ridge Investment Advisors, LLC
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
Peloton Wealth Strategists
|
|
|
|
|
|
Inman Jager Wealth Management, LLC
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
Yukon Wealth Management, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Atwater Malick LLC
|
|
|
|
|
|
Cherrydale Wealth Management, Llc
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Hoge Financial Services, Llc
|
|
|
|
|
|
EdgeRock Capital LLC
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
Pecaut & Co.
|
|
|
|
|
|
WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
LVHD - Legg Mason ETF Investment Trust - Legg Mason Low Volatility High Dividend ETF
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Asset Management Group, Inc.
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Spinnaker Investment Group, LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Abc Arbitrage Sa
|
|
|
|
|
|
Litman Gregory Asset Management LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
Cornerstone Capital, Inc.
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
XPH - SPDR SERIES TRUST - SPDR(R) S&P(R) Pharmaceuticals ETF
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
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|
Asset Dedication, LLC
|
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|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
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|
Mach-1 Financial Group, Inc.
|
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|
Skandinaviska Enskilda Banken AB (publ)
|
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|
Primoris Wealth Advisors, Llc
|
|
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|
Boit C F David
|
|
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|
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|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
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|
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|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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Lbmc Investment Advisors, Llc
|
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Aspen Investment Management Inc
|
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AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
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|
LGT Fund Management Co Ltd.
|
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|
Gradient Capital Advisors, LLC
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Advanced Asset Management Advisors Inc
|
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Birch Hill Investment Advisors LLC
|
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Paradigm Capital Management, LLC/NV
|
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Covestor Ltd
|
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|
First National Bank Sioux Falls
|
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|
HAP Trading, LLC
|
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Watershed Private Wealth Llc
|
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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|
Summa Corp.
|
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Condor Capital Management
|
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Logan Capital Management Inc
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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|
Hamilton Point Investment Advisors, LLC
|
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ROSS\JOHNSON & Associates LLC
|
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|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
|
|
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|
Duncker Streett & Co Inc
|
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|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
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|
Novare Capital Management Llc
|
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Algert Global Llc
|
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Charter Oak Capital Management, LLC
|
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SageView Advisory Group, LLC
|
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FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
GBVCX - Victory Portfolios IV - Victory Pioneer Global Value Fund Class C
|
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|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
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|
Adamsbrown Wealth Consultants Llc
|
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|
Cultivar Capital, Inc.
|
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Northwest & Ethical Investments L.P.
|
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FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
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FTXH - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Pharmaceuticals ETF
|
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|
Enterprise Financial Services Corp
|
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Bollard Group LLC
|
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Rocky Mountain Advisers, Llc
|
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Skyline Advisors, Inc.
|
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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DEQAX - BNY Mellon Investment Funds III - BNY Mellon Global Equity Income Fund Class A
|
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|
Strategic Wealth Partners, Ltd.
|
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Prospect Financial Services LLC
|
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Congress Wealth Management LLC / DE /
|
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OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
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|
Acima Private Wealth, Llc
|
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Oversea-Chinese Banking CORP Ltd
|
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DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
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|
Fmb Wealth Management
|
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Endeavor Private Wealth, Inc.
|
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Cannon Financial Strategists, Inc.
|
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Victrix Investment Advisors
|
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10Elms LLP
|
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Blue Edge Capital, LLC
|
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Financial Council Asset Management Inc
|
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James Hambro & Partners
|
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Ramirez Asset Management, Inc.
|
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A. D. Beadell Investment Counsel, Inc.
|
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
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|
SK Wealth Management, LLC
|
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MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
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|
Patrick M Sweeney & Associates, Inc
|
|
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|
Barings Llc
|
|
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|
Tyler-Stone Wealth Management
|
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|
Mesirow Financial Investment Management, Inc.
|
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Lazard Freres Gestion S.A.S.
|
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|
Spinnaker Trust
|
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|
Legacy Trust
|
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Bedell Frazier Investment Counseling, LLC
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
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|
Avalon Trust Co
|
|
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|
Curat Global, LLC
|
|
|
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|
Two Sigma Advisers, Lp
|
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|
Vega Investment Solutions
|
|
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|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
|
|
|
|
D. Scott Neal, Inc.
|
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|
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|
|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
|
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|
|
|
Bellevue Group AG
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
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|
Commerce Bank
|
|
|
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
|
|
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|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
Aspetuck Financial Management LLC
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
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|
Norway Savings Bank
|
|
|
|
|
|
JGRW - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Growth ETF
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
ARDEX - AMG Funds IV - AMG River Road Dividend All Cap Value Fund CLASS N SHARES
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
David Wealth Management LLC
|
|
|
|
|
|
Adams Asset Advisors, LLC
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Aurora Investment Managers, LLC.
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
Tobias Financial Advisors, Inc.
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Saxony Capital Management, LLC
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
|
|
|
|
|
|
Warner Financial, Inc
|
|
|
|
|
|
4J Wealth Management LLC
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
Objectivity Squared, LLC
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
TL Private Wealth
|
|
|
|
|
|
St. Nicholas Private Asset Management, Inc
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Harding Loevner Lp
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Dow 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
TAGStone Capital, Inc.
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Compass Planning Associates Inc
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Constitution Capital LLC
|
|
|
|
|
|
Rede Wealth, LLC
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Core Wealth Advisors, Inc.
|
|
|
|
|
|
Maripau Wealth Management Llc
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF
|
|
|
|
|
|
Weybosset Research & Management Llc
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
David R. Rahn & Associates Inc.
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
Altman Advisors, Inc.
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
|
|
|
|
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Keystone Financial Group, Inc.
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
AGNG - Global X Funds - Global X Longevity Thematic ETF
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Mendel Capital Management LLC
|
|
|
|
|
|
Clearwater Capital Advisors, LLC
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
Lane & Associates LLC
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Planning Center, Inc.
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
AMJ Financial Wealth Management
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Motco
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
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|
Torray Llc
|
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|
WPG Advisers, LLC
|
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|
Columbia Asset Management
|
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|
Dumont & Blake Investment Advisors Llc
|
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|
ARS Investment Partners, LLC
|
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|
Martingale Asset Management L P
|
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|
Swedbank AB
|
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|
Massachusetts Wealth Management
|
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WISEX - AZZAD FUNDS - Azzad Wise Capital Fund
|
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|
|
|
|
Villere St Denis J & Co Llc
|
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|
Keb Asset Management, Llc
|
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|
Chicago Partners Investment Group LLC
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|
Rs Crum Inc.
|
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|
Sarver Vrooman Wealth Advisors
|
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|
Real Talk Capital, LLC
|
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|
Old Republic International Corp
|
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|
Philadelphia Trust Co
|
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|
SlateStone Wealth, LLC
|
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|
Family Management Corp
|
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|
NEOS Investment Management LLC
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Invesco Ltd.
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Checchi Capital Advisers, LLC
|
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|
Robert Wood Johnson Foundation
|
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|
Novem Group
|
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Smith & Howard Wealth Management, LLC
|
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GAM Holding AG
|
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Balance Wealth, LLC
|
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Centiva Capital, LP
|
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Sigma Investment Counselors Inc
|
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American Trust Investment Advisors, LLC
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New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
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|
VERITY Wealth Advisors
|
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NWF Advisory Services Inc.
|
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Sumitomo Mitsui DS Asset Management Company, Ltd
|
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Watts Gwilliam & Co., LLC
|
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|
Howard Hughes Medical Institute
|
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|
Hudson Value Partners, LLC
|
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|
4wealth Advisors, Inc.
|
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|
Td Asset Management Inc
|
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|
Alliance Wealth Advisors, LLC /UT
|
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|
Keebeck Alpha, LP
|
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|
Catalyst Financial Partners Llc
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
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|
Investment Management Corp of Ontario
|
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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Gw Henssler & Associates Ltd
|
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|
MOKAN Wealth Management Inc.
|
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|
Meritage Portfolio Management
|
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|
TCG Advisory Services, LLC
|
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|
Legacy Wealth Managment, LLC/ID
|
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|
Community Financial Services Group, LLC
|
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|
Goodman Advisory Group, LLC
|
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|
Barrett & Company, Inc.
|
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Cohen Investment Advisors LLC
|
|
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|
ARFFX - ARIEL INVESTMENT TRUST - Ariel Focus Fund Investor Class
|
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|
Pinnacle Wealth Management Advisory Group, LLC
|
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|
Allen Capital Group, LLC
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|
Quattro Financial Advisors Llc
|
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Crescent Sterling, Ltd.
|
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Poehling Capital Management, LLC
|
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|
Richard W. Paul & Associates, LLC
|
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|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
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|
Parisi Gray Wealth Management
|
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|
Teachers Insurance & Annuity Association Of America
|
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|
Triglav Skladi, D.o.o.
|
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|
Summit Wealth & Retirement Planning, Inc.
|
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|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
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|
Mascoma Wealth Management LLC
|
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|
Monticello Wealth Management, Llc
|
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|
Great Waters Wealth Management
|
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Sterling Wealth Management, Inc.
|
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Davis Investment Partners, LLC
|
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|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
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|
Northeast Financial Consultants Inc
|
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|
Citadel Investment Advisory, Inc.
|
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|
Gts Securities Llc
|
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Peavine Capital, Llc
|
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|
Tealwood Asset Management Inc
|
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|
PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
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|
Portland Global Advisors LLC
|
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|
|
Perkins Coie Trust Co
|
|
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|
Elk River Wealth Management, LLC
|
|
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|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
Group One Trading, L.p.
|
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|
Evergreen Capital Management Llc
|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
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|
|
Oberweis Asset Management Inc/
|
|
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|
|
Disciplined Equity Management, Inc.
|
|
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|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
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|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
|
ADAPT Investment Managers SA
|
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|
|
Laffer Investments
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
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|
|
|
Guardian Wealth Advisors, LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
BCGDX - Ultimus Managers Trust - Blue Current Global Dividend Fund Institutional Class
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
Hgk Asset Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Great Oak Capital Partners, Llc
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
Ahl Investment Management, Inc.
|
|
|
|
|
|
Blackrock Health Sciences Trust
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
LKBLX - Managed Portfolio Series - LK Balanced Fund Institutional Class
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Treasure Coast Financial Planning
|
|
|
|
|
|
Vantage Point Financial LLC
|
|
|
|
|
|
XY Planning Network, Inc.
|
|
|
|
|
|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
|
Armor Investment Advisors, LLC
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
|
|
|
|
|
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
IFPUX - Advisers Investment Trust - Independent Franchise Partners US Equity Fund
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF
|
|
|
|
|
|
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
|
|
|
|
|
|
Miramar Capital, LLC
|
|
|
|
|
|
Motiv8 Investments LLC
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Bridgewealth Advisory Group, LLC
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
Awm Capital, Llc
|
|
|
|
|
|
Hanlon Investment Management, Inc.
|
|
|
|
|
|
TQPCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Strategic Income Opportunities Fund Class C
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
Central Securities Corp
|
|
|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Frederick Financial Consultants, LLC
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
Red Spruce Capital, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
River Road Asset Management, LLC
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Marquette Asset Management, LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Bulltick Wealth Management, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
CBLS - Elevation Series Trust - Clough Hedged Equity ETF
|
|
|
|
|
|
Anderson Hoagland & Co
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
Generation Capital Management LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class
|
|
|
|
|
|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Teewinot Capital Advisers, L.L.C.
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
FCUPX - MAINSTAY FUNDS TRUST - MainStay PineStone U.S. Equity Fund Class P
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
|
|
|
|
|
|
Correct Capital Wealth Management
|
|
|
|
|
|
CLFFX - World Funds Trust - Clifford Capital Partners Fund Investor Class
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Hobbs Group Advisors, LLC
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - MFS Total Return Portfolio Class A
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
CFC Planning Co LLC
|
|
|
|
|
|
American Money Management, LLC
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Planned Solutions, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
SVAAX - FEDERATED EQUITY FUNDS - Federated Strategic Value Dividend Fund Class A Shares
|
|
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|
|
James Investment Research Inc
|
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|
Pettee Investors, Inc.
|
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|
BlueStem Wealth Partners, LLC
|
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Thrive Capital Management, LLC
|
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|
Centerpoint Advisors, LLC
|
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|
First Foundation Advisors
|
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|
HHM Wealth Advisors, LLC
|
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|
Godshalk Welsh Capital Management, Inc.
|
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|
Advisors Asset Management, Inc.
|
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|
Truepoint, Inc.
|
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TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
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|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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|
Stonebridge Financial Group, LLC
|
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|
Thrivent Financial For Lutherans
|
|
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|
Ramsay, Stattman, Vela & Price, Inc.
|
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
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|
Bryant Woods Investment Advisors, LLC
|
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|
CIBC Private Wealth Group, LLC
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|
Fourth Dimension Wealth, LLC
|
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|
Lummis Asset Management, LP
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
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|
Johnson Financial Group, LLC
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Unigestion Holding SA
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Falcon Wealth Planning
|
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Bay Rivers Group
|
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Orca Wealth Management, LLC
|
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Matauro, Llc
|
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|
Paulson Wealth Management Inc.
|
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Keener Financial Planning LLC
|
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Addison Advisors LLC
|
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|
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
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|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
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|
United Asset Strategies, Inc.
|
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Riverview Trust Co
|
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First Community Trust Na
|
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Reliant Investment Partners, LLC
|
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BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
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Handelsbanken Fonder AB
|
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Generali Investments CEE, investicni spolecnost, a.s.
|
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Campbell & CO Investment Adviser LLC
|
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ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
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|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
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Kwmg, Llc
|
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Blue Bell Private Wealth Management, Llc
|
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Capital Market Strategies LLC
|
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Chapman Financial Group, Llc
|
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Westbourne Investment Advisors, Inc.
|
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ALVIX - American Century Capital Portfolios Inc - Large Company Value Fund Investor Class
|
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Moody Lynn & Lieberson, Llc
|
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Hrt Financial Lp
|
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JDOC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Healthcare Leaders ETF
|
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|
State of New Jersey Common Pension Fund D
|
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|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
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|
Sage Financial Group Inc
|
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Greenwood Capital Associates Llc
|
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Family Capital Trust Co
|
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Advantage Advisers Xanthus Fund, L.l.c.
|
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Bfsg, Llc
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Capula Management Ltd
|
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SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
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|
Richwood Investment Advisors, LLC
|
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|
NCM Capital Management, LLC
|
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Plancorp, LLC
|
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Intellus Advisors LLC
|
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|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
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|
Zwj Investment Counsel Inc
|
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|
Creegan & Nassoura Financial Group, LLC
|
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|
RBB FUND, INC. - SGI Enhanced Market Leaders ETF
|
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|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
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|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
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|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
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|
Voya Financial Advisors, Inc.
|
|
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|
SJS Investment Consulting Inc.
|
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|
Consilium Wealth Advisory, LLC
|
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|
Prospera Capital Management, LLC
|
|
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|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
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|
|
Auour Investments LLC
|
|
|
|
|
|
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
STSEX - Blackrock Funds - Blackrock Exchange Portfolio Blackrock
|
|
|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
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|
|
Marotta Asset Management
|
|
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|
TFOAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Focused Fund A
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
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|
Quantinno Capital Management LP
|
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|
Janus Henderson Group Plc
|
|
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|
Financial Advisory Partners, Llc
|
|
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|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
Wick Capital Partners, LLC
|
|
|
|
|
|
Nottingham Advisors, Inc.
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
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|
|
Argent Capital Management Llc
|
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|
Roffman Miller Associates Inc /pa/
|
|
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|
Cacti Asset Management Llc
|
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|
|
Davis R M Inc
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
Blackhawk Capital Partners LLC.
|
|
|
|
|
|
USRD - Themes ETF Trust - Themes US R&D Champions ETF
|
|
|
|
|
|
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
Gimbal Financial
|
|
|
|
|
|
O'Brien Wealth Partners LLC
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Matthew Goff Investment Advisor, LLC
|
|
|
|
|
|
Integris Wealth Management, LLC
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Cincinnati Financial Corp
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Kieckhefer Group Llc
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
TORYX - RBB Fund Trust - Torray Fund
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
AMRGX - AMERICAN GROWTH FUND INC - AMERICAN GROWTH FUND Series One SERIES ONE CLASS D
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
One + One Wealth Management, Llc
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Eagle Bluffs Wealth Management LLC
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
Rather & Kittrell, Inc.
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Colorado Capital Management, Inc.
|
|
|
|
|
|
Independent Investors Inc
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
Tran Capital Management, L.p.
|
|
|
|
|
|
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Kiley Juergens Wealth Management, Llc
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Arnhold LLC
|
|
|
|
|
|
Horrell Capital Management, Inc.
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Latash Investments, LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
Campbell Newman Asset Management Inc
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
ANTIPODES PARTNERS Ltd
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Erickson Financial Group, LLC
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
New World Advisors LLC
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
ETHSX - EATON VANCE GROWTH TRUST - Eaton Vance Worldwide Health Sciences Fund Class A
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
Miller Howard Investments Inc /ny
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Iron Financial, LLC
|
|
|
|
|
|
GQFPX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
|
|
|
|
Semus Wealth Partners LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
ABVAX - AB TRUST - AB Value Fund Class A
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Pathway Financial Advisors LLC
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
GRSPX - Total Fund Solution - Cromwell Greenspring Mid Cap Fund Institutional Class
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Silverberg Bernstein Capital Management LLC
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T
|
|
|
|
|
|
Edgewood Management Llc
|
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|
|
Citizens & Northern Corp
|
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|
|
Tandem Investment Partners LLC
|
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|
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|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
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|
|
|
|
Hutner Capital Management Inc
|
|
|
|
|
|
PHPIX - Profunds - Pharmaceuticals Ultrasector Profund Investor Class
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
True Link Financial Advisors, LLC
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
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|
|
Ames National Corp
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
|
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|
Maryland State Retirement & Pension System
|
|
|
|
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|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
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|
|
|
|
Stillwater Wealth Management Group
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
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|
Measured Risk Portfolios, Inc.
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
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|
|
Divergent Planning, LLC
|
|
|
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|
Acas, Llc
|
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|
Jamison Private Wealth Management, Inc.
|
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|
Pacific Global Investment Management Co
|
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|
Ade, Llc
|
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Breed's Hill Capital LLC
|
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Trust Point Inc.
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Alyeska Investment Group, L.P.
|
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Luminist Capital LLC
|
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|
Unique Wealth, Llc
|
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BOCHK Asset Management Ltd
|
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Yarger Wealth Strategies, Llc
|
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First Trust Advisors Lp
|
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Tufton Capital Management
|
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|
Knott David M Jr
|
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|
Florida Financial Advisors, Llc
|
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|
Borer Denton & Associates, Inc.
|
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|
Forza Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund
|
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|
|
|
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A
|
|
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|
QLTY - 2023 ETF Series Trust II - GMO U.S. Quality ETF
|
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|
Kera Capital Partners, Inc.
|
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|
Regent Peak Wealth Advisors LLC
|
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|
Resonant Capital Advisors, LLC
|
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USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
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Exchange Bank
|
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|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
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|
Harwood Advisory Group, LLC
|
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|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
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|
CWS Financial Advisors, LLC
|
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KOOL - Spinnaker ETF Series - North Shore Equity Rotation ETF
|
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|
Lynch & Associates/in
|
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|
|
EPG Wealth Management LLC
|
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|
MorganRosel Wealth Management, LLC
|
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|
Macquarie Group Ltd
|
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|
Hennessy Advisors Inc
|
|
|
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|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
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|
|
Beck Mack & Oliver Llc
|
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DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
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|
Core Alternative Capital
|
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|
Gotham Asset Management, LLC
|
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|
Keybank National Association/oh
|
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|
Joule Financial, LLC
|
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|
Holos Integrated Wealth LLC
|
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|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
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|
|
New York State Common Retirement Fund
|
|
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|
|
Carr Financial Group Corp
|
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|
|
Mason & Associates Inc
|
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|
Joel Adams & Associates, Inc.
|
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|
Wealth Advisory Team LLC
|
|
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|
|
Landscape Capital Management, L.l.c.
|
|
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|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
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|
|
Quarry LP
|
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|
Auxier Asset Management
|
|
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|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
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|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Little House Capital Llc
|
|
|
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|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
ZGFAX - AMERICAN BEACON FUNDS - American Beacon Ninety One Global Franchise Fund Y Class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
Sandhill Capital Partners LLC
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Clough Global Dividend & Income Fund
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Sutton Place Investors Llc
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Reaves W H & Co Inc
|
|
|
|
|
|
Horizon Wealth Management, LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Sierra Capital LLC
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
Mar Vista Investment Partners Llc
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
CESGX - Managed Portfolio Series - Coho Relative Value ESG Fund
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
Guardian Wealth Management, Inc.
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
|
|
|
|
|
|
KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
|
|
|
|
|
Insight 2811, Inc.
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Pollock Investment Advisors, LLC
|
|
|
|
|
|
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
|
|
|
|
|
America First Investment Advisors, LLC
|
|
|
|
|
|
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
TBG - EA Series Trust - TBG Dividend Focus ETF
|
|
|
|
|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
SQBIX - X-Square Balanced Fund, LLC - X-Square Balanced Fund, LLC Institutional Class
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
IAM Advisory, LLC
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
My Personal CFO, LLC
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
Meridian Financial Partners LLC
|
|
|
|
|
|
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
DJIA - Global X Funds - Global X Dow 30 Covered Call ETF
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
StrongBox Wealth, LLC
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
BEGIX - Sterling Capital Funds - Sterling Capital Equity Income Fund Institutional Class
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
Johnson & White Wealth Management, LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Arcus Capital Partners, LLC
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Counterweight Ventures, LLC
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
Novus Advisors, Llc
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Lanham O'Dell & Company, Inc.
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
Unio Capital LLC
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Motley Fool Wealth Management, LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Keystone Financial Planning, Inc.
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
Comgest Global Investors S.a.s.
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
Miller Financial Services LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
Kennon-Green & Company, LLC
|
|
|
|
|
|
Sulzberger Capital Advisors, Inc.
|
|
|
|
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Tevis Investment Management
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CCLA Investment Management Ltd
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Mount Yale Investment Advisors, LLC
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Guggenheim Strategic Opportunities Fund
|
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PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional
|
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Paladin Wealth, LLC
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James J. Burns & Company, LLC
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Central Bank & Trust Co
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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PMAIX - Pioneer Series Trust IV - Pioneer Multi-Asset Income Fund : Class A
|
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Capital International Investors
|
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Wayfinding Financial, LLC
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Alta Advisers Ltd
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Northern Lights Fund Trust IV - Brookstone Value Stock ETF
|
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FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
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Hilton Capital Management, LLC
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QTR Family Wealth, LLC
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GAMMA Investing LLC
|
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Palogic Value Management, L.P.
|
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JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
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|
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AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
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|
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|
Wells Fargo & Company/mn
|
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Wrapmanager Inc
|
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John Hancock Hedged Equity & Income Fund
|
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|
Drexel Morgan & Co.
|
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Hourglass Capital, Llc
|
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Stonebridge Capital Advisors LLC
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Everett Harris & Co /ca/
|
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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|
North Point Portfolio Managers Corp/oh
|
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Kentucky Trust Co
|
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Nuveen S&p 500 Dynamic Overwrite Fund
|
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|
Pandora Wealth, Inc.
|
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Raelipskie Partnership
|
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Johnson Investment Counsel Inc
|
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Ally Financial Inc.
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Legal Advantage Investments, Inc.
|
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Castle Rock Wealth Management, LLC
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Grant Private Wealth Management Inc
|
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Morris Retirement Advisors, LLC
|
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FIL Ltd
|
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Private Client Services, Llc
|
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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Academy Capital Management Inc/tx
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Affinity Investment Advisors, Llc
|
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Roble, Belko & Company, Inc
|
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PUREfi Wealth, LLC
|
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Crane Advisory, LLC
|
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Grandview Asset Management LLC
|
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Engineers Gate Manager LP
|
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NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
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|
Adams Diversified Equity Fund, Inc.
|
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VELA Investment Management, LLC
|
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Morgan Dempsey Capital Management Llc
|
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Pictet & Cie (Europe) SA
|
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New England Capital Financial Advisors LLC
|
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Great Diamond Partners, LLC
|
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Manning & Napier Advisors Llc
|
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Dash Acquisitions Inc.
|
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Oak Associates Ltd /oh/
|
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Headlands Technologies LLC
|
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River Street Advisors LLC
|
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Aft, Forsyth & Company, Inc.
|
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|
Potentia Wealth
|
|
|
|
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|
Luts & Greenleigh Group, Inc
|
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|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
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|
|
HAVGX - ADVISORS' INNER CIRCLE FUND - HAVERFORD QUALITY GROWTH STOCK FUND Haverford Quality Growth Stock Fund
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Cardinal Strategic Wealth Guidance
|
|
|
|
|
|
Verus Financial Partners, Inc.
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
|
|
|
|
|
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Pring Turner Capital Group Inc
|
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|
|
|
|
Advocate Group Llc
|
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|
Roxbury Financial LLC
|
|
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|
Tobam
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
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|
|
|
First PREMIER Bank
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
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|
MPGFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Growth Fund
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
Guidance Point Advisors, LLC
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
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|
Atria Investments Llc
|
|
|
|
|
|
Viewpoint Capital Management LLC
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Jacobson & Schmitt Advisors, Llc
|
|
|
|
|
|
HTG Investment Advisors, Inc.
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Watchman Group, Inc.
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Act Wealth Management, Llc
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Boyar Asset Management Inc.
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
Finer Wealth Management, Inc.
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
Samjo Management, LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Iams Wealth Management, Llc
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
Abacus Wealth Partners, LLC
|
|
|
|
|
|
BlueChip Wealth Advisors LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
R.H. Investment Group, LLC
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund
|
|
|
|
|
|
Yacktman Asset Management Lp
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Broadleaf Partners, LLC
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
Enzi Wealth
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Winslow Asset Management Inc
|
|
|
|
|
|
Retirement Investment Advisors, Inc.
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
American Investment Services, Inc.
|
|
|
|
|
|
Lincluden Management Ltd
|
|
|
|
|
|
Chaney Capital Management, Inc.
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
|
|
|
|
|
Rebalance, Llc
|
|
|
|
|
|
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts
|
|
|
|
|
|
Bernzott Capital Advisors
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Glynn Capital Management Llc
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
McCollum Christoferson Group LLC
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Sphera Funds Management Ltd.
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional
|
|
|
|
|
|
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Cornerstone Advisors Asset Management, Inc
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Baugh & Associates, LLC
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
|
Wela Strategies, Inc.
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Fiduciary Advisors, Inc.
|
|
|
|
|
|
UDPIX - Profunds - Ultradow 30 Profund Investor Class
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
Heartland Advisors Inc
|
|
|
|
|
|
CORDA Investment Management, LLC.
|
|
|
|
|
|
Campbell Capital Management Inc
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Clark & Stuart, Inc
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Guinness Asset Management LTD
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
DMKC Advisory Services, LLC
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
|
|
|
HFQAX - JANUS INVESTMENT FUND - Janus Henderson Global Equity Income Fund Class A
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
CAMWX - Advisors' Inner Circle Fund - Cambiar Opportunity Fund Institutional Class Shares
|
|
|
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Independent Franchise Partners LLP
|
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|
|
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I
|
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|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
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|
|
|
|
Freedom Financial Partners LLC
|
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|
|
BlackRock, Inc.
|
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|
StonePine Asset Management Inc.
|
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|
Elser Financial Planning, Inc
|
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|
Opus Capital Group, LLC
|
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|
|
Next Level Private LLC
|
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|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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|
|
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|
Humankind Investments LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
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|
Oakworth Capital, Inc.
|
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|
Calton & Associates, Inc.
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|
Bellecapital International Ltd.
|
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Spirepoint Private Client, Llc
|
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|
HFM Investment Advisors, LLC
|
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|
Kooman & Associates
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Sage Capital Management, LLC
|
|
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|
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|
Amalgamated Bank
|
|
|
|
|
|
RDA Financial Network
|
|
|
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|
Investor's Fiduciary Advisor Network, LLC
|
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|
SCS Capital Management LLC
|
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|
Van Cleef Asset Management,Inc
|
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Easterly Investment Partners Llc
|
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|
Orcam Financial Group
|
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|
Allred Capital Management, LLC
|
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|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
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|
Trifecta Capital Advisors, LLC
|
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|
Global X Japan Co., Ltd.
|
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|
Flaharty Asset Management, LLC
|
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|
Credit Agricole S A
|
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|
Catalyst Private Wealth, Llc
|
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|
Rexford Capital Inc
|
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|
Stony Point Wealth Management Inc.
|
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|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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|
|
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|
Harfst & Associates, Inc.
|
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|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Global Assets Advisory, LLC
|
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|
|
Olistico Wealth, LLC
|
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|
Fogel Capital Management, Inc.
|
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|
Moller Financial Services
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
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|
Cambridge Advisors Inc.
|
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|
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
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|
|
|
|
Peak Asset Management, LLC
|
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|
Wealth Architects, LLC
|
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|
JGP Wealth Management, LLC
|
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|
Hantz Financial Services, Inc.
|
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|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
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|
|
Topel & Distasi Wealth Management, LLC
|
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|
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF
|
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|
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|
|
Holderness Investments Co
|
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|
Greatmark Investment Partners, Inc.
|
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|
Olstein Capital Management, L.P.
|
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|
Wedge Capital Management L L P/nc
|
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|
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A
|
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|
Bridge Creek Capital Management LLC
|
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|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
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|
|
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A
|
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|
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|
|
Everpar Advisors Llc
|
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|
Compass Capital Management, Inc
|
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|
Point72 (DIFC) Ltd
|
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|
|
|
Menard Financial Group LLC
|
|
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|
|
Ashton Thomas Private Wealth, LLC
|
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|
|
Montis Financial, LLC
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
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|
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|
|
Brentview Investment Management LLC
|
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|
|
Fiduciary Planning LLC
|
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|
|
Bayesian Capital Management, LP
|
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|
|
Principle Wealth Partners Llc
|
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|
Newbridge Financial Services Group, Inc.
|
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|
Innova Wealth Partners
|
|
|
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|
|
Adage Capital Partners Gp, L.l.c.
|
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|
|
Wealthquest Corp
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Stack Financial Management, Inc
|
|
|
|
|
|
Shore Point Advisors, LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
PPTAX - VIRTUS EQUITY TRUST - Virtus KAR Global Quality Dividend Fund CLASS A
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
|
|
|
|
|
Tower Wealth Partners, Inc.
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
YFSNX - AMG FUNDS - AMG Yacktman Focused Fund - Security Selection Only Class N
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
Vickerman Investment Advisors, Inc.
|
|
|
|
|
|
Greenhouse Wealth Management, LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Rainier Family Wealth Inc
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
Allen Wealth Management, Llc
|
|
|
|
|
|
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Jessup Wealth Management, Inc
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A
|
|
|
|
|
|
Delta Capital Management Llc
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Great Point Wealth Advisors, LLC
|
|
|
|
|
|
BIP Alliance, LLC
|
|
|
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
DDD Partners, LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
Weaver C. Barksdale & Associates, Inc.
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Holcombe Financial, Inc.
|
|
|
|
|
|
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
Shakespeare Wealth Management, Inc.
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
Peninsula Asset Management Inc
|
|
|
|
|
|
Capstone Wealth Management Group, Llc
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Sterling Group Wealth Management, LLC
|
|
|
|
|
|
Lesa Sroufe & Co
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
Ninety One SA (PTY) Ltd
|
|
|
|
|
|
Barbara Oil Co.
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
Armstrong Henry H Associates Inc
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Tekla World Healthcare Fund
|
|
|
|
|
|
McDonough Capital Management, Inc
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
Andina Capital Management, LLC
|
|
|
|
|
|
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Seldon Capital Lp
|
|
|
|
|
|
Gabelli Convertible & Income Securities Fund Inc
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Alpine Total Dynamic Dividend Fund
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Corbyn Investment Management Inc/md
|
|
|
|
|
|
Pzena Investment Management Llc
|
|
|
|
|
|
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
|
|
|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A
|
|
|
|
|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
O'Keefe Stevens Advisory, Inc.
|
|
|
|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Cannon Advisors, Inc.
|
|
|
|
|
|
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
LCF - Touchstone ETF Trust - Touchstone US Large Cap Focused ETF
|
|
|
|
|
|
Westfuller Advisors, LLC
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Harvey Capital Management Inc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Park Capital Management, LLC / WI
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
RVW Wealth, LLC
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
Potomac Fund Management Inc /adv
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
PPH - VanEck Vectors ETF Trust - VanEck Vectors Pharmaceutical ETF
|
|
|
|
|
|
Arkansas Financial Group, Inc.
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
Benchmark Wealth Management, LLC
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
McBroom & Associates, LLC
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Standard Family Office LLC
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Davis Capital Management
|
|
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Total Wealth Planning & Management, Inc.
|
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|
Covington Investment Advisors Inc.
|
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|
Waterfront Wealth Inc.
|
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|
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|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
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|
Kelly Financial Services LLC
|
|
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|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
|
|
|
|
|
Bell & Brown Wealth Advisors, Llc
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
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|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
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|
Saratoga Research & Investment Management
|
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|
D'Orazio & Associates, Inc.
|
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Investors Research Corp
|
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|
New Mexico Educational Retirement Board
|
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AMF Pensionsforsakring AB
|
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|
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|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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|
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares
|
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|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
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|
Kampmann Melissa S.
|
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Schnieders Capital Management Llc
|
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J. Safra Sarasin Holding AG
|
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Advisors Preferred, LLC
|
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Accordant Advisory Group Inc
|
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IOO - iSHARES TRUST - iShares Global 100 ETF
|
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|
|
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|
Forte Asset Management Llc
|
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|
|
Bell Bank
|
|
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|
FDx Advisors, Inc.
|
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|
Norinchukin Bank, The
|
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|
Burford Brothers, Inc.
|
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Painted Porch Advisors LLC
|
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|
Maryland Capital Advisors Inc.
|
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|
Pinnacle Financial Partners Inc
|
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|
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|
Lido Advisors, LLC
|
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|
|
|
|
Farmers National Bank
|
|
|
|
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|
Community Bank of Raymore
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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|
Nixon Peabody Trust Co
|
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|
|
Vermillion & White Wealth Management Group, LLC
|
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|
|
Maia Wealth LLC
|
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|
BIP Wealth, LLC
|
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|
Catalytic Wealth RIA, LLC
|
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|
Eastern Bank
|
|
|
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|
Asset Management One Co., Ltd.
|
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Carl Stuart Investment Advisor, Inc
|
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|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
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|
Hoxton Planning & Management, LLC
|
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|
Kelman-Lazarov, Inc.
|
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|
Golden State Equity Partners
|
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|
Johnson Financial Group, Inc.
|
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|
G&S Capital LLC
|
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Team Financial Group, LLC
|
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Rogco, Lp
|
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Howard Capital Management Group, LLC
|
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Brightwater Advisory LLC
|
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|
Atom Investors LP
|
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|
McAdam, LLC
|
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|
Ccm Investment Group, Llc
|
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|
Haverford Financial Services, Inc.
|
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|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
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|
Glen Eagle Advisors, LLC
|
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|
VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
|
|
|
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|
Commons Capital, Llc
|
|
|
|
|
|
Nabity-Jensen Investment Management Inc
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
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|
Werba Rubin Papier Wealth Management
|
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|
Weatherly Asset Management L. P.
|
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|
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|
Caldwell Securities, Inc
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
SkyView Investment Advisors, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
KDT Advisors, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Stolper Co
|
|
|
|
|
|
Presper Financial Architects, LLC
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
Pinnacle Wealth Management Group, Inc.
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Selective Wealth Management, Inc.
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Meridian Financial, LLC
|
|
|
|
|
|
Keating Investment Counselors Inc
|
|
|
|
|
|
Absher Wealth Management, Llc
|
|
|
|
|
|
Newport Capital Group, LLC
|
|
|
|
|
|
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares
|
|
|
|
|
|
IHE - iSHARES TRUST - iShares U.S. Pharmaceuticals ETF
|
|
|
|
|
|
Saybrook Capital /nc
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
Finley Financial, LLC
|
|
|
|
|
|
Elios Financial Group Inc.
|
|
|
|
|
|
Paul Damon & Associates, Inc.
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
Allium Financial Advisors, Llc
|
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
|
BluePointe Capital Management, LLC
|
|
|
|
|
|
Presidio Capital Management, LLC
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
|
|
|
|
Dean Investment Associates, Llc
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Brueske Advisory Services, LLC
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
Stonebridge Financial Planning Group, LLC
|
|
|
|
|
|
Intrepid Financial Planning Group LLC
|
|
|
|
|
|
FLV - AMERICAN CENTURY ETF TRUST - American Century Focused Large Cap Value ETF
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
DIVD - EA Series Trust - Altrius Global Dividend ETF
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
HBFBX - HENNESSY FUNDS TRUST - Hennessy Balanced Fund Investor Class
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Luminvest Wealth Management LLC
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
Atlantic Family Wealth, Llc
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
Cascade Investment Advisors, Inc.
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Blackhill Capital Inc
|
|
|
|
|
|
Amussen Hunsaker Associates Llc
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
IMZ Advisory Inc
|
|
|
|
|
|
Strata Wealth Advisors, LLC
|
|
|
|
|
|
TOPT - iSHARES TRUST - iShares Top 20 U.S. Stocks ETF
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Jentner Corp
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF
|
|
|
|
|
|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
|
|
|
|
|
Ariel Investments, Llc
|
|
|
|
|
|
Bridgeway Capital Management Inc
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF
|
|
|
|
|
|
Copeland Capital Management, LLC
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Hall Capital Management Co Inc
|
|
|
|
|
|
Legacy Financial Strategies, LLC
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
|
|
|
|
|
Private Capital Advisors, Inc.
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
GQETX - GMO TRUST - GMO Quality Fund Class III
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Chickasaw Capital Management Llc
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
Prosperity Financial Group, Inc.
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Smith Thornton Advisors LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
|
|
|
|
|
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
Encompass More Asset Management
|
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PICTET BANK & TRUST Ltd
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Northern Trust Corp
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HF Advisory Group, LLC
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Nordwand Advisors, LLC
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Kellett Schaffner Wealth Advisors LLC
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NOLCX - Northern Funds - Northern Large Cap Core Fund
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INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
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Profund Advisors Llc
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FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
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Canopy Partners, LLC
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DRW Securities, LLC
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Nicholas Company, Inc.
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Sunpointe, LLC
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TBHDX - Tweedy, Browne Fund Inc. - Tweedy, Browne Worldwide High Dividend Yield Value Fund
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USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
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Lyell Wealth Management, Lp
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NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares
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Advisory Services Network, LLC
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Sierra Ocean, Llc
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Donaldson Capital Management, Llc
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Ipswich Investment Management Co., Inc.
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Essex Financial Services, Inc.
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one8zero8, LLC
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Gould Asset Management Llc /ca/
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FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
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Coerente Capital Management
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Schwartz Investment Counsel Inc
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Bnc Wealth Management, Llc
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Private Wealth Management Group, LLC
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Marex Group plc
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FT Vest Hedged Equity Income Fund: Series A3
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ICONIQ Capital, LLC
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Pfc Capital Group, Inc.
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Smart Portfolios, LLC
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
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Aristotle Atlantic Partners, Llc
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Vermillion Wealth Management, Inc.
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Deutsche Bank Ag\
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California State Teachers Retirement System
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GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
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Clarity Wealth Advisors, LLC
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Harbor Advisory Corp /ma/
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FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
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Banque Pictet & Cie Sa
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GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
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180 Wealth Advisors, Llc
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Peoples Financial Services Corp.
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Novak & Powell Financial Services, Inc.
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waypoint wealth counsel
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Peddock Capital Advisors, Llc
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SILVER OAK SECURITIES, Inc
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LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
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KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
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Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
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ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
|
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CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N
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Finward Bancorp
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Mml Investors Services, Llc
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Loudon Investment Management, LLC
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Zacks Investment Management
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MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
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FC Advisory LLC
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Stone House Investment Management, LLC
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Horizon Financial Services, Llc
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Quotient Wealth Partners, LLC
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Premier Path Wealth Partners, LLC
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Accelerate Investment Advisors LLC
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BWNYX - BULLFINCH FUND INC - Greater Western New York Series
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Camden National Bank
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
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Thoroughbred Financial Services, Llc
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Ostrum Asset Management
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Boston Trust Walden Corp
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Oak Harvest Investment Services
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ICW Investment Advisors LLC
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FT Vest Rising Dividend Achievers Total Return Fund
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Wellington Management Group Llp
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Pavion Blue Capital, LLC
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Great West Life Assurance Co /can/
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JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
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Viawealth, Llc
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Petix & Botte Co
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Argonautica Private Wealth Management, Inc
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Pensionfund Sabic
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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Harvest Portfolios Group Inc.
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Townsend Asset Management Corp /nc/ /adv
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TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF
|
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West Oak Capital, LLC
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TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
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Axxcess Wealth Management, Llc
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
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Jarislowsky, Fraser Ltd
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Donald L. Hagan, LLC
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Merrion Investment Management Co, LLC
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LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
|
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Convergence Investment Partners, LLC
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Adirondack Trust Co
|
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Rice Partnership, LLC
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Aberdeen Wealth Management LLC
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Atticus Wealth Management, Llc
|
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Voya Global Equity Dividend & Premium Opportunity Fund
|
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|
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|
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund
|
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|
VELA Funds - VELA Large Cap 130/30 Fund Class I
|
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|
Us Financial Advisors, Llc
|
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|
Grant Street Asset Management, Inc.
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Agate Pass Investment Management, LLC
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|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
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|
Norman Fields, Gottscho Capital Management, LLC
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Perkins Capital Management Inc
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SOL Capital Management CO
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Patton Albertson Miller Group, Llc
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|
Marble Harbor Investment Counsel, LLC
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Gradient Investments LLC
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|
Blossom Wealth Management
|
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|
RMR Wealth Builders
|
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|
Onyx Bridge Wealth Group LLC
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|
Hsbc Holdings Plc
|
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First Business Financial Services, Inc.
|
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RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
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Arlington Partners LLC
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|
Hurlow Wealth Management Group, Inc.
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|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
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|
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|
Marks Group Wealth Management, Inc
|
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Eclectic Associates Inc /adv
|
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|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
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Kingdom Financial Group LLC.
|
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CVRD - Madison ETFs Trust - Madison Covered Call ETF
|
|
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|
|
Kerntke Otto McGlone Wealth Management Group
|
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|
Stratos Wealth Advisors, LLC
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|
Phoenix Holdings Ltd.
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Parvin Asset Management, LLC
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Baader Bank INC
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
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|
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|
Mitsubishi UFJ Trust & Banking Corp
|
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|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
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|
|
Torno Capital, Llc
|
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|
Somerset Trust Co
|
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|
Fielder Capital Group LLC
|
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|
Hartford Financial Management Inc.
|
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|
Edmond De Rothschild Holding S.a.
|
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|
Taylor Financial Group, Inc.
|
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|
Mackenzie Financial Corp
|
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|
Seizert Capital Partners, Llc
|
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|
Cantor Fitzgerald Investment Adviser L.p.
|
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|
|
Clearbridge Investments, LLC
|
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|
|
1st Source Bank
|
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|
|
Cassia Capital Partners, LLC
|
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|
|
Abacus Planning Group, Inc.
|
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|
|
WoodTrust Financial Corp
|
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|
Reyes Financial Architecture, Inc.
|
|
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|
Ti-trust, Inc
|
|
|
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|
Redmont Wealth Advisors Llc
|
|
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|
|
Birch Capital Management, LLC
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
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|
L.K. Benson & Company, P.C.
|
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|
Park Avenue Securities Llc
|
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|
Lockheed Martin Investment Management Co
|
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|
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
|
|
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|
|
Briaud Financial Planning, Inc
|
|
|
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|
Johnson Bixby & Associates, LLC
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
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|
|
Segment Wealth Management, LLC
|
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|
Nomura Asset Management Co Ltd
|
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|
Riversedge Advisors, Llc
|
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|
Flagship Harbor Advisors, Llc
|
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Onefund, Llc
|
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|
Voisard Asset Management Group, Inc.
|
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|
Dynamic Advisor Solutions LLC
|
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|
South Plains Financial, Inc.
|
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|
Armistice Capital, Llc
|
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|
Turtle Creek Wealth Advisors, LLC
|
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|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
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|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Claris Advisors, Llc / Mo /
|
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|
Twin Tree Management, LP
|
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|
StoneX Group Inc.
|
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|
Monterey Private Wealth, Inc.
|
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|
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|
|
Sawyer & Company, Inc
|
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|
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|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
White Knight Strategic Wealth Advisors, LLC
|
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|
|
Ellsworth Advisors, LLC
|
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|
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|
Cypress Capital Management LLC (WY)
|
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|
Ridgewood Investments LLC
|
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|
American Capital Advisory, LLC
|
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|
South Street Advisors LLC
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DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
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|
Cura Wealth Advisors, Llc
|
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|
Rafferty Asset Management, LLC
|
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|
Ackerman Capital Advisors, LLC
|
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|
Symphony Financial, Ltd. Co.
|
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|
Legacy Capital Wealth Partners, LLC
|
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|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
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|
|
|
|
Access Investment Management LLC
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|
|
Helen Stephens Group, LLC
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|
VCI Wealth Management LLC
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|
Picton Mahoney Asset Management
|
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|
Blair William & Co/il
|
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|
Eq Wealth Advisors, Llc
|
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|
Pacitti Group Inc.
|
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|
Simplicity Wealth,LLC
|
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Gateway Wealth Partners, LLC
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|
Howland Capital Management Llc
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|
Texas Yale Capital Corp.
|
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|
Lakeshore Capital Group, Inc.
|
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|
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|
Wesbanco Bank Inc
|
|
|
|
|
|
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
Harbor Advisors LLC
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A
|
|
|
|
|
|
Sagace Wealth Management LLC
|
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|
Pps&v Asset Management Consultants, Inc.
|
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|
Fisher Asset Management, LLC
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|
Buckingham Strategic Partners
|
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|
Partners Wealth Management, Llc
|
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|
Qsemble Capital Management, LP
|
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|
|
Accel Wealth Management
|
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|
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|
|
Sonoma Private Wealth LLC
|
|
|
|
|
|
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
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|
|
Genesis Private Wealth, Llc
|
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|
|
|
|
Youngs Advisory Group, Inc.
|
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|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A
|
|
|
|
|
|
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc.
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
Balanced Rock Investment Advisor
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
Pennsylvania Capital Management Inc /adv
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
ROBT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Foronjy Financial Llc
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
|
|
Monte Financial Group, LLC
|
|
|
|
|
|
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Burgundy Asset Management Ltd.
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
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Oak Harbor Wealth Partners, Llc
|
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Select Asset Management & Trust
|
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|
Retirement Systems of Alabama
|
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One Wealth Advisors, LLC
|
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|
Compton Financial Group, LLC
|
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|
Cincinnati Casualty Co
|
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|
Pinnacle Wealth Planning Services, Inc.
|
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|
Diversify Advisory Services, LLC
|
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|
Kingstone Capital Partners Texas, LLC
|
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Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
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|
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|
Scientech Research LLC
|
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|
HFR Wealth Management, LLC
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|
Schroder Investment Management Group
|
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Meridian Wealth Management, LLC
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|
Healthcare Of Ontario Pension Plan Trust Fund
|
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|
Amica Mutual Insurance Co
|
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|
Hixon Zuercher, LLC
|
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|
Schwarz Dygos Wheeler Investment Advisors Llc
|
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|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
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|
Fwl Investment Management, Llc
|
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Fayez Sarofim & Co
|
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IHT Wealth Management, LLC
|
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Frisch Financial Group, Inc.
|
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|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Ameriprise Financial Inc
|
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|
Townsend & Associates, Inc
|
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Palisade Capital Management Llc/nj
|
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bLong Financial, LLC
|
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|
Mount Vernon Associates Inc /md/
|
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Sabal Trust CO
|
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|
Wealthcare Capital Partners, LLC
|
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|
PSI Advisors, LLC
|
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|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
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|
Pathway Financial Advisers, LLC
|
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Trueblood Wealth Management, LLC
|
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|
Callahan Advisors, LLC
|
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|
Columbus Macro, LLC
|
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|
Fmr Llc
|
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|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
Helios Capital Management Pte. Ltd
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
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|
National Bank Of Canada /fi/
|
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Comprehensive Financial Consultants Institutional, Inc.
|
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|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
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|
|
|
OneAscent Financial Services LLC
|
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|
|
Heritage Oak Wealth Advisors Llc
|
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Bank Of Nova Scotia
|
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|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
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|
McCarthy Grittinger Financial Group, LLC
|
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|
Lodestar Private Asset Management Llc
|
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TFC Financial Management
|
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|
Tokio Marine Asset Management Co Ltd
|
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|
IFG Advisory, LLC
|
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|
Rench Wealth Management, Inc.
|
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Proficio Capital Partners LLC
|
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|
Farmers & Merchants Trust Co of Long Beach
|
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|
Richards, Merrill & Peterson, Inc.
|
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|
Geometric Wealth Advisors
|
|
|
|
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|
V. M. Manning & Co., Inc.
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
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|
|
Coign Capital Advisors LLC
|
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|
Accent Capital Management, LLC
|
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|
Main Street Research LLC
|
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|
Lsv Asset Management
|
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|
Redwood Park Advisors LLC
|
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|
J. W. Coons Advisors, LLC
|
|
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|
|
|
PENN SERIES FUNDS INC - Flexibly Managed Fund
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
Richard P Slaughter Associates Inc
|
|
|
|
|
|
TBGVX - Tweedy, Browne Fund Inc. - Tweedy, Browne Global Value Fund
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
Coho Partners, Ltd.
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
Riverbridge Partners Llc
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
White Lighthouse Investment Management Inc.
|
|
|
|
|
|
Ables, Iannone, Moore & Associates, Inc.
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Front Street Capital Management, Inc.
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Jericho Financial, Llp
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
North Berkeley Wealth Management, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Taddei, Ludwig & Associates, Inc.
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
Profunds - Profund Vp Health Care
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Lifestyle Asset Management, Inc.
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Talbot Financial, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
|
|
|
|
|
SIO - Touchstone ETF Trust - Touchstone Strategic Income Opportunities ETF
|
|
|
|
|
|
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class
|
|
|
|
|
|
Lawson Kroeker Investment Management Inc/ne
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Capital & Planning, Llc
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Gladwyn Financial Advisors, Inc.
|
|
|
|
|
|
Triton Wealth Management, PLLC
|
|
|
|
|
|
Hiley Hunt Wealth Management
|
|
|
|
|
|
Masso Torrence Wealth Management Inc.
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Oxler Private Wealth LLC
|
|
|
|
|
|
RPG Investment Advisory, LLC
|
|
|
|
|
|
Rbo & Co Llc
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
LongView Asset Management LLC
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
Helium Advisors LLC
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Dymon Asia Capital (singapore) Pte. Ltd.
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional
|
|
|
|
|
|
Lountzis Asset Management, Llc
|
|
|
|
|
|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
|
|
|
|
POM Investment Strategies, LLC
|
|
|
|
|
|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Rockport Wealth LLC
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Strategent Financial, LLC
|
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Brandes Investment Partners, Lp
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
ACR Alpine Capital Research, LLC
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
Opes Wealth Management LLC
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
Howard Bailey Securities, Llc
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
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Jackson Thornton Asset Management, Llc
|
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DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
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|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
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|
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
|
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|
Cooper/haims Advisors, Llc
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|
BWM Planning, LLC
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|
Franklin Templeton ETF Trust - Franklin Income Focus ETF
|
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|
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares
|
|
|
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|
tru Independence LLC
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
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|
|
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|
Long Road Investment Counsel, LLC
|
|
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
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|
SBHIX - SARATOGA ADVANTAGE TRUST - Health & Biotechnology Portfolio Class I
|
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|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
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|
JTC Employer Solutions Trusteee Ltd
|
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|
Longview Financial Advisors LLC
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Total Wealth Planning, Llc
|
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Profunds - Profund Vp Ultrabull
|
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|
CVA Family Office, LLC
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|
Lathrop Investment Management Corp
|
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|
Newton One Investments LLC
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Regal Investment Advisors LLC
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SS&H Financial Advisors, Inc.
|
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Wendell David Associates Inc
|
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|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
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|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
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|
J2 Capital Management Inc
|
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|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
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|
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|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
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|
Advanced Portfolio Management, LLC
|
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|
Sloy Dahl & Holst, LLC
|
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|
SevenBridge Financial Group, LLC
|
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|
Moisand Fitzgerald Tamayo, LLC
|
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|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
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|
Wealth Alliance Advisory Group, LLC
|
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|
Global Wealth Strategies & Associates
|
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Barton Investment Management
|
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Bellevue Asset Management, Llc
|
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Aqr Capital Management Llc
|
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Parallax Volatility Advisers, L.P.
|
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|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
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|
SFYF - Tidal ETF Trust - SoFi 50 ETF
|
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|
Nebula Research & Development LLC
|
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|
Reuter James Wealth Management, Llc
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Acadian Asset Management Llc
|
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F/M Investments LLC
|
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Intelligent Financial Strategies
|
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VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
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|
McCarthy Asset Management, Inc.
|
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|
Ilmarinen Mutual Pension Insurance Co
|
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Aptus Capital Advisors, LLC
|
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|
Elevation Series Trust - The Opal Dividend Income ETF
|
|
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|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
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|
Atlantic Edge Private Wealth Management, LLC
|
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|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
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|
Advisor OS, LLC
|
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|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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|
Intergy Private Wealth, LLC
|
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|
Websterrogers Financial Advisors, Llc
|
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|
Clarkston Capital Partners, LLC
|
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|
Affiance Financial, LLC
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|
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
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|
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II
|
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|
Lakeside Advisors, INC.
|
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|
Matrix Trust Co
|
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|
JSF Financial, LLC
|
|
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|
Verity & Verity, LLC
|
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|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
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|
|
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
|
|
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|
Paradigm Capital Management Inc/ny
|
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|
Klp Kapitalforvaltning As
|
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|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
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|
AlphaCore Capital LLC
|
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|
Mill Creek Capital Advisors, LLC
|
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|
Sittner & Nelson, Llc
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
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|
Mathes Company, Inc.
|
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|
AA Financial Advisors, LLC
|
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|
Ing Groep Nv
|
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|
Silvia Mccoll Wealth Management, Llc
|
|
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|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
Goepper Burkhardt LLC
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
Capital Analysts, Inc.
|
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|
|
|
|
Blankinship & Foster, LLC
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
RCGE - EA Series Trust - RockCreek Global Equality ETF
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
Peak Financial Advisors Llc
|
|
|
|
|
|
STAR Financial Bank
|
|
|
|
|
|
Jacksonville Wealth Management, LLC
|
|
|
|
|
|
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Trinity Financial Advisors LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
Atlas Wealth LLC
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Arbor Capital Management Inc /adv
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
|
|
|
|
|
Diamant Asset Management, Inc.
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Osprey Private Wealth LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Value Fund (a)
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
Intrepid Capital Management Inc
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
Pachira Investments Inc.
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
|
|
|
|
|
|
Clarus Group, Inc.
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
Flavin Financial Services, Inc.
|
|
|
|
|
|
Bristol John W & Co Inc /ny/
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Kaydan Wealth Management, Inc.
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Signature Wealth Management Group
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Proquility Private Wealth Partners, LLC
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Crux Wealth Advisors
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
TOWFX - MSS Series Trust - Towpath Focus Fund Institutional Share Class
|
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
Leslie Global Wealth, LLC
|
|
|
|
|
|
MVSRX - Manager Directed Portfolios - Mar Vista Strategic Growth Fund Retirement Shares
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund
|
|
|
|
|
|
Dempze Nancy E
|
|
|
|
|
|
McHugh Group, LLC
|
|
|
|
|
|
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
DOGG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest DJIA Dogs 10 Target Income ETF
|
|
|
|
|
|
Ring Mountain Capital, LLC
|
|
|
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|
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Tyche Wealth Partners LLC
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DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
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Managed Asset Portfolios, Llc
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ARS Wealth Advisors Group, LLC
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Optima Capital Llc
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Aviva Plc
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Main Street Financial Solutions, LLC
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SBI Securities Co., Ltd.
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Tudor Financial Inc.
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Mayfair Advisory Group, LLC
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
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Beacon Pointe Advisors, LLC
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
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Nicolet Advisory Services, Llc
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
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Keystone Financial Group
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MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
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ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
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LifeWealth Investments, LLC
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Jacobi Capital Management LLC
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Wallington Asset Management, LLC
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Granite FO LLC
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DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
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BostonPremier Wealth LLC
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Principal Street Partners, LLC
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Midland Wealth Advisors Llc
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OmniStar Financial Group, Inc.
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Keystone Wealth Services, LLC
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
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TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S
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Schonfeld Strategic Advisors LLC
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1832 Asset Management L.P.
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