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Kilter Group LLC
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Nicholas Hoffman & Company, LLC.
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Ascent Group, LLC
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Journey Advisory Group, LLC
|
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Morse Asset Management, Inc
|
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National Pension Service
|
|
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|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
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DRIPX - MP63 FUND INC - MP63 Fund
|
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UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
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Palisade Capital Management Llc/nj
|
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ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
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Planned Solutions, Inc.
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Welch Group, LLC
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NCM Capital Management, LLC
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Interchange Capital Partners, LLC
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Monarch Capital Management Inc/
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Towerpoint Wealth, LLC
|
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Arthur M. Cohen & Associates, Llc
|
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MSH Capital Advisors LLC
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LeClair Wealth Partners LLC
|
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Alliance Wealth Advisors, LLC /UT
|
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Canada Post Corp Registered Pension Plan
|
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AIA Group Ltd
|
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DLHAX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Healthcare Fund Class A
|
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DBISX - DEUTSCHE DWS INTERNATIONAL FUND, INC. - DWS Global Macro Fund Class A
|
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Buckingham Strategic Partners
|
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Exchange Capital Management, Inc.
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Sierra Ocean, Llc
|
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Meridian Wealth Advisors, LLC
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Neo Ivy Capital Management
|
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Arizona State Retirement System
|
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AMF Pensionsforsakring AB
|
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HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
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JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
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John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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Mine & Arao Wealth Creation & Management, LLC.
|
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Chesapeake Wealth Management
|
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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Athena Investment Management
|
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Harvey Investment Co Llc
|
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1832 Asset Management L.P.
|
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Stolper Co
|
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Clarkston Capital Partners, LLC
|
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FT Vest Total Return Income Fund: Series A3
|
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Ferguson Wellman Capital Management, Inc
|
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Nations Financial Group Inc, /ia/ /adv
|
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Woodward Diversified Capital, Llc
|
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Global Trust Asset Management, LLC
|
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SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
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|
Mountain Pacific Investment Advisers Inc/id
|
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Sound Income Strategies, LLC
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Naples Global Advisors, Llc
|
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Mayfair Advisory Group, LLC
|
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Calamos Strategic Total Return Fund
|
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Abel Hall, LLC
|
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GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
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FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
|
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|
Journey Strategic Wealth Llc
|
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Integrated Investment Consultants, LLC
|
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ProShare Advisors LLC
|
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Warren Averett Asset Management, LLC
|
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Wescott Financial Advisory Group, LLC
|
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Segment Wealth Management, LLC
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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|
Teachers Retirement System Of The State Of Kentucky
|
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|
Stone Point Wealth LLC
|
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|
Astoria Portfolio Advisors LLC.
|
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NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
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|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
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|
Courier Capital Llc
|
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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|
CTC Alternative Strategies, Ltd.
|
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|
3Chopt Investment Partners, LLC
|
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Kovitz Investment Group Partners, LLC
|
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|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
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VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
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|
Crescent Sterling, Ltd.
|
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|
Warwick Investment Management, Inc.
|
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Processus Wealth & Capital Management, LLC
|
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|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
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|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
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|
Corundum Group, Inc.
|
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Checchi Capital Advisers, LLC
|
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|
Gemmer Asset Management LLC
|
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|
Marshall & Sterling Wealth Advisors Inc.
|
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|
LMG Wealth Partners, LLC
|
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|
XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
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|
|
Ti-trust, Inc
|
|
|
|
|
|
Morey & Quinn Wealth Partners, LLC
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Latko Wealth Management, Ltd.
|
|
|
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|
|
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Prepared Retirement Institute LLC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
Lumbard & Kellner, LLC
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
BGEAX - Datum One Series Trust - BRANDES GLOBAL EQUITY FUND Class A
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Ashford Capital Management Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
Diadema Partners Lp
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
TBG - EA Series Trust - TBG Dividend Focus ETF
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Dempze Nancy E
|
|
|
|
|
|
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
Cox Capital Mgt LLC
|
|
|
|
|
|
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
|
|
|
|
|
|
MWA Asset Management
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
Barton Investment Management
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
GQG Partners LLC
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Centre Asset Management, LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
IXJ - iSHARES TRUST - iShares Global Healthcare ETF
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
Benchmark Investment Advisors LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
ADAR1 Capital Management, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify Weight Loss Drug & Treatment ETF
|
|
|
|
|
|
EDOW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow 30 Equal Weight ETF
|
|
|
|
|
|
Lindenwold Advisors
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
Swan Global Investments, LLC
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
PJP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Pharmaceuticals ETF
|
|
|
|
|
|
Ami Asset Management Corp
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Weinberger Asset Management, Inc
|
|
|
|
|
|
Tealwood Asset Management Inc
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
|
|
|
|
|
Lesa Sroufe & Co
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Alliance Wealth Management Group
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
APDWX - ARTISAN PARTNERS FUNDS INC - Artisan Value Income Fund Advisor Shares
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
CWC Advisors, LLC.
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Thornburg Income Builder Opportunities Trust
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A
|
|
|
|
|
|
Burt Wealth Advisors
|
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|
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PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional
|
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|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
RB Capital Management, LLC
|
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|
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|
River Wealth Advisors LLC
|
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|
Smith Thornton Advisors LLC
|
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|
Crews Bank & Trust
|
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|
L.m. Kohn & Company
|
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|
TFR Capital, LLC.
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Revisor Wealth Management LLC
|
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Camarda Financial Advisors, LLC
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|
Bell & Brown Wealth Advisors, Llc
|
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Prentice Wealth Management LLC
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
|
|
|
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|
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
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FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
|
|
|
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|
Peak6 Llc
|
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Parallel Advisors, LLC
|
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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Humankind Investments LLC
|
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Credential Qtrade Securities Inc.
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Fort Point Capital Partners LLC
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Fishman Jay A Ltd/mi
|
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Staley Capital Advisers Inc
|
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Thompson Investment Management, Inc.
|
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Annandale Capital, LLC
|
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CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
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|
Waddell & Associates, Llc
|
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DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
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|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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|
MBA Advisors LLC
|
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|
CIBC World Markets Inc.
|
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Cromwell Holdings LLC
|
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Post Resch Tallon Group Inc.
|
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|
Secure Asset Management, LLC
|
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Collective Family Office Llc
|
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CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
XML Financial, LLC
|
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|
Talon Private Wealth, LLC
|
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|
Associated Banc-corp
|
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Scott & Selber, Inc.
|
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PPH - VanEck Vectors ETF Trust - VanEck Vectors Pharmaceutical ETF
|
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Patron Partners Advisors, Llc
|
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Waverton Investment Management Ltd
|
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Everhart Financial Group, Inc.
|
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First Citizens Bank & Trust Co
|
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John Hancock Hedged Equity & Income Fund
|
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|
McKinley Carter Wealth Services, Inc.
|
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URTH - iShares, Inc. - iShares MSCI World ETF
|
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Cubist Systematic Strategies, LLC
|
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Qube Research & Technologies Ltd
|
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|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
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|
Nadler Financial Group, Inc.
|
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Grantham, Mayo, Van Otterloo & Co. LLC
|
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Hemington Wealth Management
|
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Stableford Capital Ii Llc
|
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LST - Managed Portfolio Series - Leuthold Select Industries ETF
|
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Chapman Financial Group, Llc
|
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Kapstone Financial Advisors LLC
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
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|
Rosenberg Matthew Hamilton
|
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|
Walker Asset Management, LLC
|
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Trexquant Investment LP
|
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Oak Grove Capital LLC
|
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|
Wesbanco Bank Inc
|
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|
Inlet Private Wealth, LLC
|
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|
Pasadena Private Wealth, LLC
|
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|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
Genesis Wealth Advisors, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
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|
Salvus Wealth Management, LLC
|
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|
Raleigh Capital Management Inc.
|
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|
Vision Financial Markets Llc
|
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
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|
Fmr Llc
|
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|
Moneta Group Investment Advisors Llc
|
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Russell Investments Group, Ltd.
|
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Certior Financial Group, Llc
|
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Kmg Fiduciary Partners, Llc
|
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|
Centricity Wealth Management, LLC
|
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|
Kahn Brothers Group Inc /de/
|
|
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|
Trust Co Of Vermont
|
|
|
|
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|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
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|
Cinctive Capital Management LP
|
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|
Strategic Wealth Partners, Ltd.
|
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|
Strategic Investment Solutions, Inc. /IL
|
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|
FRG Family Wealth Advisors LLC
|
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|
|
First Financial Corp /in/
|
|
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|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
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|
|
Krs Capital Management, Llc
|
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|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
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|
|
Generali Asset Management SPA SGR
|
|
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|
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|
Nordea Investment Management Ab
|
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Littlejohn Financial Services, Inc.
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
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|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
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|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Baugh & Associates, LLC
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Clough Global Opportunities Fund
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
|
|
|
|
|
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
SBHIX - SARATOGA ADVANTAGE TRUST - Health & Biotechnology Portfolio Class I
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Goldstream Capital Management Ltd
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Loudon Investment Management, LLC
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
Cannon Financial Strategists, Inc.
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
DJIA - Global X Funds - Global X Dow 30 Covered Call ETF
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
Donoghue Forlines LLC
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
MUNDX - MUNDOVAL FUNDS - Mundoval Fund
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
Campion Asset Management LLC
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
|
|
|
|
|
|
Prentiss Smith & Co Inc
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
IAM Advisory, LLC
|
|
|
|
|
|
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Capstone Triton Financial Group, LLC
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Advanced Portfolio Management, LLC
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
Fjell Capital, LLC
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
Bolthouse Investments, LLC
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Health Sciences Portfolio Class I
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Sara-Bay Financial
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
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|
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional
|
|
|
|
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|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
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|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Cigna Investments Inc /new
|
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|
Wahed Invest LLC
|
|
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|
Empower Advisory Group, LLC
|
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|
Unified Investment Management
|
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|
Meeder Advisory Services, Inc.
|
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|
Tidemark, LLC
|
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|
STRV - EA Series Trust - Strive 500 ETF
|
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|
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|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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|
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|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
Nordwand Advisors, LLC
|
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|
Cypress Capital Management LLC (WY)
|
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MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
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|
Kimelman & Baird, LLC
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
Empirical Finance, LLC
|
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|
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RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
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Bernard Wealth Management Corp.
|
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QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
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Americana Partners, LLC
|
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Tcw Group Inc
|
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FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z
|
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|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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|
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
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|
Stratos Wealth Partners, LTD.
|
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|
|
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
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Cornerstone Advisory, LLC
|
|
|
|
|
|
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
|
|
|
|
|
|
Volterra Technologies LP
|
|
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|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
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|
CoreCap Advisors, LLC
|
|
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|
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|
Oddo Bhf Asset Management Sas
|
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PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
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|
Invesco Ltd.
|
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Tcfg Wealth Management, Llc
|
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Westwood Holdings Group Inc
|
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Kornitzer Capital Management Inc /ks
|
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Zullo Investment Group, Inc.
|
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FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
|
|
|
|
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|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
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Creative Capital Management Investments LLC
|
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First Long Island Investors, LLC
|
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
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|
Park Edge Advisors, LLC
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|
Keystone Financial Group
|
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Covestor Ltd
|
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Kentucky Retirement Systems
|
|
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First United Bank Trust/
|
|
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Koss-Olinger Consulting, LLC
|
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|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
|
|
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|
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|
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A
|
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|
FLC Capital Advisors
|
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|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
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|
City Holding Co
|
|
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|
Commonwealth Financial Services, LLC
|
|
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FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
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|
|
|
Frank, Rimerman Advisors LLC
|
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|
Bremer Bank National Association
|
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|
Meeder Asset Management Inc
|
|
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|
Orrstown Financial Services Inc
|
|
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|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
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|
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional
|
|
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|
|
Penobscot Wealth Management
|
|
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|
|
|
Lsv Asset Management
|
|
|
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|
Centurion Wealth Management LLC
|
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|
Phoenix Wealth Advisors
|
|
|
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|
|
Letson Investment Management, Inc.
|
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|
Team Financial Group, LLC
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
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|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
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|
|
First Trust Advisors Lp
|
|
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|
|
Fiduciary Advisors, Inc.
|
|
|
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|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Marathon Trading Investment Management LLC
|
|
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|
|
Bedel Financial Consulting, Inc.
|
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|
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|
|
Strategic Advisors LLC
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Gibson Wealth Advisors LLC
|
|
|
|
|
|
QLTY - 2023 ETF Series Trust II - GMO U.S. Quality ETF
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
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|
|
Hunter Associates Investment Management Llc
|
|
|
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|
|
Lansing Street Advisors
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Regimen Wealth, Llc
|
|
|
|
|
|
Aristotle Capital Management, LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Private Capital Management Llc
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class
|
|
|
|
|
|
Financial Sense Advisors, Inc.
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Camber Capital Management LP
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
|
|
|
|
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Brandes Investment Partners, Lp
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Palogic Value Management, L.P.
|
|
|
|
|
|
Wellington Capital Management, Inc.
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
HFLGX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Large Growth Fund Investor Class
|
|
|
|
|
|
V. M. Manning & Co., Inc.
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Old Republic International Corp
|
|
|
|
|
|
BVPIX - FORUM FUNDS II - Baywood ValuePlus Fund Institutional Shares
|
|
|
|
|
|
Wilkinson Global Asset Management LLC
|
|
|
|
|
|
RYDHX - RYDEX SERIES FUNDS - Dow Jones Industrial Average Fund Class H
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
McGinn Investment Management, Inc.
|
|
|
|
|
|
Schubert & Co
|
|
|
|
|
|
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Somerset Group LLC
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
Bontempo Ohly Capital Mgmt Llc
|
|
|
|
|
|
Opus Investment Management Inc
|
|
|
|
|
|
GQETX - GMO TRUST - GMO Quality Fund Class III
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Retirement Planning Group, Llc / Ny
|
|
|
|
|
|
Insight 2811, Inc.
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo C&B Large Cap Value Portfolio C&B Large Cap Value Portfolio
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Harvey Capital Management Inc
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A
|
|
|
|
|
|
Mirabaud Asset Management Ltd
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
VFLO - Victory Portfolios II - VictoryShares Free Cash Flow ETF
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Karani Asset Management LLC
|
|
|
|
|
|
Bellevue Group AG
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
Live Oak Investment Partners
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Constant Guidance Financial LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
AFOCX - ARCHER INVESTMENT SERIES TRUST - Archer Focus Fund
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Agp Franklin, Llc
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Paragon Capital Management Inc
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Value Stock ETF
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Sarasin & Partners LLP
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
Hall Capital Management Co Inc
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
|
|
|
|
|
|
Powers Advisory Group, LLC
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
White Lighthouse Investment Management Inc.
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Aspire Growth Partners LLC
|
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|
Benjamin Edwards Inc
|
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|
Hamilton Point Investment Advisors, LLC
|
|
|
|
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|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
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|
Dividend Asset Capital, Llc
|
|
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|
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|
Stokes Family Office, LLC
|
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|
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|
Sculati Wealth Management, LLC
|
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|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
|
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|
Legacy Wealth Managment, LLC/ID
|
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|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
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|
Main Street Financial Solutions, LLC
|
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|
Agf Management Ltd
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Christopher J. Hasenberg, Inc
|
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MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
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|
Weiss Asset Management LP
|
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|
Clarity Asset Management, Inc.
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|
Centric Wealth Management
|
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Guyasuta Investment Advisors Inc
|
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|
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service
|
|
|
|
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|
Compagnie Lombard Odier SCmA
|
|
|
|
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Beaumont Financial Advisors, LLC
|
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|
|
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|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
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|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
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|
Hazlett, Burt & Watson, Inc.
|
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|
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denkapparat Operations GmbH
|
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Activest Wealth Management
|
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Silverlake Wealth Management Llc
|
|
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Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares
|
|
|
|
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|
Aurdan Capital Management, LLC
|
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|
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|
CIBC Private Wealth Group, LLC
|
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|
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|
Roffman Miller Associates Inc /pa/
|
|
|
|
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|
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
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|
Sector Gamma As
|
|
|
|
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|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
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|
Strata Wealth Advisors, LLC
|
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|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
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SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares
|
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|
Mraz, Amerine & Associates, Inc.
|
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|
Sarver Vrooman Wealth Advisors
|
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Navigoe, LLC
|
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|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
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VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
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CFS Investment Advisory Services, LLC
|
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Howard Financial Services, Ltd.
|
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Roxbury Financial LLC
|
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THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
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First County Bank /CT/
|
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Fiduciary Wealth Partners, LLC
|
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Hanson & Doremus Investment Management
|
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Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
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Fairtree Asset Management (Pty) Ltd
|
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Beese Fulmer Investment Management, Inc.
|
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
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|
Rench Wealth Management, Inc.
|
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Childress Capital Advisors, Llc
|
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EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
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Nia Impact Advisors, Llc
|
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Asahi Life Asset Management Co., Ltd.
|
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|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
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|
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|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
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|
Hager Investment Management Services, Llc
|
|
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|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
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|
Suvretta Capital Management, Llc
|
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|
DMKC Advisory Services, LLC
|
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|
Robeco Institutional Asset Management B.V.
|
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|
PARK CIRCLE Co
|
|
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|
Susquehanna International Group, Llp
|
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Conning Inc.
|
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|
CLARET ASSET MANAGEMENT Corp
|
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|
Fox Run Management, L.l.c.
|
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|
Pathway Financial Advisers, LLC
|
|
|
|
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|
Barnes Wealth Management Group, Inc
|
|
|
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|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Diametric Capital, LP
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
|
|
|
|
Centiva Capital, LP
|
|
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|
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|
Farmers & Merchants Trust Co of Long Beach
|
|
|
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|
|
Forbes J M & Co Llp
|
|
|
|
|
|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
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|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Eubel Brady & Suttman Asset Management Inc
|
|
|
|
|
|
Brick & Kyle, Associates
|
|
|
|
|
|
Quantessence Capital LLC
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Harbor Advisory Corp /ma/
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
Trust Co of Kansas
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Verus Financial Partners, Inc.
|
|
|
|
|
|
Motiv8 Investments LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
HRTS - Tema ETF Trust - Tema Cardiovascular and Metabolic ETF
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Central Valley Advisors, Llc
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Warm Springs Advisors Inc.
|
|
|
|
|
|
Wbi Investments, Inc.
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
Edge Wealth Management LLC
|
|
|
|
|
|
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class
|
|
|
|
|
|
MBM Wealth Consultants, LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
Kelman-Lazarov, Inc.
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Fortress Financial Group, Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
XPH - SPDR SERIES TRUST - SPDR(R) S&P(R) Pharmaceuticals ETF
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Kellett Schaffner Wealth Advisors LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
Glass Wealth Management Co LLC
|
|
|
|
|
|
Ssa Swiss Advisors Ag
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
|
|
|
|
|
|
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Montz Harcus Wealth Management LLC
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Select Asset Management & Trust
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
|
Counterweight Ventures, LLC
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
First Citizens Financial Corp
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
Wincap Financial Llc
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
Talbot Financial, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
INVN - Alger ETF Trust - Alger Russell Innovation ETF
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
Tekla World Healthcare Fund
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A
|
|
|
|
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|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
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|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
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|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
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|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
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|
PHPIX - Profunds - Pharmaceuticals Ultrasector Profund Investor Class
|
|
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|
AAUTX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Value Fund Class A
|
|
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|
Peoples Bank/KS
|
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|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
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|
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF
|
|
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|
Columbia Asset Management
|
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|
HOVLX - HOMESTEAD FUNDS INC - Value Fund
|
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|
Peak Asset Management, LLC
|
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|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
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|
Amplius Wealth Advisors, LLC
|
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|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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|
Hikari Power Ltd
|
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|
HORAN Wealth, LLC
|
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Bank of New Hampshire
|
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WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
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|
St. Nicholas Private Asset Management, Inc
|
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|
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|
TFG Advisers LLC
|
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|
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|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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|
Mach-1 Financial Group, Inc.
|
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Kavar Capital Partners Group, Llc
|
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Instrumental Wealth, Llc
|
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Clare Market Investments LLC
|
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|
Redwood Investment Management, Llc
|
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Sunpointe, LLC
|
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Pflug Koory, LLC
|
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RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A
|
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|
PBMares Wealth Management LLC
|
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|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
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|
|
Greenline Partners, LLC
|
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|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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|
Birchbrook, Inc.
|
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|
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Fi3 FINANCIAL ADVISORS, LLC
|
|
|
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NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
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|
Wisconsin Capital Management Llc
|
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|
Capital Counsel Llc/ny
|
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Nomura Holdings Inc
|
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Financial Council Asset Management Inc
|
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|
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|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
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|
|
Tempus Wealth Planning, LLC
|
|
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|
Meyer Handelman Co
|
|
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|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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|
Crew Capital Management, Ltd.
|
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|
First Washington CORP
|
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Brendel Financial Advisors LLC
|
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|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
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|
Avenue 1 Advisors, LLC
|
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|
Ballentine Partners, LLC
|
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|
Epoch Investment Partners, Inc.
|
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|
Park Place Capital Corp
|
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Private Wealth Asset Management, LLC
|
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|
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB
|
|
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|
Wealthquest Corp
|
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Huber Capital Management LLC
|
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Amarillo National Bank
|
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|
Concord Wealth Partners
|
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|
Triad Wealth Partners, LLC
|
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|
Carderock Capital Management Inc
|
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|
Linscomb & Williams, Inc.
|
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Private Management Group Inc
|
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
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|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Breed's Hill Capital LLC
|
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|
Sage Rhino Capital Llc
|
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|
Putnam Fl Investment Management Co
|
|
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|
Holos Integrated Wealth LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
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|
|
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
Central Securities Corp
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A
|
|
|
|
|
|
Financial Strategies Group, Inc.
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Gibraltar Capital Management, Inc.
|
|
|
|
|
|
Te Ahumairangi Investment Management Ltd
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
TrimTabs Asset Management, LLC
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Wilkins Miller Wealth Management, LLC
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Blue Square Asset Management, Llc
|
|
|
|
|
|
BRUFX - Bruce Fund Inc - Bruce Fund
|
|
|
|
|
|
KWB Wealth
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
Garland Capital Management Inc
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Banque de Luxembourg S.A.
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Commons Capital, Llc
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
Ruffer LLP
|
|
|
|
|
|
Sterneck Capital Management, LLC
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Round Hill Asset Management
|
|
|
|
|
|
tru Independence LLC
|
|
|
|
|
|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
|
|
|
|
|
POPFX - Managed Portfolio Series - Prospector Opportunity Fund
|
|
|
|
|
|
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
St. Clair Advisors, LLC
|
|
|
|
|
|
Saudi Central Bank
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
DDM - PROSHARES TRUST - ProShares Ultra Dow30
|
|
|
|
|
|
Legal Advantage Investments, Inc.
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
B&D White Capital Company, LLC
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Sweeney & Michel, Llc
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Diamant Asset Management, Inc.
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc.
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
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Petredis Investment Advisors Llc
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|
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
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|
Ramsay, Stattman, Vela & Price, Inc.
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Resources Investment Advisors, LLC.
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Lowe Wealth Advisors, LLC
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AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
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Dunhill Financial, LLC
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PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
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Marble Harbor Investment Counsel, LLC
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GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
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G&S Capital LLC
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WealthTrak Capital Management LLC
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Symphony Financial, Ltd. Co.
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Vista Investment Partners Llc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
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CHGX - EA Series Trust - Stance Sustainable Beta ETF
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Davis R M Inc
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BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
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Hsbc Holdings Plc
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Montgomery Investment Management Inc
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IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
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MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF
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Nomura Asset Management Co Ltd
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Financial Freedom, LLC
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SYM FINANCIAL Corp
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Delta Asset Management Llc/tn
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Summit Financial Strategies, Inc.
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Private Wealth Partners, LLC
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Accredited Wealth Management, LLC
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
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Howard Capital Management Group, LLC
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Semmax Financial Advisors Inc.
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Claris Financial LLC
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Convergence Investment Partners, LLC
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FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
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Capital Research Global Investors
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Farmers & Merchants Trust Co of Chambersburg PA
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Aries Wealth Management
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Glynn Capital Management Llc
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Bourne Lent Asset Management Inc
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Parr Mcknight Wealth Management Group, Llc
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Argent Trust Co
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Parthenon Llc
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Auto-Owners Insurance Co
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Hoese & Co LLP
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JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
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DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
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Horan Capital Advisors, LLC.
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Absher Wealth Management, Llc
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Clough Global Equity Fund
|
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Foundation Resource Management Inc
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Advisors Capital Management, LLC
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Guggenheim Capital Llc
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Patriot Investment Management Inc.
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Old North State Trust, LLC
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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Northside Capital Management, LLC
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Weaver C. Barksdale & Associates, Inc.
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Artisan Partners Limited Partnership
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SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
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Profund Advisors Llc
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BlueChip Wealth Advisors LLC
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SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
|
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Nicholas Company, Inc.
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Ambassador Advisors, LLC
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JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
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Physicians Financial Services, Inc.
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Everpar Advisors Llc
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Partners Wealth Management, Llc
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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Cornerstone Total Return Fund Inc
|
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Cottonwood Capital Advisors, Llc
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Evelyn Partners Investment Management LLP
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Monticello Wealth Management, Llc
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BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
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Brown Miller Wealth Management, LLC
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West Paces Advisors Inc.
|
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RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
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Steel Peak Wealth Management LLC
|
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IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
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Triglav Skladi, D.o.o.
|
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PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
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Guerra Pan Advisors, Llc
|
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QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
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Red Wave Investments LLC
|
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Vaughan Nelson Investment Management, L.p.
|
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ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
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Healthcare Of Ontario Pension Plan Trust Fund
|
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Ames National Corp
|
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|
Essex Financial Services, Inc.
|
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|
Willner & Heller, Llc
|
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|
Bedell Frazier Investment Counseling, LLC
|
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|
Horizon Funds - Centre American Select Equity Fund Investor Class
|
|
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|
Eliot Finkel Investment Counsel, LLC
|
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|
Cornerstone Wealth Management, LLC
|
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apricus wealth, LLC
|
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Ostrum Asset Management
|
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|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
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|
|
AFALX - World Funds Trust - Applied Finance Core Fund Investor Class
|
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|
Institutional Investment Strategy Fund
|
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|
Cornercap Investment Counsel Inc
|
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|
Global Financial Private Client, LLC
|
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|
TINT - PROSHARES TRUST - ProShares Smart Materials ETF ProShares Smart Materials
|
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|
Huntleigh Advisors, Inc.
|
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|
Founders Financial Securities Llc
|
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|
MBE Wealth Management, LLC
|
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|
Arrowroot Family Office, LLC
|
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|
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|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
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|
Perigon Wealth Management, LLC
|
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|
United Community Bank
|
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|
Credential Securities Inc.
|
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Burling Wealth Partners, Llc
|
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HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
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|
|
Williams Jones Wealth Management, LLC.
|
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|
USS Investment Management Ltd
|
|
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|
|
Cantor Fitzgerald Investment Adviser L.p.
|
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|
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|
|
Finer Wealth Management, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Sterling Financial Planning, Inc.
|
|
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
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|
|
|
|
Bridge Generations Wealth Management Llc
|
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|
|
Randolph Co Inc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
SRB Corp
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
Glassy Mountain Advisors, Inc.
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Tower Wealth Partners, Inc.
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
Guardian Investment Management
|
|
|
|
|
|
Sio Capital Management, LLC
|
|
|
|
|
|
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Gerber, Llc
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
St. Louis Financial Planners Asset Management, LLC
|
|
|
|
|
|
DLD Asset Management, LP
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Lathrop Investment Management Corp
|
|
|
|
|
|
Dale Q Rice Investment Management Ltd
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Riverstone Advisors, LLC
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
DAEIX - UNIFIED SERIES TRUST - Dean Equity Income Fund
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
Paul Damon & Associates, Inc.
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
Elefante Mark B
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
ENHCX - CULLEN FUNDS TRUST - Cullen Enhanced Equity Income Fund Class C
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
Blue Edge Capital, LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Constitution Capital LLC
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
TVLAX - TOUCHSTONE STRATEGIC TRUST - Touchstone Value Fund A
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Distillate Capital Partners LLC
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
|
|
|
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Delta Accumulation, LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Mendel Capital Management LLC
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
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Teacher Retirement System Of Texas
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Steward Partners Investment Advisory, Llc
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Sandy Spring Bank
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HULIX - ADVISORS SERIES TRUST - Huber Capital Equity Income Fund Investor Class
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Park Square Financial Group, LLC
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William B. Walkup & Associates, Inc.
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Df Dent & Co Inc
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FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
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BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
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Toroso Investments, LLC
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EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
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Wolverine Trading, Llc
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Sterling Wealth Management, Inc.
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Leigh Baldwin & Co., Llc
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Acorn Financial Advisory Services Inc /adv
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Manchester Financial Inc
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
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NORTHERN FUNDS - U.S. Quality ESG Fund Class I
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FSPHX - FIDELITY SELECT PORTFOLIOS - Health Care Portfolio
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SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
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Greenfield Savings Bank
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Lion Street Advisors, LLC
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Cedar Wealth Management, LLC
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John Hancock Funds II - Health Sciences Fund Class NAV
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Folger Nolan Fleming Douglas Capital Management, Inc
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TFC Financial Management
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Lantz Financial LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
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Chicago Capital, LLC
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NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
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RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
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CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
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Calton & Associates, Inc.
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Hartford Investment Management Co
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AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
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Modern Wealth Management, LLC
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New Hampshire Trust
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Greatmark Investment Partners, Inc.
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MEDX - Listed Funds Trust - Horizon Kinetics Medical ETF
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Buck Wealth Strategies, LLC
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Norinchukin Bank, The
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Thrive Wealth Management, LLC
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Verity Asset Management, Inc.
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Man Group plc
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Farmers Trust Co
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Sachetta, LLC
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HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
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Baader Bank INC
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Ameritas Advisory Services, LLC
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HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
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BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
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Mizuho Securities Usa Llc
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Orca Investment Management, LLC
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Donaldson Capital Management, Llc
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Compass Capital Management, Inc
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Guardian Variable Products Trust - Guardian Equity Income VIP Fund
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Beacon Investment Advisors Llc
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Weatherly Asset Management L. P.
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Curran Financial Partners, LLC
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NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
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Integris Wealth Management, LLC
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Lakeshore Capital Group, Inc.
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Baker Tilly Financial, Llc
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Boreal Capital Management LLC
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DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
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Morton Brown Family Wealth, LLC
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South Plains Financial, Inc.
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TruNorth Capital Management, LLC
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San Luis Wealth Advisors LLC
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FineMark National Bank & Trust
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Quadrant Capital Group Llc
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Two Sigma Advisers, Lp
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Birch Hill Investment Advisors LLC
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WPG Advisers, LLC
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MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF
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360 Financial, Inc.
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RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
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Lynch & Associates/in
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Willis Investment Counsel
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
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CX Institutional
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Crescent Grove Advisors, LLC
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Keebeck Alpha, LP
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Capstone Wealth Management Group, Llc
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VestGen Advisors, LLC
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Advocate Group Llc
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Syverson Strege & Co
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First Manhattan Co
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Hardman Johnston Global Advisors LLC
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Rakuten Securities, Inc.
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ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares
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Union Savings Bank
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Aft, Forsyth & Sober, LLC
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Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
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Sunburst Financial Group, LLC
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REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
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Assenagon Asset Management S.A.
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First Interstate Bank
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Ieq Capital, Llc
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UBS Group AG
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INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
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Broderick Brian C
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Falcon Wealth Planning
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Northern Financial Advisors Inc
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New York State Teachers Retirement System
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Capital Advisors, Ltd. LLC
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Harwood Advisory Group, LLC
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PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
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Moody National Bank Trust Division
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OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
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Caitlin John, LLC
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Whittier Trust Co Of Nevada Inc
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State Of Wisconsin Investment Board
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Waycross Partners, Llc
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Van Eck Associates Corp
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First Financial Bankshares Inc
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Schneider Downs Wealth Management Advisors, LP
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Rogco, Lp
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TCI Wealth Advisors, Inc.
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Fielder Capital Group LLC
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PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
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Beddow Capital Management Inc
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Doliver Advisors, Lp
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
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AGNG - Global X Funds - Global X Longevity Thematic ETF
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GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
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Northwestern Mutual Investment Management Company, Llc
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Cardiff Park Advisors, Llc
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Asset Planning,Inc
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Arista Wealth Management, LLC
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Keynote Financial Services Llc
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
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Legacy Private Trust Co.
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Commerzbank Aktiengesellschaft /fi
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Pettee Investors, Inc.
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Causeway Capital Management Llc
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Rodgers Brothers Inc.
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Waters Parkerson & Co., Llc
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FT Vest Total Return Income Fund: Series B1
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Accurate Wealth Management, LLC
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Emerald Advisors, LLC
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VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
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Arvest Bank Trust Division
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Principle Wealth Partners Llc
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CFVLX - COMMERCE FUNDS - The Value Fund Shares
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Coastal Bridge Advisors, LLC
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Algert Global Llc
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Walleye Trading LLC
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Rappaport Reiches Capital Management, LLC
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New England Research & Management, Inc.
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PFPFX - ADVISORS SERIES TRUST - Poplar Forest Partners Fund Class A
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ROSS\JOHNSON & Associates LLC
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ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
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Asset Advisors Investment Management, LLC
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Mosaic Family Wealth Partners, Llc
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Bragg Financial Advisors, Inc
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Dark Forest Capital Management Lp
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GIMFX - GMO TRUST - GMO Implementation Fund
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Paces Ferry Wealth Advisors, Llc
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UGIEX - USAA MUTUAL FUNDS TRUST - Global Equity Income Fund Shares
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THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
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SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
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PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
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Ascent Wealth Partners, LLC
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Caitong International Asset Management Co., Ltd
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CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class
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JT Stratford LLC
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HHM Wealth Advisors, LLC
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FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
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Schmidt P J Investment Management Inc
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Ballew Advisors, Inc
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RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
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Kessler Investment Group, LLC
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Intelligence Driven Advisers, LLC
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New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
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Richards, Merrill & Peterson, Inc.
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CFC Planning Co LLC
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Signet Investment Advisory Group, Inc.
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RCGE - EA Series Trust - RockCreek Global Equality ETF
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Deroy & Devereaux Private Investment Counsel Inc
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APG Asset Management US Inc.
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Integrated Wealth Concepts LLC
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Certified Advisory Corp
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Graypoint LLC
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Quantum Financial Advisors, LLC
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Financial Connections Group, Inc.
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King Luther Capital Management Corp
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VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
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Smithfield Trust Co
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Harvest Fund Management Co., Ltd
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Family Legacy Financial Solutions, LLC
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Roberts Glore & Co Inc /il/
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Arlington Trust Co LLC
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Icon Wealth Advisors, LLC
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Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
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PKO Investment Management Joint-Stock Co
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Ameriflex Group, Inc.
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Gf Fund Management Co. Ltd.
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Centaurus Financial, Inc.
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Hamel Associates, Inc.
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ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
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Ledyard National Bank
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Burke & Herbert Bank & Trust Co
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Qrg Capital Management, Inc.
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Academy Capital Management Inc/tx
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Legal & General Group Plc
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
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First Dallas Securities Inc.
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Entropy Technologies, LP
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Wellington Management Group Llp
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New Millennium Group LLC
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Alpha Omega Wealth Management LLC
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BSW Wealth Partners
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DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
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Robinson Smith Wealth Advisors Llc
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Perritt Capital Management Inc
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Tortoise Investment Management, LLC
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SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
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Town & Country Bank & Trust CO dba First Bankers Trust CO
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OV Management LLC
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LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
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Xponance, Inc.
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Ilmarinen Mutual Pension Insurance Co
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Veracity Capital LLC
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Copeland Capital Management, LLC
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FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
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FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
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Legacy Capital Group California, Inc.
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SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund
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RAGHX - ALLIANZ FUNDS - AllianzGI Health Sciences Fund A
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Silvia Mccoll Wealth Management, Llc
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Colony Group, LLC
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Prudential Plc
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Alpine Total Dynamic Dividend Fund
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
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Granite Harbor Advisors, Inc.
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Clear Investment Research, Llc
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Donald L. Hagan, LLC
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Summit Wealth Group Llc / Co
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North Dallas Bank & Trust Co
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BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
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Cape Investment Advisory, Inc.
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Security National Bank Of Sioux City Iowa /ia/
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Demars Financial Group, LLC
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IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
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BlackRock, Inc.
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BVALX - Brown Advisory Funds - Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Shares
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VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
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AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
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Baltimore-Washington Financial Advisors, Inc.
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Middleton & Co Inc/ma
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SGL Investment Advisors, Inc.
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TD Waterhouse Canada Inc.
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Evermay Wealth Management Llc
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Korea Investment CORP
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Kennedy Capital Management, Inc.
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
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Cahill Financial Advisors Inc
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Financiere des Professionnels - Fonds d,investissement inc.
|
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Cohen Klingenstein LLC
|
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Capital International Inc /ca/
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Abn Amro Investment Solutions
|
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|
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II
|
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|
Elmwood Wealth Management, Inc.
|
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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|
Transcend Wealth Collective, Llc
|
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|
American National Bank
|
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IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
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|
Chatham Capital Group, Inc.
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Vista Wealth Management Group, LLC
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Keystone Financial Group, Inc.
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Silicon Valley Capital Partners
|
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Monterey Private Wealth, Inc.
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Fortis Group Advisors, LLC
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Secured Retirement Advisors, Llc
|
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Kempen Capital Management N.v.
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Elyxium Wealth, LLC
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
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LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
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Allen Capital Group, LLC
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Bnp Paribas
|
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Heritage Wealth Advisors
|
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Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
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|
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF
|
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|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
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Jacobi Capital Management LLC
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IVC Wealth Advisors LLC
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Alesco Advisors Llc
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Holistic Financial Partners
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Ironwood Investment Management Llc
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DiMeo Schneider & Associates, L.L.C.
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Tower View Investment Management & Research LLC
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Mystic Asset Management, Inc.
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Optas, LLC
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Laurel Wealth Advisors LLC
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JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
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|
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|
Glenview Trust Co
|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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Duncan Williams Asset Management, LLC
|
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|
USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
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Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
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Vista Investment Management
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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Westerkirk Capital Inc.
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|
Armstrong Advisory Group, Inc
|
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Mowery & Schoenfeld Wealth Management, LLC
|
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|
Nuveen Core Equity Alpha Fund
|
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|
Flavin Financial Services, Inc.
|
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MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
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COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
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|
Lombard Odier Asset Management (Switzerland) SA
|
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IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
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PILL - Direxion Shares ETF Trust - Direxion Daily Pharmaceutical & Medical Bull 3X Shares
|
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Commonwealth Equity Services, Llc
|
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AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C
|
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Charles Schwab Investment Management Inc
|
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PAWZ - PROSHARES TRUST - ProShares Pet Care ETF
|
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|
Venture Visionary Partners LLC
|
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Cullen/frost Bankers, Inc.
|
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|
American Alpha Advisors, LLC
|
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|
Neville Rodie & Shaw Inc
|
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AlphaCore Capital LLC
|
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|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
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|
VESGX - VANGUARD SPECIALIZED FUNDS - Vanguard Global ESG Select Stock Fund Admiral Shares
|
|
|
|
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|
Toth Financial Advisory Corp
|
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|
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|
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
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|
Parcion Private Wealth LLC
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
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|
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|
Goelzer Investment Management, Inc.
|
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|
Legato Capital Management LLC
|
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|
Heritage Trust Co
|
|
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|
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|
Graves-Light Private Wealth Management, Inc.
|
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|
Avanza Fonder AB
|
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|
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LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C
|
|
|
|
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|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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|
Wolverine Asset Management Llc
|
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|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
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|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
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|
|
UDOW - PROSHARES TRUST - ProShares UltraPro Dow30
|
|
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|
Harbour Capital Advisors, LLC
|
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|
Tudor Financial Inc.
|
|
|
|
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|
Eldred Rock Partners, LLC
|
|
|
|
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|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
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|
Magnolia Capital Management Ltd
|
|
|
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|
Verus Capital Partners, Llc
|
|
|
|
|
|
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Tilson Financial Group, Inc.
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Kempner Capital Management Inc.
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Perkins Capital Management Inc
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
First Trust Enhanced Equity Income Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A)
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Hexagon Capital Partners LLC
|
|
|
|
|
|
Dupree Financial Group, LLC
|
|
|
|
|
|
Wingate Wealth Advisors, Inc.
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
PSECX - Pinnacle Capital Management Funds Trust - 1789 Growth and Income Fund Class C Shares
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Cacti Asset Management Llc
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Sectoral Asset Management Inc
|
|
|
|
|
|
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Michael S. Ryan, Inc.
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
Three Seasons Wealth, LLC
|
|
|
|
|
|
USPVX - World Funds Trust - Union Street Partners Value Fund Class A Shares
|
|
|
|
|
|
WSEFX - BOSTON TRUST WALDEN FUNDS - Walden Equity Fund
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
New World Advisors LLC
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
CNCR - ETF Series Solutions - Loncar Cancer Immunotherapy ETF
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
Intergy Private Wealth, LLC
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
West Tower Group, LLC
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Orca Wealth Management, LLC
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Persistent Asset Partners Ltd
|
|
|
|
|
|
DOGG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest DJIA Dogs 10 Target Income ETF
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Cornerstone Capital, Inc.
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
Osprey Private Wealth LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
Wills Financial Group LLC
|
|
|
|
|
|
American Trust Investment Advisors, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
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OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
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|
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|
Clear Harbor Asset Management, LLC
|
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|
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QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
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|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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|
True North Advisors, LLC
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Sig Brokerage, Lp
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Compton Wealth Advisory Group, LLC
|
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Trust Point Inc.
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
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|
Hudock, Inc.
|
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|
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|
LHCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Health Care Fund Class A
|
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|
Public Sector Pension Investment Board
|
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|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
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Luts & Greenleigh Group, Inc
|
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Avantax Advisory Services, Inc.
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WealthTrust Axiom LLC
|
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Plan Group Financial, LLC
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Dean Investment Associates, Llc
|
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Blume Capital Management, Inc.
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Drexel Morgan & Co.
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
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Wsfs Capital Management, Llc
|
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Bessemer Group Inc
|
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Bokf, Na
|
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Wealth Enhancement Advisory Services, Llc
|
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Asset Dedication, LLC
|
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|
|
Investment Advisory Services Inc /tx /adv
|
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First Bancorp, Inc /ME/
|
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|
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SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
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|
|
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|
Seed Wealth Management, Inc.
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
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Hills Bank & Trust Co
|
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Kamunting Street Capital Management, L.P.
|
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Patriot Financial Group Insurance Agency, LLC
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Barbara Oil Co.
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Baron Wealth Management LLC
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Squarepoint Ops LLC
|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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|
Aviance Capital Partners, LLC
|
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Continuum Advisory, LLC
|
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Capital International Investors
|
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Lazard Freres Gestion S.A.S.
|
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Miller Wealth Advisors, Llc
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|
L & S Advisors Inc
|
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Twinbeech Capital Lp
|
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Janney Montgomery Scott LLC
|
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Sound View Wealth Advisors Group, LLC
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Jane Street Group, Llc
|
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First Affirmative Financial Network
|
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Bridgewater Advisors Inc.
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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Hikari Tsushin, Inc.
|
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Coco Enterprises, LLC
|
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Onyx Bridge Wealth Group LLC
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
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|
Monument Capital Management
|
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Welch & Forbes Llc
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TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
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Hoxton Planning & Management, LLC
|
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Janus Henderson Group Plc
|
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Solstein Capital, LLC
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Ingalls & Snyder Llc
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Franklin Resources Inc
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Magnus Financial Group LLC
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Borer Denton & Associates, Inc.
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American Assets Inc
|
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Johnson Investment Counsel Inc
|
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Portland Global Advisors LLC
|
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MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
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Legacy Investment Solutions, LLC
|
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|
Hilltop Holdings Inc.
|
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Altrius Capital Management Inc
|
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NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
|
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|
Stack Financial Management, Inc
|
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|
Widmann Financial Services, Inc.
|
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SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
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|
Sylvest Advisors, LLC
|
|
|
|
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|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
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|
|
Davis Investment Partners, LLC
|
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|
|
Cairn Investment Group, Inc.
|
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|
Financial Harvest, LLC
|
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|
|
Fairman Group, LLC
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
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|
Redwood Financial Network Corp
|
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|
Salomon & Ludwin, LLC
|
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Family Capital Trust Co
|
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|
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF
|
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|
Hohimer Wealth Management, Llc
|
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|
Smartleaf Asset Management LLC
|
|
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|
Carl P. Sherr & Co., LLC
|
|
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|
AIMZ Investment Advisors, LLC
|
|
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|
|
|
MDPL - Northern Lights Fund Trust IV - Monarch Dividend Plus Index ETF
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Lorne Steinberg Wealth Management Inc.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares
|
|
|
|
|
|
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Gray Private Wealth, LLC
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
Tandem Investment Advisors, Inc.
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Monte Financial Group, LLC
|
|
|
|
|
|
HealthInvest Partners AB
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
Core Wealth Advisors, Inc.
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
MGRO - VanEck ETF Trust - VanEck Morningstar Wide Moat Growth ETF
|
|
|
|
|
|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Sutton Place Investors Llc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
IDNA - iSHARES TRUST - iShares Genomics Immunology and Healthcare ETF
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
17 Capital Partners, Llc
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Mainsail Financial Group, LLC
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Potentia Wealth
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
|
Leith Wheeler Investment Counsel Ltd.
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
Mathes Company, Inc.
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
North Point Portfolio Managers Corp/oh
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
|
|
|
|
Meridian Financial, LLC
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Dow 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
Swedbank AB
|
|
|
|
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|
Bernardo Wealth Planning LLC
|
|
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|
Carnegie Capital Asset Management, LLC
|
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|
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|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
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|
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|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
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|
D.B. Root & Company, LLC
|
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|
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
|
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|
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|
Delta Global Management LP
|
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|
Summit Wealth Group, LLC
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Apollon Wealth Management, LLC
|
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Watts Gwilliam & Co., LLC
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BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class
|
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|
Saiph Capital, LLC
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|
True Wealth Design, LLC
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Viewpoint Capital Management LLC
|
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Charter Research & Investment Group, Inc.
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Franklin Templeton ETF Trust - Franklin Income Focus ETF
|
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Fairfax Financial Holdings Ltd/ Can
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Mizuho Securities Usa Llc
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NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares
|
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D.a. Davidson & Co.
|
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New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
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US Asset Management LLC
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|
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I
|
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|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
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|
Stillwater Capital Advisors, LLC
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Y.D. More Investments Ltd
|
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JETIX - abrdn Funds - abrdn Global Equity Impact Fund Institutional Class
|
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Gabelli Convertible & Income Securities Fund Inc
|
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Capital International Sarl
|
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Accredited Investors Inc.
|
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Financial Engines Advisors L.L.C.
|
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Douglass Winthrop Advisors, LLC
|
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Campbell Deegan Wealth Management, LLC
|
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|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
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|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
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Platinum Investment Management Ltd
|
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AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
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|
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
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|
J. W. Coons Advisors, LLC
|
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BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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|
ROI Financial Advisors, LLC
|
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Bell Investment Advisors, Inc
|
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Captrust Financial Advisors
|
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1st Source Bank
|
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LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
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Bank Hapoalim Bm
|
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POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
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Privium Fund Management B.V.
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SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
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|
Successful Portfolios LLC
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
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Horizon Investments, LLC
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ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
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FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
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|
Retirement Planning Co of New England, Inc.
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HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
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GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF
|
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Triangle Securities Wealth Management
|
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Kendall Capital Management
|
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Dorsey & Whitney Trust CO LLC
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Accretive Wealth Partners, LLC
|
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Cherry Creek Investment Advisors, Inc.
|
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ADANX - AQR Funds - AQR Diversified Arbitrage Fund Class N
|
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Shayne & Co., Llc
|
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Strategent Financial, LLC
|
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State of Wyoming
|
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Apriem Advisors
|
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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|
Pictet North America Advisors SA
|
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Viawealth, Llc
|
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WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
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|
Yoffe Investment Management, LLC
|
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Gradient Investments LLC
|
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
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|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
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|
QRVLX - FPA FUNDS TRUST - FPA Queens Road Value Fund
|
|
|
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|
|
Tri-continental Corp
|
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|
Simmons Bank
|
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|
NFP Retirement, Inc.
|
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Principal Financial Group Inc
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
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|
|
|
Drive Wealth Management, Llc
|
|
|
|
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|
Bellwether Advisors, LLC
|
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DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
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|
|
Sagespring Wealth Partners, Llc
|
|
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|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
WMBLX - WESMARK FUNDS - WesMark Balanced Fund
|
|
|
|
|
|
Zevin Asset Management Llc
|
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|
AlTi Global, Inc.
|
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|
Consolidated Planning Corp
|
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|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Opinicus Capital, Inc.
|
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|
Fca Corp /tx
|
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|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
Cypress Capital, LLC
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Boyer & Corporon Wealth Management, LLC
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Trail Ridge Investment Advisors, LLC
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Ball & Co Wealth Management Inc.
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
Icon Advisers Inc/co
|
|
|
|
|
|
Gagnon Securities Llc
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
MOKAN Wealth Management Inc.
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Sphera Funds Management Ltd.
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
Berkeley, Inc
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Eley Financial Management, Inc
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
MPGVX - Gallery Trust - Mondrian Global Equity Value Fund
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Game Creek Capital, LP
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
Poplar Forest Capital LLC
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
UDI - USCF ETF Trust - USCF Dividend Income Fund
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
WealthBridge Investment Counsel Inc.
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Howard Wealth Management, Llc
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Floyd Financial Group Llc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Aufman Associates Inc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Rocky Mountain Advisers, Llc
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Shore Point Advisors, LLC
|
|
|
|
|
|
Thornburg Investment Management Inc
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Deprince Race & Zollo Inc
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1
|
|
|
|
|
|
ELCO Management Co., LLC
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
Sellwood Investment Partners LLC
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Hollow Brook Wealth Management LLC
|
|
|
|
|
|
Cypress Capital Advisors, LLC
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Kaydan Wealth Management, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Oak Associates Ltd /oh/
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
Winslow Asset Management Inc
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Waterloo Capital, L.P.
|
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Burns J W & Co Inc/ny
|
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|
Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
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|
Calamos Wealth Management LLC
|
|
|
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|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
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|
|
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JNL SERIES TRUST - JNL/Mellon Dow Index Fund (I)
|
|
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|
|
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
|
|
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|
Tower Bridge Advisors
|
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Chung Wu Investment Group, LLC
|
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VMAX - Lattice Strategies Trust - Hartford US Value ETF
|
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WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
|
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DIVP - Advisors' Inner Circle Fund II - Cullen Enhanced Equity Income ETF
|
|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
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|
|
Hartford Funds Management Co LLC
|
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Miramar Capital, LLC
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TRUE Private Wealth Advisors
|
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Wealthedge Investment Advisors, Llc
|
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Montecito Bank & Trust
|
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PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
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DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
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Keybank National Association/oh
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Foster Dykema Cabot & Partners, Llc
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New Age Alpha Advisors, LLC
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Central Bank & Trust Co
|
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Convergence Financial, LLC
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KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A
|
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BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
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Greater Midwest Financial Group, LLC
|
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Valley Brook Capital Group, Inc.
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NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
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|
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|
GraniteShares Advisors LLC
|
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|
|
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Regent Peak Wealth Advisors LLC
|
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Grassi Investment Management
|
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
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|
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|
MFA Wealth Services
|
|
|
|
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|
Summit Financial Wealth Advisors, LLC
|
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|
MCF Advisors LLC
|
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|
Pegasus Asset Management, Inc.
|
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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|
Centerpoint Advisors, LLC
|
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National Asset Management, Inc.
|
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Sabal Trust CO
|
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Bmc Fund Inc
|
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Addison Advisors LLC
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FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
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|
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|
CRA Financial Services, LLC
|
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|
Crawford Investment Counsel Inc
|
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Redwood Grove Capital, LLC
|
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Costello Asset Management, INC
|
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BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
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|
Charter Oak Capital Management, LLC
|
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|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
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|
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|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
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|
Camden Capital, LLC
|
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|
Fiduciary Financial Group, Llc
|
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FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
Generation Capital Management LLC
|
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|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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|
SWS Partners
|
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|
Tiaa Trust, National Association
|
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
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|
Investment Management Corp /va/ /adv
|
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|
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|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
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|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
FPHAX - FIDELITY SELECT PORTFOLIOS - Pharmaceuticals Portfolio
|
|
|
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|
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A
|
|
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|
Glen Eagle Advisors, LLC
|
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|
Alpine Global Dynamic Dividend Fund
|
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|
|
|
|
Augustine Asset Management Inc
|
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|
Samalin Investment Counsel, LLC
|
|
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|
Defined Wealth Management, Llc
|
|
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|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
DVY - iSHARES TRUST - iShares Select Dividend ETF
|
|
|
|
|
|
Grey Fox Wealth Advisors, LLC
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
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|
Baron Silver Stevens Financial Advisors, Llc
|
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|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
Covenant Asset Management, LLC
|
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|
|
Mutual Of America Capital Management Llc
|
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|
|
Aspetuck Financial Management LLC
|
|
|
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|
|
Silver Coast Investments LLC
|
|
|
|
|
|
HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia
|
|
|
|
|
|
Objective Capital Management, LLC
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
Spdr Dow Jones Industrial Average Etf Trust
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Kerusso Capital Management LLC
|
|
|
|
|
|
TSP Capital Management Group, LLC
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Sapient Capital Llc
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
Cora Capital Advisors Llc
|
|
|
|
|
|
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
|
|
|
|
|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
Grace & White Inc /ny
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
Wolff Financial Management Llc
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
Capitol Family Office, Inc.
|
|
|
|
|
|
Bravias Capital Group, LLC
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
EdgeRock Capital LLC
|
|
|
|
|
|
ABOT - TrimTabs ETF Trust - TrimTabs Donoghue Forlines Risk Managed Innovation ETF
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Strathmore Capital Advisors, Inc.
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Systematic Financial Management Lp
|
|
|
|
|
|
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
|
|
|
|
|
Prospector Partners Llc
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
JDOC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Healthcare Leaders ETF
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Vickerman Investment Advisors, Inc.
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
Muirfield Wealth Advisors Llc
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Sage Capital Advisors,llc
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Bender Robert & Associates
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
VGYAX - VANGUARD WORLD FUND - Vanguard Global Wellesley Income Fund Admiral Shares
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
Lombard Odier Asset Management (USA) Corp
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
Acima Private Wealth, Llc
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Johnson Financial Group, LLC
|
|
|
|
|
|
Seizert Capital Partners, Llc
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
|
|
|
|
|
LKBAX - LKCM Funds - LKCM Balanced Fund
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Werlinich Asset Management, LLC
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
J.P. Marvel Investment Advisors, LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
Leo Wealth, LLC
|
|
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Clear Street Markets Llc
|
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Ninety One UK Ltd
|
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First Business Financial Services, Inc.
|
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LOM Asset Management Ltd
|
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Martingale Asset Management L P
|
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Ontario Teachers Pension Plan Board
|
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio
|
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|
Evolution Wealth Management Inc.
|
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|
Quadrature Capital Ltd
|
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|
United Asset Strategies, Inc.
|
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S&t Bank/pa
|
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Everett Harris & Co /ca/
|
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USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
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|
Stephens Consulting, LLC
|
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|
Smallwood Wealth Investment Management, LLC
|
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|
Aspire Private Capital, LLC
|
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|
S.A. Mason LLC
|
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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|
|
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|
Strait & Sound Wealth Management LLC
|
|
|
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|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
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|
|
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|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
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|
Paulson Wealth Management Inc.
|
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Umb Bank N A/mo
|
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Financial Advisory Partners, Llc
|
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Keebeck Wealth Management, LLC
|
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MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
|
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Kingswood Wealth Advisors, Llc
|
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SP Asset Management LLC
|
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Rockland Trust Co
|
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Stillwater Wealth Management Group
|
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Benin Management CORP
|
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Nissay Asset Management Corp /japan/ /adv
|
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Advisors Management Group Inc /adv
|
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ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
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Klingenstein Fields & Co Lp
|
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|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
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|
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|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
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|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
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|
Fidelis Capital Partners, LLC
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
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Regions Financial Corp
|
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Dagco, Inc.
|
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NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
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AMJ Financial Wealth Management
|
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Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
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Leelyn Smith, LLC
|
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Leisure Capital Management
|
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CoreFirst Bank & Trust
|
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
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180 Wealth Advisors, Llc
|
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Contravisory Investment Management, Inc.
|
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Pinnacle West Asset Management, Inc.
|
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SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
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Cherokee Insurance Co
|
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WDNA - WisdomTree Trust - WisdomTree BioRevolution Fund N/A
|
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DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares
|
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Tanglewood Legacy Advisors, LLC
|
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PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A
|
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|
Dumont & Blake Investment Advisors Llc
|
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|
Zuckerman Investment Group, LLC
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
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|
Erste Asset Management GmbH
|
|
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|
PineBridge Investments, L.P.
|
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|
|
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|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
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|
Intact Investment Management Inc.
|
|
|
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|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
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|
First National Corp /ma/ /adv
|
|
|
|
|
|
LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
Vishria Bird Financial Group, LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
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|
|
Truist Financial Corp
|
|
|
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|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
American Institute for Advanced Investment Management, LLP
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Groesbeck Investment Management Corp /nj/
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Morgan Dempsey Capital Management Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Southern Capital Advisors, Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Goepper Burkhardt LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Eldridge Investment Advisors, Inc.
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares
|
|
|
|
|
|
ETHSX - EATON VANCE GROWTH TRUST - Eaton Vance Worldwide Health Sciences Fund Class A
|
|
|
|
|
|
Windsor Capital Management, LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
TradeLink Capital LLC
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
FCFY - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P 500 Diversified Free Cash Flow ETF
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund
|
|
|
|
|
|
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF
|
|
|
|
|
|
Keeler THomas Management LLC
|
|
|
|
|
|
Adamsbrown Wealth Consultants Llc
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
|
|
|
|
|
|
HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
Presilium Private Wealth, Llc
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Mondrian Investment Partners LTD
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
RTD Financial Advisors, Inc.
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Semper Augustus Investments Group Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Alphadyne Asset Management, LLC
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
Emprise Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
DVIPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Value & Income Fund
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Investment House Llc
|
|
|
|
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Thematics Asset Management
|
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Nuveen S&p 500 Dynamic Overwrite Fund
|
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|
Vermillion & White Wealth Management Group, LLC
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|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
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|
Novare Capital Management Llc
|
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FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
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|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
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Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
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Archer Investment Corp
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SOL Capital Management CO
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FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
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|
Avantax Planning Partners, Inc.
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StoneX Group Inc.
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LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
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Lynx Investment Advisory
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Pnc Financial Services Group, Inc.
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SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
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|
Cladis Investment Advisory, LLC
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Barry Investment Advisors, LLC
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Hudson Value Partners, LLC
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Old Point Trust & Financial Services N A
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Cozad Asset Management Inc
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Consultiva Wealth Management, Corp.
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BlackRock Capital Allocation Trust
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
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|
|
Azimuth Capital Investment Management LLC
|
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|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
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Barclays Plc
|
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
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|
Intrust Bank Na
|
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|
Brady Martz Wealth Solutions, LLC
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Hillsdale Investment Management Inc.
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Anchor Investment Management, LLC
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GWILX - GLENMEDE FUND INC - Women in Leadership U.S. Equity Portfolio
|
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Ahl Investment Management, Inc.
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Emerald Investment Partners, Llc
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Essex LLC
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Reuter James Wealth Management, Llc
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Wealth Quarterback LLC
|
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Banco de Sabadell, S.A
|
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Octavia Wealth Advisors, LLC
|
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Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
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Circle Wealth Management, LLC
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PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
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DJE Kapital AG
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Chelsea Counsel Co
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Bank Of Montreal /can/
|
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QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
|
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Sittner & Nelson, Llc
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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TigerOak Management, L.L.C.
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MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
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Busey Wealth Management
|
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WNY Asset Management, LLC
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Forte Capital Llc /adv
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Heartwood Wealth Advisors LLC
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Crux Wealth Advisors
|
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GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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Bay Harbor Wealth Management, LLC
|
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Nuveen Dow 30sm Dynamic Overwrite Fund
|
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|
DKRT Investments Corp.
|
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CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A
|
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|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
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Reynders McVeigh Capital Management, LLC
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VCBCX - VALIC Co I - Blue Chip Growth Fund
|
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Pullen Investment Management, LLC
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Benchmark Financial Wealth Advisors, LLC
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VCI Wealth Management LLC
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Diversified Enterprises, LLC
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Spirit Of America Management Corp/ny
|
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Alteri Wealth LLC
|
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General American Investors Co Inc
|
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VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
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|
Louisbourg Investments Inc.
|
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TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A
|
|
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|
Somerset Trust Co
|
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NOIEX - Northern Funds - Northern Income Equity Fund
|
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|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
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|
Summit Asset Management, LLC
|
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|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
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|
Wells Fargo & Company/mn
|
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|
|
Rhumbline Advisers
|
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|
Stifel Financial Corp
|
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|
Aaron Wealth Advisors LLC
|
|
|
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|
Berkeley Capital Partners, LLC
|
|
|
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|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Hedges Asset Management LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
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|
|
|
Mitchell & Pahl Private Wealth, Llc
|
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|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
|
|
|
|
|
Paragon Capital Management Ltd
|
|
|
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|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Total Wealth Planning & Management, Inc.
|
|
|
|
|
|
RBB FUND, INC. - SGI Enhanced Market Leaders ETF
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Forefront Wealth Management Inc.
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
|
|
|
|
|
VGHCX - VANGUARD SPECIALIZED FUNDS - Vanguard Health Care Fund Investor Shares
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Empire Life Investments Inc.
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Armbruster Capital Management, Inc.
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Blodgett Wealth Advisors, Llc
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Arnhold LLC
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
|
Hill Investment Group Partners, LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
Abacus Wealth Partners, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
|
|
|
|
|
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Prairie Sky Financial Group LLC
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Globeflex Capital L P
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
Members Wealth Llc
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Sonata Capital Group Inc
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
HBW Advisory Services LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Sage Private Wealth Group, Llc
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
EIVAX - WELLS FARGO FUNDS TRUST - Wells Fargo Classic Value Fund (fka Wells Fargo Intrinsic Value Fund) Class A
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
One Day In July LLC
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Doheny Asset Management /ca
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Bright Futures Wealth Management, LLC.
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
|
|
|
|
|
|
Walled Lake Planning & Wealth Management, Llc
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
LKEQX - LKCM Funds - LKCM Equity Fund
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
|
|
|
|
|
Lanham O'Dell & Company, Inc.
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
|
|
|
|
|
Deerfield Management Company, L.p. (series C)
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
|
|
|
|
|
Clough Global Dividend & Income Fund
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
Quattro Financial Advisors Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
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|
Lake Street Financial Llc
|
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|
Greenleaf Trust
|
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|
Macquarie Group Ltd
|
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|
Advisors Asset Management, Inc.
|
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|
Paradigm Capital Management, LLC/NV
|
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|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
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|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
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|
Butensky & Cohen Financial Security, Inc
|
|
|
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|
|
HDOGX - HENNESSY FUNDS TRUST - Hennessy Total Return Fund Investor Class
|
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|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
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|
Equitable Trust Co
|
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|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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|
Fiduciary Alliance LLC
|
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|
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|
Simplex Trading, Llc
|
|
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|
Advisor OS, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
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|
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
|
|
|
|
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|
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
|
|
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|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
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|
Ipswich Investment Management Co., Inc.
|
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Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
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O'shaughnessy Asset Management, Llc
|
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|
Jarislowsky, Fraser Ltd
|
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Kennebec Savings Bank
|
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Thomasville National Bank
|
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|
Texas Bank & Trust Co
|
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|
Sentinel Trust Co Lba
|
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|
|
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|
Tradition Wealth Management, LLC
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
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|
Country Trust Bank
|
|
|
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|
one8zero8, LLC
|
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FDIV - EA Series Trust - MarketDesk Focused U.S. Dividend ETF
|
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|
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|
|
Stance Capital Llc
|
|
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|
Tranquility Partners, LLC
|
|
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|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
|
|
|
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|
F/M Investments LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
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|
QVAL - Alpha Architect ETF Trust - Alpha Architect U.S. Quantitative Value ETF
|
|
|
|
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|
Amussen Hunsaker Associates Llc
|
|
|
|
|
|
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
|
|
|
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|
WestEnd Advisors, LLC
|
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|
Court Place Advisors, LLC
|
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|
Baker Chad R
|
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Boston Family Office Llc
|
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Mirae Asset Securities (usa) Inc.
|
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|
ICTTX - SCM Trust - ICON HEALTH AND INFORMATION TECHNOLOGY FUND Investor Class
|
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|
Taylor, Cottrill, Erickson & Associates, Inc.
|
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|
Pingora Partners LLC
|
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|
Mackenzie Financial Corp
|
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Mitsubishi UFJ Asset Management (UK) Ltd.
|
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|
Garrison Point Advisors, Llc
|
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|
GFVAX - GOLDMAN SACHS TRUST - Goldman Sachs Focused Value Fund Class A Shares
|
|
|
|
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|
Quaker Wealth Management, LLC
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
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|
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional
|
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|
Rossby Financial, LCC
|
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|
Shum Financial Group, Inc.
|
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|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
DJD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dow Jones Industrial Average Dividend ETF
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Panoramic Investment Advisors, Llc
|
|
|
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|
Quantbot Technologies LP
|
|
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|
Concentric Capital Strategies, LP
|
|
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|
Sand Hill Global Advisors, LLC
|
|
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|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
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|
Bruce & Co., Inc.
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
|
|
|
|
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
O'Keefe Stevens Advisory, Inc.
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
Gibson Capital, LLC
|
|
|
|
|
|
WMKGX - WESMARK FUNDS - WesMark Growth Fund
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
Cardinal Capital Management, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
|
|
|
|
|
|
QDVAX - FundVantage Trust - Quality Dividend Fund Class A
|
|
|
|
|
|
OneAscent Wealth Management LLC
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Pinnacle Holdings, LLC
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Tevis Investment Management
|
|
|
|
|
|
Tripletail Wealth Management, LLC
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Neumann Capital Management, LLC
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
|
|
|
|
|
|
Red Mountain Financial, LLC
|
|
|
|
|
|
Puzo Michael J
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Value Portfolio Class A
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
|
|
|
|
|
O'Brien Wealth Partners LLC
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Martin & Co Inc /tn/
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
EDENTREE ASSET MANAGEMENT Ltd
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
Turim 21 Investimentos Ltda.
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Avaii Wealth Management, Llc
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
Lmp Capital & Income Fund Inc.
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Morris Retirement Advisors, LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Monetary Management Group Inc
|
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DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
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|
Mpwm Advisory Solutions, Llc
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Next Capital Management LLC
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FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
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|
Blue Fin Capital, Inc.
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|
Kozak & Associates, Inc.
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Towercrest Capital Management
|
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VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
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Highlander Partners, L.P.
|
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Elgethun Capital Management
|
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|
Guardian Partners Inc.
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Kovack Advisors, Inc.
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HCR Wealth Advisors
|
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Quilter Plc
|
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VCGAX - VALIC Co I - Growth & Income Fund
|
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Hartland & Co., LLC
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Cornerstone Select Advisors, LLC
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|
Scotia Capital Inc.
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|
Ubs Asset Management Americas Inc
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American Capital Advisory, LLC
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Luken Investment Analytics, LLC
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ACR Alpine Capital Research, LLC
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|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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AGH Wealth Advisors, LLC
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Advisory Services Network, LLC
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OAKBX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Equity and Income Fund Investor Class
|
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Marathon Capital Management
|
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Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
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R.H. Dinel Investment Counsel, Inc.
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PrairieView Partners, LLC
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Bradley & Co. Private Wealth Management, LLC
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GDOC - Goldman Sachs ETF Trust - Goldman Sachs Future Health Care Equity ETF
|
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|
Schonfeld Strategic Advisors LLC
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|
Lester Murray Antman dba SimplyRich
|
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Vestcor Inc
|
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ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
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|
Meadow Creek Wealth Advisors Llc
|
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|
Brighthouse Funds Trust II - MFS Value Portfolio Class A
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP MFS Value Fund Standard Class
|
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|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
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MEIAX - MFS SERIES TRUST I - MFS Value Fund A
|
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|
LGT Financial Advisors LLC
|
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|
Goldstein Advisors, LLC
|
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|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
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|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
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Compass Capital Corp /ma/ /adv
|
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GINX - RBB FUND, INC. - SGI Enhanced Global Income ETF
|
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Pittenger & Anderson Inc
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SJS Investment Consulting Inc.
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IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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Guggenheim Strategic Opportunities Fund
|
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Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
|
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Platform Technology Partners
|
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|
Eagle Wealth Strategies Llc
|
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Drucker Wealth 3.0, LLC
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Copperwynd Financial, LLC
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SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
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Autumn Glory Partners, LLC
|
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Global Wealth Strategies & Associates
|
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RMBHX - RMB INVESTORS TRUST - RMB Fund Class A
|
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Bridgeway Capital Management Inc
|
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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Verum Partners LLC
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Binnacle Investments Inc
|
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Beacon Capital Management, LLC
|
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K.J. Harrison & Partners Inc
|
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
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|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
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|
Dana Investment Advisors, Inc.
|
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|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
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Flaharty Asset Management, LLC
|
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Easterly Investment Partners Llc
|
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|
Marshall Financial Group LLC
|
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|
Kanawha Capital Management Llc
|
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Generali Investments CEE, investicni spolecnost, a.s.
|
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|
Boston Private Wealth Llc
|
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|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
|
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|
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|
Capital Advisors Wealth Management, LLC
|
|
|
|
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|
Ing Groep Nv
|
|
|
|
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|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Financial Enhancement Group LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
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|
Renaissance Technologies Llc
|
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Bright Rock Capital Management, Llc
|
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Allen Wealth Management, Llc
|
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|
Atria Investments Llc
|
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Royal Fund Management, LLC
|
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|
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|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
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|
Financial Management Professionals, Inc.
|
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|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
Value Partners Investments Inc.
|
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|
Marex Group plc
|
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|
Occidental Asset Management, LLC
|
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|
|
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|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Profunds - Profund Vp Pharmaceuticals
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
General Partner, Inc.
|
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|
|
Zhang Financial LLC
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
QV Investors Inc.
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
DURA - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Durable Dividend ETF
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
Robinson Value Management, Ltd.
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Barnes Pettey Financial Advisors, Llc
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Shakespeare Wealth Management, Inc.
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
|
|
|
|
|
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
Port Capital LLC
|
|
|
|
|
|
FPCGX - Exchange Place Advisors Trust - FORT PITT CAPITAL TOTAL RETURN FUND
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
First Fiduciary Investment Counsel, Inc.
|
|
|
|
|
|
Manning & Napier Advisors Llc
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
Alexander Labrunerie & Co., Inc.
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
Intellus Advisors LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Summa Corp.
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
CCOR - Listed Funds Trust - Core Alternative ETF
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF
|
|
|
|
|
|
Pring Turner Capital Group Inc
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Asset Management Group, Inc.
|
|
|
|
|
|
JADIX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental Large Cap Value Trust NAV
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
Monument Group Wealth Advisors, LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Kelly Financial Group Llc
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
SRN Advisors, LLC
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
Voya Prime Rate Trust
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
BVSIX - FORUM FUNDS II - Baywood SociallyResponsible Fund Institutional Shares
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Firestone Capital Management
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Profunds - Profund Vp Health Care
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
Kestra Investment Management, LLC
|
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Key Client Fiduciary Advisors, LLC
|
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|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
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|
Vicus Capital
|
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|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
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|
BOK Financial Private Wealth, Inc.
|
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|
Jackson Hole Capital Partners, LLC
|
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|
FSA Wealth Management LLC
|
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Summit Financial, LLC
|
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Meridian Financial Partners LLC
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MetLife Investment Management, LLC
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|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
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|
Wealth Alliance
|
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Sei Investments Co
|
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|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
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|
Horizon Bancorp Inc /in/
|
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|
bLong Financial, LLC
|
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|
Dougherty Wealth Advisers LLC
|
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First Western Trust Bank
|
|
|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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Vinva Investment Management Ltd
|
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Vermillion Wealth Management, Inc.
|
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E&G Advisors, LP
|
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Rathbone Brothers plc
|
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West Michigan Advisors, Llc
|
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Blackhill Capital Inc
|
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Pictet Asset Management Holding SA
|
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First National Bank Of Omaha
|
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MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I
|
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|
Clarus Group, Inc.
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
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|
ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I
|
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|
|
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|
Cypress Asset Management Inc/tx
|
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|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
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|
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DYLG - Global X Funds - Global X Dow 30 Covered Call & Growth ETF
|
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|
Knuff & Co LLC
|
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|
Wealthfront Advisers Llc
|
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|
Bellevue Asset Management, Llc
|
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WFA of San Diego, LLC
|
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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
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|
Diligent Investors, LLC
|
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Founders Capital Management
|
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|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
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Creative Financial Designs Inc /adv
|
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|
Kaufman Rossin Wealth, LLC
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|
Maryland Capital Advisors Inc.
|
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Anfield Capital Management, LLC
|
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GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund
|
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|
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|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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|
Sivia Capital Partners, LLC
|
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HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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Jefferies Financial Group Inc.
|
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Argyle Capital Management Inc.
|
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BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
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TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
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|
Capital Market Strategies LLC
|
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|
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB
|
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|
Woodline Partners LP
|
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|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
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|
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
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|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
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|
Financial Advocates Investment Management
|
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|
Papp L Roy & Associates
|
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|
Peoples Bank /oh
|
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|
POM Investment Strategies, LLC
|
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|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
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|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
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|
First American Bank
|
|
|
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|
Beaumont Asset Management, L.L.C.
|
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|
Mayflower Financial Advisors, LLC
|
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|
Freestone Capital Holdings, LLC
|
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|
Phoenix Holdings Ltd.
|
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|
New Mexico Educational Retirement Board
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
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|
Benson Investment Management Company, Inc.
|
|
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|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
ESG Planning
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Illumine Investment Management, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Foundation Wealth Management, LLC\PA
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Northwest Quadrant Wealth Management, LLC
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Clark & Stuart, Inc
|
|
|
|
|
|
Beta Wealth Group, Inc.
|
|
|
|
|
|
Rollins Financial Advisors, LLC
|
|
|
|
|
|
Gabelli Healthcare & Wellnessrx Trust
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Pennsylvania Capital Management Inc /adv
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Keyvantage Wealth, Llc
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
CORDA Investment Management, LLC.
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
Waterford Advisors, LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Triton Wealth Management, PLLC
|
|
|
|
|
|
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Noble Family Wealth, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Smead Capital Management, Inc.
|
|
|
|
|
|
TECB - iSHARES TRUST - iShares U.S. Tech Breakthrough Multisector ETF
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Jupiter Wealth Management LLC
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Resolute Wealth Strategies, LLC
|
|
|
|
|
|
BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Windward Capital Management Co /ca
|
|
|
|
|
|
Opus Capital Group, LLC
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
Lane & Associates LLC
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
|
|
|
|
|
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
|
|
|
|
|
Blackrock Health Sciences Trust
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Re Advisers Corp
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A
|
|
|
|
|
|
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Pcg Asset Management, Llc
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
|
|
|
|
|
Aspen Grove Capital, LLC
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Alecta Pensionsforsakring, Omsesidigt
|
|
|
|
|
|
Financial Partners Group, LLC
|
|
|
|
|
|
SMRI - EA Series Trust - Bushido Capital US Equity ETF
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Value Series Initial Class
|
|
|
|
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|
High Falls Advisors, Inc
|
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|
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|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
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|
|
|
|
Cetera Investment Advisers
|
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|
PICTET BANK & TRUST Ltd
|
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|
JustInvest LLC
|
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|
Plancorp, LLC
|
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|
BVOIX - Perpetual Americas Funds Trust - Barrow Hanley US Value Opportunities Fund Institutional Shares
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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|
Ridgecrest Wealth Partners, Llc
|
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|
Eads & Heald Wealth Management
|
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|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
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|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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|
Delta Financial Advisors Llc
|
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|
Cypress Point Wealth Management, LLC
|
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|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
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|
Westshore Wealth, LLC
|
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|
Vaughan David Investments Inc/il
|
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|
Roberts Wealth Advisors, LLC
|
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|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
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|
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|
GTLOX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Core Equity Portfolio - Advisor Shares
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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|
Fundamentun, Llc
|
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ARGA Investment Management, LP
|
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LFA - Lugano Financial Advisors SA
|
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MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
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Fidelity D & D Bancorp Inc
|
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|
Oak Harvest Investment Services
|
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Cullen Capital Management, LLC
|
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TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
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Catalyst Financial Partners Llc
|
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Royal Bank Of Canada
|
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OEF - iSHARES TRUST - iShares S&P 100 ETF
|
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Baker Avenue Asset Management, LP
|
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Seascape Capital Management
|
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HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A
|
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|
Balboa Wealth Partners
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
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|
SG Americas Securities, LLC
|
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Gsa Capital Partners Llp
|
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Cassia Capital Partners, LLC
|
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Ckw Financial Group
|
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|
SRS Capital Advisors, Inc.
|
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PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A
|
|
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|
Accuvest Global Advisors
|
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|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
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|
Maseco Llp
|
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Catalyst Funds Management Pty Ltd
|
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Vigilare Wealth Management
|
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Bank Of Hawaii
|
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|
Signature Estate & Investment Advisors Llc
|
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THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
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|
Plante Moran Financial Advisors, LLC
|
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|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
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|
Charter Trust Co
|
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|
California Public Employees Retirement System
|
|
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|
|
Members Capital Advisors Inc
|
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|
Invera Wealth Advisors, LLC
|
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|
West Family Investments, Inc.
|
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|
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A
|
|
|
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|
Cullinan Associates Inc
|
|
|
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|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
|
|
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|
|
|
Kingsview Wealth Management, LLC
|
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|
Hodges Capital Management Inc.
|
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|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Kinloch Capital, LLC
|
|
|
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|
Encompass More Asset Management
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
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|
|
M Holdings Securities, Inc.
|
|
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|
|
|
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
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|
Douglas Lane & Associates, LLC
|
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|
Cohen Capital Management, Inc.
|
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|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Washington Capital Management Inc
|
|
|
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|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
Lynch Asset Management, Inc.
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
|
|
|
|
|
North Forty Two & Co.
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Value Fund (a)
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
Guild Investment Management, Inc.
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
Calamos Long/Short Equity & Dynamic Income Trust
|
|
|
|
|
|
HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
Brown Shipley& Co Ltd
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
PORIX - Perpetual Americas Funds Trust - Trillium ESG Global Equity Fund Institutional Shares
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
Mendota Financial Group, LLC
|
|
|
|
|
|
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Trustco Bank Corp N Y
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A
|
|
|
|
|
|
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class
|
|
|
|
|
|
IHE - iSHARES TRUST - iShares U.S. Pharmaceuticals ETF
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
MTCGX - M FUND INC - M Large Cap Growth Fund
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Broyhill Asset Management
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Semus Wealth Partners LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Bulltick Wealth Management, LLC
|
|
|
|
|
|
Intrinsic Value Partners, LLC
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
Kiley Juergens Wealth Management, Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Figure 8 Investment Strategies Llc
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Human Investing LLC
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
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|
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|
Apella Capital, LLC
|
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|
Clearbridge Investments, LLC
|
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|
State of Tennessee, Treasury Department
|
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|
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|
Spdr S&p 500 Etf Trust
|
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|
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|
Retirement Wealth Solutions LLC
|
|
|
|
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|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Strong Tower Advisory Services
|
|
|
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|
Rialto Wealth Management, LLC
|
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|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
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|
|
|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
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|
Rowland & Co Investment Counsel/adv
|
|
|
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|
Sanibel Captiva Trust Company, Inc.
|
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|
Wood Tarver Financial Group, LLC
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Wall Street Access Asset Management, LLC
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|
LRI Investments, LLC
|
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|
Schaper Benz & Wise Investment Counsel Inc/wi
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|
Simon Quick Advisors, Llc
|
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|
Beaird Harris Wealth Management, LLC
|
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|
Studio Investment Management Llc
|
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|
Old Second National Bank Of Aurora
|
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Rockline Wealth Management, LLC
|
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Massachusetts Financial Services Co /ma/
|
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|
DBALX - WILLIAMSBURG INVESTMENT TRUST - Davenport Balanced Income Fund
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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|
|
|
|
Cornerstone Planning, LLC
|
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|
Cutler Capital Management, LLC
|
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Walkner Condon Financial Advisors LLC
|
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|
Boyar Asset Management Inc.
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|
Clifford Swan Investment Counsel Llc
|
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Strategic Blueprint, LLC
|
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|
Horan Securities, Inc.
|
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|
Per Stirling Capital Management, LLC.
|
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Cidel Asset Management Inc
|
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Matrix Private Capital Group Llc
|
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Altfest L J & Co Inc
|
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|
McIlrath & Eck, LLC
|
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|
|
|
FTXH - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Pharmaceuticals ETF
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
Addison Capital Co
|
|
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|
|
|
Battery Global Advisors, LLC
|
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|
Azzad Asset Management Inc /adv
|
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|
American Century Companies Inc
|
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|
Gables Capital Management Inc.
|
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Fruth Investment Management
|
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
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|
Carr Financial Group Corp
|
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|
Cascade Investment Group, Inc.
|
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JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
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|
ETF Store, Inc.
|
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|
Intrua Financial, LLC
|
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|
Mid-American Wealth Advisory Group, Inc.
|
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|
Paragon Financial Partners, Inc.
|
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|
Plotkin Financial Advisors, LLC
|
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Ensign Peak Advisors, Inc
|
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Ariadne Wealth Management, LP
|
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|
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
|
|
|
|
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|
Red Spruce Capital, LLC
|
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|
Cornerstone Advisors, LLC
|
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|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
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|
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Prospect Financial Group LLC
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
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|
|
LGT Fund Management Co Ltd.
|
|
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|
ICICI Prudential Asset Management Co Ltd
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
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|
Davidson Trust Co
|
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|
Grandfield & Dodd, Llc
|
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|
Principal Street Partners, LLC
|
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|
RiverFront Investment Group, LLC
|
|
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|
White Knight Strategic Wealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB
|
|
|
|
|
|
Good Life Advisors, LLC
|
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|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
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|
Appleton Partners Inc/ma
|
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|
Ccm Investment Advisers Llc
|
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|
Smith Chas P & Associates Pa Cpas
|
|
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|
Landscape Capital Management, L.l.c.
|
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|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
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|
|
Pathstone Holdings, LLC
|
|
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|
Boothbay Fund Management, Llc
|
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|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
IPDP - Listed Funds Trust - Dividend Performers ETF
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Lionshead Wealth Management, LLC
|
|
|
|
|
|
Aire Advisors, Llc
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Thomas Story & Son Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
IPFCX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Investor Class
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Wallace Capital Management Inc.
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
KDT Advisors, LLC
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
UDPIX - Profunds - Ultradow 30 Profund Investor Class
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Matthew Goff Investment Advisor, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Dominguez Wealth Management Solutions, Inc.
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
ANTIPODES PARTNERS Ltd
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
Tekla Healthcare Opportunities Fund
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
RWC Asset Management LLP
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Reik & Co., Llc
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Strategic Global Advisors, LLC
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Spurstone Advisory Services, LLC
|
|
|
|
|
|
HBFBX - HENNESSY FUNDS TRUST - Hennessy Balanced Fund Investor Class
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
STSEX - Blackrock Funds - Blackrock Exchange Portfolio Blackrock
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
RXL - PROSHARES TRUST - ProShares Ultra Health Care
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Sandhill Capital Partners LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Hunter Perkins Capital Management, LLC
|
|
|
|
|
|
Forefront Wealth Partners, LLC
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
NEQIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman U.S. Equity Impact Fund Institutional Class
|
|
|
|
|
|
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
Public Investment Fund
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
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Gentry Private Wealth, Llc
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FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
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GFS Advisors, LLC
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Beach Investment Counsel Inc/pa
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Net Worth Advisory Group
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1 North Wealth Services Llc
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Proathlete Wealth Management Llc
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DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
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Gerber Kawasaki Wealth & Investment Management
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VSM Wealth Advisory, LLC
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LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
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DIVO - Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
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Moseley Investment Management Inc
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K2 Principal Fund, L.p.
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RFP Financial Group LLC
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Harmony Asset Management Llc
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Arcadia Investment Management Corp/mi
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Boxwood Ventures, Inc.
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VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
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IMS Capital Management
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Vectors Research Management, LLC
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GATEX - Gateway Trust - Gateway Fund Class A Shares
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Gleason Group, Inc.
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EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
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ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
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Tritonpoint Wealth, Llc
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YOKE - EA Series Trust - Yoke Core ETF
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Values Added Financial LLC
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Sierra Summit Advisors Llc
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Atlas Legacy Advisors, LLC
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Lbmc Investment Advisors, Llc
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Davy Global Fund Management Ltd
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Pzena Investment Management Llc
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PFG Investments, LLC
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Moisand Fitzgerald Tamayo, LLC
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Searle & Co.
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Armis Advisers, LLC
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Stoneridge Investment Partners Llc
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GAMMA Investing LLC
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KPP Advisory Services LLC
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Galvin, Gaustad & Stein, LLC
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Cortland Associates Inc/mo
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Gabelli Dividend & Income Trust
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Notis-McConarty Edward
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Signet Financial Management, Llc
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Modera Wealth Management, LLC
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Baird Financial Group, Inc.
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BNP Paribas Asset Management Holding S.A.
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Chilton Investment Co Llc
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First Commonwealth Financial Corp /pa/
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Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
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Glenmede Investment Management, LP
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JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
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Martin Investment Management, LLC
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Pacific Center for Financial Services
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Tekla Healthcare Investors
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
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DMG Group, LLC
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Westbourne Investment Advisors, Inc.
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
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Radnor Capital Management, LLC
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Willow Creek Wealth Management Inc.
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
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Mubadala Investment Co PJSC
|
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Blake Schutter Theil Wealth Advisors, LLC
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U.S. Capital Wealth Advisors, LLC
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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Hardy Reed LLC
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Aft, Forsyth & Company, Inc.
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Stablepoint Partners, LLC
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Infrastructure Capital Advisors, Llc
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Bank Of America Corp /de/
|
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Edgemoor Investment Advisors, Inc.
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Siemens Fonds Invest GmbH
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First Foundation Advisors
|
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Everstar Asset Management, LLC
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Bonness Enterprises Inc
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Deutsche Bank Ag\
|
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FIL Ltd
|
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West Oak Capital, LLC
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Pinnacle Bancorp, Inc.
|
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KRMA - Global X Funds - Global X Conscious Companies ETF
|
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|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
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|
Braun-Bostich & Associates Inc.
|
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|
Allen Investment Management LLC
|
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|
Versant Capital Management, Inc
|
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|
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class
|
|
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|
Clark Asset Management, LLC
|
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|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Johnson & White Wealth Management, LLC
|
|
|
|
|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
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|
|
Compass Ion Advisors, LLC
|
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|
|
Crowley Wealth Management, Inc.
|
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|
|
Belmont Capital, LLC
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
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|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
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|
|
Umpqua Bank
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
SMVLX - Smead Funds Trust - Smead Value Fund Investor Class Shares
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
American Investment Services, Inc.
|
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|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Yarger Wealth Strategies, Llc
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
Tema ETF Trust - Tema Oncology ETF
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
DIVD - EA Series Trust - Altrius Global Dividend ETF
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Skba Capital Management Llc
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
ABVAX - AB TRUST - AB Value Fund Class A
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Flynn Zito Capital Management, Llc
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
Inman Jager Wealth Management, LLC
|
|
|
|
|
|
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
Invenio Wealth Partners Llc
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Letko, Brosseau & Associates Inc
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Finley Financial, LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
Pathway Financial Advisors LLC
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
Creegan & Nassoura Financial Group, LLC
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
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|
