|
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
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|
Lazard Asset Management Llc
|
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|
Landaas & Co /wi /adv
|
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|
M&t Bank Corp
|
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|
Wbh Advisory Inc
|
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|
Klingenstein Fields & Co Lp
|
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|
Adage Capital Partners Gp, L.l.c.
|
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Private Wealth Asset Management, LLC
|
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Covestor Ltd
|
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|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
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|
4wealth Advisors, Inc.
|
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|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
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|
First National Bank of Mount Dora, Trust Investment Services
|
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|
Baird Financial Group, Inc.
|
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Institutional Investment Strategy Fund
|
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Azimuth Capital Investment Management LLC
|
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Waterfront Wealth Inc.
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Klp Kapitalforvaltning As
|
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Evelyn Partners Asset Management Ltd
|
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|
Oppenheimer & Co Inc
|
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Tradition Wealth Management, LLC
|
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RiverFront Investment Group, LLC
|
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|
CVLFX - CULLEN FUNDS TRUST - Cullen Value Fund Class C
|
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|
Twin Capital Management Inc
|
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Wolverine Trading, Llc
|
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AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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Beach Investment Counsel Inc/pa
|
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YAFFX - AMG FUNDS - AMG Yacktman Focused Fund Class N
|
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Semmax Financial Advisors Inc.
|
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East Coast Asset Management, LLC.
|
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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ASR Vermogensbeheer N.V.
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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HCMAX - ALPS Series Trust - Hillman Value Fund
|
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INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
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RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
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|
CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A
|
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DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
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Northwest Capital Management Inc
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
Strait & Sound Wealth Management LLC
|
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|
Re Advisers Corp
|
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Alecta Pensionsforsakring, Omsesidigt
|
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|
Westhampton Capital, LLC
|
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Granite FO LLC
|
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DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF
|
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|
Globeflex Capital L P
|
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|
Corps Capital Advisors, LLC
|
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1858 Wealth Management, Llc
|
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Bellwether Advisors, LLC
|
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FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
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|
Coastwise Capital Group, LLC
|
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Grandview Asset Management LLC
|
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Ingalls & Snyder Llc
|
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Mubadala Investment Co PJSC
|
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Meridian Wealth Partners, LLC
|
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|
Breed's Hill Capital LLC
|
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|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
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|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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Miller Financial Services LLC
|
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|
Chemung Canal Trust Co
|
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|
Clear Creek Financial Management, LLC
|
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1620 Investment Advisors, Inc.
|
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Consultiva Wealth Management, Corp.
|
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Parthenon Llc
|
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MorganRosel Wealth Management, LLC
|
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|
Holland Advisory Services, Inc.
|
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Clarkston Capital Partners, LLC
|
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Family Legacy, Inc.
|
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Caisse De Depot Et Placement Du Quebec
|
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|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
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|
First Foundation Advisors
|
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|
MSA Advisors, LLC
|
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|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
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|
waypoint wealth counsel
|
|
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|
|
|
ICICI Prudential Asset Management Co Ltd
|
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|
Key Client Fiduciary Advisors, LLC
|
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|
Ariel Investments, Llc
|
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|
|
Keystone Financial Group
|
|
|
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|
|
Eagle Strategies LLC
|
|
|
|
|
|
Osprey Private Wealth LLC
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
|
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|
Bank Of Montreal /can/
|
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|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
VEURX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard European Stock Index Fund Investor Shares
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
Aspire Capital Advisors LLC
|
|
|
|
|
|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
|
|
|
|
|
WEQCX - Teton Westwood Funds - Teton Westwood Equity Fund Class C
|
|
|
|
|
|
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Bernardo Wealth Planning LLC
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Triton Wealth Management, PLLC
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
PRIDX - T. Rowe Price International Funds, Inc. - T. Rowe Price International Discovery Fund
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
SFYF - Tidal ETF Trust - SoFi 50 ETF
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Sequent Planning LLC
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
Cannon Wealth Management Services, LLC
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Compass Capital Management, Inc
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Orca Wealth Management, LLC
|
|
|
|
|
|
Elequin Capital Lp
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
MNCSX - Mercer Funds - Mercer Non-US Core Equity Fund Class I
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Southland Equity Partners LLC
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Brighthouse Funds Trust I - Clarion Global Real Estate Portfolio Class A
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
FORM Wealth Advisors, LLC
|
|
|
|
|
|
Clarion Wealth Managment Partners, LLC
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Presilium Private Wealth, Llc
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
|
|
|
|
|
|
IRFAX - Cohen & Steers International Realty Fund, Inc. - Cohen & Steers International Realty Fund, Inc. Class A
|
|
|
|
|
|
Schwarz Dygos Wheeler Investment Advisors Llc
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
ValueAct Holdings, L.P.
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
Hutchinson Capital Management/ca
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
Conscious Wealth Investments, Llc
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Bannerman Wealth Management Group, Llc
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
MWA Asset Management
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
ABVAX - AB TRUST - AB Value Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Figure 8 Investment Strategies Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class
|
|
|
|
|
|
Maestria Partners LLC
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
Greenland Capital Management LP
|
|
|
|
|
|
Centerstone Investors, LLC
|
|
|
|
|
|
HS Management Partners, LLC
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Clark Estates Inc/ny
|
|
|
|
|
|
APLIX - Cavanal Hill Funds - Hedged Income Fund Investor
|
|
|
|
|
|
WRLDX - ADVISORS SERIES TRUST - Scharf Global Opportunity Fund Retail Class
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Encompass More Asset Management
|
|
|
|
|
|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
COMAX - DEUTSCHE DWS SECURITIES TRUST - DWS Communications Fund Class A
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A
|
|
|
|
|
|
Tremblant Capital Group
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
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|
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|
|
MRFOX - Ultimus Managers Trust - Marshfield Concentrated Opportunity Fund
|
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|
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|
Spectrum Wealth Counsel, LLC
|
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|
UNIVEST FINANCIAL Corp
|
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|
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|
TOWER TRUST & INVESTMENT Co
|
|
|
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|
Quadcap Wealth Management, LLC
|
|
|
|
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|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
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|
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|
Yoder Wealth Management, Inc.
|
|
|
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|
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
|
|
|
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|
Resonant Capital Advisors, LLC
|
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|
|
|
GABVX - Gabelli Value 25 Fund Inc - The Gabelli Value 25 Fund Inc. Class A
|
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|
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
|
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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|
|
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Sei Investments Co
|
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|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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|
Te Ahumairangi Investment Management Ltd
|
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Bellevue Asset Management, Llc
|
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|
GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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|
Northwestern Mutual Investment Management Company, Llc
|
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|
Fort Sheridan Advisors Llc
|
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Gilman Hill Asset Management, LLC
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Aspen Investment Management Inc
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Haverford Trust Co
|
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Moody National Bank Trust Division
|
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SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio
|
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|
|
RIA Advisory Group LLC
|
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LGT Group Foundation
|
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JTC Employer Solutions Trusteee Ltd
|
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|
OMERS ADMINISTRATION Corp
|
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Founders Capital Management
|
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|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
Burt Wealth Advisors
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
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|
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SFILX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Small Company Index Fund Institutional Shares
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
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|
|
|
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A
|
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|
|
|
|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Global Real Estate Fund Series I
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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|
Pensionmark Financial Group, Llc
|
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Generali Asset Management SPA SGR
|
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AGLOX - ARIEL INVESTMENT TRUST - Ariel Global Fund Investor Class
|
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Socorro Asset Management LP
|
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JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
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Wedge Capital Management L L P/nc
|
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Kcm Investment Advisors Llc
|
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Excalibur Management Corp
|
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Rahlfs Capital, Llc
|
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
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|
|
|
Blackhill Capital Inc
|
|
|
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|
Monetta Financial Services Inc
|
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NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
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|
Easterly Investment Partners Llc
|
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Resurgent Financial Advisors LLC
|
|
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DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I
|
|
|
|
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|
HighPoint Advisor Group LLC
|
|
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|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
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|
HBW Advisory Services LLC
|
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|
|
|
Crake Asset Management LLP
|
|
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Geo Capital Gestora de Recursos Ltd
|
|
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|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
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|
OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
|
|
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|
|
Solitude Financial Services
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
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|
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|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
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|
|
|
|
PSI Advisors, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
|
|
|
|
|
Diversified Investment Strategies, LLC
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
LLGLX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners Global Fund
|
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Redwood Financial Network Corp
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
PTEU - Pacer Funds Trust - Pacer Trendpilot European Index ETF
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
CILGX - ALPS Series Trust - Clarkston Fund Institutional Class
|
|
|
|
|
|
AFJAX - ALLIANZ FUNDS - AllianzGI NFJ International Value Fund A
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Penn Davis Mcfarland Inc
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Citadel Investment Advisory, Inc.
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Westfuller Advisors, LLC
|
|
|
|
|
|
Beck Bode, LLC
|
|
|
|
|
|
Ironvine Capital Partners, LLC
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Crane Advisory, LLC
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
FIRAX - FIDELITY SELECT PORTFOLIOS - Fidelity International Real Estate Fund Fidelity Advisor International Real Estate Fund: Class A
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Central Valley Advisors, Llc
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Oxler Private Wealth LLC
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
Black Cypress Capital Management, LLC
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Farallon Capital Management Llc
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Summit Place Financial Advisors, LLC
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
Synergy Investment Management, LLC
|
|
|
|
|
|
Delta Investment Management, LLC
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
VGREX - VALIC Co I - GLOBAL REAL ESTATE FUND
|
|
|
|
|
|
Cordant, Inc.
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
|
|
|
|
|
|
JCIC Asset Management Inc.
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
RWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Dow Jones International Real Estate ETF
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
RYLIX - RYDEX SERIES FUNDS - Leisure Fund Investor Class
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
|
|
|
|
|
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
Nvest Financial, LLC
|
|
|
|
|
|
Correct Capital Wealth Management
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Creative Capital Management Investments LLC
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Parkside Advisors LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Triavera Capital LLC
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Castlekeep Investment Advisors Llc
|
|
|
|
|
|
Enhancing Capital LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Castleview Partners, Llc
|
|
|
|
|
|
LKBLX - Managed Portfolio Series - LK Balanced Fund Institutional Class
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
Palacios Wealth Management, LLC
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
Evergreen Wealth Management, LLC
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Tidal Trust III - Unity Wealth Partners Dynamic Capital Appreciation & Options ETF
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Reik & Co., Llc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
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PJFG - PGIM ETF TRUST - PGIM Jennison Focused Growth ETF
|
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|
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|
|
Northwest Bancshares, Inc.
|
|
|
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|
Garden State Investment Advisory Services LLC
|
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|
DJE Kapital AG
|
|
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|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
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|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
UDPIX - Profunds - Ultradow 30 Profund Investor Class
|
|
|
|
|
|
Cornercap Investment Counsel Inc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
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|
|
Saxon Interests, Inc.
|
|
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|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
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|
|
ELCO Management Co., LLC
|
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|
Valued Wealth Advisors LLC
|
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|
|
IFP Advisors, Inc
|
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|
Prime Capital Investment Advisors, LLC
|
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|
Global Wealth Strategies & Associates
|
|
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
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|
Sigma Investment Counselors Inc
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
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|
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|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
HFXI - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE International ETF
|
|
|
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|
Radnor Capital Management, LLC
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
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|
Argent Trust Co
|
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|
Ing Groep Nv
|
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|
Investment Management Corp of Ontario
|
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|
Dogwood Wealth Management LLC
|
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|
Capital A Wealth Management, LLC
|
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Foundations Investment Advisors, LLC
|
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|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
|
|
|
|
TRGRX - T. Rowe Price Global Real Estate Fund, Inc. - T. Rowe Price Global Real Estate Fund, Inc.
|
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First National Corp /ma/ /adv
|
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Novare Capital Management Llc
|
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Vident Advisory, LLC
|
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Graypoint LLC
|
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Qvr Llc
|
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Boothbay Fund Management, Llc
|
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Oversea-Chinese Banking CORP Ltd
|
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|
Strategic Advisors LLC
|
|
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|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
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|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
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|
Grimes & Company, Inc.
|
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Impact Capital Partners LLC
|
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THMEX - Advisors' Inner Circle Fund III - CCT Thematic Equity Fund Institutional Shares
|
|
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|
Maltin Wealth Management, Inc.
|
|
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SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
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BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
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Federation des caisses Desjardins du Quebec
|
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|
CMT Capital Markets Trading GmbH
|
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Fortis Group Advisors, LLC
|
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Capital International Inc /ca/
|
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ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
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|
Cornerstone Advisory, LLC
|
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|
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
|
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|
Bell Bank
|
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Bank Julius Baer & Co. Ltd, Zurich
|
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|
BLACKROCK FUNDS - iShares Developed Real Estate Index Fund Investor A
|
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|
Summit Financial Strategies, Inc.
|
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|
Souders Financial Advisors
|
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Harel Insurance Investments & Financial Services Ltd.
|
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one8zero8, LLC
|
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|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
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|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
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|
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|
V. M. Manning & Co., Inc.
|
|
|
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|
180 Wealth Advisors, Llc
|
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|
Kovack Advisors, Inc.
|
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|
California State Teachers Retirement System
|
|
|
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|
Capital Advantage, Inc.
|
|
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|
CBIZ Investment Advisory Services, LLC
|
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|
WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
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|
|
Kapitalo Investimentos Ltda
|
|
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|
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|
Maverick Capital Ltd
|
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|
Wealth Advisors of Iowa, LLC
|
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|
Dnca Finance
|
|
|
|
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|
Brandywine Global Investment Management, LLC
|
|
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|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
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|
Rakuten Investment Management, Inc.
|
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|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Waterloo Capital, L.P.
|
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|
|
|
Valicenti Advisory Services Inc
|
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|
|
Caldwell Securities, Inc
|
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|
|
Sepio Capital, LP
|
|
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|
Credential Securities Inc.
|
|
|
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|
CESGX - Managed Portfolio Series - Coho Relative Value ESG Fund
|
|
|
|
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|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
Nabity-Jensen Investment Management Inc
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
Varenne Capital Partners
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
DJD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dow Jones Industrial Average Dividend ETF
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity
|
|
|
|
|
|
Ackerman Capital Advisors, LLC
|
|
|
|
|
|
Retirement Planning Group, Llc / Ny
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Councilmark Asset Management, LLC
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Greenbrier Partners Capital Management, LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
LST - Managed Portfolio Series - Leuthold Select Industries ETF
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Princeton Capital Management Llc
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
LCF - Touchstone ETF Trust - Touchstone US Large Cap Focused ETF
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
REET - iSHARES TRUST - iShares Global REIT ETF
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Lathrop Investment Management Corp
|
|
|
|
|
|
Arcataur Capital Management LLC
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Ardmore Road Asset Management LP
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Bck Capital Management Lp
|
|
|
|
|
|
Eaton Vance Tax Advantaged Global Dividend Income Fund
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
Presper Financial Architects, LLC
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
ORBA Wealth Advisors, L.L.C.
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
FBMPX - FIDELITY SELECT PORTFOLIOS - Communication Services Portfolio
|
|
|
|
|
|
MKT Advisors LLC
|
|
|
|
|
|
VGSR - Manager Directed Portfolios - Vert Global Sustainable Real Estate ETF
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
Sandhill Capital Partners LLC
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
Prostatis Group LLC
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Oldfield Partners LLP
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
Dodds Wealth, LLC
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Weil Company, Inc.
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z
|
|
|
|
|
|
Bridgewealth Advisory Group, LLC
|
|
|
|
|
|
TCM Advisors, LLC
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Palouse Capital Management, Inc.
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
Unique Wealth, Llc
|
|
|
|
|
|
FSISX - FIDELITY CONCORD STREET TRUST - Fidelity SAI International Small Cap Index Fund
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Boyar Asset Management Inc.
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Hutchinson Financial Advisors, INC
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
Cohen Investment Advisors LLC
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
WMBLX - WESMARK FUNDS - WesMark Balanced Fund
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
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Retirement Wealth Solutions LLC
|
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|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
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|
|
|
Kennon-Green & Company, LLC
|
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|
Robinson Value Management, Ltd.
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|
Promus Capital, LLC
|
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|
Arnhold LLC
|
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|
Calton & Associates, Inc.
|
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|
Kennebec Savings Bank
|
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|
HORAN Wealth, LLC
|
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|
Cherry Tree Wealth Management, LLC
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|
Aull & Monroe Investment Management Corp
|
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|
West Financial Advisors, LLC
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|
HighMark Wealth Management LLC
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|
Redwood Wealth Management Group, LLC
|
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|
Sherman Asset Management, Inc.
|
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|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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|
Parkworth Wealth Management, Inc.
|
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|
Lake Street Financial Llc
|
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Joseph Group Capital Management
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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|
Fountainhead AM, LLC
|
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|
Dakota Community Bank & Trust NA
|
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|
Brown Miller Wealth Management, LLC
|
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|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
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|
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|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
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|
|
Deseret Mutual Benefit Administrators
|
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|
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|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
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|
Tiemann Investment Advisors, Llc
|
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|
Paulson Wealth Management Inc.
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PayPay Securities Corp
|
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Horizon Kinetics Asset Management Llc
|
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INDS - Pacer Funds Trust - Pacer Benchmark Industrial Real Estate SCTR ETF
|
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Marble Harbor Investment Counsel, LLC
|
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NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
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Penobscot Investment Management Company, Inc.
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Cornerstone Capital, Inc.
|
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IMG Wealth Management, Inc.
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YHB Investment Advisors, Inc.
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Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
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MTM Investment Management, LLC
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Leith Wheeler Investment Counsel Ltd.
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Level Four Advisory Services, Llc
|
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GTCAX - Gamco Global Series Funds, Inc - Gabelli Global Content & Connectivity Fund Class A
|
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Burke & Herbert Bank & Trust Co
|
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GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF
|
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Clear Investment Research, Llc
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
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|
Commonwealth Financial Services, LLC
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MRP Capital Investments, LLC
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LCM Capital Management Inc
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LRI Investments, LLC
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GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
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|
Aire Advisors, Llc
|
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Fca Corp /tx
|
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Proactive Wealth Strategies LLC
|
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PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class
|
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Us Bancorp \de\
|
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Sunbelt Securities, Inc.
|
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Clark Asset Management, LLC
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Beech Hill Advisors, Inc.
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Lincoln Capital LLC
|
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Legacy Investment Solutions, LLC
|
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Palisade Asset Management, LLC
|
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|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
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|
Legal Advantage Investments, Inc.
|
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|
Credit Agricole S A
|
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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First National Trust Co
|
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Harbor Advisory Corp /ma/
|
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State of Wyoming
|
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Claris Advisors, Llc / Mo /
|
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|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
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|
Keebeck Wealth Management, LLC
|
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|
Financiere des Professionnels - Fonds d,investissement inc.
|
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|
Motley Fool Asset Management LLC
|
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|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
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|
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|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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|
McIlrath & Eck, LLC
|
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|
Commerzbank Aktiengesellschaft /fi
|
|
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|
Applied Finance Capital Management, LLC
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
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|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
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|
Smart Portfolios, LLC
|
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|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
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|
E Fund Management Co., Ltd.
|
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|
Harvest Fund Management Co., Ltd
|
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|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
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|
First Bank & Trust
|
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|
Larson Financial Group LLC
|
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|
Victory Capital Management Inc
|
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|
Ellevest, Inc.
|
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|
Caas Capital Management Lp
|
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|
Brucke Financial, Inc.
|
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|
McElhenny Sheffield Capital Management, LLC
|
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|
Mayflower Financial Advisors, LLC
|
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|
First National Bank & Trust Co Of Newtown
|
|
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|
|
|
FEUZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Eurozone AlphaDEX ETF
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Hall Kathryn A.
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
Hill Island Financial Llc
|
|
|
|
|
|
MSHPX - MORGAN STANLEY INSTITUTIONAL FUND INC - Permanence Portfolio Class IS
|
|
|
|
|
|
Alpine Global Premier Properties Fund
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
JGLO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
Catalina Capital Group, LLC
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Focused Investors LLC
|
|
|
|
|
|
Columbia Asset Management
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
HOVLX - HOMESTEAD FUNDS INC - Value Fund
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
Wealthedge Investment Advisors, Llc
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Axq Capital, Lp
|
|
|
|
|
|
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Cooke & Bieler Lp
|
|
|
|
|
|
QV Investors Inc.
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
CORDA Investment Management, LLC.
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
Global Strategic Investment Solutions, LLC
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Orca Investment Management, LLC
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A
|
|
|
|
|
|
Edge Wealth Management LLC
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
NGREX - Northern Funds - Northern Global Real Estate Index Fund
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
ARYVX - American Century Capital Portfolios Inc - Global Real Estate Fund Investor Class
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
BLLD - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Infrastructure ETF
|
|
|
|
|
|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
|
|
|
|
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Wittenberg Investment Management, Inc.
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
IMAYX - IVY FUNDS - Ivy Apollo Multi-Asset Income Fund Class Y
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - American Century NVIT Multi Cap Value Fund Class I
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
Alexander Labrunerie & Co., Inc.
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Audent Global Asset Management, LLC
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
RALIX - LAZARD FUNDS INC - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
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Monograph Wealth Advisors, Llc
|
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FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
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|
|
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|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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|
YACKX - AMG FUNDS - AMG Yacktman Fund Class I
|
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ICFAX - SCM Trust - ICON CONSUMER SELECT FUND Investor Class
|
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Edmond De Rothschild Holding S.a.
|
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Nadler Financial Group, Inc.
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IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
|
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BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
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|
Macquarie Group Ltd
|
|
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POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
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|
Financial Advocates Investment Management
|
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|
Compass Ion Advisors, LLC
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EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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|
United Bank
|
|
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Gitterman Wealth Management, LLC
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FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
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|
Zrc Wealth Management, Llc
|
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RFG Advisory, LLC
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Bedrijfstakpensioenfonds Voor De Media Pno
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Allianz Se
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Integrity Alliance, Llc.
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PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
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James J. Burns & Company, LLC
|
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Frazier Financial Advisors, LLC
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VNSE - Natixis ETF Trust II - Natixis Vaughan Nelson Select ETF
|
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Fire Capital Management LLC
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Whalerock Point Partners, Llc
|
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
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|
Unisphere Establishment
|
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Collaborative Wealth Managment Inc.
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Tower Bridge Advisors
|
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Tectonic Advisors Llc
|
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PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class
|
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|
Meridian Investment Counsel Inc.
|
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Walleye Capital LLC
|
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JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF
|
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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|
Alerus Financial Na
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Westshore Wealth, LLC
|
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CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A
|
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Childress Capital Advisors, Llc
|
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Bradyco, Inc.
|
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AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
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|
Northern Lights Fund Trust IV - Brookstone Value Stock ETF
|
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|
Financial Advisors, LLC
|
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|
Jacobsen Capital Management
|
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Thematics Asset Management
|
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Grandfield & Dodd, Llc
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BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
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3Chopt Investment Partners, LLC
|
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DWM - WisdomTree Trust - WisdomTree International Equity Fund N/A
|
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|
Keystone Global Partners, LLC
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|
Westside Investment Management, Inc.
|
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Bright Futures Wealth Management, LLC.
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Stonebridge Capital Advisors LLC
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Objectivity Squared, LLC
|
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Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
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WT Wealth Management
|
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|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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|
TT Capital Management LLC
|
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|
Evolution Advisers, Inc.
|
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Vision Financial Markets Llc
|
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|
Peak6 Llc
|
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|
Livelsberger Financial Advisory
|
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|
Forza Wealth Management, LLC
|
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|
Avantax Advisory Services, Inc.
|
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|
AIMZ Investment Advisors, LLC
|
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|
Monetary Management Group Inc
|
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Central Bank & Trust Co
|
|
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Ameriprise Financial Inc
|
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|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
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|
Associated Banc-corp
|
|
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GWM Advisors LLC
|
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|
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF
|
|
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|
|
Financial Network Wealth Management LLC
|
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Congress Park Capital LLC
|
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|
Visionary Horizons, LLC
|
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Horizon Financial Services, Llc
|
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Keystone Investors Pte Ltd
|
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|
Fiduciary Group LLC
|
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|
Sage Rhino Capital Llc
|
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|
Cheviot Value Management, LLC
|
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|
Cumberland Partners Ltd
|
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|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
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|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
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|
|
Dixon Fnancial Services, Inc.
|
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|
Viewpoint Capital Management LLC
|
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|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
|
|
|
Family Capital Trust Co
|
|
|
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|
|
Advisor OS, LLC
|
|
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|
Trifecta Capital Advisors, LLC
|
|
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|
|
UDOW - PROSHARES TRUST - ProShares UltraPro Dow30
|
|
|
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|
|
Register Financial Advisors LLC
|
|
|
|
|
|
GIDHX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
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|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Rothschild Capital Partners, LLC
|
|
|
|
|
|
PSQGX - Managed Portfolio Series - Port Street Quality Growth Fund Institutional Class Shares
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
CENTX - NORTHERN LIGHTS FUND TRUST III - Centerstone Investors Fund Class I
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
ArrowMark Colorado Holdings LLC
|
|
|
|
|
|
Gill Capital Partners, Llc
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
Pcg Asset Management, Llc
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Clearwater Capital Advisors, LLC
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Nikko Asset Management Americas, Inc.
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
FMA Wealth Management, LLC
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
ARTLX - ARTISAN PARTNERS FUNDS INC - Artisan Value Fund Investor Shares
|
|
|
|
|
|
Wealthquest Corp
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
Missouri Trust & Investment Co
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
Agate Pass Investment Management, LLC
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
DFGR - Dimensional ETF Trust - Dimensional Global Real Estate ETF
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
London & Capital Asset Management Ltd
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
St. Clair Advisors, LLC
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
BBEU - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
M. Kraus & Co
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
AlpenGlobal Capital LLC
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
Jasper Ridge Partners, L.P.
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Blue Edge Capital, LLC
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Investments & Financial Planning, LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Dohj, Llc
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
RVW Wealth, LLC
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
DRH Investments, Inc.
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
South Street Advisors LLC
|
|
|
|
|
|
RIFSX - RUSSELL INVESTMENT FUNDS - Global Real Estate Securities Fund
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
William Allan, Llc
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Large Cap Growth Fund Initial Class
|
|
|
|
|
|
Meiji Yasuda Life Insurance Co
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Strid Group, LLC
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
CENTAUR MUTUAL FUNDS TRUST - Copley Fund
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Viking Global Investors Lp
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
Sapient Capital Llc
|
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|
Archetype Wealth Partners
|
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MGRIX - Marsico Investment Fund - Marsico Growth Fund
|
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|
Abound Wealth Management
|
|
|
|
|
|
Mainstream Capital Management LLC
|
|
|
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|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Mason & Associates Inc
|
|
|
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|
|
Stonebridge Capital Management Inc
|
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|
Mirabaud & Cie SA
|
|
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HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
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|
|
Pinnacle Financial Partners Inc
|
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|
|
City State Bank
|
|
|
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|
Mill Creek Capital Advisors, LLC
|
|
|
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|
|
Paragon Capital Management Ltd
|
|
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|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Crewe Advisors LLC
|
|
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|
|
PDS Planning, Inc
|
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|
Pacific Sun Financial Corp
|
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|
|
Lmcg Investments, Llc
|
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|
Financial Network Wealth Advisors LLC
|
|
|
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|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
|
|
|
|
|
|
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Orgel Wealth Management, LLC
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Canton Hathaway, LLC
|
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|
|
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|
Greenwich Wealth Management LLC
|
|
|
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|
Johnson Financial Group, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Independent Investors Inc
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
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|
Mn Services Vermogensbeheer B.V.
|
|
|
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|
Davis-rea Ltd.
|
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True Wealth Design, LLC
|
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|
Cooper/haims Advisors, Llc
|
|
|
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|
Pnc Financial Services Group, Inc.
|
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|
Nordea Investment Management Ab
|
|
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|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
VELA Funds - VELA Large Cap 130/30 Fund Class I
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
PNQI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco NASDAQ Internet ETF
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class
|
|
|
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|
Citizens & Northern Corp
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Hobbs Wealth Management, LLC
|
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|
|
|
Genus Capital Management Inc.
|
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|
Wolff Wiese Magana Llc
|
|
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|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Savoie Capital LLC
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
EZU - iShares, Inc. - iShares MSCI Eurozone ETF
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
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|
|
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
|
|
|
|
|
Dumont & Blake Investment Advisors Llc
|
|
|
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|
Prudent Man Investment Management, Inc.
|
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|
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
NQCAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Large-Cap Value Fund Class A
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Tru Independence Asset Management 2, Llc
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
VINEX - VANGUARD WHITEHALL FUNDS - Vanguard International Explorer Fund Investor Shares
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class
|
|
|
|
|
|
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A
|
|
|
|
|
|
Mandatum Life Insurance Co Ltd
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
|
|
|
|
|
|
C2C Wealth Management, LLC
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Olstein Capital Management, L.P.
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
REIZX - THIRD AVENUE TRUST - Third Avenue International Real Estate Value Fund Z Class
|
|
|
|
|
|
Towerpoint Wealth, LLC
|
|
|
|
|
|
AVRE - AMERICAN CENTURY ETF TRUST - Avantis Real Estate ETF
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Loomis Sayles Growth Portfolio Class IB
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Horizon Bancorp Inc /in/
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Wallington Asset Management, LLC
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
SUWAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Core Equity Fund Class A
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
DYLG - Global X Funds - Global X Dow 30 Covered Call & Growth ETF
|
|
|
|
|
|
MGRO - VanEck ETF Trust - VanEck Morningstar Wide Moat Growth ETF
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
Saratoga Research & Investment Management
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
Lynch Asset Management, Inc.
|
|
|
|
|
|
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
Point72 Italy, S.r.l.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Pacific Global Investment Management Co
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Edge Financial Advisors LLC
|
|
|
|
|
|
Fermata Advisors, LLC
|
|
|
|
|
|
Financial Council Asset Management Inc
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Saxony Capital Management, LLC
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
VELA Investment Management, LLC
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
MONTX - MONETTA TRUST - Monetta Fund
|
|
|
|
|
|
Petra Financial Advisors Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Fairman Group, LLC
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Wiser Advisor Group LLC
|
|
|
|
|
|
NWQAX - Nuveen Investment Trust V - Nuveen NWQ Flexible Income Fund Class A
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
Beta Wealth Group, Inc.
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Sierra Capital LLC
|
|
|
|
|
|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
a16z Perennial Management, L.P.
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
MUNDX - MUNDOVAL FUNDS - Mundoval Fund
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
FFNLX - VARIABLE INSURANCE PRODUCTS FUND IV - Communication Services Portfolio Initial Class
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
My Personal CFO, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
Causeway Capital Management Llc
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
RPG Investment Advisory, LLC
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
RD Lewis Holdings, Inc.
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
QRVLX - FPA FUNDS TRUST - FPA Queens Road Value Fund
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Kazazian Asset Management, LLC
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Equita Financial Network, Inc.
|
|
|
|
|
|
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
NBZ Investment Advisors LLC
|
|
|
|
|
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Wealthfront Advisers Llc
|
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Mmbg Investment Advisors Co.
|
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Atlas Brown,Inc.
|
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JAJGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Trust NAV
|
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|
Wall Street Access Asset Management, LLC
|
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|
Falcon Wealth Planning
|
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|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Commerce Bank
|
|
|
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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|
Utah Retirement Systems
|
|
|
|
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|
Transcend Wealth Collective, Llc
|
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|
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|
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
|
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|
Barrett & Company, Inc.
|
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USMF - WisdomTree Trust - WisdomTree U.S. Multifactor Fund N/A
|
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Coho Partners, Ltd.
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Holderness Investments Co
|
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Caxton Associates Llp
|
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OMC Financial Services LTD
|
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MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
|
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Fiduciary Family Office, Llc
|
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JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
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Atria Investments Llc
|
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China Universal Asset Management Co., Ltd.
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E&G Advisors, LP
|
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Gs Investments, Inc.
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Tenon Financial LLC
|
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
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|
Lombard Odier Asset Management (Switzerland) SA
|
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|
Hemington Wealth Management
|
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Gladstone Institutional Advisory LLC
|
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|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
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|
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|
L.m. Kohn & Company
|
|
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|
Liberty Capital Management, Inc.
|
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DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc.
|
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NorthRock Partners, LLC
|
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NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
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|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
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|
B&l Asset Management Llc
|
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Lawson Kroeker Investment Management Inc/ne
|
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PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
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|
Rainey & Randall Investment Management Inc.
|
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|
Kentucky Trust Co
|
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|
Diversify Advisory Services, LLC
|
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Benin Management CORP
|
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Synergy Financial Group, LTD
|
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PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
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DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
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|
Morningstar Investment Services LLC
|
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|
Taylor Financial Group, Inc.
|
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|
Pittenger & Anderson Inc
|
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Cox Capital Mgt LLC
|
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|
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|
PEQIX - PIONEER EQUITY INCOME FUND - Pioneer Equity Income Fund : Class A
|
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|
Qtron Investments LLC
|
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|
Foster & Motley Inc
|
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
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|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
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Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
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|
BankPlus Trust Department
|
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|
Cable Hill Partners, LLC
|
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|
Advantage Trust Co
|
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|
Freestone Capital Holdings, LLC
|
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CWC Advisors, LLC.
|
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RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
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|
Sharp Financial Services, LLC
|
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|
Arlington Trust Co LLC
|
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|
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
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|
Hughes Financial Services, LLC
|
|
|
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|
|
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF
|
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|
Per Stirling Capital Management, LLC.
|
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|
Wedbush Securities Inc
|
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|
Westend Capital Management LLC
|
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|
Clear Harbor Asset Management, LLC
|
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|
Sterling Wealth Management, Inc.
|
|
|
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|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
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|
Meriwether Wealth & Planning, LLC
|
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|
Bank Of Stockton
|
|
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|
Chelsea Counsel Co
|
|
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|
Firestone Capital Management
|
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|
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|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Variant Private Wealth, LLC
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
Nan Shan Life Insurance Co., Ltd.
|
|
|
|
|
|
TBWAX - THORNBURG INVESTMENT TRUST - Thornburg Better World International Fund - Class A
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
One Wealth Capital Management, Llc
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
BCIFX - BLUE CHIP INVESTOR FUNDS - Blue Chip Investor Fund
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Paul Damon & Associates, Inc.
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
Martin & Co Inc /tn/
|
|
|
|
|
|
AllianzGI Artificial Intelligence & Technology Opportunities Fund
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
PRESX - T. Rowe Price International Funds, Inc. - T. Rowe Price European Stock Fund
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Corrado Advisors, Llc
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
RedJay Asset Management Inc.
|
|
|
|
|
|
Kearns & Associates LLC
|
|
|
|
|
|
Ctc Llc
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Tillman Hartley LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
Kinetic Partners Management, LP
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A)
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
|
|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Semper Augustus Investments Group Llc
|
|
|
|
|
|
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
MPISX - BNY MELLON FUNDS TRUST - BNY Mellon Income Stock Fund Class M Shares
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
Paragon Financial Partners, Inc.
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Integrity Wealth Advisors, Inc.
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
Legacy Financial Group, Inc.
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Covey Capital Advisors, LLC
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Lansing Street Advisors
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
|
|
|
|
|
Tevis Investment Management
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Morling Financial Advisors, LLC
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Arlington Financial Advisors, LLC
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Shum Financial Group, Inc.
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
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|
|
North Ridge Wealth Advisors, Inc.
|
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|
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|
Gardner Russo & Quinn Llc
|
|
|
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|
Seelaus Asset Management LLC
|
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|
|
FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class
|
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|
|
|
|
Mill Capital Management, LLC
|
|
|
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|
Marshfield Associates
|
|
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|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
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|
|
|
|
Prudential Financial Inc
|
|
|
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|
|
Violich Capital Management, Inc.
|
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|
CHICAGO TRUST Co NA
|
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|
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|
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
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|
|
CSM Advisors, LLC
|
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|
Transamerica Financial Advisors, Inc.
|
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|
Pallas Capital Advisors LLC
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Condor Capital Management
|
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|
Bollard Group LLC
|
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|
Finer Wealth Management, Inc.
|
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|
Rockingstone Advisors LLC
|
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|
|
Richardson Financial Services Inc.
|
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|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
|
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|
HF Advisory Group, LLC
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
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|
|
VGSAX - VIRTUS OPPORTUNITIES TRUST - Virtus Duff & Phelps Global Real Estate Securities Fund Class A
|
|
|
|
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|
Wealth Management Associates, Inc.
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
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|
Investment Management Corp /va/ /adv
|
|
|
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|
Hixon Zuercher, LLC
|
|
|
|
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GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
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|
Davidson Trust Co
|
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|
Sora Investors Llc
|
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|
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A
|
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|
Granite Group Advisors, LLC
|
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|
WoodTrust Financial Corp
|
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|
Evergreen Wealth Solutions, LLC
|
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|
TriaGen Wealth Management LLC
|
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|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
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|
MCF Advisors LLC
|
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|
Barnes Dennig Private Wealth Management LLC
|
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|
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
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|
Austin Private Wealth, LLC
|
|
|
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|
Legacy Bridge, LLC
|
|
|
|
|
|
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund
|
|
|
|
|
|
FSTSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Small Cap Fund
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
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|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
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|
Keystone Wealth Services, LLC
|
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|
Searle & Co.
|
|
|
|
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|
Venturi Wealth Management, LLC
|
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|
Paradigm, Strategies in Wealth Management, LLC
|
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|
Ci Investments Inc.
|
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|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
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|
American Money Management, LLC
|
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|
ARS Wealth Advisors Group, LLC
|
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GBUY - Goldman Sachs ETF Trust - Goldman Sachs Future Consumer Equity ETF
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
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|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
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|
Conway Capital Management, Inc.
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
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|
Hager Investment Management Services, Llc
|
|
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|
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|
Fiduciary Advisors, Inc.
|
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|
Heritage Wealth Advisors
|
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|
LOM Asset Management Ltd
|
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|
Smith Thornton Advisors LLC
|
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|
Venture Visionary Partners LLC
|
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|
Avestar Capital, LLC
|
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|
NEOS Investment Management LLC
|
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|
Miller Investment Management, LP
|
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|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
NWF Advisory Services Inc.
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
Pacific Sage Partners, LLC
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
First Financial Group Corp
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Bulltick Wealth Management, LLC
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Invictus Private Wealth, Llc
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Swmg, Llc
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Pegasus Asset Management, Inc.
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Sound Shore Management Inc /ct/
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
TAX - EA Series Trust - Cambria Tax Aware ETF
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
Helios Capital Management Pte. Ltd
|
|
|
|
|
|
Bridge Generations Wealth Management Llc
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
MILN - Global X Funds - Global X Millennials Thematic ETF
|
|
|
|
|
|
Financial Harvest, LLC
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
IEUS - iSHARES TRUST - iShares MSCI Europe Small-Cap ETF
|
|
|
|
|
|
Novak & Powell Financial Services, Inc.
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Ahl Investment Management, Inc.
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Fmb Wealth Management
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Sprucegrove Investment Management Ltd
|
|
|
|
|
|
O'Keefe Stevens Advisory, Inc.
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Common Stock Fund - Class I
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Selway Asset Management
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
Kaydan Wealth Management, Inc.
|
|
|
|
|
|
Grace & White Inc /ny
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Parkside Investments, LLC
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Foundation Wealth Management, LLC
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Copperleaf Capital, LLC
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Hosking Partners LLP
|
|
|
|
|
|
RYDHX - RYDEX SERIES FUNDS - Dow Jones Industrial Average Fund Class H
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class
|
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|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
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|
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|
Retireful, LLC
|
|
|
|
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|
DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF
|
|
|
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|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
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|
Clear Street Markets Llc
|
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|
Sovereign Financial Group, Inc.
|
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|
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|
V2 Financial group LLC
|
|
|
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|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Purus Wealth Management, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
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|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
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|
Simplicity Wealth,LLC
|
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|
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|
Nuveen Dow 30sm Dynamic Overwrite Fund
|
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|
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|
ProShare Advisors LLC
|
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|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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|
Francis Financial, Inc.
|
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|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
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|
Invesco Ltd.
|
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|
Pictet & Cie (Europe) SA
|
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|
Calamos Advisors LLC
|
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|
Texas Yale Capital Corp.
|
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Liberty Square Wealth Partners Llc
|
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Camarda Financial Advisors, LLC
|
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|
Naples Global Advisors, Llc
|
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Carnegie Capital Asset Management, LLC
|
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Essex Financial Services, Inc.
|
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Wsfs Capital Management, Llc
|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Wells Trecaso Financial Group, LLC
|
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AMJ Financial Wealth Management
|
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|
Bedell Frazier Investment Counseling, LLC
|
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TigerOak Management, L.L.C.
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OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
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|
|
|
|
Watts Gwilliam & Co., LLC
|
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HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
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|
Quotient Wealth Partners, LLC
|
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|
Marcum Wealth, LLC
|
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Foster Victor Wealth Advisors, LLC
|
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|
Mizuho Securities Co. Ltd.
|
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|
Schrum Private Wealth Management LLC
|
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|
Nelson Capital Management, LLC
|
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|
Joel Isaacson & Co., LLC
|
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|
WASHINGTON TRUST Co
|
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TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
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Advisors Capital Management, LLC
|
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Gabelli Funds Llc
|
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Quilter Plc
|
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Wealth Alliance
|
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Jefferies Financial Group Inc.
|
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USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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|
New Mexico Educational Retirement Board
|
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|
HCR Wealth Advisors
|
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|
Elevated Capital Advisors, LLC
|
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|
Clg Llc
|
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Berkshire Asset Management Llc/pa
|
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Zevenbergen Capital Investments Llc
|
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Keynote Financial Services Llc
|
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First Fiduciary Investment Counsel, Inc.
|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
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|
Clune & Associates, Ltd.
|
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|
Texas Bank & Trust Co
|
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|
Moody Lynn & Lieberson, Llc
|
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|
Davy Global Fund Management Ltd
|
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|
Hedges Asset Management LLC
|
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|
FLCV - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Value ETF
|
|
|
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|
Truist Financial Corp
|
|
|
|
|
|
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A
|
|
|
|
|
|
Mid-American Wealth Advisory Group, Inc.
|
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|
Redwood Investment Management, Llc
|
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|
|
Traub Capital Management LLC
|
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|
Fortis Capital Advisors, LLC
|
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|
Stonekeep Investments, LLC
|
|
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|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Sterneck Capital Management, LLC
|
|
|
|
|
|
SSHFX - SOUND SHORE FUND INC - Sound Shore Fund, Inc. Investor Class
|
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|
|
|
|
Geode Capital Management, Llc
|
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|
|
Elo Mutual Pension Insurance Co
|
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|
Ieq Capital, Llc
|
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|
Yousif Capital Management, Llc
|
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|
Means Investment Co., Inc.
|
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|
Aspire Growth Partners LLC
|
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|
|
Round Rock Advisors, LLC
|
|
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|
Eagle Rock Investment Company, Llc
|
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|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Bolthouse Investments, LLC
|
|
|
|
|
|
Redmont Wealth Advisors Llc
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
Bill Few Associates, Inc.
|
|
|
|
|
|
Lesa Sroufe & Co
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Marsico Capital Management Llc
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
Financial Sense Advisors, Inc.
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Taikang Asset Management (Hong Kong) Co Ltd
|
|
|
|
|
|
Intellus Advisors LLC
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Planning Alternatives Ltd /adv
|
|
|
|
|
|
Columbia Seligman Premium Technology Growth Fund, Inc.
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Clarity Wealth Advisors, LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
Bridge Creek Capital Management LLC
|
|
|
|
|
|
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Calvert Management Series - Calvert Global Equity Fund Class I
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Leibman Financial Services, Inc.
|
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Mascagni Wealth Management, Inc.
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
McDonough Capital Management, Inc
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
Avenir Corp
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
H&H International Investment, LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Value Class II
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Spinnaker Investment Group, LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
MGO Private Wealth, LLC
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Cumberland Advisors Inc
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
|
|
|
|
|
Partners Wealth Management, Llc
|
|
|
|
|
|
CRAAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Adaptive Risk Allocation Fund Class A
|
|
|
|
|
|
Brookmont Capital Management
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Skylands Capital, LLC
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
Evolution Wealth Advisors, LLC
|
|
|
|
|
|
CarsonAllaria Wealth Management, Ltd.
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Sage Investment Counsel LLC
|
|
|
|
|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Fortis Advisors, LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
Prodigy Asset Management LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
Terril Brothers, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
VTCAX - VANGUARD WORLD FUND - Vanguard Communication Services Index Fund Admiral Shares
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
USPVX - World Funds Trust - Union Street Partners Value Fund Class A Shares
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
DPREX - DELAWARE POOLED TRUST - Delaware Global Listed Real Assets Fund CLASS A
|
|
|
|
|
|
SMSAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Multi-Strategy Alternative Fund Class F
|
|
|
|
|
|
Marotta Asset Management
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Vista Private Wealth Partners. LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Fusion Capital, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Prentiss Smith & Co Inc
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
HFQAX - JANUS INVESTMENT FUND - Janus Henderson Global Equity Income Fund Class A
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Semanteon Capital Management, LP
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
SFREX - SCHWAB CAPITAL TRUST - Schwab Fundamental Global Real Estate Index Fund
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Equity Income Fund (A)
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Bell & Brown Wealth Advisors, Llc
|
|
|
|
|
|
FNDC - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Small Company Index ETF
|
|
|
|
|
|
Hickory Asset Management, Inc.
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Assetmark, Inc
|
|
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Marshall Wace, Llp
|
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|
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|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
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|
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|
Seacrest Wealth Management, Llc
|
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|
ProVise Management Group, LLC
|
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|
North Star Asset Management Inc
|
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|
Napatree Capital Llc
|
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|
Thomasville National Bank
|
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|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
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|
|
|
Capital Performance Advisors Llp
|
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|
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|
Nordwand Advisors, LLC
|
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|
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|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
MEIFX - MERIDIAN FUND INC - MERIDIAN ENHANCED EQUITY FUND Legacy Class
|
|
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|
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|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
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|
Cape Ann Savings Bank
|
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|
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|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
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|
Davis R M Inc
|
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|
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|
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
|
|
|
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|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
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|
Rialto Wealth Management, LLC
|
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|
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|
Allspring Global Investments Holdings, LLC
|
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|
First Command Advisory Services, Inc.
|
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Walkner Condon Financial Advisors LLC
|
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XLSR - SSGA Active Trust - SPDR(R) SSGA US Sector Rotation ETF
|
|
|
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|
First Trust Advisors Lp
|
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|
Mowery & Schoenfeld Wealth Management, LLC
|
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Cornerstone Wealth Group, LLC
|
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|
Fulton Breakefield Broenniman Llc
|
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|
Studio Investment Management Llc
|
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Northstar Asset Management Llc
|
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|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
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|
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|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
|
|
Sentry LLC
|
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|
Sfmg, Llc
|
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Birch Hill Investment Advisors LLC
|
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IXP - iSHARES TRUST - iShares Global Comm Services ETF
|
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|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
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|
Bayesian Capital Management, LP
|
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|
Russell Investments Group, Ltd.
|
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Change Path, LLC
|
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Taddei, Ludwig & Associates, Inc.
|
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|
Avondale Wealth Management
|
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PBMares Wealth Management LLC
|
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|
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A
|
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|
Callan Family Office, LLC
|
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|
Client 1st Advisory Group, Llc
|
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|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
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|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
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|
|
|
|
FID - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P International Dividend Aristocrats ETF
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
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|
Oak Hill Wealth Advisors, Llc
|
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|
National Mutual Insurance Federation of Agricultural Cooperatives
|
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|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
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|
Bfsg, Llc
|
|
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|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
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|
Boston Partners
|
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|
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|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
|
Bridgeway Capital Management Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
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|
Strategic Family Wealth Counselors, L.L.C.
|
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|
|
|
Newport Trust Co
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
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|
|
LifeWealth Investments, LLC
|
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|
Infusive Asset Management Inc.
|
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|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
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|
Nautilus Advisors LLC
|
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|
|
Concentric Capital Strategies, LP
|
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|
|
|
Intact Investment Management Inc.
|
|
|
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|
|
Legacy Capital Wealth Partners, LLC
|
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|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Sicart Associates LLC
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Calamos Global Total Return Fund
|
|
|
|
|
|
Emprise Bank
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Thoma Capital Management LLC
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
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|
|
|
|
Constant Guidance Financial LLC
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Orbis Allan Gray Ltd
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Brown Shipley& Co Ltd
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Centerline Wealth Advisors, LLC
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Icon Advisers Inc/co
|
|
|
|
|
|
MWEFX - MFS SERIES TRUST VI - MFS Global Equity Fund A
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
RSPC - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 (R) Equal Weight Communication Services ETF
|
|
|
|
|
|
Fonville Wealth Management LLC
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Unified Investment Management
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
Compass Financial Services Inc
|
|
|
|
|
|
Morningstar Investment Management LLC
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Pzena Investment Management Llc
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
SHXIX - AMERICAN BEACON FUNDS - American Beacon Shapiro Equity Opportunities Fund Institutional Class
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Youngs Advisory Group, Inc.
|
|
|
|
|
|
NWXSX - NATIONWIDE MUTUAL FUNDS - Nationwide International Small Cap Fund Class A
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Arrowroot Family Office, LLC
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
Klingman & Associates, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
CenterStar Asset Management, LLC
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
|
|
|
|
|
|
Integras Partners LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
DDFG, Inc
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Ironwood Investment Management Llc
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Southeastern Asset Management Inc/tn/
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Fortress Financial Group, Llc
|
|
|
|
|
|
FEGE - RBB Fund Trust - First Eagle Global Equity ETF
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
|
TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Balanced Fund
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Lorne Steinberg Wealth Management Inc.
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Whelan Financial
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
VGRLX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Admiral
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
VCAAX - VALIC Co I - Asset Allocation Fund
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Creegan & Nassoura Financial Group, LLC
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Check Capital Management Inc/ca
|
|
|
|
|
|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
Eclectic Associates Inc /adv
|
|
|
|
|
|
Bank Hapoalim Bm
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
Lakeshore Financial Planning, Inc.
|
|
|
|
|
|
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
|
|
|
|
|
|
DCM Advisors, LLC
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Alyeska Investment Group, L.P.
|
|
|
|
|
|
Financial Designs Corp
|
|
|
|
|
|
Riverpark Capital Management Llc
|
|
|
|
|
|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Genesee Capital Advisors, LLC
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Roanoke Asset Management Corp/ Ny
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
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|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
MONECO Advisors, LLC
|
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|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
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|
|
|
|
JFGAX - John Hancock Funds II - Fundamental Global Franchise Fund Class A
|
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|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
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|
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|
|
Private Wealth Partners, LLC
|
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|
|
Addison Advisors LLC
|
|
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|
Armstrong Advisory Group, Inc
|
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|
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|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
|
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|
Impax Asset Management Group plc
|
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|
|
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A
|
|
|
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|
FSM Wealth Advisors, LLC
|
|
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|
First Merchants Corp
|
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|
First Heartland Consultants, Inc.
|
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|
WealthBridge Investment Counsel Inc.
|
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|
Prosperity Financial Group, Inc.
|
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|
Bogart Wealth, LLC
|
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|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
WEBCX - Teton Westwood Funds - Teton Westwood Balanced Fund Class A
|
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|
|
|
|
Shufro Rose & Co Llc
|
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|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
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|
|
|
|
REDWX - Aspiration Funds - Aspiration Redwood Fund
|
|
|
|
|
|
CFO4Life Group, LLC
|
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|
Giverny Capital Inc.
|
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|
Punch & Associates Investment Management, Inc.
|
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|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Templeton & Phillips Capital Management, LLC
|
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|
Baldwin Investment Management, LLC
|
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|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
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|
|
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|
Ritholtz Wealth Management
|
|
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|
|
Mystic Asset Management, Inc.
|
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|
K.J. Harrison & Partners Inc
|
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|
Chevy Chase Trust Holdings, Inc.
|
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BSW Wealth Partners
|
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|
State of New Jersey Common Pension Fund D
|
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|
Sigma Planning Corp
|
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Addison Capital Co
|
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|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Vontobel Holding Ltd.
|
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Aegon Asset Management Uk Plc
|
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BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
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|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
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|
Earnest Partners Llc
|
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|
|
EUDV - PROSHARES TRUST - ProShares MSCI Europe Dividend Growers
|
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|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
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|
Total Clarity Wealth Management, Inc.
|
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Asahi Life Asset Management Co., Ltd.
|
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|
Ccm Investment Advisers Llc
|
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
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|
Ameliora Wealth Management Ltd.
|
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
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|
Standard Life Aberdeen plc
|
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|
Rede Wealth, LLC
|
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|
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A
|
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|
Tufton Capital Management
|
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|
|
SPFAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM JENNISON FOCUSED GROWTH FUND Class A
|
|
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|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
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Everett Harris & Co /ca/
|
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|
Bluefin Capital Management, Llc
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
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|
Concord Asset Management, LLC/VA
|
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|
Winthrop Capital Management, LLC
|
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|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
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|
|
|
Trustco Bank Corp N Y
|
|
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|
|
Avantax Planning Partners, Inc.
|
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|
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|
|
CI Private Wealth, LLC
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
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|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Swedbank AB
|
|
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|
|
Country Trust Bank
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
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|
Quest Partners LLC
|
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|
Leavell Investment Management, Inc.
|
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|
Pinnbrook Capital Management Lp
|
|
|
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|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
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|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Monte Financial Group, LLC
|
|
|
|
|
|
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Ascent Capital Management, LLC
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
LifeSteps Financial, Inc.
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
DJIA - Global X Funds - Global X Dow 30 Covered Call ETF
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
|
|
|
|
|
|
NWAPX - NATIONWIDE MUTUAL FUNDS - Nationwide Mellon Disciplined Value Fund Eagle Class
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Greenhouse Wealth Management, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
|
|
|
|
|
GPM Growth Investors, Inc.
|
|
|
|
|
|
Ellsworth Growth & Income Fund Ltd
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
Profit Investment Management, LLC
|
|
|
|
|
|
Jacksonville Wealth Management, LLC
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Oregon Pacific Wealth Management, LLC
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Stenger Family Office, LLC
|
|
|
|
|
|
Stonehaven Wealth & Tax Solutions, Llc
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
FNY Investment Advisers, LLC
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Horizon Family Wealth, Inc.
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Round Hill Asset Management
|
|
|
|
|
|
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Capital Markets Trading UK LLP
|
|
|
|
|
|
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
Calamos Global Dynamic Income Fund
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Gerber, Llc
|
|
|
|
|
|
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
RWO - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Dow Jones Global Real Estate ETF
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Keystone Financial Services, LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Drake & Associates, LLC
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Rock Point Advisors, LLC
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Mark Asset Management Lp
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
LGRRX - LOOMIS SAYLES FUNDS II - Loomis Sayles Growth Fund Class A
|
|
|
|
|
|
Opes Wealth Management LLC
|
|
|
|
|
|
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Atlas Wealth Partners, LLC
|
|
|
|
|
|
Financial & Tax Architects, LLC
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Fsb Premier Wealth Management, Inc.
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Barton Investment Management
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Oxinas Partners Wealth Management LLC
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Yoffe Investment Management, LLC
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
Keating Investment Counselors Inc
|
|
|
|
|
|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
SGENX - FIRST EAGLE FUNDS - First Eagle Global Fund Class A
|
|
|
|
|
|
Fairfield Financial Advisors, LTD
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
Patrick Mauro Investment Advisor, INC.
|
|
|
|
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|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
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|
Second Line Capital, LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
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|
PharVision Advisers, LLC
|
|
|
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|
Waycross Partners, Llc
|
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|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Spreng Capital Management, Inc.
|
|
|
|
|
|
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
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|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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|
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Core Equity VIP Class A
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
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|
Clearbridge Investments, LLC
|
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|
Prudential Plc
|
|
|
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Roffman Miller Associates Inc /pa/
|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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|
|
|
|
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class
|
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|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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|
Harbour Investments, Inc.
|
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|
|
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|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
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|
|
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|
Catalytic Wealth RIA, LLC
|
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|
|
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|
Front Row Advisors LLC
|
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BlueCrest Capital Management Ltd
|
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PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
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|
Aspire Private Capital, LLC
|
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|
|
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|
Facet Wealth, Inc.
|
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|
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|
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A
|
|
|
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|
|
GREZX - GuideStone Funds - Global Real Estate Securities Fund Investor
|
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|
Samalin Investment Counsel, LLC
|
|
|
|
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|
Palogic Value Management, L.P.
|
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|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
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|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Sender Co & Partners, Inc.
|
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|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
|
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|
|
|
Quest Investment Management Llc
|
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|
Maple Capital Management, Inc.
|
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|
Blackston Financial Advisory Group, LLC
|
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|
Diamant Asset Management, Inc.
|
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|
Kimelman & Baird, LLC
|
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|
Mutual Of America Capital Management Llc
|
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|
|
|
|
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
DHLAX - DIAMOND HILL FUNDS - Diamond Hill Large Cap Fund Class A
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
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|
|
|
CAP Partners, LLC
|
|
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|
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|
Prosperity Wealth Management, Inc.
|
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|
Principal Securities, Inc.
|
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|
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|
|
Barnes Pettey Financial Advisors, Llc
|
|
|
|
|
|
EFA - iSHARES TRUST - iShares MSCI EAFE ETF
|
|
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|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
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|
Capula Management Ltd
|
|
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|
Financial Connections Group, Inc.
|
|
|
|
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|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
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|
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|
Moors & Cabot, Inc.
|
|
|
|
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|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
West Wealth Group, LLC
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
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|
|
626 Financial, LLC
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Gardner Lewis Asset Management L P
|
|
|
|
|
|
DKRT Investments Corp.
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Diamond Hill Capital Management Inc
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Real Estate Portfolio Class IB
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
JAKWX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class NAV
|
|
|
|
|
|
EWK - iShares, Inc. - iShares MSCI Belgium ETF
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A
|
|
|
|
|
|
Lindsell Train Ltd
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Heron Bay Capital Management
|
|
|
|
|
|
Hillman Capital Management, Inc.
|
|
|
|
|
|
Prospera Capital Management, LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Capital CS Group, LLC
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
Jim Saulnier & Associates, Llc
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Greenwood Gearhart Inc
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Nearwater Capital Markets, Ltd
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
Roberts Wealth Advisors, LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Rbo & Co Llc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Cairn Investment Group, Inc.
|
|
|
|
|
|
Westbourne Investments, Inc.
|
|
|
|
|
|
Politan Capital Management LP
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
RiverPark Advisors, LLC
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
Iron Financial, LLC
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Global Real Estate Vip Fund Class 1
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
RBB FUND, INC. - SGI Enhanced Market Leaders ETF
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
J. Stern & Co. LLP
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
Custos Family Office, LLC
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class
|
|
|
|
|
|
Cvfg Llc
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
AGREX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Global Real Estate Fund Class A
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
|
|
|
|
|
|
Alphadyne Asset Management, LLC
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
WWLAX - Ultimus Managers Trust - Westwood Quality Value Fund A Class Shares
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Communication Services Sector Fund (I)
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
KMVAX - KIRR MARBACH PARTNERS FUNDS INC - Kirr, Marbach Partners Value Fund
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Sims Investment Management, Llc
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
SWS Partners
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
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Howard Capital Management Inc.
|
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|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
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|
|
|
|
Grove Bank & Trust
|
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|
Broadleaf Partners, LLC
|
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|
Summit Wealth Group Llc / Co
|
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|
Citadel Advisors Llc
|
|
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|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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|
Dover Advisors, Llc
|
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|
Van Cleef Asset Management,Inc
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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|
Embree Financial Group
|
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|
Sheaff Brock Investment Advisors, LLC
|
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|
Nbc Securities, Inc.
|
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|
Annis Gardner Whiting Capital Advisors, LLC
|
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|
Corundum Group, Inc.
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Park Avenue Securities Llc
|
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|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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|
Patriot Investment Management Inc.
|
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USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
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|
|
Mechanics Financial Corp
|
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|
|
|
|
Van Strum & Towne Inc.
|
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|
Broad Run Investment Management, LLC
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
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|
Rs Crum Inc.
|
|
|
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|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
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|
Smartleaf Asset Management LLC
|
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HAP Trading, LLC
|
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JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
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|
ERET - iSHARES TRUST - iShares Environmentally Aware Real Estate ETF
|
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PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional
|
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HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
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Brio Consultants, LLC
|
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Petredis Investment Advisors Llc
|
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Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
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|
Janney Montgomery Scott LLC
|
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|
|
Cambridge Investment Research Advisors, Inc.
|
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|
Centennial Wealth Advisory LLC
|
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Integrated Wealth Concepts LLC
|
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Tocqueville Asset Management L.p.
|
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|
McCollum Christoferson Group LLC
|
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Good Life Advisors, LLC
|
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|
|
HAUZ - DBX ETF TRUST - Xtrackers International Real Estate ETF
|
|
|
|
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|
Matthew Goff Investment Advisor, LLC
|
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|
Gluskin Sheff & Assoc Inc
|
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Armstrong, Fleming & Moore, Inc
|
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Stevens Capital Management Lp
|
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Hanson & Doremus Investment Management
|
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Atlantic Union Bankshares Corp
|
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Norway Savings Bank
|
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Matrix Private Capital Group Llc
|
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FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
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|
|
Leuthold Group, Llc
|
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One Charles Private Wealth Services, LLC
|
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Anfield Capital Management, LLC
|
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|
|
Nuveen S&p 500 Buywrite Income Fund
|
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|
Crossmark Global Holdings, Inc.
|
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FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
|
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|
VeraBank, N.A.
|
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|
Ballast, Inc.
|
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Community Bank, N.A.
|
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|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
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|
Exencial Wealth Advisors, Llc
|
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|
Prasad Wealth Partners, LLC
|
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Catalyst Financial Partners Llc
|
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Progressive Investment Management Corp
|
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|
Brighthouse Funds Trust I - ClearBridge Aggressive Growth Portfolio Class A
|
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|
Davis Capital Management
|
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|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
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|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
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|
Atria Wealth Solutions, Inc.
|
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|
|
F/M Investments LLC
|
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|
|
SOL Capital Management CO
|
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|
Catalyst Capital Advisors LLC
|
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|
Jeppson Wealth Management, Llc
|
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|
|
GW&K Investment Management, LLC
|
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|
PFG Investments, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
FLEE - Franklin Templeton ETF Trust - Franklin FTSE Europe ETF
|
|
|
|
|
|
Wernau Asset Management Inc.
|
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|
Middleton & Co Inc/ma
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Tranquilli Financial Advisor LLC
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Annandale Capital, LLC
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Investmark Advisory Group LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Saybrook Capital /nc
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class
|
|
|
|
|
|
Morey & Quinn Wealth Partners, LLC
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
DDVAX - Delaware Group Equity Funds Ii - Delaware Value Fund Class A
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Scoggin Management Lp
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Shakespeare Wealth Management, Inc.
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Jessup Wealth Management, Inc
|
|
|
|
|
|
Westchester Capital Management, Inc.
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
Friday Financial
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
WESCAP Management Group, Inc.
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Grant Street Asset Management, Inc.
|
|
|
|
|
|
FCOM - FIDELITY COVINGTON TRUST - Fidelity MSCI Communication Services Index ETF
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
Aldebaran Financial Inc.
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Sterling Group Wealth Management, LLC
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - DFA International Real Estate Securities Portfolio - Institutional Class
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
COHOX - Managed Portfolio Series - Coho Relative Value Equity Fund Advisor Class Shares
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Kooman & Associates
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
VCIEX - VALIC Co I - International Equities Index Fund
|
|
|
|
|
|
Coronation Fund Managers Ltd.
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
IFGL - iSHARES TRUST - iShares International Developed Real Estate ETF
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Mathes Company, Inc.
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Sargent Investment Group, LLC
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
MFOCX - Marsico Investment Fund - Marsico Focus Fund
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
BLRCX - Brookfield Investment Funds - Brookfield Global Listed Real Estate Fund Class C
|
|
|
|
|
|
Neumann Capital Management, LLC
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
BridgePort Financial Solutions, LLC
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Twin City Private Wealth, Llc
|
|
|
|
|
|
Second Half Financial Partners, LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Ames National Corp
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Optimize Financial Inc
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Global Diversified Equity Income Fund
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
Wilkinson Global Asset Management LLC
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
YFSNX - AMG FUNDS - AMG Yacktman Focused Fund - Security Selection Only Class N
|
|
|
|
|
|
Hobart Private Capital, LLC
|
|
|
|
|
|
Keystone Financial Group, Inc.
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
DBEZ - DBX ETF TRUST - Xtrackers MSCI Eurozone Hedged Equity ETF
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund
|
|
|
|
|
|
Turim 21 Investimentos Ltda.
|
|
|
|
|
|
LOGIX - ADVISORS SERIES TRUST - Scharf Fund Institutional Class
|
|
|
|
|
|
DAVENPORT & Co LLC
|
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JHGEX - John Hancock Funds II - Global Equity Fund Class A
|
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Capital Investment Counsel, Inc
|
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|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
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Mane Global Capital Management Lp
|
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Bank & Trust Co
|
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Hoertkorn Richard Charles
|
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Beutel, Goodman & Co Ltd.
|
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|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
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|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
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Verus Capital Partners, Llc
|
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Absher Wealth Management, Llc
|
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Guardian Wealth Management, Inc.
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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Future Financial Wealth Managment LLC
|
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|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
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|
Kelman-Lazarov, Inc.
|
|
|
|
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SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
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|
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
|
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Pandora Wealth, Inc.
|
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Citizens National Bank Trust Department
|
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Sax Wealth Advisors, Llc
|
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Ofi Invest Asset Management
|
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Korea Investment CORP
|
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Mount Yale Investment Advisors, LLC
|
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CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A
|
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|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
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|
Kestra Investment Management, LLC
|
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Silicon Valley Capital Partners
|
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Investors Research Corp
|
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Cullen Investment Group, Ltd.
|
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Bradley Foster & Sargent Inc/ct
|
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S.E.E.D. Planning Group LLC
|
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Drucker Wealth 3.0, LLC
|
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Goldstone Financial Group, LLC
|
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Harbour Investment Management Llc
|
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Pine Haven Investment Counsel, Inc
|
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Legacy Wealth Managment, LLC/ID
|
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TD Capital Management LLC
|
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|
Jackson, Grant Investment Advisers, Inc.
|
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Capital International Investors
|
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Norden Group Llc
|
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Merit Financial Group, LLC
|
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Affinity Capital Advisors, LLC
|
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Evermay Wealth Management Llc
|
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Westwood Wealth Management
|
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Millstone Evans Group, LLC
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
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|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
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|
Milestone Asset Management, Llc
|
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Adamsbrown Wealth Consultants Llc
|
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Chase Investment Counsel Corp
|
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Williams Jones Wealth Management, LLC.
|
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Gries Financial Llc
|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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|
King Wealth
|
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Total Investment Management Inc
|
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
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|
Armstrong Henry H Associates Inc
|
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WealthTrust Axiom LLC
|
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FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
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|
|
Horan Capital Advisors, LLC.
|
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Lee Danner & Bass Inc
|
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Fort Point Capital Partners LLC
|
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HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
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|
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|
Kingsview Wealth Management, LLC
|
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Patron Partners Advisors, Llc
|
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|
SYM FINANCIAL Corp
|
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Stablepoint Partners, LLC
|
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Schechter Investment Advisors, LLC
|
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|
Y.D. More Investments Ltd
|
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|
N.E.W. Advisory Services LLC
|
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|
Skopos Labs, Inc.
|
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|
Steadfast Capital Management Lp
|
|
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Gotham Asset Management, LLC
|
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|
LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
|
|
|
|
|
|
Security Financial Services, INC.
|
|
|
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|
Investment Advisory Group, LLC
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
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|
Inlet Private Wealth, LLC
|
|
|
|
|
|
FIKDX - Ultimus Managers Trust - Kempner Multi-Cap Deep Value Fund Institutional Class
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
OPPE - WisdomTree Trust - WisdomTree Europe Hedged SmallCap Equity Fund N/A
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
Collier Financial
|
|
|
|
|
|
DTRE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust FTSE EPRA/NAREIT Developed Markets Real Estate Index Fund
|
|
|
|
|
|
Van Den Berg Management I, Inc
|
|
|
|
|
|
Clifford Capital Partners Llc
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Alliance Wealth Management Group
|
|
|
|
|
|
Trust Co of Kansas
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
Shulman DeMeo Asset Management LLC
|
|
|
|
|
|
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
Nkcfo Llc
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Latko Wealth Management, Ltd.
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Flynn Zito Capital Management, Llc
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Grantvest Financial Group LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Strathmore Capital Advisors, Inc.
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Prospect Financial Services LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Karpus Management, Inc.
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
Wealthgarden F.s. Llc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Pfc Capital Group, Inc.
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
Pathway Financial Advisors LLC
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4
|
|
|
|
|
|
BNGE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S-Network Streaming & Gaming ETF
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
Macroview Investment Management Llc
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
MGGIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Opportunity Portfolio Class I
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Post Resch Tallon Group Inc.
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
|
|
|
|
|
|
WealthCare Investment Partners, LLC
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
|
|
|
First International Bank & Trust
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
Money Concepts Capital Corp
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
Sprinkle Financial Consultants LLC
|
|
|
|
|
|
Waddell & Associates, Llc
|
|
|
|
|
|
SCZ - iSHARES TRUST - iShares MSCI EAFE Small-Cap ETF
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Signet Investment Advisory Group, Inc.
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
XLC - SELECT SECTOR SPDR TRUST - The Communication Services Select Sector SPDR Fund
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Vickerman Investment Advisors, Inc.
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
SWASX - SCHWAB INVESTMENTS - Schwab Global Real Estate Fund
|
|
|
|
|
|
ICRNX - Voya INVESTORS TRUST - VY(R) Clarion Global Real Estate Portfolio Class ADV
|
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|
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|
Penserra Capital Management LLC
|
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|
Valmark Advisers, Inc.
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|
CFS Investment Advisory Services, LLC
|
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|
Ade, Llc
|
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Employees Retirement System of Texas
|
|
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|
LSGR - Natixis ETF Trust II - Natixis Loomis Sayles Focused Growth ETF
|
|
|
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|
Panagora Asset Management Inc
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
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|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
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|
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|
Secure Asset Management, LLC
|
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|
EWG Elevate Inc.
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Core Alternative Capital
|
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CLFFX - World Funds Trust - Clifford Capital Partners Fund Investor Class
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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|
Oder Investment Management, LLC
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|
Frank, Rimerman Advisors LLC
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Global Financial Private Client, LLC
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GFS Advisors, LLC
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FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
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|
|
DMXF - iSHARES TRUST - iShares ESG Advanced MSCI EAFE ETF
|
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|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
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|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund
|
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Baltimore-Washington Financial Advisors, Inc.
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KG&L Capital Management,LLC
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First Pacific Financial
|
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Twelve Points Wealth Management LLC
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Sandy Spring Bank
|
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Wellington Capital Management, Inc.
|
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|
PENN SERIES FUNDS INC - Large Core Value Fund
|
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|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
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H&H Retirement Design & Management INC
|
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Deane Retirement Strategies, Inc.
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Charter Trust Co
|
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GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
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Kavar Capital Partners Group, Llc
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New York Life Investment Management Llc
|
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Field & Main Bank
|
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CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
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Lansforsakringar Fondforvaltning AB (publ)
|
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|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
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|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
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|
Winslow Asset Management Inc
|
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ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
|
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|
Bell Investment Advisors, Inc
|
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REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
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|
Alliancebernstein L.p.
|
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Perkins Coie Trust Co
|
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QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
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Quantum Financial Advisors, LLC
|
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BancorpSouth Bank
|
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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|
Prentice Wealth Management LLC
|
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Morton Community Bank
|
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SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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DTH - WisdomTree Trust - WisdomTree International High Dividend Fund N/A
|
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Cullen/frost Bankers, Inc.
|
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|
AlTi Global, Inc.
|
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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|
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|
|
Neville Rodie & Shaw Inc
|
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|
Louisiana State Employees Retirement System
|
|
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|
|
First Interstate Bank
|
|
|
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|
|
Cornell Pochily Investment Advisors, Inc.
|
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|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
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|
|
Wesbanco Bank Inc
|
|
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|
STRV - EA Series Trust - Strive 500 ETF
|
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|
Birmingham Capital Management Co Inc/al
|
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|
Profund Advisors Llc
|
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|
|
Horizon Wealth Management, LLC
|
|
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|
Plato Investment Management Ltd
|
|
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|
Colonial Trust Advisors
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
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|
|
RDA Financial Network
|
|
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|
|
Convergence Financial, LLC
|
|
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|
|
Parr Mcknight Wealth Management Group, Llc
|
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|
|
LJI Wealth Management, LLC
|
|
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|
RBB FUND, INC. - Aquarius International Fund
|
|
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|
Pasadena Private Wealth, LLC
|
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|
|
Colony Capital, Inc.
|
|
|
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|
|
Lantz Financial LLC
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Mount Capital Ltd
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Principal Real Estate Income Fund
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Private Capital Management Llc
|
|
|
|
|
|
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
Delphi Management Inc /ma/
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
Arcus Capital Partners, LLC
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
OOTO - Direxion Shares ETF Trust - Direxion Daily Travel & Vacation Bull 2X Shares
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Atwater Malick LLC
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Hayek Kallen Investment Management
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
|
|
|
|
|
|
ROPE - EA Series Trust - Coastal Compass 100 ETF
|
|
|
|
|
|
Contrarius Group Holdings Ltd
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
National Wealth Management Group, LLC
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Shellback Capital, LP
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Yelin Lapidot Holdings Management Ltd.
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
Anderson Hoagland & Co
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Eubel Brady & Suttman Asset Management Inc
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Eaton Vance Tax Advantaged Dividend Income Fund
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
BCGM Wealth Management, LLC
|
|
|
|
|
|
Shapiro Capital Management Llc
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A
|
|
|
|
|
|
NWZLX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis All Cap Growth Fund Class A
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Austin Wealth Management, LLC
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
Ami Investment Management Inc
|
|
|
|
|
|
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Trace Wealth Advisors, LLC
|
|
|
|
|
|
First Long Island Investors, LLC
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
O'Brien Wealth Partners LLC
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Kempner Capital Management Inc.
|
|
|
|
|
|
Readystate Asset Management Lp
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
Ami Asset Management Corp
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
EDOW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow 30 Equal Weight ETF
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund
|
|
|
|
|
|
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
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David Wealth Management LLC
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Papp L Roy & Associates
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Raiffeisen Bank International AG
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
|
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Mbb Public Markets I Llc
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Tobias Financial Advisors, Inc.
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Sienna Gestion
|
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Concurrent Investment Advisors, LLC
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Live Oak Private Wealth LLC
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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Generali Investments, Management Co LLC
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Cozad Asset Management Inc
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Intrepid Financial Planning Group LLC
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AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
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Swisher Financial Concepts, Inc.
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Wellspring Financial Advisors, LLC
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Kentucky Retirement Systems
|
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WealthCollab, LLC
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Bridgefront Capital, LLC
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Hoya Capital Real Estate, LLC
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Brookwood Investment Group LLC
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Clare Market Investments LLC
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Congress Wealth Management LLC / DE /
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LLPFX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners Fund
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True North Advisors, LLC
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EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
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Lodestone Wealth Management LLC
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Arete Wealth Advisors, LLC
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Simon Quick Advisors, Llc
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WCPIX - Profunds - Communication Services Ultrasector Profund Investor Class
|
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SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
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Morton Brown Family Wealth, LLC
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Pilgrim Partners Asia Pte Ltd
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Cardinal Strategic Wealth Guidance
|
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VLCGX - VALIC Co I - Large Capital Growth Fund
|
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Lynch & Associates/in
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PRMTX - T. Rowe Price Communications & Technology Fund, Inc. - T. Rowe Price Communications & Technology Fund
|
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Culbertson A N & Co Inc
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Zullo Investment Group, Inc.
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Financial Advisors Network, Inc.
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Asset Planning,Inc
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Towercrest Capital Management
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Spectrum Planning & Advisory Services Inc.
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Reliant Investment Management, LLC
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Cim Investment Mangement Inc
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WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
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Bender Robert & Associates
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Legacy Advisory Services, LLC
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EverSource Wealth Advisors, LLC
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Bnp Paribas
|
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Apriem Advisors
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Vaughan David Investments Inc/il
|
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JNL SERIES TRUST - JNL/Mellon Dow Index Fund (I)
|
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VestGen Advisors, LLC
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Harwood Advisory Group, LLC
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Rocky Mountain Advisers, Llc
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First Eagle Investment Management, LLC
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Doliver Advisors, Lp
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Alliance Wealth Advisors, LLC
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Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
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Cascade Financial Partners, LLC
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Professional Advisory Services Inc
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Apollon Wealth Management, LLC
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THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
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Beacon Financial Group
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Cape Investment Advisory, Inc.
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SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
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Argent Capital Management Llc
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PFG Advisors
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TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
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Townsquare Capital Llc
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Blue Bell Private Wealth Management, Llc
|
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Focused Appreciation Portfolio
|
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AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
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Capitol Family Office, Inc.
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FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund
|
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Police & Firemen's Retirement System of New Jersey
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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Lodestar Private Asset Management Llc
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Veracity Capital LLC
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Northwestern Mutual Wealth Management Co
|
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Next Level Private LLC
|
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TOGA - Managed Portfolio Series - Tremblant Global ETF
|
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MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class
|
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|
Auxano Advisors, LLC
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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|
Verde Servicos Internacionais S.A.
|
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|
Patten & Patten Inc/tn
|
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|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
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|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
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|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
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|
Empowered Funds, LLC
|
|
|
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|
RESGX - GLENMEDE FUND INC - Responsible ESG U.S. Equity Portfolio
|
|
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|
Hilltop Holdings Inc.
|
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|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
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|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
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|
Hm Payson & Co
|
|
|
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|
|
Putnam ETF Trust - Putnam Sustainable Leaders ETF -
|
|
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|
|
|
Bull Street Advisors, LLC
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Atlas Legacy Advisors, LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Hall Capital Management Co Inc
|
|
|
|
|
|
Kinsale Capital Group, Inc.
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
SENCX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Cap Focused Fund Class A
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Centaurus Financial, Inc.
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
Grace & Mercy Foundation, Inc.
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Buttonwood Financial Advisors Inc.
|
|
|
|
|
|
Semus Wealth Partners LLC
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
CFC Planning Co LLC
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Safeguard Investment Advisory Group, LLC
|
|
|
|
|
|
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
|
|
|
|
|
|
CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
VIOPX - VALIC Co I - International Opportunities Fund
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
FSSJX - FIDELITY INVESTMENT TRUST - Fidelity Series Select International Small Cap Fund
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
RRGAX - DEUTSCHE DWS SECURITIES TRUST - DWS RREEF Global Real Estate Securities Fund Class A
|
|
|
|
|
|
CJM Wealth Advisers, Ltd.
|
|
|
|
|
|
Gifford Fong Associates
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Brookfield Real Assets Income Fund Inc.
|
|
|
|
|
|
NQVAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Multi-Cap Value Fund - Class A
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Profunds - Profund Vp Telecommunications
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Real Talk Capital, LLC
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
WMMRX - WILMINGTON FUNDS - Wilmington Real Asset Fund Class A Shares
|
|
|
|
|
|
Yacktman Asset Management Lp
|
|
|
|
|
|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Ball & Co Wealth Management Inc.
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
Clarity Capital Partners LLC
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
Eagle Bluffs Wealth Management LLC
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Foguth Wealth Management, LLC.
|
|
|
|
|
|
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Summer Road Llc
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
First Citizens Financial Corp
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
Peninsula Asset Management Inc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Asset Management Group, Inc.
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R
|
|
|
|
|
|
Pacific Heights Asset Management Llc
|
|
|
|
|
|
BEAM Asset Management, LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Versus Capital Multi-manager Real Estate Income Fund Llc
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Dow 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
Wealthcare Capital Partners, LLC
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
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|
Berkeley Capital Partners, LLC
|
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|
Rheos Capital Works Inc.
|
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|
|
Breakwater Capital Group
|
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|
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|
Goldstein Advisors, LLC
|
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|
Access Investment Management LLC
|
|
|
|
|
|
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A
|
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|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
TruWealth Advisors, LLC
|
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|
|
|
Exchange Bank
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
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|
|
|
|
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
Copperwynd Financial, LLC
|
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|
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|
|
Intrua Financial, LLC
|
|
|
|
|
|
Nuveen Real Asset Income & Growth Fund
|
|
|
|
|
|
Guggenheim Active Allocation Fund
|
|
|
|
|
|
PABD - iSHARES TRUST - iShares Paris-Aligned Climate MSCI World ex USA ETF
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
RBA Wealth Management, LLC
|
|
|
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|
|
Trust Co Of Vermont
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A
|
|
|
|
|
|
IEUR - iSHARES TRUST - iShares Core MSCI Europe ETF
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
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|
|
|
|
SEBLX - TOUCHSTONE STRATEGIC TRUST - Touchstone Balanced Fund Class A
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
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|
Cresset Asset Management, LLC
|
|
|
|
|
|
DDM - PROSHARES TRUST - ProShares Ultra Dow30
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
Campbell Newman Asset Management Inc
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
SLMCX - Columbia Funds Series Trust II - Columbia Seligman Communications and Information Fund Class A
|
|
|
|
|
|
Spdr Dow Jones Industrial Average Etf Trust
|
|
|
|
|
|
Delta Global Management LP
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Founders Financial Securities Llc
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
Windward Capital Management Co /ca
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
PAGRX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Aggressive Growth Portfolio Class I
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Aufman Associates Inc
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL International Index Fund (I)
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
EFAD - PROSHARES TRUST - ProShares MSCI EAFE Dividend Growers ETF
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
Mountain Hill Investment Partners Corp.
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Meritas Wealth Management, LLC
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
|
|
|
|
|
MYIFX - MONETTA TRUST - Monetta Core Growth Fund
|
|
|
|
|
|
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
|
|
|
|
|
|
Outfitter Financial LLC
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
Marco Investment Management Llc
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
St. Louis Financial Planners Asset Management, LLC
|
|
|
|
|
|
Consolidated Investment Group LLC
|
|
|
|
|
|
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
HROAX - 360 Funds - FinTrust Income and Opportunity Fund Class A Shares
|
|
|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
Kirr Marbach & Co Llc /in/
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
PDN - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
Arlington Partners LLC
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
Eldridge Investment Advisors, Inc.
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
TOUS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price International Equity ETF
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Strategic Advocates LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
Kingsman Wealth Management, Inc.
|
|
|
|
|
|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF
|
|
|
|
|
|
Vantage Point Financial LLC
|
|
|
|
|
|
Washington Growth Strategies Llc
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF
|
|
|
|
|
|
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Adell Harriman & Carpenter Inc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Sloy Dahl & Holst, LLC
|
|
|
|
|
|
Darden Wealth Group Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Quinn Opportunity Partners LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
Jupiter Wealth Management LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
American Alpha Advisors, LLC
|
|
|
|
|
|
Spartan Planning & Wealth Management
|
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
XPND - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Expanded Technology ETF
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
|
CSFAX - COHEN & STEERS GLOBAL REALTY SHARES, INC - Cohen & Steers Global Realty Shares, Inc. Class A
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
Ethos Financial Group, LLC
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
Fiduciary Wealth Partners, LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
Chapman Investment Management, LLC
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
Hilltop Wealth Advisors, Llc
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Partnership Wealth Management, LLC
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Spectrum Wealth Advisory Group, LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Napa Wealth Management
|
|
|
|
|
|
McGinn Investment Management, Inc.
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Banco de Sabadell, S.A
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Kahn Brothers Group Inc /de/
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
METV - Listed Funds Trust - Roundhill Ball Metaverse ETF
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
|
|
|
|
|
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
Poehling Capital Management, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Eagle Capital Management Llc
|
|
|
|
|
|
Tran Capital Management, L.p.
|
|
|
|
|
|
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
FNIDX - FIDELITY SALEM STREET TRUST - Fidelity International Sustainability Index Fund
|
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|
|
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|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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|
McKinley Carter Wealth Services, Inc.
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Triangle Securities Wealth Management
|
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Steward Partners Investment Advisory, Llc
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|
Swiss National Bank
|
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Trust Investment Advisors
|
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VNSAX - Natixis Funds Trust II - Vaughan Nelson Select Fund Class A
|
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Janus Henderson Group Plc
|
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FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
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|
Delta Financial Group, Inc.
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Janney Capital Management LLC
|
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
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|
Atlas Capital Advisors Llc
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Sutton Place Investors Llc
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Cacti Asset Management Llc
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Lakeshore Capital Group, Inc.
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Lifeworks Advisors, LLC
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Thompson Davis & Co., Inc.
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|
Canopy Partners, LLC
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Franklin Street Advisors Inc /nc
|
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Palumbo Wealth Management LLC
|
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|
Vance Wealth, Inc.
|
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EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
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Cliftonlarsonallen Wealth Advisors, Llc
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF
|
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New World Advisors LLC
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
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Laidlaw Wealth Management LLC
|
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MBOVX - M FUND INC - M Large Cap Value Fund
|
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Winthrop Advisory Group LLC
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Integrated Investment Consultants, LLC
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WFA Asset Management Corp
|
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Ameritas Investment Partners, Inc.
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
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DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
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Gallagher Fiduciary Advisors, LLC
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United Asset Strategies, Inc.
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JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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Wilkins Investment Counsel Inc
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Mirae Asset Global Investments Co., Ltd.
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Ossiam
|
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Cfm Wealth Partners Llc
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Brighton Jones Llc
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Citigroup Inc
|
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Everpar Advisors Llc
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FourThought Financial Partners, LLC
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AssuredPartners Investment Advisors, LLC
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Martingale Asset Management L P
|
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Shayne & Co., Llc
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Lazard Freres Gestion S.A.S.
|
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Brass Tax Wealth Management, Inc
|
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TEBIX - Franklin Mutual Series Funds - Franklin Mutual Beacon Fund Class A
|
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|
|
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DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
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Atlantic Edge Private Wealth Management, LLC
|
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Stephens Consulting, LLC
|
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FEP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Europe AlphaDEX Fund
|
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NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
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Illinois Municipal Retirement Fund
|
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Wingate Wealth Advisors, Inc.
|
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
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|
Montz Harcus Wealth Management LLC
|
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|
Ameritas Advisory Services, LLC
|
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Eaton Financial Holdings Company, LLC
|
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BCS Wealth Management
|
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FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
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|
FSA Wealth Management LLC
|
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FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
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|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
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|
Inkwell Capital Llc
|
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Northern Financial Advisors Inc
|
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|
Pinnacle Holdings, LLC
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FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
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|
Lincluden Management Ltd
|
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|
Howland Capital Management Llc
|
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|
Crux Wealth Advisors
|
|
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Argyle Capital Partners, LLC
|
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|
|
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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|
Mitchell Mcleod Pugh & Williams Inc
|
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|
Saiph Capital, LLC
|
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|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
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|
FF Advisors,LLC
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
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|
Sawyer & Company, Inc
|
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|
|
|
LTL - PROSHARES TRUST - ProShares Ultra Telecommunications
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Abacus Wealth Partners, LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Tang Capital Management Llc
|
|
|
|
|
|
Gabelli Multimedia Trust Inc.
|
|
|
|
|
|
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
|
|
|
|
|
|
Ai Financial Services Llc
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
Benchstone Capital Management LP
|
|
|
|
|
|
Scharf Investments, Llc
|
|
|
|
|
|
WTRE - WisdomTree Trust - WisdomTree Global ex-U.S. Real Estate Fund N/A
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Ping Capital Management, Inc.
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
RRESX - RUSSELL INVESTMENT CO - Global Real Estate Securities Fund Class S
|
|
|
|
|
|
LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF
|
|
|
|
|
|
GK - AdvisorShares Trust - AdvisorShares Gerber Kawasaki ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
Harold Davidson & Associates Inc.
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
Claudia M.p. Batlle, Crp (r) Llc
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
FEVAX - FIRST EAGLE FUNDS - First Eagle U.S. Value Fund Class A
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Glassy Mountain Advisors, Inc.
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
Iyo Bank, Ltd.
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
|
|
|
|
|
McClarren Financial Advisors, Inc.
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
|
|
|
|
|
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A
|
|
|
|
|
|
Brown, Lisle/cummings, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Joseph P. Lucia & Associates, LLC
|
|
|
|
|
|
Founders Capital Management, Llc
|
|
|
|
|
|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Growth Fund
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
DRLAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Global Real Estate Securities Fund Class A
|
|
|
|
|
|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
Mine & Arao Wealth Creation & Management, LLC.
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Affiance Financial, LLC
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Chescapmanager LLC
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
Kondo Wealth Advisors, Inc.
|
|
|
|
|
|
Drexel Morgan & Co.
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
EULAV Asset Management
|
|
|
|
|
|
Iams Wealth Management, Llc
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
Fairbanks Capital Management, Inc.
|
|
|
|
|
