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Willis Investment Counsel
|
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|
Centerpoint Advisory Group
|
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|
Bouvel Investment Partners, LLC
|
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|
WESPAC Advisors, LLC
|
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Syon Capital Llc
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First Foundation Advisors
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Fortress Financial Group, Llc
|
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UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
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|
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|
Texas Permanent School Fund
|
|
|
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|
Janney Capital Management LLC
|
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|
|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
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|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
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|
|
First American Bank
|
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|
Single Point Partners, LLC
|
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|
PFG Investments, LLC
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|
Alpine Total Dynamic Dividend Fund
|
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|
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|
Forsta Ap-fonden
|
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|
Meritage Portfolio Management
|
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|
XPH - SPDR SERIES TRUST - SPDR(R) S&P(R) Pharmaceuticals ETF
|
|
|
|
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|
Bamco Inc /ny/
|
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|
Sage Rhino Capital Llc
|
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Mitchell Sinkler & Starr/pa
|
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|
Point72 Asia (Singapore) Pte. Ltd.
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RFP Financial Group LLC
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|
Public Employees Retirement Association Of Colorado
|
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|
Baldwin Investment Management, LLC
|
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Simplex Trading, Llc
|
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Twin Capital Management Inc
|
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NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
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|
Curat Global, LLC
|
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Asahi Life Asset Management Co., Ltd.
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WT Wealth Management
|
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Vinva Investment Management Ltd
|
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Montag A & Associates Inc
|
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TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A
|
|
|
|
|
|
Capital International Investors
|
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|
Ocean Capital Management, LLC
|
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|
Hall Laurie J Trustee
|
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RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
|
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|
West Financial Advisors, LLC
|
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Cassia Capital Partners, LLC
|
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Milestone Asset Management, Llc
|
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
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|
Newbridge Financial Services Group, Inc.
|
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|
TFB Advisors LLC
|
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MN Wealth Advisors, LLC
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
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|
Summit Wealth Partners, LLC
|
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|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
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|
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
|
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|
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A
|
|
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|
Intrust Bank Na
|
|
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|
Calamos Wealth Management LLC
|
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JGP Global Gestao de Recursos Ltda.
|
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Foster Dykema Cabot & Partners, Llc
|
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|
SWAN Capital LLC
|
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|
Summit Financial, LLC
|
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Wealth Enhancement Advisory Services, Llc
|
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Granite Group Advisors, LLC
|
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|
West Paces Advisors Inc.
|
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Goldstream Capital Management Ltd
|
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Vicus Capital
|
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|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
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|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
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|
Mount Vernon Associates Inc /md/
|
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|
Verus Wealth Management, Llc
|
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|
Envestnet Portfolio Solutions, Inc.
|
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|
Herold Advisors, Inc.
|
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|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
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|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
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|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
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|
Parisi Gray Wealth Management
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
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|
|
VALLX - Value Line Larger Companies Focused Fund, Inc. - VALUE LINE LARGER COMPANIES FOCUSED FUND, INC.
|
|
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|
Umpqua Bank
|
|
|
|
|
|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
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|
|
|
|
Sender Co & Partners, Inc.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
|
|
|
|
|
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I
|
|
|
|
|
|
CoreFirst Bank & Trust
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
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|
Bfsg, Llc
|
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|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
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|
|
Laidlaw Wealth Management LLC
|
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|
Pettee Investors, Inc.
|
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|
Bbr Partners, Llc
|
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|
|
Capital Advisors Inc/ok
|
|
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|
|
PENN SERIES FUNDS INC - Large Growth Stock Fund
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
|
Fischer Financial Services, Inc.
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
American Institute for Advanced Investment Management, LLP
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
Insight Wealth Partners, LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
Cherokee Insurance Co
|
|
|
|
|
|
Kuhn & Co Investment Counsel
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Serenus Wealth Advisors, LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
Ninety One SA (PTY) Ltd
|
|
|
|
|
|
Sierra Capital LLC
|
|
|
|
|
|
FDSVX - FIDELITY HASTINGS STREET TRUST - Fidelity Growth Discovery Fund
|
|
|
|
|
|
Impact Asset Management GmbH
|
|
|
|
|
|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
|
|
|
Prosperity Financial Group, Inc.
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Ackerman Capital Advisors, LLC
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
|
|
|
|
|
Carmignac Gestion
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Axecap Investments, LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Renasant Bank
|
|
|
|
|
|
PFGRX - Victory Portfolios IV - Victory Pioneer Fundamental Growth Fund Class R
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
Cito Capital Group, LLC
|
|
|
|
|
|
LifeGoal Wealth Advisors
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Montrusco Bolton Investments Inc.
|
|
|
|
|
|
HULIX - ADVISORS SERIES TRUST - Huber Capital Equity Income Fund Investor Class
|
|
|
|
|
|
SPGSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Premier Growth Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Scharf Investments, Llc
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
Norman Fields, Gottscho Capital Management, LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
Northeast Investment Management
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
Plum Street Advisors, LLC
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
Kaizen Financial Strategies
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
Capital & Planning, Llc
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
JSPJX - Managed Portfolio Series - Jackson Square Large-Cap Growth Fund Investor Class
|
|
|
|
|
|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
Helios Capital Management Pte. Ltd
|
|
|
|
|
|
ASB Consultores, LLC
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1
|
|
|
|
|
|
Calamos Long/Short Equity & Dynamic Income Trust
|
|
|
|
|
|
EFG Asset Management (North America) Corp.
|
|
|
|
|
|
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
WDNA - WisdomTree Trust - WisdomTree BioRevolution Fund N/A
|
|
|
|
|
|
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
RINT - Russell Investments Exchange Traded Funds - International Developed Equity Active ETF
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Decatur Capital Management, Inc.
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
MNRGX - MANOR INVESTMENT FUNDS INC - Growth Fund
|
|
|
|
|
|
Client 1st Advisory Group, Llc
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Family Legacy, Inc.
|
|
|
|
|
|
Bmc Fund Inc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
|
Proactive Wealth Strategies LLC
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
Salvus Wealth Management, LLC
|
|
|
|
|
|
Abacus Wealth Partners, LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
Prudent Investors Network
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
Bridger Management, Llc
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
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Tower Bridge Advisors
|
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|
Drexel Morgan & Co.
|
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|
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|
Granite FO LLC
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
Compass Planning Associates Inc
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
Root Financial Partners, LLC
|
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|
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|
Avion Wealth
|
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|
Parcion Private Wealth LLC
|
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|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
HighMark Wealth Management LLC
|
|
|
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|
Benchmark Investment Advisors LLC
|
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|
Lbmc Investment Advisors, Llc
|
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|
SC&H Financial Advisors, Inc.
|
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|
PrairieView Partners, LLC
|
|
|
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|
NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF
|
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|
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|
Trust Co of the South
|
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|
Dagco, Inc.
|
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|
GGHCX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO Health Care Fund Class A
|
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|
Tufton Capital Management
|
|
|
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|
Brown, Lisle/cummings, Inc.
|
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|
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|
Southland Equity Partners LLC
|
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|
|
|
|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
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|
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|
|
Claudia M.p. Batlle, Crp (r) Llc
|
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|
Aviso Wealth Management
|
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|
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Fiduciary Wealth Partners, LLC
|
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|
|
|
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PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
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|
Western Wealth Management, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Mirador Capital Partners LP
|
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|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
LIVR - EA Series Trust - Intelligent Livermore ETF
|
|
|
|
|
|
Auxano Advisors, LLC
|
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|
Bridges Investment Management Inc
|
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|
Portland Global Advisors LLC
|
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Marco Investment Management Llc
|
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FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Fusion Capital, LLC
|
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|
Driehaus Capital Management Llc
|
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|
Nisa Investment Advisors, Llc
|
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Truist Financial Corp
|
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|
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
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|
Leigh Baldwin & Co., Llc
|
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|
Oarsman Capital, Inc.
|
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|
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB
|
|
|
|
|
|
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund
|
|
|
|
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|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Fishman Jay A Ltd/mi
|
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|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
Canandaigua National Bank & Trust Co
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
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|
|
B Group, Inc.
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
Aspetuck Financial Management LLC
|
|
|
|
|
|
Sandler Capital Management
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
Pacific Capital Wealth Advisors, Inc
|
|
|
|
|
|
Guerra Advisors Inc
|
|
|
|
|
|
BetterWealth, LLC
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
ADAR1 Capital Management, LLC
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Thompson Investment Management, Inc.
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
MWA Asset Management
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A
|
|
|
|
|
|
Casdin Capital, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares
|
|
|
|
|
|
Bruce & Co., Inc.
|
|
|
|
|
|
Forefront Wealth Partners, LLC
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Traveka Wealth, LLC
|
|
|
|
|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Heritage Family Offices, LLP
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
PRCS - PARNASSUS INCOME FUNDS - Parnassus Core Select ETF
|
|
|
|
|
|
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Vickerman Investment Advisors, Inc.
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Potentia Wealth
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
Opus Capital Group, LLC
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
|
|
|
|
|
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P
|
|
|
|
|
|
New Capital Management LP
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Investment Partners, Ltd.
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Boston Research & Management Inc
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
Northern Lights Fund Trust IV - Brookstone Growth Stock ETF
|
|
|
|
|
|
Lane & Associates LLC
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
Wilkins Miller Wealth Management, LLC
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
|
Griffith & Werner, Inc.
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
Primoris Wealth Advisors, Llc
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
|
|
|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
|
Solidarilty Wealth, LLC
|
|
|
|
|
|
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Options Solutions, Llc
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Bell & Brown Wealth Advisors, Llc
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Aft, Forsyth & Company, Inc.
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
Etesian Wealth Advisors, Inc.
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Compton Wealth Advisory Group, LLC
|
|
|
|
|
|
Christensen, King & Associates Investment Services, Inc.
|
|
|
|
|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Wolff Financial Management Llc
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
|
|
|
|
|
Diamant Asset Management, Inc.
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
|
|
|
|
|
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund
|
|
|
|
|
|
Rock Springs Capital Management LP
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Cyr Financial Inc.
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Partners Wealth Management, Llc
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
Ccm Investment Advisers Llc
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Artemis Wealth Advisors, LLC
|
|
|
|
|
|
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Emerald Mutual Fund Advisers Trust
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
Morgens Waterfall Vintiadis & Co Inc
|
|
|
|
|
|
Affiance Financial, LLC
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
American Investment Services, Inc.
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
First National Bank & Trust Co Of Newtown
|
|
|
|
|
|
Demars Financial Group, LLC
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Hardman Johnston Global Advisors LLC
|
|
|
|
|
|
Maltin Wealth Management, Inc.
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
Pacific Global Investment Management Co
|
|
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TSGMX - TRANSAMERICA FUNDS - Transamerica Sustainable Growth Equity R6
|
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|
VeraBank, N.A.
|
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|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
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Elios Financial Group Inc.
|
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RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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|
LVZ Advisors, Inc.
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Delos Wealth Advisors, LLC
|
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Robeco Institutional Asset Management B.V.
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|
Valley Brook Capital Group, Inc.
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Bailard, Inc.
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Asset Planning,Inc
|
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Integrity Alliance, Llc.
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Thompson Siegel & Walmsley Llc
|
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|
Elser Financial Planning, Inc
|
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|
McAdam, LLC
|
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Saxon Interests, Inc.
|
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QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
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|
YOKE - EA Series Trust - Yoke Core ETF
|
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EGGQ - Tidal Trust III - NestYield Visionary ETF
|
|
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|
Perkins Coie Trust Co
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
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Little House Capital Llc
|
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Lazari Capital Management, Inc.
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Baldwin Brothers Inc/ma
|
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BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
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HBK Sorce Advisory LLC
|
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Chancellor Financial Group WB LP
|
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Peloton Wealth Strategists
|
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Stony Point Wealth Management Inc.
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Dakota Wealth Management
|
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Halter Ferguson Financial Inc.
|
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Jefferies Financial Group Inc.
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GATEX - Gateway Trust - Gateway Fund Class A Shares
|
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Beacon Investment Advisory Services, Inc.
|
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ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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Augustine Asset Management Inc
|
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Landaas & Co /wi /adv
|
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Guardian Wealth Advisors, Llc / Nc
|
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|
Norges Bank
|
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|
Bay Harbor Wealth Management, LLC
|
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|
National Wealth Management Group, LLC
|
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Rowland & Co Investment Counsel/adv
|
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|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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|
Rockland Trust Co
|
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Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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Barnes Pettey Financial Advisors, Llc
|
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RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
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Old Port Advisors
|
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GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
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Plimoth Trust Co Llc
|
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Mach-1 Financial Group, Inc.
|
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Northern Trust Corp
|
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Capital Advantage, Inc.
|
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Eaton Vance Tax Advantaged Global Dividend Income Fund
|
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|
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|
SAOPX - Segall Bryant & Hamill Trust - Barrett Opportunity Fund Retail Class
|
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|
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|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
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ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I
|
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TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
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|
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SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
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Quantitative Investment Management, LLC
|
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Pps&v Asset Management Consultants, Inc.
|
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Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
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BBLIX - BBH Trust - BBH Select Series - Large Cap Fund Class I Shares
|
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Ameritas Advisory Services, LLC
|
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First Washington CORP
|
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XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
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Longfellow Investment Management Co Llc
|
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Iron Horse Wealth Management, LLC
|
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DRRAX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Global Real Return Fund Class A
|
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|
|
|
Allstate Corp
|
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|
Vestcor Inc
|
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|
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|
USAdvisors Wealth Management, LLC
|
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|
Osterweis Capital Management Inc
|
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|
Factory Mutual Insurance Co
|
|
|
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|
Capital World Investors
|
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EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A
|
|
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|
|
|
LOGO - Tidal Trust III - Alpha Brands(TM) Consumption Leaders ETF
|
|
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|
Ironwood Investment Counsel, LLC
|
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|
|
Summit Global Investments
|
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AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
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|
Seamount Financial Group Inc
|
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Great West Life Assurance Co /can/
|
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|
Clg Llc
|
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|
|
|
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund
|
|
|
|
|
|
Bay Capital Advisors, LLC
|
|
|
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|
|
Zions Bancorporation, National Association /ut/
|
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|
|
PSI Advisors, LLC
|
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Cvfg Llc
|
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|
Unisphere Establishment
|
|
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|
Montag & Caldwell, Llc
|
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|
Independent Wealth Network Inc.
|
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|
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|
|
Bessemer Group Inc
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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|
Fiduciary Family Office, Llc
|
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|
|
Sei Investments Co
|
|
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|
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
|
|
|
|
|
|
Palacios Wealth Management, LLC
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
Joseph P. Lucia & Associates, LLC
|
|
|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
Forum Private Client Group LLC
|
|
|
|
|
|
BG Investment Services, Inc.
|
|
|
|
|
|
Bravias Capital Group, LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
|
BGRWX - Segall Bryant & Hamill Trust - BARRETT GROWTH FUND Retail Class
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Delap Wealth Advisory, Llc
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares
|
|
|
|
|
|
AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Williams & Novak, LLC
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
LAVGX - LORD ABBETT TRUST I - Lord Abbett International Growth Fund Class R6
|
|
|
|
|
|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
Kraft, Davis & Associates, LLC
|
|
|
|
|
|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
|
|
|
|
Maripau Wealth Management Llc
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Independent Family Office, LLC
|
|
|
|
|
|
SRN Advisors, LLC
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
Correct Capital Wealth Management
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
CMH Wealth Management LLC
|
|
|
|
|
|
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
Kagan Cocozza Asset Management
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Richard P Slaughter Associates Inc
|
|
|
|
|
|
Sterling Wealth Management, Inc.
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
Cranbrook Wealth Management, LLC
|
|
|
|
|
|
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
|
|
|
|
|
|
IronOak Wealth LLC.
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Profunds - Profund Vp Health Care
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
Martin Worley Group
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund
|
|
|
|
|
|
Sofinnova Investments, Inc.
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
NovaPoint Capital, LLC
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
ERn Financial, LLC
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
Keb Asset Management, Llc
|
|
|
|
|
|
Prescott Group Capital Management, L.l.c.
|
|
|
|
|
|
FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Centre Asset Management, LLC
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
LHCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Health Care Fund Class A
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Unio Capital LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Rockingstone Advisors LLC
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Dupont Capital Management Corp
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
LLYX - Tidal Trust II - Defiance Daily Target 2X Long LLY ETF
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Timber Creek Capital Management LLC
|
|
|
|
|
|
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares
|
|
|
|
|
|
Hanlon Investment Management, Inc.
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
Simplify Asset Management Inc.
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IMA Wealth, Inc.
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ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
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PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc.
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BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
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Penn Davis Mcfarland Inc
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Sheets Smith Wealth Management
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Powers Advisory Group, LLC
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Vantage Financial Partners, LLC
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Sitrin Capital Management LLC
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Client First Capital LLC
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SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
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INYDX - Victory Portfolios IV - Victory Pioneer Disciplined Growth Fund Class Y
|
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Advanced Portfolio Management, LLC
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Oddo Bhf Asset Management Sas
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ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
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Vermillion Wealth Management, Inc.
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Savoie Capital LLC
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Zevin Asset Management Llc
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Buckhead Capital Management Llc
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OPTIMAS CAPITAL Ltd
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Peterson Wealth Management
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Gabelli Equity Trust Inc
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PLBBX - WISCONSIN CAPITAL FUNDS INC - Plumb Balanced Fund
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Alliance Wealth Advisors, LLC /UT
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NFP Retirement, Inc.
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Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
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Fiduciary Advisors, Inc.
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IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV
|
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Retirement Income Solutions, Inc
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Private Capital Management Llc
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TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
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Kelly Financial Services LLC
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Atala Financial Inc
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Luken Investment Analytics, LLC
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FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
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VisionPoint Advisory Group, LLC
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VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
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Moors & Cabot, Inc.
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Instrumental Wealth, Llc
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Invesco Ltd.
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Riversedge Advisors, Llc
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Tevis Investment Management
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Keudell/Morrison Wealth Management
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Sittner & Nelson, Llc
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
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Papp L Roy & Associates
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MLNIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Concentrated Portfolio Class I
|
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Allianz Se
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Guardian Wealth Management, Inc.
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Greenleaf Trust
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DSG Capital Advisors, LLC
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Callahan Advisors, LLC
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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Allred Capital Management, LLC
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
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Mezzasalma Advisors, LLC
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AOBLX - Pioneer Series Trust IV - Pioneer Balanced ESG Fund : Class A
|
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Ibex Wealth Advisors
|
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Argus Investors' Counsel, Inc.
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
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Wambolt & Associates, LLC
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SK Wealth Management, LLC
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JDOC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Healthcare Leaders ETF
|
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HBW Advisory Services LLC
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Burling Wealth Partners, Llc
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Institute for Wealth Management, LLC.
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Lvm Capital Management Ltd/mi
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Romano Brothers And Company
|
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MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A
|
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Ruggaard & Associates LLC
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SeaTown Holdings Pte. Ltd.
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Texas Yale Capital Corp.
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Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
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Town & Country Bank & Trust CO dba First Bankers Trust CO
|
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Fred Alger Management, Llc
|
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Sompo Japan Nipponkoa Asset Management Co.,ltd.
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Warner Financial, Inc
|
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Argonautica Private Wealth Management, Inc
|
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|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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FNY Investment Advisers, LLC
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Ayrshire Capital Management LLC
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Virginia Retirement Systems Et Al
|
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Capital Market Strategies LLC
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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|
Seven Mile Advisory
|
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Brown Shipley& Co Ltd
|
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AlphaStar Capital Management, LLC
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|
Naviter Wealth, LLC
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TFR Capital, LLC.
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Exchange Traded Concepts, Llc
|
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Ssa Swiss Advisors Ag
|
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Munro Partners
|
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Gerber, Llc
|
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RWM Asset Management, LLC
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Strategic Point Investment Advisors, LLC
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BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF
|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
Harwood Advisory Group, LLC
|
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|
Argent Advisors, Inc.
|
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|
Virtus ETF Advisers LLC
|
|
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|
Tyler-Stone Wealth Management
|
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|
Beirne Wealth Consulting Services, LLC
|
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|
MTCGX - M FUND INC - M Large Cap Growth Fund
|
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|
Main Management ETF Advisors, LLC
|
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|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
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|
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|
Woodard & Co Asset Management Group Inc /adv
|
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|
Jacksonville Wealth Management, LLC
|
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|
Hartford Funds Management Co LLC
|
|
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|
|
Baltimore-Washington Financial Advisors, Inc.
|
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|
KLCM Advisors, Inc.
|
|
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|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
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|
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
|
|
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|
New Century Financial Group, LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
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|
|
|
|
Stillwater Wealth Management Group
|
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|
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|
|
Enhancing Capital LLC
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
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|
Mesirow Financial Investment Management, Inc.
|
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|
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|
Mattern Capital Management, Llc
|
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|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
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|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Mariner, LLC
|
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|
|
Norinchukin Bank, The
|
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|
SLT Holdings LLC
|
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|
NWF Advisory Services Inc.
|
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|
HMS Capital Management, LLC
|
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|
Future Fund LLC
|
|
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|
Coastal Investment Advisors, Inc.
|
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|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
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|
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|
|
Somerset Trust Co
|
|
|
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|
Arq Wealth Advisors, Llc
|
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|
|
|
GraniteShares Advisors LLC
|
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|
|
Petredis Investment Advisors Llc
|
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|
Quotient Wealth Partners, LLC
|
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|
EP Wealth Advisors, Inc.
|
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|
Tran Capital Management, L.p.
|
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|
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|
Redwood Investment Management, Llc
|
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|
Clay Northam Wealth Management, LLC
|
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|
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|
|
Members Wealth Llc
|
|
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|
|
Principal Street Partners, LLC
|
|
|
|
|
|
United Capital Management of KS, Inc.
|
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|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
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|
SOL Capital Management CO
|
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|
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|
Seaside Wealth Management, Inc.
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
E&G Advisors, LP
|
|
|
|
|
|
LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF
|
|
|
|
|
|
Aft, Forsyth & Sober, LLC
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
FEGKX - FIDELITY MT VERNON STREET TRUST - Fidelity Equity Growth K6 Fund
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Emerald Advisers, Llc
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
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|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
GNOM - Global X Funds - Global X Genomics & Biotechnology ETF
|
|
|
|
|
|
Burt Wealth Advisors
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
GURU - Global X Funds - Global X Guru Index ETF
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
Values First Advisors, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
J Hagan Capital, Inc.
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
|
|
|
|
|
HNASX - HOMESTEAD FUNDS INC - Growth Fund
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Pennsylvania Capital Management Inc /adv
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Bridge Generations Wealth Management Llc
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Tang Capital Management Llc
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Arvest Investments, Inc.
|
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|
|
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|
Matrix Trust Co
|
|
|
|
|
|
Delaney Dennis R
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
EULAV Asset Management
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
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|
Mindset Wealth Management, Llc
|
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|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
Calamos Global Dynamic Income Fund
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Cornerstone Advisory, LLC
|
|
|
|
|
|
ERTS Wealth Advisors, LLC
|
|
|
|
|
|
Helium Advisors LLC
|
|
|
|
|
|
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Doheny Asset Management /ca
|
|
|
|
|
|
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Intergy Private Wealth, LLC
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Blackrock Health Sciences Trust
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
Catalyst Private Wealth, Llc
|
|
|
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
Daner Wealth Management, LLC
|
|
|
|
|
|
Tandem Wealth Advisors LLC
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Winebrenner Capital Management Llc
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Capital Growth Series Class A
|
|
|
|
|
|
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
|
|
|
|
Dupree Financial Group, LLC
|
|
|
|
|
|
Terril Brothers, Inc.
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund
|
|
|
|
|
|
R Squared Ltd
|
|
|
|
|
|
Disciplined Investors, L.L.C.
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Sutton Place Investors Llc
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
Farrow Financial Inc.
|
|
|
|
|
|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
|
|
|
|
|
Mcrae Capital Management Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Castle Rock Wealth Management, LLC
|
|
|
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HighTower Advisors, LLC
|
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|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
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|
Prudent Man Investment Management, Inc.
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|
Acorn Wealth Advisors, LLC
|
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Wellington Management Group Llp
|
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Df Dent & Co Inc
|
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Livforsakringsbolaget Skandia, Omsesidigt
|
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Ballentine Partners, LLC
|
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|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
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|
Claro Advisors LLC
|
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|
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
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|
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|
Berkshire Asset Management Llc/pa
|
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|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Motiv8 Investments LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF
|
|
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|
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|
Ipswich Investment Management Co., Inc.
|
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|
Ascent Group, LLC
|
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Capital Management Associates /ny/
|
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|
Wealthcare Capital Partners, LLC
|
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|
Connors Investor Services Inc
|
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|
Net Worth Advisory Group
|
|
|
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Impact Partnership Wealth, LLC
|
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|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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|
Paragon Capital Management Ltd
|
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Swedbank AB
|
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Gabelli Healthcare & Wellnessrx Trust
|
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Miramar Capital, LLC
|
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Wall Street Financial Group, Inc.
|
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Coatue Management Llc
|
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EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
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|
|
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|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
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EPGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Growth Fund Class A
|
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B & T Capital Management DBA Alpha Capital Management
|
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MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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Two Sigma Securities, Llc
|
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Old National Bancorp /in/
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Promethium Advisors,llc
|
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Fox Run Management, L.l.c.
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Cigna Investments Inc /new
|
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Apexium Financial, Lp
|
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Ingalls & Snyder Llc
|
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Wealth Preservation Advisors, LLC
|
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|
Key FInancial Inc
|
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Planned Solutions, Inc.
|
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JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
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|
HHM Wealth Advisors, LLC
|
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|
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|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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First National Corp /ma/ /adv
|
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RPXFX - RIVERPARK FUNDS TRUST - RiverPark Large Growth Fund Retail Class
|
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Sierra Summit Advisors Llc
|
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Congress Asset Management Co /ma
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BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND
|
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Enclave Advisors LLC
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Colonial Trust Advisors
|
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AdviceOne Advisory Services, LLC
|
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FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
|
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|
Skandinaviska Enskilda Banken AB (publ)
|
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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|
New Covenant Trust Company, N.A.
|
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VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
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|
Maverick Capital Ltd
|
|
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|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
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|
CFC Planning Co LLC
|
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Guerra Pan Advisors, Llc
|
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AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
|
|
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|
Rf&l Wealth Management, Llc
|
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|
CORDA Investment Management, LLC.
|
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|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
Leslie Global Wealth, LLC
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
PHPIX - Profunds - Pharmaceuticals Ultrasector Profund Investor Class
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
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|
Canada Post Corp Registered Pension Plan
|
|
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|
Viawealth, Llc
|
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|
Golden Road Advisors Llc
|
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|
HealthInvest Partners AB
|
|
|
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|
|
Consolidated Planning Corp
|
|
|
|
|
|
Private Capital Advisors, Inc.
|
|
|
|
|
|
Sandbox Financial Partners, LLC
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
FLAG - Global X Funds - Global X S&P 500 U.S. Market Leaders Top 50 ETF
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Dodds Wealth, LLC
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Disciplined Investments, LLC
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Oak Grove Capital LLC
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
M.e. Allison & Co., Inc.
|
|
|
|
|
|
Marathon Capital Management
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
Thoma Capital Management LLC
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
Valiant Capital Management, L.P.
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
Aquire Wealth Advisors, LLC
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
Cresta Advisors, Ltd.
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
Northwest Quadrant Wealth Management, LLC
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
Heritage Wealth Management, Inc. /CA/
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Avid Wealth Partners LLC
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Goepper Burkhardt LLC
|
|
|
|
|
|
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Ccg Wealth Management, Llc
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Cannon Financial Strategists, Inc.
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
HART - IndexIQ ETF Trust - IQ Healthy Hearts ETF
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
Wedmont Private Capital
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
21 West Wealth Management LLC
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
GenWealth Group, Inc.
|
|
|
|
|
|
McClarren Financial Advisors, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
Tealwood Asset Management Inc
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Bell Asset Management Ltd
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Polen Capital Management Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
AllianzGI Artificial Intelligence & Technology Opportunities Fund
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Quad-Cities Investment Group, LLC
|
|
|
|
|
|
Mb, Levis & Associates, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A)
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
Tekla Healthcare Investors
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
ACT Advisors, LLC.
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
|
|
FUKOKU MUTUAL LIFE INSURANCE Co
|
|
|
|
|
|
Cox Capital Mgt LLC
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF
|
|
|
|
|
|
GQETX - GMO TRUST - GMO Quality Fund Class III
|
|
|
|
|
|
First Western Trust Bank
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
Brick & Kyle, Associates
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Mizuho Markets Cayman LP
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
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Winslow Asset Management Inc
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|
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|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
|
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|
Kennedy Investment Group
|
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|
Advisor Group Holdings, Inc.
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|
Matthew 25 Management Corp
|
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Tradewinds Capital Management, LLC
|
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|
Rockefeller Capital Management L.P.
|
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|
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A
|
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|
Parkman Healthcare Partners LLC
|
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|
Huntleigh Advisors, Inc.
|
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|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
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|
Harbor Capital Advisors, Inc.
|
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|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
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|
Cottage Street Advisors LLC
|
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|
Centricity Wealth Management, LLC
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|
Winthrop Capital Management, LLC
|
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|
KPP Advisory Services LLC
|
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|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
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|
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1
|
|
|
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|
Bahl & Gaynor Inc
|
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|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
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Banco Santander, S.A.
|
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American Trust Investment Advisors, LLC
|
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Gouws Capital LLC
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
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|
JNBA Financial Advisors
|
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Jarislowsky, Fraser Ltd
|
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MeadowBrook Investment Advisors LLC
|
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PILL - Direxion Shares ETF Trust - Direxion Daily Pharmaceutical & Medical Bull 3X Shares
|
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LJI Wealth Management, LLC
|
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Novem Group
|
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RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y
|
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CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
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Bell Bank
|
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|
Eagle Strategies LLC
|
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Credential Qtrade Securities Inc.
|
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BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
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Fortis Capital Management LLC
|
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
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|
Triune Financial Partners, LLC
|
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THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
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|
Tudor Financial Inc.
|
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Boston Private Wealth Llc
|
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
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|
CIBC Private Wealth Group, LLC
|
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Mawer Investment Management Ltd.
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Three Bridge Wealth Advisors, LLC
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CWA Asset Management Group, LLC
|
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FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF
|
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|
Contravisory Investment Management, Inc.
|
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|
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
|
|
|
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|
Calamos Advisors LLC
|
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|
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|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
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|
Foster Group, Inc.
|
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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Emprise Bank
|
|
|
|
|
|
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
|
|
|
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|
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares
|
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|
Prosperity Consulting Group, LLC
|
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Aire Advisors, Llc
|
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FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
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|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
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|
Amalgamated Bank
|
|
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|
AMF Pensionsforsakring AB
|
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|
Ameliora Wealth Management Ltd.
|
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|
1 North Wealth Services Llc
|
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|
Secure Asset Management, LLC
|
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|
Fiduciary Trust Co
|
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|
Sage Mountain Advisors LLC
|
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|
Cypress Asset Management Inc/tx
|
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|
Accuvest Global Advisors
|
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|
Millennium Management Llc
|
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|
Rational Advisors Llc
|
|
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|
Walled Lake Planning & Wealth Management, Llc
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
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|
Man Group plc
|
|
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|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
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|
Rossby Financial, LCC
|
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|
ORG Partners LLC
|
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|
TB Alternative Assets Ltd.
|
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|
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
|
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|
Royal Fund Management, LLC
|
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|
Compton Financial Group, LLC
|
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|
Dash Acquisitions Inc.
|
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|
|
DeDora Capital, Inc.
|
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|
|
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|
Telos Capital Management, Inc.
|
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|
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|
EPG Wealth Management LLC
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
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|
|
|
|
Atlas Brown,Inc.
|
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|
|
|
|
Mathes Company, Inc.
|
|
|
|
|
|
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Reuter James Wealth Management, Llc
|
|
|
|
|
|
SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Pring Turner Capital Group Inc
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Catalina Capital Group, LLC
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
IXJ - iSHARES TRUST - iShares Global Healthcare ETF
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
TABR Capital Management, LLC
|
|
|
|
|
|
Elevate Capital Advisors, LLC
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Rhenman & Partners Asset Management AB
|
|
|
|
|
|
Jlb & Associates Inc
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
X-Square Capital, LLC
|
|
|
|
|
|
Mendota Financial Group, LLC
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Nabity-Jensen Investment Management Inc
|
|
|
|
|
|
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
|
|
|
|
|
|
Scott Capital Advisors, LLC
|
|
|
|
|
|
Cura Wealth Advisors, Llc
|
|
|
|
|
|
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Brown Wealth Management, Llc
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
LeConte Wealth Management, LLC
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
Concurrent Investment Advisors, LLC
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Fermata Advisors, LLC
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
DAFGX - Dunham Funds - Dunham Focused Large Cap Growth Fund Class A
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
GQERX - Advisors' Inner Circle Fund III - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
LITMAN GREGORY FUNDS TRUST - Polen Capital Global Growth ETF
|
|
|
|
|
|
Integral Health Asset Management, LLC
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Bender Robert & Associates
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
Kercheville Advisors, LLC
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
GROZ - Zacks Trust - Zacks Focus Growth ETF
|
|
|
|
|
|
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
|
|
|
|
|
SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
|
|
|
|
|
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Runnymede Capital Advisors, Inc.
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Alpha Financial Advisors, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
Panoramic Capital Partners, LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I
|
|
|
|
|
|
McCollum Christoferson Group LLC
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Prosperity Planning, Inc.
|
|
|
|
|
|
Wingate Wealth Advisors, Inc.
|
|
|
|
|
|
VCAAX - VALIC Co I - Asset Allocation Fund
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Gateway Wealth Partners, LLC
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
Prasad Wealth Partners, LLC
|
|
|
|
|
|
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
Hilltop Partners LLC
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Prevail Innovative Wealth Advisors, Llc
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Coordinated Financial Services, Inc./CO
|
|
|
|
|
|
Adapt Wealth Advisors, Llc
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
TCI Wealth Advisors, Inc.
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Cacti Asset Management Llc
|
|
|
|
|
|
Evexia Wealth Llc
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Passive Capital Management, LLC.
|
|
|
|
|
|
Strong Tower Advisory Services
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
RMBHX - RMB INVESTORS TRUST - RMB Fund Class A
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
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|
|
|
|
Kirtland Hills Capital Management, Llc
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
McNaughton Wealth Management, LLC
|
|
|
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|
Mustard Seed Financial, LLC
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
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|
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|
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
|
|
|
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|
Pcg Asset Management, Llc
|
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|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF
|
|
|
|
|
|
Retireful, LLC
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
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|
S.A. Mason LLC
|
|
|
|
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|
BFTHX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON FIFTH AVENUE GROWTH FUND
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
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|
Cypress Capital Management LLC (WY)
|
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|
|
|
|
QAACX - Federated MDT Series - Federated MDT All Cap Core Fund Class A Shares
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Chapman Financial Group, Llc
|
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|
|
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|
ELGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Select Large Cap Growth Fund Class A
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
ESGMX - Natixis Funds Trust I - Mirova Global Sustainable Equity Fund Class A
|
|
|
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|
|
Sunpointe, LLC
|
|
|
|
|
|
B.O.S.S. Retirement Advisors, LLC
|
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|
PGWAX - ALLIANZ FUNDS - AllianzGI Focused Growth Fund A
|
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|
Waddell & Associates, Llc
|
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|
Hodges Capital Management Inc.
|
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|
Centaurus Financial, Inc.
|
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|
Chicago Capital, LLC
|
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|
GW&K Investment Management, LLC
|
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|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
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|
|
|
|
RD Lewis Holdings, Inc.
|
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|
|
Austin Asset Management Co Inc
|
|
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|
|
Cape Cod Five Cents Savings Bank
|
|
|
|
|
|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Heritage Wealth Partners, LLC
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
Warther Private Wealth, LLC
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
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|
|
Lummis Asset Management, LP
|
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|
Arrow Capital Pty Ltd
|
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|
Ag2r La Mondiale Gestion D'actifs
|
|
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|
|
CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
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|
Raiffeisen Bank International AG
|
|
|
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|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Amarillo National Bank
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
|
|
|
|
|
|
Tekla Healthcare Opportunities Fund
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Aprio Wealth Management, LLC
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Hobart Private Capital, LLC
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Paul Damon & Associates, Inc.
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
Peirce Capital Management, LLC
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
FBDIX - Franklin Strategic Series - Franklin Biotechnology Discovery Fund Class A
|
|
|
|
|
|
Lionshead Wealth Management, LLC
|
|
|
|
|
|
jvl associates llc
|
|
|
|
|
|
RXL - PROSHARES TRUST - ProShares Ultra Health Care
|
|
|
|
|
|
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
|
|
|
|
|
|
Menora Mivtachim Holdings Ltd.
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
SPFAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM JENNISON FOCUSED GROWTH FUND Class A
|
|
|
|
|
|
Greenwood Gearhart Inc
|
|
|
|
|
|
Ironwood Financial, llc
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Howard Bailey Securities, Llc
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify CWP Growth & Income ETF
|
|
|
|
|
|
Blue Rock Wealth Management LLC
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
Wealthedge Investment Advisors, Llc
|
|
|
|
|
|
City Center Advisors, LLC
|
|
|
|
|
|
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
|
|
|
|
|
Kampmann Melissa S.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
O'Brien Wealth Partners LLC
|
|
|
|
|
|
Silphium Asset Management Ltd
|
|
|
|
|
|
Clark Financial Services Group Inc /bd
|
|
|
|
|
|
CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
West Bancorporation Inc
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Jackson Square Partners, LLC
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Wormser Freres Gestion
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
ZEGA Investments, LLC
|
|
|
|
|
|
Cowa, Llc
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Endowment Wealth Management, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
PACIFIC SELECT FUND - Focused Growth Portfolio Class I
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
May Barnhard Investments LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Helen Stephens Group, LLC
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Ascent Capital Management, LLC
|
|
|
|
|
|
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Eq Wealth Advisors, Llc
|
|
|
|
|
|
Mandatum Life Insurance Co Ltd
|
|
|
|
|
|
Ballast, Inc.
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Alta Capital Management Llc/
|
|
|
|
|
|
KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
Longview Financial Advisors, Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Cohen Klingenstein LLC
|
|
|
|
|
|
RULE - Collaborative Investment Series Trust - Adaptive Core ETF
|
|
|
|
|
|
McMahon Financial Advisors, LLC
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
Northeast Financial Group, Inc.
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Flexibly Managed Fund
|
|
|
|
|
|
James Hambro & Partners
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Graybill Bartz & Assoc Ltd
|
|
|
|
|
|
Ami Asset Management Corp
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
BancFirst Trust & Investment Management
|
|
|
|
|
|
USBOX - Pear Tree Funds - Pear Tree Quality Fund Ordinary Shares
|
|
|
|
|
|
Wallace Capital Management Inc.
|
|
|
|
|
|
Draper Asset Management, LLC
|
|
|
|
|
|
ROE - EA Series Trust - Astoria US Quality Kings ETF
|
|
|
|
|
|
Karpus Management, Inc.
|
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|
Hutchinson Capital Management/ca
|
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|
Concord Wealth Partners
|
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|
Retirement Planning Co of New England, Inc.
|
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|
Worth Financial Advisory Group, LLC
|
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|
Reynders McVeigh Capital Management, LLC
|
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|
TCP Asset Management, LLC
|
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|
Bouchey Financial Group Ltd
|
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|
RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF
|
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|
|
Comerica Bank
|
|
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|
|
Linscomb & Williams, Inc.
|
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|
Princeton Global Asset Management LLC
|
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|
MFA Wealth Services
|
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|
Mufg Securities Americas Inc.
|
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|
Wealth Advisors of Iowa, LLC
|
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|
Silicon Valley Capital Partners
|
|
|
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|
|
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I
|
|
|
|
|
|
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
|
|
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|
|
MAS Advisors LLC
|
|
|
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|
BOCHK Asset Management Ltd
|
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|
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|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
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|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
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|
1248 Management, LLC
|
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|
One Wealth Advisors, LLC
|
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Circle Wealth Management, LLC
|
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Hoxton Planning & Management, LLC
|
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EUSM - Strategy Shares - Eventide US Market ETF
|
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|
Guggenheim Capital Llc
|
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|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
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|
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Capital Planning Advisors, LLC
|
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OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
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|
Csenge Advisory Group
|
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Bluesphere Advisors, LLC
|
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ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A
|
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|
Clifford Group, LLC
|
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Astra Wealth Partners LLC
|
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Elevation Series Trust - TrueShares Technology, AI & Deep Learning ETF
|
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|
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|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
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|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
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|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
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|
Cape Investment Advisory, Inc.
|
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First Command Advisory Services, Inc.
|
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Woodmont Investment Counsel Llc
|
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Pathstone Holdings, LLC
|
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Rafferty Asset Management, LLC
|
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|
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
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|
Beacon Financial Group
|
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|
Mayport, Llc
|
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Saudi Central Bank
|
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Prudentials Gibraltar Fund - Prudentials Gibraltar Fund
|
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Reston Wealth Management Llc
|
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Amplify ETF Trust - Amplify Weight Loss Drug & Treatment ETF
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
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National Bank Of Canada /fi/
|
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Advisory Resource Group
|
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Plante Moran Financial Advisors, LLC
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Longbow Finance SA
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Sax Wealth Advisors, Llc
|
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QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Oak Wealth Advisors LLC
|
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|
Cedar Wealth Management, LLC
|
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|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
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|
Atlas Legacy Advisors, LLC
|
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|
|
Dempze Nancy E
|
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Wimmer Associates 1, Llc
|
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Shell Asset Management Co
|
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Rice Hall James & Associates, Llc
|
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GGRW - Gabelli ETFs Trust - Gabelli Growth Innovators ETF
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
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|
|
American National Bank
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
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|
|
|
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
|
|
|
|
|
|
Arbor Trust Wealth Advisors, Llc
|
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|
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|
|
Exome Asset Management LLC
|
|
|
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|
|
Amussen Hunsaker Associates Llc
|
|
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|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
|
|
|
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|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
Knott David M Jr
|
|
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|
Platform Technology Partners
|
|
|
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|
Meriwether Wealth & Planning, LLC
|
|
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|
|
Alexander Labrunerie & Co., Inc.
|
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|
Landing Point Financial Group, LLC
|
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|
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|
|
Delta Asset Management Llc/tn
|
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|
Qube Research & Technologies Ltd
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C
|
|
|
|
|
|
Elefante Mark B
|
|
|
|
|
|
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio
|
|
|
|
|
|
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
POLRX - FundVantage Trust - Polen Growth Fund Investor Class
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
DeepCurrents Investment Group LLC
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
RWC Asset Management LLP
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
Red Spruce Capital, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Kingsman Wealth Management, Inc.
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Minichmacgregor Wealth Management, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
JACAX - JANUS ASPEN SERIES - Janus Henderson Forty Portfolio Service Shares
|
|
|
|
|
|
Bennett Selby Investments Lp
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Constitution Capital LLC
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Burk Holdings LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
Ferguson Shapiro LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Manitou Investment Management Ltd.
|
|
|
|
|
|
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
|
|
|
|
|
|
Operose Advisors LLC
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
Marietta Wealth Management, LLC
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Tobias Financial Advisors, Inc.
|
|
|
|
|
|
ELIL - Direxion Shares ETF Trust - Direxion Daily LLY Bull 2X Shares
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
|
|
|
|
|
LRNZ - Listed Funds Trust - TrueShares Technology, AI & Deep Learning ETF
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
Affinity Investment Advisors, Llc
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
Washburn Capital Management, Inc.
|
|
|
|
|
|
GQG Partners LLC
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
Sterling Investment Advisors, Ltd.
|
|
|
|
|
|
Mainstream Capital Management LLC
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Parkwoods Wealth Partners, LLC
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Pinnacle Financial Partners Inc
|
|
|
|
|
|
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
|
|
|
|
|
WMBLX - WESMARK FUNDS - WesMark Balanced Fund
|
|
|
|
|
|
Hobbs Wealth Management, LLC
|
|
|
|
|
|
G&S Capital LLC
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
|
|
|
|
|
Royal Harbor Partners, LLC
|
|
|
|
|
|
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
AGRW - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring LT Large Growth ETF
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
First Pacific Financial
|
|
|
|
|
|
Armistice Capital, Llc
|
|
|
|
|
|
Heritage Financial Services, LLC
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Orbimed Advisors Llc
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Financial Life Planners
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
BluePath Capital Management, LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Eaton-Cambridge Inc.
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Oak Ridge Investments Llc
|
|
|
|
|
|
Brave Asset Management Inc
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Prospect Financial Services LLC
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
First National Bank Sioux Falls
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Cairn Investment Group, Inc.
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I)
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A
|
|
|
|
|
|
GK - AdvisorShares Trust - AdvisorShares Gerber Kawasaki ETF
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
BHCFX - BARON SELECT FUNDS - Baron Health Care Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
|
|
|
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Ptm Wealth Management, Llc
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Tributary Capital Management, LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
von Borstel & Associates, Inc.
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Harvest Investment Services, LLC
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Access Financial Services, Inc.
|
|
|
|
|
|
Eaton Vance Risk-managed Diversified Equity Income Fund
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Avestar Capital, LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
Dohj, Llc
|
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|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Waterway Wealth Management, LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Beverly Hills Private Wealth, LLC
|
|
|
|
|
|
Hemenway Trust Co LLC
|
|
|
|
|
|
Barings Llc
|
|
|
|
|
|
PFGEX - PARNASSUS FUNDS - Parnassus Growth Equity Fund Investor Shares
|
|
|
|
|
|
Total Wealth Planning, Llc
|
|
|
|
|
|
Savvy Advisors, Inc.
|
|
|
|
|
|
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
Stonebridge Financial Planning Group, LLC
|
|
|
|
|
|
Yarger Wealth Strategies, Llc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
QLTY - 2023 ETF Series Trust II - GMO U.S. Quality ETF
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
MADDEN SECURITIES Corp
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund
|
|
|
|
|
|
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
|
|
|
|
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|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
|
|
|
|
|
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
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|
StoneCrest Wealth Management, Inc.
|
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|
|
Borer Denton & Associates, Inc.
|
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|
|
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|
Sonora Investment Management Group, LLC
|
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|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
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|
|
Liontrust Investment Partners LLP
|
|
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|
Torray Llc
|
|
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|
|
AGH Wealth Advisors, LLC
|
|
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|
MEMBERS Trust Co
|
|
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|
|
|
Commerce Bank
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
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|
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|
Horizon Investment Services, LLC
|
|
|
|
|
|
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
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|
|
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Fisher Funds Management LTD
|
|
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|
|
|
First Community Trust Na
|
|
|
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|
|
SCS Capital Management LLC
|
|
|
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|
|
IFG Advisory, LLC
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
Coordinated Financial Services, Inc.
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Menard Financial Group LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
Cardinal Strategic Wealth Guidance
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
CFGRX - COMMERCE FUNDS - The Growth Fund Shares
|
|
|
|
|
|
Mason Investment Advisory Services, Inc.
|
|
|
|
|
|
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
First Long Island Investors, LLC
|
|
|
|
|
|
Hummer Financial Advisory Services Inc
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
NBSSX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Focus Fund Investor Class
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
PJFG - PGIM ETF TRUST - PGIM Jennison Focused Growth ETF
|
|
|
|
|
|
Concorde Asset Management, LLC
|
|
|
|
|
|
Allen Capital Group, LLC
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
WealthTrust Axiom LLC
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
|
|
|
|
|
IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Brian Low Financial Group, Llc
|
|
|
|
|
|
Crystal Rock Capital Management
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Defined Financial Planning LLC
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Growth ETF -
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Game Creek Capital, LP
|
|
|
|
|
|
Fingerlakes Wealth Management, Inc.
|
|
|
|
|
|
Wcm Investment Management, Llc
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
Hedeker Wealth, LLC
|
|
|
|
|
|
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class
|
|
|
|
|
|
VADGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Dividend Growth Fund Admiral Shares
|
|
|
|
|
|
Greater Midwest Financial Group, LLC
|
|
|
|
|
|
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
Hixon Zuercher, LLC
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
Cora Capital Advisors Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
Rebalance, Llc
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Consolidated Capital Management, Llc
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
IVINX - IVY FUNDS - Ivy Global Growth Fund Class A
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
State Farm Mutual Automobile Insurance Co
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class
|
|
|
|
|
|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
Verde Servicos Internacionais S.A.
|
|
|
|
|
|
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
InTrack Investment Management Inc
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Cypress Capital, LLC
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
Mfg Wealth Management, Inc.
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
Texas Capital Bancshares Inc/tx
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
Mirabaud & Cie SA
|
|
|
|
|
|
Symmetry Partners, LLC
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Sylvest Advisors, LLC
|
|
|
|
|
|
Brooktree Capital Management
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Asio Capital, LLC
|
|
|
|
|
|
Profunds - Profund Vp Pharmaceuticals
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Masso Torrence Wealth Management Inc.
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Iowa State Bank
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
Rothschild Capital Partners, LLC
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
Tectonic Advisors Llc
|
|
|
|
|
|
SUGYX - Victory Portfolios IV - Victory Pioneer Global Growth Fund Class Y
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
Karani Asset Management LLC
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
|
|
|
|
|
|
Owen LaRue, LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
|
|
|
|
|
Proquility Private Wealth Partners, LLC
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
Lewis Asset Management, LLC
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Pavion Blue Capital, LLC
|
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|
MNTL - Tema ETF Trust - Tema Neuroscience and Mental Health ETF
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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PHLAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Health Sciences Fund Class A
|
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Gabelli Dividend & Income Trust
|
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|
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|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
|
|
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|
|
Core Wealth Partners LLC
|
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|
Sawyer & Company, Inc
|
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Lansforsakringar Fondforvaltning AB (publ)
|
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|
Northstar Asset Management Llc
|
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Greenland Capital Management LP
|
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MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
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|
Berbice Capital Management LLC
|
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Roanoke Asset Management Corp/ Ny
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FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
|
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|
Fullerton Fund Management Co Ltd
|
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|
Louisiana State Employees Retirement System
|
|
|
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|
Lowe Brockenbrough & Co Inc
|
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|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
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|
PDS Planning, Inc
|
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|
Washington Trust Bank
|
|
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CVA Family Office, LLC
|
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Sage Private Wealth Group, Llc
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
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|
|
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|
PKS Advisory Services, LLC
|
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|
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AAFMAA Wealth Management & Trust LLC
|
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FT Vest Hedged Equity Income Fund: Series B1
|
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|
Bridge Creek Capital Management LLC
|
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Prospera Financial Services Inc
|
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Badgley Phelps Wealth Managers, LLC
|
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Crowley Wealth Management, Inc.
|
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Y.D. More Investments Ltd
|
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
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Captrust Financial Advisors
|
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|
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RGLIX - RBC FUNDS TRUST - RBC Global Equity Leaders Fund Class I
|
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|
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
|
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AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
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Nations Financial Group Inc, /ia/ /adv
|
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Willow Creek Wealth Management Inc.
|
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Intrua Financial, LLC
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FC Advisory LLC
|
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VestGen Advisors, LLC
|
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FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
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NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A
|
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|
Strategic Investment Advisors / MI
|
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Martin Capital Partners, LLC
|
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SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
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|
Kestra Investment Management, LLC
|
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StrongBox Wealth, LLC
|
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Kestra Private Wealth Services, Llc
|
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|
Pineridge Advisors LLC
|
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|
Quantum Financial Advisors, LLC
|
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HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class
|
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|
Meiji Yasuda Life Insurance Co
|
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Wealthspire Advisors, LLC
|
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AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
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Wealthquest Corp
|
|
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|
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
|
|
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|
Vestia Personal Wealth Advisors
|
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|
Hudson Valley Investment Advisors Inc /adv
|
|
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Echo45 Advisors LLC
|
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CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
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Simon Quick Advisors, Llc
|
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Capitol Family Office, Inc.
|
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FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
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|
Power Wealth Management Llc
|
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|
Peterson Wealth Advisors, LLC
|
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|
Nicolet Bankshares Inc
|
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|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
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|
Verity Asset Management, Inc.
|
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Noble Wealth Management PBC
|
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|
Cetera Trust Company, N.A
|
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|
Capital A Wealth Management, LLC
|
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|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
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|
Redhawk Wealth Advisors, Inc.
|
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|
Union Heritage Capital, LLC
|
|
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|
My Legacy Advisors, LLC
|
|
|
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|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
W.G. Shaheen & Associates DBA Whitney & Co
|
|
|
|
|
|
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares
|
|
|
|
|
|
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
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|
Hamilton Capital, LLC
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Charter Capital Management, LLC\DE
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
Davidson Capital Management Inc.
|
|
|
|
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|
Yukon Wealth Management, Inc.
|
|
|
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|
|
New Insight Wealth Advisors
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
Signal Tree Financial Partners Llc
|
|
|
|
|
|
Franklin Templeton ETF Trust - Franklin Focused Growth ETF
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Cornerstone Wealth Advisors, Inc.
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
|
|
|
|
Commons Capital, Llc
|
|
|
|
|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
|
|
|
|
|
Continental Investors Services, Inc.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
|
|
|
|
|
|
Birinyi Associates Inc
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
New Wave Wealth Advisors Llc
|
|
|
|
|
|
Vance Wealth, Inc.
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
|
|
|
|
|
Allianzgi Equity & Convertible Income Fund
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
Whalerock Point Partners, Llc
|
|
|
|
|
|
Legato Capital Management LLC
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Morey & Quinn Wealth Partners, LLC
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Naples Global Advisors, Llc
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Prosperitas Financial LLC
|
|
|
|
|
|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
NWAYX - NATIONWIDE MUTUAL FUNDS - Nationwide GQG US Quality Equity Fund Eagle Class
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
FTXH - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Pharmaceuticals ETF
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
DLD Asset Management, LP
|
|
|
|
|
|
RiverFront Investment Group, LLC
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
Claris Advisors, Llc / Mo /
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
RGEF - Tidal Trust III - Rockefeller Global Equity ETF
|
|
|
|
|
|
Sustainable Insight Capital Management, LLC
|
|
|
|
|
|
Hudson Canyon Capital Management
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
WJ Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Websterrogers Financial Advisors, Llc
|
|
|
|
|
|
Shay Capital LLC
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Vista Investment Management
|
|
|
|
|
|
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
|
|
|
|
|
Alley Investment Management Company, LLC
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
Chelsea Counsel Co
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc
|
|
|
|
|
|
CARK - Advisors' Inner Circle Fund II - CastleArk Large Growth ETF
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Willis Johnson & Associates, Inc.
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Wharton Business Group, LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Leaders ETF -
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Gallagher Capital Advisors, LLC
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
VGHCX - VANGUARD SPECIALIZED FUNDS - Vanguard Health Care Fund Investor Shares
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I
|
|
|
|
|
|
Galvin, Gaustad & Stein, LLC
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Winslow Capital Management, LLC
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
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Eagle Bay Advisors LLC
|
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|
Mid-American Wealth Advisory Group, Inc.
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Creative Capital Management Investments LLC
|
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|
Papamarkou Wellner Asset Management inc.
|
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|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
PACIFIC SELECT FUND - Health Sciences Portfolio Class I
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
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|
PSQGX - Managed Portfolio Series - Port Street Quality Growth Fund Institutional Class Shares
|
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|
Atwood & Palmer Inc
|
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|
Stockman Wealth Management, Inc.
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Bedel Financial Consulting, Inc.
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Dark Forest Capital Management Lp
|
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Collaborative Wealth Managment Inc.
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Darden Wealth Group Inc
|
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Navis Wealth Advisors, LLC
|
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|
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
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|
Trail Ridge Investment Advisors, LLC
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Massachusetts Financial Services Co /ma/
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BIP Wealth, LLC
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Walleye Trading LLC
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Corundum Group, Inc.
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Bourgeon Capital Management Llc
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Moran Wealth Management, LLC
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One Day In July LLC
|
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RDA Financial Network
|
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Autumn Glory Partners, LLC
|
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Cornerstone Total Return Fund Inc
|
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|
|
THMZ - Lazard Active ETF Trust - Lazard Equity Megatrends ETF
|
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|
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|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
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|
Garrett Investment Advisors LLC
|
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Mizuho Securities Usa Llc
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|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
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|
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
|
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|
Aqr Capital Management Llc
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Larson Financial Group LLC
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Carbahal Olsen Financial Services Group, LLC
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CarsonAllaria Wealth Management, Ltd.
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Harris Associates L P
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Three Seasons Wealth, LLC
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Hunter Associates Investment Management Llc
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Adams Wealth Management
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Legacy Capital Wealth Management, Llc
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FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
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Precedent Wealth Partners, Llc
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ICONIQ Capital, LLC
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FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
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JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A
|
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J. Stern & Co. LLP
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Canandaigua National Trust Co of Florida
|
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FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
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|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
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Vise Technologies, Inc.
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New Mexico Educational Retirement Board
|
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Apriem Advisors
|
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J. W. Coons Advisors, LLC
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EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
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|
Lmp Capital & Income Fund Inc.
|
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|
Investment Counsel Co Of Nevada
|
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Anderson Hoagland & Co
|
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Capital Group Investment Management Pte. Ltd.
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
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|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
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|
FineMark National Bank & Trust
|
|
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|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
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|
Heritage Investors Management Corp
|
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|
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|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
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|
Rockbridge Investment Management, LCC
|
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|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
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|
Sunesis Advisors, LLC
|
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|
Honeycomb Asset Management LP
|
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|
Embree Financial Group
|
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|
Pine Haven Investment Counsel, Inc
|
|
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|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
FMED - FIDELITY COVINGTON TRUST - Fidelity Disruptive Medicine ETF
|
|
|
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|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
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|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
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|
IVC Wealth Advisors LLC
|
|
|
|
|
|
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
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|
|
Tema Etfs Llc
|
|
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|
|
Victory Financial Group, Llc
|
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|
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|
|
Everest Management Corp.
|
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|
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|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I
|
|
|
|
|
|
Wealth Advisors Northwest LLC
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Barlow Wealth Partners, Inc.
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
Fountainhead AM, LLC
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
|
|
|
|
|
|
HF Advisory Group, LLC
|
|
|
|
|
|
Goldstein Advisors, LLC
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund
|
|
|
|
|
|
Oakwell Private Wealth Management, LLC
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
QVG2Q - VARIABLE INSURANCE PRODUCTS FUND - Growth Portfolio Investor Class
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
Castle Hook Partners LP
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund Ii
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Auour Investments LLC
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Lattice Capital Management, LLC
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Planning Center, Inc.
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
Stelac Advisory Services LLC
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
SS&H Financial Advisors, Inc.
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Parkside Advisors LLC
|
|
|
|
|
|
CacheTech Inc.
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
TAGStone Capital, Inc.
|
|
|
|
|
|
FMFMX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Equity Growth Fund
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Haven Capital Group, Inc.
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Douglas Lane & Associates, LLC
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Patten Group, Inc.
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
Retirement Planning Group
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
|
|
|
|
|
Long Run Wealth Advisors, LLC
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
Lord & Richards Wealth Management, LLC
|
|
|
|
|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
NCP Inc.
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
RMR Capital Management, LLC
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Veridan Wealth LLC
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
AMAGX - AMANA MUTUAL FUNDS TRUST - Amana Growth Fund Investor Shares
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Zimmer Partners, LP
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Ithaka Group Llc
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
IGMAX - Voya PARTNERS INC - VY(R) Invesco Oppenheimer Global Portfolio Class ADV
|
|
|
|
|
|
PSTAX - VIRTUS EQUITY TRUST - Virtus KAR Capital Growth Fund Class A
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
New World Advisors LLC
|
|
|
|
|
|
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
Chemung Canal Trust Co
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Vigilare Wealth Management
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Sentinel Pension Advisors Inc
|
|
|
|
|
|
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
|
|
|
|
|
|
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
|
|
|
|
Grey Fox Wealth Advisors, LLC
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
|
|
|
|
|
RFG - Bristol Wealth Advisors, LLC
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
4wealth Advisors, Inc.
|
|
|
|
|
|
Gr Financial Group, Llc
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
MPGFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Growth Fund
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
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Squarepoint Ops LLC
|
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|
State of Alaska, Department of Revenue
|
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|
Webster Bank, N. A.
|
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|
Tidemark, LLC
|
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|
Gunderson Capital Management Inc.
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|
Jacobson & Schmitt Advisors, Llc
|
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|
Financial Freedom, LLC
|
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|
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|
|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
|
|
|
|
|
JDCAX - JANUS INVESTMENT FUND - Janus Henderson Forty Fund Class A
|
|
|
|
|
|
Perissos Private Wealth Management, LLC
|
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|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
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|
|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Trivant Custom Portfolio Group, LLC
|
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|
|
Barden Capital Management, Inc.
|
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|
Smallwood Wealth Investment Management, LLC
|
|
|
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|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Opes Wealth Management LLC
|
|
|
|
|
|
AWYIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS EQUITY INCOME FUND Institutional Class Shares
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
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|
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|
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
|
|
|
|
|
J.P. Marvel Investment Advisors, LLC
|
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|
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|
HighPoint Advisor Group LLC
|
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|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A
|
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|
|
|
Everence Capital Management Inc
|
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|
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|
Courage Miller Partners, LLC
|
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|
Lansing Street Advisors
|
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|
Ashford Capital Management Inc
|
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|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Whelan Financial
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
TrueMark Investments, LLC
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
|
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|
MASTERINVEST Kapitalanlage GmbH
|
|
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|
|
Somerville Kurt F
|
|
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|
Opal Wealth Advisors, LLC
|
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|
Hager Investment Management Services, Llc
|
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|
Generali Asset Management SPA SGR
|
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|
LifeSteps Financial, Inc.
|
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|
New England Research & Management, Inc.
|
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|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
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|
Clarendon Private LLC
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
|
|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Capstone Wealth Management Group, Llc
|
|
|
|
|
|
Dsm Capital Partners Llc
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
GGM Financials LLC
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
|
|
|
|
Powell Investment Advisors, LLC
|
|
|
|
|
|
Blue Square Asset Management, Llc
|
|
|
|
|
|
MAGA - ETF Series Solutions - Point Bridge GOP Stock Tracker ETF
|
|
|
|
|
|
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF
|
|
|
|
|
|
Cercano Management LLC
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Panoramic Capital, LLC
|
|
|
|
|
|
Fft Wealth Management Llc
|
|
|
|
|
|
Petix & Botte Co
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Somerset Group LLC
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Morris Financial Concepts, Inc.
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
Sivik Global Healthcare LLC
|
|
|
|
|
|
Polymer Capital Management (HK) LTD
|
|
|
|
|
|
Iyo Bank, Ltd.
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
|
|
|
|
|
Kane Investment Management, Inc.
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
Summa Corp.
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
Wesbanco Bank Inc
|
|
|
|
|
|
Strata Wealth Advisors, LLC
|
|
|
|
|
|
Abner Herrman & Brock Llc
|
|
|
|
|
|
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
IHE - iSHARES TRUST - iShares U.S. Pharmaceuticals ETF
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Seascape Capital Management
|
|
|
|
|
|
SNS Financial Group, LLC
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Howard Wealth Management, Llc
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Lountzis Asset Management, Llc
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Guild Investment Management, Inc.
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
R. W. Roge & Company, Inc.
|
|
|
|
|
|
JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S
|
|
|
|
|
|
Diadema Partners Lp
|
|
|
|
|
|
Bolthouse Investments, LLC
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Snider Financial Group
|
|
|
|
|
|
Community Bank & Trust, Waco, Texas
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
Ai Financial Services Llc
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
RSIFX - VICTORY PORTFOLIOS - Victory RS Science and Technology Fund Class A
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Kfg Wealth Management, Llc
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Riverstone Advisors, LLC
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
VAPPX - VALIC Co I - Capital Appreciation Fund
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
V. M. Manning & Co., Inc.
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
Clarity Wealth Advisors, LLC
|
|
|
|
|
|
HVEIX - Ultimus Managers Trust - HVIA Equity Fund Institutional Class
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Martin Currie Ltd
|
|
|
|
|
|
Bond & Devick Financial Network, Inc.
|
|
|
|
|
|
LifePlan Investment Advisors, Inc.
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Actiam N.v.
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund
|
|
|
|
|
|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Aspire Capital Advisors LLC
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Syntegra Private Wealth Group, LLC
|
|
|
|
|
|
Tillman Hartley LLC
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF
|
|
|
|
|
|
RoundAngle Advisors LLC
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
LWM Advisory Services, LLC
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
Berkshire Capital Holdings Inc
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Sage Capital Management, LLC
|
|
|
|
|
|
Puff Wealth Management, Llc
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
Valley Forge Investment Consultants Inc Adv
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Intellus Advisors LLC
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
|
|
|
|
|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
|
|
|
|
|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Private Wealth Advisors, LLC
|
|
|
|
|
|
Rps Advisory Solutions Llc
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
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Arrowroot Family Office, LLC
|
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|
|
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|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
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|
|
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|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
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|
Prelude Capital Management, Llc
|
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|
Daiwa Securities Group Inc.
|
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|
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|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
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|
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|
Bradley Foster & Sargent Inc/ct
|
|
|
|
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|
Chilton Investment Co Llc
|
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|
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|
VELA Funds - VELA Large Cap 130/30 Fund Class I
|
|
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|
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|
HFG Advisors, Inc.
|
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|
Guggenheim Strategic Opportunities Fund
|
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|
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|
Essential Planning, LLC.
|
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|
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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|
RW Investment Management LLC
|
|
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|
Bank Hapoalim Bm
|
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|
Lantz Financial LLC
|
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|
Occidental Asset Management, LLC
|
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|
Pinnacle Wealth Management Advisory Group, LLC
|
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|
Catalytic Wealth RIA, LLC
|
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|
Murphy & Mullick Capital Management Corp
|
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PineBridge Investments, L.P.
|
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|
Northside Capital Management, LLC
|
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XTX Topco Ltd
|
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Pitti Group Wealth Management, LLC
|
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PBMares Wealth Management LLC
|
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|
|
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|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
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|
HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF
|
|
|
|
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|
Beacon Capital Management, LLC
|
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|
Principal Securities, Inc.
|
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Relyea Zuckerberg Hanson LLC
|
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Paradigm Capital Management, LLC/NV
|
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BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
|
|
|
|
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|
Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A
|
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Meridian Wealth Partners, LLC
|
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Baron Silver Stevens Financial Advisors, Llc
|
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|
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MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
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|
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A
|
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DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
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|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
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|
Horst & Graben Wealth Management LLC
|
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|
Tompkins Financial Corp
|
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SJS Investment Consulting Inc.
|
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Amica Retiree Medical Trust
|
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Tcw Group Inc
|
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Manufacturers Life Insurance Company, The
|
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Cloverfields Capital Group, Lp
|
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LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
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|
Polar Capital Holdings Plc
|
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TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A
|
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Vista Capital Partners, Inc.
|
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Hara Capital LLC
|
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|
Washington Trust Advisors, Inc.
|
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Corient IA LLC
|
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OMNI 360 Wealth, Inc.
|
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NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
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|
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WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
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|
Wedbush Securities Inc
|
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Bedell Frazier Investment Counseling, LLC
|
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|
MAI Capital Management
|
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Objectivity Squared, LLC
|
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TEMWX - TEMPLETON FUNDS - Templeton World Fund Class A
|
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|
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THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
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|
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF
|
|
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|
Diligent Investors, LLC
|
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|
Burns J W & Co Inc/ny
|
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Investment House Llc
|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
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|
Creative Planning
|
|
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|
Bnp Paribas
|
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|
Altiora Financial Group, LLC
|
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|
Lighthouse Investment Partners, LLC
|
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|
Cassaday & Co Wealth Management LLC
|
|
|
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|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
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|
|
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|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A
|
|
|
|
|
|
Wiser Wealth Management, Inc
|
|
|
|
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|
Marble Harbor Investment Counsel, LLC
|
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|
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|
Busey Wealth Management
|
|
|
|
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|
Brio Consultants, LLC
|
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|
FSC Wealth Advisors, LLC
|
|
|
|
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|
Gibson Capital, LLC
|
|
|
|
|
|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
|
|
|
|
|
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Intrepid Financial Planning Group LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Sulzberger Capital Advisors, Inc.
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
SEIM - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Fairfield Financial Advisors, LTD
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
Emerald Advisors, LLC
|
|
|
|
|
|
Lakeshore Capital Group, Inc.
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
Optimist Retirement Group LLC
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Styrax Capital, LP
|
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Spreng Capital Management, Inc.
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
FCG Investment Co
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
|
|
|
|
|
|
Eleva Capital SAS
|
|
|
|
|
|
Aspen Capital Management, LLC
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
Anchor Capital Advisors Llc
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
Shulman DeMeo Asset Management LLC
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
Hill Investment Group Partners, LLC
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Cherrydale Wealth Management, Llc
|
|
|
|
|
|
Sectoral Asset Management Inc
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
Indie Asset Partners, LLC
|
|
|
|
|
|
HMV Wealth Advisors, LLC
|
|
|
|
|
|
Reliant Investment Management, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Ndwm Llc
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
BWM Planning, LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Sherman Asset Management, Inc.
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Ball & Co Wealth Management Inc.
|
|
|
|
|
|
Tenon Financial LLC
|
|
|
|
|
|
Balanced Rock Investment Advisor
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
PGLOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund
|
|
|
|
|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
Balance Wealth, LLC
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
One Wealth Capital Management, Llc
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
First Citizens Financial Corp
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
Osprey Private Wealth LLC
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
Vantage Point Financial LLC
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
|
|
|
|
|
|
Asset Allocation & Management Company, LLC
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
C2C Wealth Management, LLC
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
|
|
|
|
|
|
Templeton & Phillips Capital Management, LLC
|
|
|
|
|
|
Fairtree Asset Management (Pty) Ltd
|
|
|
|
|
|
One + One Wealth Management, Llc
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
Bridgeway Capital Management Inc
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Polar Asset Management Partners Inc.
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Long Island Wealth Management, Inc.
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Ables, Iannone, Moore & Associates, Inc.
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
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Dean Investment Associates, Llc
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Magnolia Capital Advisors Llc
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REDWX - Aspiration Funds - Aspiration Redwood Fund
|
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Ritholtz Wealth Management
|
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USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
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|
Mmbg Investment Advisors Co.
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|
Retirement Wealth Solutions LLC
|
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|
Rather & Kittrell, Inc.
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|
Wise Wealth Partners
|
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Vista Wealth Management Group, LLC
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Davis Capital Management
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Main Street Group, LTD
|
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Signature Resources Capital Management, LLC
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HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
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Seldon Capital Lp
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Mount Yale Investment Advisors, LLC
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Forum Financial Management, LP
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FDx Advisors, Inc.
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MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
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|
Financial Advisory Service, Inc.
|
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|
FSEKX - FIDELITY SUMMER STREET TRUST - Fidelity Sustainability U.S. Equity Fund Fidelity Advisor Sustainability U.S. Equity Fund: Class A
|
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RTD Financial Advisors, Inc.
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Two Sigma Investments, Lp
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Corundum Trust Company, INC
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CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
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CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
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Paladin Advisory Group, LLC
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M. Kraus & Co
|
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Nelson, Van Denburg & Campbell Wealth Management Group, LLC
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Exane Asset Management
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|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
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|
Garde Capital, Inc.
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Paragon Advisors, LLC
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Collective Family Office Llc
|
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WNY Asset Management, LLC
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MSVDX - MORGAN STANLEY INSTITUTIONAL FUND INC - Vitality Portfolio Class I
|
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|
Five Oceans Advisors
|
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|
Quadrant Private Wealth Management, LLC
|
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Paragon Private Wealth Management, LLC
|
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Fidelis Capital Partners, LLC
|
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Carderock Capital Management Inc
|
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|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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|
GPS Wealth Strategies Group, LLC
|
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|
Aspen Grove Capital, LLC
|
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|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
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FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
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|
Blackhawk Capital Partners LLC.
|
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Van Eck Associates Corp
|
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Capital Asset Advisory Services LLC
|
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Towerpoint Wealth, LLC
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Park Capital Management, LLC / WI
|
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Robertson Stephens Wealth Management, LLC
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Bank & Trust Co
|
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PFG Advisors
|
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Northeast Financial Consultants Inc
|
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Financial Management Professionals, Inc.
|
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Roman Butler Fullerton & Co
|
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Aspect Partners, LLC
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Cantor Fitzgerald, L. P.
|
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ROI Financial Advisors, LLC
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LexAurum Advisors, LLC
|
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Vision Financial Markets Llc
|
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FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
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|
JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares
|
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|
Ethos Financial Group, LLC
|
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Index Fund Advisors, Inc.
|
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St. Johns Investment Management Company, LLC
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Welch & Forbes Llc
|
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|
OHIO NATIONAL FUND INC - ON Janus Henderson Forty Portfolio
|
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|
Cookson Peirce & Co Inc
|
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|
Telligent Fund, LP
|
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|
Kellett Schaffner Wealth Advisors LLC
|
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|
Retirement Planning Group, Llc / Ny
|
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|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
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|
Twin Lakes Capital Management, LLC
|
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|
Jacobi Capital Management LLC
|
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|
E Fund Management Co., Ltd.
|
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|
Mason & Associates Inc
|
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|
Frazier Financial Advisors, LLC
|
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|
Arkfeld Wealth Strategies, L.L.C.
|
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|
Ensign Peak Advisors, Inc
|
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|
Evernest Financial Advisors, LLC
|
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|
SILVER OAK SECURITIES, Inc
|
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|
Kingswood Wealth Advisors, Llc
|
|
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|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
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|
Sowell Financial Services LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
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|
Partnership Wealth Management, LLC
|
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|
Howard Financial Services, Ltd.
|
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|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
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|
Quartz Partners, LLC
|
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|
Simplicity Wealth,LLC
|
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Flow Traders U.s. Llc
|
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|
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A
|
|
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|
|
|
Baker Ellis Asset Management LLC
|
|
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|
|
|
HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF
|
|
|
|
|
|
SilverOak Wealth Management LLC
|
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|
|
|
|
Rocky Mountain Advisers, Llc
|
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|
|
|
|
IMZ Advisory Inc
|
|
|
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|
|
Montis Financial, LLC
|
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|
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|
|
Rise Advisors, LLC
|
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|
First National Trust Co
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A
|
|
|
|
|
|
Strive Asset Management, LLC
|
|
|
|
|
|
IWFG - IndexIQ Active ETF Trust - IQ Winslow Focused Large Cap Growth ETF
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
Shoker Investment Counsel, Inc.
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
|
|
|
|
|
Bernard Wealth Management Corp.
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
Morris Retirement Advisors, LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
Sterling Financial Planning, Inc.
|
|
|
|
|
|
OneAscent Investment Solutions LLC
|
|
|
|
|
|
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Hoese & Co LLP
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Presilium Private Wealth, Llc
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Flaharty Asset Management, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Deltec Asset Management Llc
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares
|
|
|
|
|
|
Chapman Investment Management, LLC
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Shum Financial Group, Inc.
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Fortem Financial Group, Llc
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
Whalen Wealth Management Inc.
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Viking Global Investors Lp
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
GCECX - AB CAP FUND, INC. - AB Global Core Equity Portfolio Class C
|
|
|
|
|
|
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Optimum Investment Advisors
|
|
|
|
|
|
Provident Wealth Management, LLC
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
Tiger Global Management Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Hoge Financial Services, Llc
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Spear Holdings RSC Ltd
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
RVER - Advisor Managed Portfolios - Trenchless Fund ETF
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II
|
|
|
|
|
|
Artia Global Partners LP
|
|
|
|
|
|
Ergawealth Advisors, Inc.
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
BHK Investment Advisors, LLC
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Campbell Newman Asset Management Inc
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
|
|
|
|
|
NDVR, Inc.
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Tripletail Wealth Management, LLC
|
|
|
|
|
|
Value Partners Investments Inc.
|
|
|
|
|
|
Legacy Financial Group, Inc.
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
Greenspring Advisors, LLC
|
|
|
|
|
|
Donald L. Hagan, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Global Diversified Equity Income Fund
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Centerline Wealth Advisors, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Wealthgarden F.s. Llc
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
EdgeRock Capital LLC
|
|
|
|
|
|
CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class
|
|
|
|
|
|
Jupiter Wealth Management LLC
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
AWGIX - ADVISORS' INNER CIRCLE FUND - CIBC ATLAS ALL CAP GROWTH FUND Institutional Class Shares
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
Diversified Portfolios, Inc.
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
Court Place Advisors, LLC
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
CNEQ - Alger ETF Trust - Alger Concentrated Equity ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
Point72 Europe (London) LLP
|
|
|
|
|
|
REAP Financial Group, LLC
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Madison Park Capital Advisors, LLC
|
|
|
|
|
|
Plotkin Financial Advisors, LLC
|
|
|
|
|
|
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
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|
|
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|
Nebula Research & Development LLC
|
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|
|
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|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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|
|
Park Edge Advisors, LLC
|
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|
|
Canopy Partners, LLC
|
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|
|
KFA Private Wealth Group, LLC
|
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|
Bill Few Associates, Inc.
|
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|
Cornerstone Management, Inc.
|
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|
O'Connor Financial Group LLC
|
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|
Aldebaran Financial Inc.
|
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|
Jag Capital Management, Llc
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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|
|
|
Heritage Investment Group, Inc.
|
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|
Motley Fool Asset Management LLC
|
|
|
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|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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|
Delta Financial Group, Inc.
|
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|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
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|
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|
Palumbo Wealth Management LLC
|
|
|
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|
Moisand Fitzgerald Tamayo, LLC
|
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|
MEDX - Listed Funds Trust - Horizon Kinetics Medical ETF
|
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|
Legacy Private Trust Co.
|
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|
Partners Capital Investment Group, Llp
|
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|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
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|
Toronto Dominion Bank
|
|
|
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|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
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|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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|
TFG Advisers LLC
|
|
|
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|
WLTG - ETF Opportunities Trust - WealthTrust DBS Long Term Growth ETF
|
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|
Balentine LLC
|
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|
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A
|
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|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
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|
Fiduciary Alliance LLC
|
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Change Path, LLC
|
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GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
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|
Sage Advisors, Llc
|
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Bernardo Wealth Planning LLC
|
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Cromwell Holdings LLC
|
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|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
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|
KBC Group NV
|
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|
Waters Parkerson & Co., Llc
|
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Metis Global Partners, LLC
|
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|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
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|
Wiser Advisor Group LLC
|
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|
Stenger Family Office, LLC
|
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|
Brucke Financial, Inc.
|
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LMR Partners LLP
|
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Tekla World Healthcare Fund
|
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|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
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|
Lodestar Private Asset Management Llc
|
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|
Talisman Wealth Advisors LLC
|
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|
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K
|
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|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
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|
Armor Investment Advisors, LLC
|
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|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
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|
Accredited Investors Inc.
|
|
|
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|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
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|
|
Leeward Financial Partners, LLC
|
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|
PUREfi Wealth, LLC
|
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|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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|
ExodusPoint Capital Management, LP
|
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|
Princeton Capital Management Llc
|
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|
Bare Financial Services, Inc
|
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|
Richardson Financial Services Inc.
|
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|
111 Capital
|
|
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|
JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A
|
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|
Arrow Financial Corp
|
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|
American Money Management, LLC
|
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|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
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|
Jane Street Group, Llc
|
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|
Ascent Wealth Partners, LLC
|
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|
Silvant Capital Management LLC
|
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|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
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|
City Holding Co
|
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|
ARIGX - Aristotle Funds Series Trust - Aristotle Growth Equity Fund Class I
|
|
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|
|
Clearwater Capital Advisors, LLC
|
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|
Facet Wealth, Inc.
|
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|
Invesco, Llc
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II
|
|
|
|
|
|
Wealthstream Advisors, Inc.
|
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|
|
First National Bank Of Omaha
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
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|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
PFG Private Wealth Management, LLC
|
|
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|
|
|
Chevy Chase Trust Holdings, Inc.
|
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|
|
|
|
Drive Wealth Management, Llc
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Granite Harbor Advisors, Inc.
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
|
|
|
|
Huber Capital Management LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
LSEQ - Harbor ETF Trust - Harbor Long-Short Equity ETF
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
Elm3 Financial Group, LLC
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
Northstar Financial Companies, Inc.
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Balanced Wealth Group Llc
|
|
|
|
|
|
Blodgett Wealth Advisors, Llc
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
Smith Thornton Advisors LLC
|
|
|
|
|
|
Gimbal Financial
|
|
|
|
|
|
DMG Group, LLC
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Trustco Bank Corp N Y
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
Invst, LLC
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
Hrc Wealth Management, Llc
|
|
|
|
|
|
Culbertson A N & Co Inc
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
Westfuller Advisors, LLC
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
|
|
|
|
|
Puzo Michael J
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
Capital Management Associates, Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
Lanham O'Dell & Company, Inc.
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts
|
|
|
|
|
|
CJM Wealth Advisers, Ltd.
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
BlackRock ETF Trust II - BlackRock Total Return ETF
|
|
|
|
|
|
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
Nicholson Meyer Capital Management, Inc.
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Talbot Financial, LLC
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF
|
|
|
|
|
|
Sharp Financial Services, LLC
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Threadgill Financial, Llc
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
|
|
Farmers & Merchants Trust Co of Long Beach
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
USRD - Themes ETF Trust - Themes US R&D Champions ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
|
|
|
|
|
|
Am Investment Strategies Llc
|
|
|
|
|
|
Glass Wealth Management Co LLC
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
MBCC - Northern Lights Fund Trust IV - Monarch Blue Chips Core ETF
|
|
|
|
|
|
Chris Bulman Inc
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
Legacy CG, LLC
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Archvest Wealth Advisors, Inc.
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
|
|
|
|
|
BIP Alliance, LLC
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
Symphony Financial Services, Inc.
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Stordahl Capital Management, Inc.
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Prime Capital Investment Advisors, LLC
|
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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|
Evolution Wealth Management Inc.
|
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Key Client Fiduciary Advisors, LLC
|
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NICSX - Nicholas Fund, Inc. - Nicholas Fund Inc
|
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Sargent Investment Group, LLC
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Signature Wealth Management Partners, LLC
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New Perspectives, Inc
|
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Guidance Capital, Inc
|
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Blue Fin Capital, Inc.
|
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Wetzel Investment Advisors, Inc.
|
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Community Bank, N.A.
|
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|
|
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|
MSACX - Morgan Stanley Institutional Fund Inc - Active International Allocation Portfolio Class I
|
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|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
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|
|
Wealth Quarterback LLC
|
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|
Capstone Financial Advisors, Inc.
|
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DecisionMap Wealth Management, LLC
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Knights of Columbus Asset Advisors LLC
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Appleton Partners Inc/ma
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Breakwater Capital Group
|
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Rainey & Randall Investment Management Inc.
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TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
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Close Asset Management Ltd
|
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Sumitomo Life Insurance Co
|
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Flagship Harbor Advisors, Llc
|
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FSA Wealth Management LLC
|
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ROSS\JOHNSON & Associates LLC
|
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DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
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Miracle Mile Advisors, LLC
|
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Berkshire Money Management, Inc.
|
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MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF
|
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Liberty All Star Growth Fund Inc.
|
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Affinity Wealth Management Llc
|
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Davidson Investment Advisors
|
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Headlands Technologies LLC
|
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XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
|
|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
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|
IMC-Chicago, LLC
|
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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|
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|
Folger Nolan Fleming Douglas Capital Management, Inc
|
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Curio Wealth, Llc
|
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Sterling Financial Group, Inc.
|
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Riggs Asset Managment Co. Inc.
|
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Ronald Blue Trust, Inc.
|
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|
BKD Wealth Advisors, LLC
|
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|
Cadent Capital Advisors, LLC
|
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|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
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|
Public Sector Pension Investment Board
|
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|
Whittier Trust Co Of Nevada Inc
|
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Madrona Financial Services, LLC
|
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Principle Wealth Partners Llc
|
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Fiera Capital Corp
|
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Werba Rubin Papier Wealth Management
|
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Silver Oak Advisory Group, Inc.
|
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HELX - Franklin Templeton ETF Trust - Franklin Genomic Advancements ETF
|
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|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
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|
Elm Partners Management LLC
|
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FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
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Nomura Asset Management Co Ltd
|
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Holderness Investments Co
|
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Geneos Wealth Management Inc.
|
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BlackRock ETF Trust - BlackRock Large Cap Core ETF
|
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|
Nomura Holdings Inc
|
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|
Transamerica Financial Advisors, Inc.
|
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Campion Asset Management LLC
|
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BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
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|
WealthTrust Asset Management, LLC
|
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Proficio Capital Partners LLC
|
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Verus Capital Partners, Llc
|
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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|
King Luther Capital Management Corp
|
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CPLSX - CALAMOS INVESTMENT TRUST/IL - Calamos Phineus Long/Short Fund Class A
|
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|
|
Financial Insights, Inc.
|
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|
Archford Capital Strategies, LLC
|
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|
Mill Capital Management, LLC
|
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|
First Fiduciary Investment Counsel, Inc.
|
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|
Carson Advisory Inc.
|
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|
Stamos Capital Partners, L.p.
|
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Core Alternative Capital
|
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|
Hanson & Doremus Investment Management
|
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|
Trinity Legacy Partners, LLC
|
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Builder Investment Group Inc /adv
|
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|
Tiaa Trust, National Association
|
|
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|
|
Sumitomo Mitsui Financial Group, Inc.
|
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|
Syverson Strege & Co
|
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|
SevenBridge Financial Group, LLC
|
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|
Cahaba Wealth Management, Inc.
|
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|
Barnes Dennig Private Wealth Management LLC
|
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|
|
Edgewood Management Llc
|
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|
|
Sarasin & Partners LLP
|
|
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|
Gwn Securities Inc.
|
|
|
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|
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
|
|
|
|
|
|
Delta Investment Management, LLC
|
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|
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|
Richwood Investment Advisors, LLC
|
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|
Regal Investment Advisors LLC
|
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|
|
Tritonpoint Wealth, Llc
|
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|
|
Prudential Financial Inc
|
|
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|
M&G Plc
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
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|
Renaissance Technologies Llc
|
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|
|
Intech Investment Management Llc
|
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|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
Stock Portfolio - Stock Portfolio
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
Prairie Sky Financial Group LLC
|
|
|
|
|
|
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares
|
|
|
|
|
|
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Saxony Capital Management, LLC
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
Pfc Capital Group, Inc.
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
|
|
|
|
|
|
MXXVX - Matthew 25 Fund - Matthew 25 Fund
|
|
|
|
|
|
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A
|
|
|
|
|
|
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Signature Wealth Management Group
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Aldebaran Capital, Llc
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
KKM Financial LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Wells Fargo Global Dividend Opportunity Fund
|
|
|
|
|
|
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A
|
|
|
|
|
|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
|
|
|
|
|
GEM Asset Management, LLC
|
|
|
|
|
|
KilterHowling LLC
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
TGPEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Impact Equity Fund
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Potomac Fund Management Inc /adv
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Foguth Wealth Management, LLC.
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
J2 Capital Management Inc
|
|
|
|
|
|
Stonekeep Investments, LLC
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Moody Aldrich Partners Llc
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Boyd Watterson Asset Management Llc/oh
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Mine & Arao Wealth Creation & Management, LLC.
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Geneva Partners, LLC
|
|
|
|
|
|
Francis Financial, Inc.
|
|
|
|
|
|
Illumine Investment Management, LLC
|
|
|
|
|
|
Financial Sense Advisors, Inc.
|
|
|
|
|
|
Voisard Asset Management Group, Inc.
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Diversified Equity Income Fund
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
Alethea Capital Management, Llc
|
|
|
|
|
|
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A
|
|
|
|
|
|
Mitchell Capital Management Co
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a)
|
|
|
|
|
|
Sycomore Asset Management
|
|
|
|
|
|
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Spinnaker Trust
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
MFSIX - MADISON FUNDS - Madison Sustainable Equity Fund Sustainable Equity Fund Class I
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
|
|
|
|
|
North Point Portfolio Managers Corp/oh
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A
|
|
|
|
|
|
Aspiring Ventures, LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
HAVGX - ADVISORS' INNER CIRCLE FUND - HAVERFORD QUALITY GROWTH STOCK FUND Haverford Quality Growth Stock Fund
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Compass Capital Management, Inc
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Roof Eidam & Maycock/adv
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares
|
|
|
|
|
|
Andina Capital Management, LLC
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
North Forty Two & Co.
|
|
|
|
|
|
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
AGNG - Global X Funds - Global X Longevity Thematic ETF
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
Alpine Global Dynamic Dividend Fund
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Hardin Capital Partners, LLC
|
|
|
|
|
|
XML Financial, LLC
|
|
|
|
|
|
Swisher Financial Concepts, Inc.
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class
|
|
|
|
|
|
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund
|
|
|
|
|
|
PJP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Pharmaceuticals ETF
|
|
|
|
|
|
GBUY - Goldman Sachs ETF Trust - Goldman Sachs Future Consumer Equity ETF
|
|
|
|
|
|
JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Pegasus Asset Management, Inc.
|
|
|
|
|
|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
|
|
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|
Altshuler Shaham Ltd
|
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|
Sonata Capital Group Inc
|
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|
Avantax Planning Partners, Inc.
|
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|
Carr Financial Group Corp
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
|
|
|
|
|
|
Trillium Asset Management, Llc
|
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|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
Swmg, Llc
|
|
|
|
|
|
Evolution Wealth Advisors, LLC
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
|
|
Alta Wealth Advisors LLC
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
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|
|
Alphadyne Asset Management, LLC
|
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|
|
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|
Tsfg, Llc
|
|
|
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|
Red Door Wealth Management, LLC
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Sterneck Capital Management, LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A
|
|
|
|
|
|
Lighthouse Financial LLC
|
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|
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|
|
IAM Advisory, LLC
|
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|
SGL Investment Advisors, Inc.
|
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|
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|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
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|
|
Canada Pension Plan Investment Board
|
|
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|
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|
Goelzer Investment Management, Inc.
|
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|
Krs Capital Management, Llc
|
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|
Calton & Associates, Inc.
|
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|
Wd Rutherford Llc
|
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|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Atika Capital Management LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
PTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Healthcare Momentum ETF
|
|
|
|
|
|
Capstone Capital Wealth Advisors
|
|
|
|
|
|
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
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|
|
Union Savings Bank
|
|
|
|
|
|
RB Capital Management, LLC
|
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|
Kessler Investment Group, LLC
|
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|
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|
Summit X, LLC
|
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|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Money Concepts Capital Corp
|
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|
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|
Ring Mountain Capital, LLC
|
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|
SMI Advisory Services, LLC
|
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|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
|
|
|
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|
Prospect Financial Group LLC
|
|
|
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|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
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|
Acorn Creek Capital Llc
|
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|
Ssi Investment Management Llc
|
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|
Northwestern Mutual Investment Management Company, Llc
|
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|
Wealthfront Advisers Llc
|
|
|
|
|
|
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
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|
Militia Capital Partners, LP
|
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|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A
|
|
|
|
|
|
Public Investment Fund
|
|
|
|
|
|
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Gibraltar Capital Management, Inc.
|
|
|
|
|
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
683 Capital Management, LLC
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
America First Investment Advisors, LLC
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
Fortune 45 LLC
|
|
|
|
|
|
Buffington Mohr McNeal
|
|
|
|
|
|
Guardian Financial Partners, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
Ade, Llc
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Pekin Hardy Strauss, Inc.
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
CCOR - Listed Funds Trust - Core Alternative ETF
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
David J Yvars Group
|
|
|
|
|
|
PRJAX - PRUDENTIAL WORLD FUND, INC. - PGIM Jennison Global Opportunities Fund Class A
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Keyvantage Wealth, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Dnca Finance
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Jessup Wealth Management, Inc
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
Worth Asset Management, LLC
|
|
|
|
|
|
25 Llc
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Rokos Capital Management LLP
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
|
|
|
|
|
MSTRX - Morningstar Funds Trust - Morningstar Total Return Bond Fund
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
Glynn Capital Management Llc
|
|
|
|
|
|
Cooper/haims Advisors, Llc
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Stone House Investment Management, LLC
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Gordian Capital Singapore Pte Ltd
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF
|
|
|
|
|
|
NEQIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman U.S. Equity Impact Fund Institutional Class
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
Ted Buchan & Co
|
|
|
|
|
|
Morgan Dempsey Capital Management Llc
|
|
|
|
|
|
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
Dock Street Asset Management Inc
|
|
|
|
|
|
Kinneret Advisory, LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
John Hancock Funds II - Health Sciences Fund Class NAV
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
Parker Investment Management, LLC
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
Overbrook Management Corp
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
Safeguard Investment Advisory Group, LLC
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class
|
|
|
|
|
|
Councilmark Asset Management, LLC
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
Nvest Financial, LLC
|
|
|
|
|
|
Planning Alternatives Ltd /adv
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
FFG Partners, LLC
|
|
|
|
|
|
HT Partners LLC
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Cunning Capital Partners, LP
|
|
|
|
|
|
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
PPH - VanEck Vectors ETF Trust - VanEck Vectors Pharmaceutical ETF
|
|
|
|
|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Castleview Partners, Llc
|
|
|
|
|
|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Baring Financial LLC
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
Riverpark Capital Management Llc
|
|
|
|
|
|
Twelve Points Wealth Management LLC
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
RiverPark Advisors, LLC
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Lumbard & Kellner, LLC
|
|
|
|
|
|
South Street Advisors LLC
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
ShankerValleau Wealth Advisors, Inc.
|
|
|
|
|
|
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
|
|
|
|
|
Granite Bay Wealth Management, LLC
|
|
|
|
|
|
Owl Creek Asset Management, L.P.
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Brandywine Managers, Llc
|
|
|
|
|
|
CNECX - ALGER FUNDS - Alger Concentrated Equity Fund Class C
|
|
|
|
|
|
Mizuho Securities Co. Ltd.
|
|
|
|
|
|
Wealthspan Partners, Llc
|
|
|
|
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Client First Investment Management LLC
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UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
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|
Bensler, LLC
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|
Richmond Investment Services, LLC
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Financial Partners Group, Inc
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Farmers & Merchants Investments Inc
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
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|
Aaron Wealth Advisors LLC
|
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|
Valley National Advisers Inc
|
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|
W.H. Cornerstone Investments Inc.
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Sofos Investments, Inc.
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
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|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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Leavell Investment Management, Inc.
|
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Itau Unibanco Holding S.A.
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Junto Capital Management LP
|
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1776 Wealth LLC
|
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Paulson Wealth Management Inc.
|
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|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
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|
AMJ Financial Wealth Management
|
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|
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|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
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FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
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Nvwm, Llc
|
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Bank Of America Corp /de/
|
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Pacific Sun Financial Corp
|
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Marion Wealth Management
|
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Nfj Investment Group, Llc
|
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EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB
|
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|
Ridgecrest Wealth Partners, Llc
|
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|
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|
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USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
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RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
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|
Guardian Asset Advisors, LLC
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Graney & King, LLC
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CapWealth Advisors, LLC
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Innova Wealth Partners
|
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Missouri Trust & Investment Co
|
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Lmcg Investments, Llc
|
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Boreal Capital Management LLC
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Great Waters Wealth Management
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Thematics Asset Management
|
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Sit Investment Associates Inc
|
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Bank Julius Baer & Co. Ltd, Zurich
|
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WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N
|
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|
Envestnet Asset Management Inc
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Kentucky Retirement Systems
|
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Ashton Thomas Private Wealth, LLC
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Tocqueville Asset Management L.p.
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Headinvest, Llc
|
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Bank of New Hampshire
|
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Madison Wealth Partners, Inc
|
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Wick Capital Partners, LLC
|
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HSUAX - Mutual Fund & Variable Insurance Trust - Rational Dynamic Brands Fund Class A Shares
|
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|
Balboa Wealth Partners
|
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Meridian Financial Partners LLC
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Founders Financial Securities Llc
|
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Alberta Investment Management Corp
|
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Alliance Wealth Advisors, LLC
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Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
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KG&L Capital Management,LLC
|
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SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
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QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
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|
Ostrum Asset Management
|
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|
Signet Investment Advisory Group, Inc.
|
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|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
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|
|
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z
|
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|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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|
Colton Groome Financial Advisors, Llc
|
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|
Bartlett & Co. Wealth Management Llc
|
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|
Joel Adams & Associates, Inc.
|
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|
Duquesne Family Office LLC
|
|
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|
LPL Financial LLC
|
|
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|
PJBF - PGIM ETF TRUST - PGIM Jennison Better Future ETF
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
J. Goldman & Co LP
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
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|
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|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
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|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
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|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
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|
Apollon Financial, LLC
|
|
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|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
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|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
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|
|
Private Advisory Group LLC
|
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|
|
Pittenger & Anderson Inc
|
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|
Elevatus Welath Management
|
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|
Fiduciary Planning LLC
|
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|
Jackson Square Capital, Llc
|
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|
Codex Capital Asset Management L.L.C.
|
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|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
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|
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|
|
Van Cleef Asset Management,Inc
|
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|
Cypress Capital Group
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Bellevue Group AG
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
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|
|
Legacy Trust
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Broadleaf Partners, LLC
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
Comgest Global Investors S.a.s.
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
McDonough Capital Management, Inc
|
|
|
|
|
|
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A
|
|
|
|
|
|
OZEM - Roundhill ETF Trust - Roundhill GLP-1 & Weight Loss ETF
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Copperleaf Capital, LLC
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Redwood Investments, LLC
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
National Mutual Insurance Federation of Agricultural Cooperatives
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Jensen Investment Management Inc
|
|
|
|
|
|
Columbia River Financial Group, LLC
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
Wernau Asset Management Inc.
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
Ryan Investment Management, Inc.
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Cyrus J. Lawrence, LLC
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
DCF Advisers, LLC
|
|
|
|
|
|
Prakash Investment Advisors Llc
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A
|
|
|
|
|
|
Brentview Investment Management LLC
|
|
|
|
|
|
Finer Wealth Management, Inc.
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Baker Tilly Financial, Llc
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
Coign Capital Advisors LLC
|
|
|
|
|
|
BCGM Wealth Management, LLC
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Matthew Goff Investment Advisor, LLC
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Coyle Financial Counsel LLC
|
|
|
|
|
|
Orca Investment Management, LLC
|
|
|
|
|
|
TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF
|
|
|
|
|
|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
Thomas Story & Son Llc
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Beck Capital Management, Llc
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Monashee Investment Management LLC
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
TOPT - iSHARES TRUST - iShares Top 20 U.S. Stocks ETF
|
|
|
|
|
|
Keystone Global Partners, LLC
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Altman Advisors, Inc.
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
JXX - Janus Detroit Street Trust - Janus Henderson Transformational Growth ETF
|
|
|
|
|
|
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
Wilkinson Global Asset Management LLC
|
|
|
|
|
|
Hidden Cove Wealth Management, LLC
|
|
|
|
|
|
Resolute Wealth Strategies, LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Ctc Llc
|
|
|
|
|
|
Legacy Financial Strategies, LLC
|
|
|
|
|
|
Cache Advisors, LLC
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Blue Capital, Inc.
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Shikiar Asset Management Inc
|
|
|
|
|
|
Rs Crum Inc.
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
Finley Financial, LLC
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Atwater Malick LLC
|
|
|
|
|
|
Flynn Zito Capital Management, Llc
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
WESPAC Advisors SoCal, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Focused Equity Fund Class II
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
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Kaye Capital Management
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Bank OZK
|
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Birch Hill Investment Advisors LLC
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Burke & Herbert Bank & Trust Co
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|
Cardiff Park Advisors, Llc
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PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
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|
Stokes Family Office, LLC
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|
Lilly Endowment Inc
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|
V-Square Quantitative Management LLC
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Clarius Group, LLC
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Stifel Financial Corp
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Asset Management One Co., Ltd.
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FTQGX - FIDELITY CAPITAL TRUST - Fidelity Focused Stock Fund
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Wrapmanager Inc
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Lindbrook Capital, Llc
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Voleon Capital Management Lp
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Barr E S & Co
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Hantz Financial Services, Inc.
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Painted Porch Advisors LLC
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CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A
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IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
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BlackDiamond Wealth Management Inc.
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Sienna Gestion
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Wisconsin Capital Management Llc
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
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Suncoast Equity Management
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
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Convergence Investment Partners, LLC
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Crescent Grove Advisors, LLC
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Elk River Wealth Management, LLC
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FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
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Harbor Advisors LLC
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
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Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1
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Pictet & Cie (Europe) SA
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Banco Bilbao Vizcaya Argentaria, S.a.
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Modern Wealth Management, LLC
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THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
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Tilia Fiduciary Partners, Inc.
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Capital Research Global Investors
|
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Rakuten Investment Management, Inc.
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THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
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JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
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|
Deseret Mutual Benefit Administrators
|
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Armis Advisers, LLC
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Divergent Planning, LLC
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EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
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Bulltick Wealth Management, LLC
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Strategies Wealth Advisors, LLC
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VCBCX - VALIC Co I - Blue Chip Growth Fund
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GSB Wealth Management, LLC
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F/M Investments LLC
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SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
|
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|
Adell Harriman & Carpenter Inc
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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Stonebridge Capital Advisors LLC
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WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
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Prostatis Group LLC
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Sawgrass Asset Management Llc
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Narwhal Capital Management
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Enterprise Financial Services Corp
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Citizens & Northern Corp
|
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Hennion & Walsh Asset Management, Inc.
|
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Capasso Planning Partners LLC
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|
OneAscent Wealth Management LLC
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MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
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Stansberry Asset Management, Llc
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Victrix Investment Advisors
|
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Dodge & Cox
|
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QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
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|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
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Manchester Capital Management LLC
|
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|
Phillips Wealth Planners LLC
|
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|
MidWestOne Financial Group, Inc.
|
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Green Harvest Asset Management LLC
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|
JSF Financial, LLC
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|
Paces Ferry Wealth Advisors, Llc
|
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|
CNB Bank
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
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|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
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|
Westbourne Investment Advisors, Inc.
|
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Peoples Bank /oh
|
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Aviva Plc
|
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WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
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INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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|
Gf Fund Management Co. Ltd.
|
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QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
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|
BluePointe Capital Management, LLC
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|
|
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|
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
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|
Wayfinding Financial, LLC
|
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|
Cresset Asset Management, LLC
|
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|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
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|
|
|
Acima Private Wealth, Llc
|
|
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|
PAX Financial Group, LLC
|
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|
Capstone Wealth Management, LLC
|
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|
Graphene Investments SAS
|
|
|
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|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
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|
New York State Teachers Retirement System
|
|
|
|
|
|
Altus Wealth Group LLC
|
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|
|
Kraematon Investment Advisors, Inc
|
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|
Chicago Partners Investment Group LLC
|
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|
|
|
|
Sunburst Financial Group, LLC
|
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|
|
|
|
Semus Wealth Partners LLC
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
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|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
Cobler Capital Management, LLC
|
|
|
|
|
|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
|
|
|
RAGHX - ALLIANZ FUNDS - AllianzGI Health Sciences Fund A
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Rappaport Reiches Capital Management, LLC
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
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|
|
|
|
Peak Financial Management, Inc.
|
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|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
Fox Hill Wealth Management
|
|
|
|
|
|
Traphagen Investment Advisors Llc
|
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|
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|
Acadian Asset Management Llc
|
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Morgan Stanley Advantage Fund Class 1
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
eCIO, Inc.
|
|
|
|
|
|
Market Street Wealth Management Advisors Llc
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV
|
|
|
|
|
|
Robinson Smith Wealth Advisors Llc
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
WS Portfolio Advisory, LLC
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Tema ETF Trust - Tema Oncology ETF
|
|
|
|
|
|
JORNX - JANUS INVESTMENT FUND - Janus Henderson Global Select Fund Class T
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
Rooted Wealth Advisors, Inc.
|
|
|
|
|
|
Hartmann Taylor Wealth Management, LLC
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Global Strategic Investment Solutions, LLC
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Sirios Capital Management L P
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Sculati Wealth Management, LLC
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
Swan Global Investments, LLC
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
Vestor Capital, Llc
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
Luts & Greenleigh Group, Inc
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Legacy Wealth Management, LLC / MS
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
BlueCrest Capital Management Ltd
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
David R. Rahn & Associates Inc.
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Avaii Wealth Management, Llc
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
Gladius Capital Management LP
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
STAR Financial Bank
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
Avenue 1 Advisors, LLC
|
|
|
|
|
|
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
FSA Advisors, Inc.
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Smith Group Asset Management, LLC
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
Bourne Lent Asset Management Inc
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3
|
|
|
|
|
|
waypoint wealth counsel
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
Warburton Capital Management, LLC
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
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Davidson Trust Co
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GSG Advisors LLC
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Evercore Wealth Management, LLC
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Keebeck Wealth Management, LLC
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Blackhill Capital Inc
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Foundations Investment Advisors, LLC
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Covenant Asset Management, LLC
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Biondo Investment Advisors, LLC
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
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Fuller & Thaler Asset Management, Inc.
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Banco de Sabadell, S.A
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Abundance Wealth Counselors
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Lakeshore Financial Planning, Inc.
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Ameriflex Group, Inc.
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VanderPol Investments L.L.C.
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Edgemoor Investment Advisors, Inc.
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AFALX - World Funds Trust - Applied Finance Core Fund Investor Class
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Dymon Asia Capital (singapore) Pte. Ltd.
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EQ ADVISORS TRUST - EQ/Invesco Global Portfolio Class IB
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
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MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
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RKL Wealth Management LLC
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CHGX - EA Series Trust - Stance Sustainable Beta ETF
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Breakwater Investment Management
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Pacific Sage Partners, LLC
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ETHSX - EATON VANCE GROWTH TRUST - Eaton Vance Worldwide Health Sciences Fund Class A
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Cary Street Partner Investment Advisory Llc
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Copeland Capital Management, LLC
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Synergy Investment Management, LLC
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Sapient Capital Llc
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IMS Capital Management
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Ellevest, Inc.
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Sivia Capital Partners, LLC
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FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
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FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A
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GTCEX - GLENMEDE FUND INC - Strategic Equity Portfolio
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Fire Capital Management LLC
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SwitchPoint Financial Planning, LLC
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Wealth Alliance Advisory Group, LLC
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Williamson Legacy Group, LLC
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Oxler Private Wealth LLC
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Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B
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Mutual Of America Capital Management Llc
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Cullinan Associates Inc
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Allen Investment Management LLC
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Chokshi & Queen Wealth Advisors, Inc
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TFC Financial Management
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SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
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EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
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Stablepoint Partners, LLC
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Main Line Retirement Advisors, LLC
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Providence First Trust Co
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VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
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GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I
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First Affirmative Financial Network
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Fiduciary Group LLC
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Unique Wealth, Llc
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Nissay Asset Management Corp /japan/ /adv
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Blair William & Co/il
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Mather Group, Llc.
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Cobblestone Capital Advisors Llc /ny/
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OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
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EGFIX - Advisors' Inner Circle Fund - Edgewood Growth Fund Institutional Class Shares
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Weaver Capital Management LLC
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NWK Group, Inc.
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Hutchens & Kramer Investment Management Group, LLC
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HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
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SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
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BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class
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Saratoga Research & Investment Management
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Armstrong, Fleming & Moore, Inc
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Secured Retirement Advisors, Llc
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Trust Point Inc.
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EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
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Natixis
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FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
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Range Financial Group LLC
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Mirova US LLC
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Westbourne Investments, Inc.
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FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
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Investment Partners Asset Management, Inc.
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Human Investing LLC
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Jackson Wealth Management, LLC
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POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
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Granite Investment Partners, LLC
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Hollow Brook Wealth Management LLC
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SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
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Global View Capital Management LLC
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TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
|
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Barclays Plc
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
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Armstrong Advisory Group, Inc
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Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3
|
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PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc.
|
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
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NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
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Dahring | Cusmano Llc
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Vantage Investment Partners, LLC
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Family CFO Inc
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Accredited Wealth Management, LLC
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Brown Miller Wealth Management, LLC
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HUDIX - ADVISORS SERIES TRUST - Huber Capital Diversified Large Cap Value Fund Investor Class
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Accel Wealth Management
|
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SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
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Perkins Capital Management Inc
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EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
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Total Investment Management Inc
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AMCPX - AMCAP FUND - AMCAP FUND Class A
|
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Aspen Investment Management Inc
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VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
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Stonebridge Financial Group, LLC
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Associated Banc-corp
|
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Sand Hill Global Advisors, LLC
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First National Bank of Hutchinson
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LongView Wealth Management
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Atlanta Consulting Group Advisors, LLC
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PARUS FINANCE (UK) Ltd
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Westwood Wealth Management
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DecisionPoint Financial, LLC
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Horizon Bancorp Inc /in/
|
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VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
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Kovack Advisors, Inc.
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RedJay Asset Management Inc.
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Chatham Capital Group, Inc.
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HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
|
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PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
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Asset Dedication, LLC
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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|
State Street Corp
|
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Resources Investment Advisors, LLC.
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Richard W. Paul & Associates, LLC
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Avantax Advisory Services, Inc.
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Exencial Wealth Advisors, Llc
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Advanced Asset Management Advisors Inc
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West Chester Capital Advisors, Inc
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BKCG - BNY Mellon ETF Trust II - BNY Mellon Concentrated Growth ETF
|
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|
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C
|
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|
Birmingham Capital Management Co Inc/al
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|
Commonwealth Equity Services, Llc
|
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|
Principia Wealth Advisory, LLC
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
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Aviso Financial Inc.
|
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|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
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|
ABLE Financial Group, LLC
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|
Generate Investment Management Ltd
|
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|
FT Vest Total Return Income Fund: Series A3
|
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|
UMA Financial Services, Inc.
|
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Jacobs & Co/ca
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Leonard Rickey Investment Advisors P.L.L.C.
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RAM Investment Partners, LLC
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|
Cibc World Markets Corp
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|
New Millennium Group LLC
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|
Monterey Private Wealth, Inc.
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Aspire Private Capital, LLC
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|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
|
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|
Cravens & Co Advisors, LLC
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|
Putney Financial Group LLC
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|
Nbw Capital Llc
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Compass Ion Advisors, LLC
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John G Ullman & Associates Inc
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First Dallas Securities Inc.
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|
Capula Management Ltd
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Invenio Wealth Partners Llc
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Game Plan Financial Advisors, LLC
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|
DLHAX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Healthcare Fund Class A
|
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|
Aviance Capital Partners, LLC
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Private Management Group Inc
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FPHAX - FIDELITY SELECT PORTFOLIOS - Pharmaceuticals Portfolio
|
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Federated Hermes, Inc.
|
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
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VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
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PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
|
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Legacy Bridge, LLC
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Artisan Partners Limited Partnership
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SEG Partners Long/Short Equity Fund
|
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|
Seacrest Wealth Management, Llc
|
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Wiley Bros.-aintree Capital, Llc
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QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
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|
Mountain Pacific Investment Advisers Inc/id
|
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|
Lakeridge Wealth Management LLC
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QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
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|
Wealthcare Advisory Partners LLC
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|
Northstar Advisory Group, LLC
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|
TL Private Wealth
|
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|
McGowan Group Asset Management, Inc.
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Summit Financial Strategies, Inc.
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RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
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|
Wealth Advisory Solutions, LLC
|
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|
TIME - Tidal Trust II - Clockwise Core Equity & Innovation ETF
|
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|
State of Wyoming
|
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MEDI - Harbor ETF Trust - Harbor Health Care ETF
|
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|
Cardinal Point Capital Management, ULC
|
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|
Winch Advisory Services, LLC
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|
TCTC Holdings, LLC
|
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|
Fidelity D & D Bancorp Inc
|
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|
PGGM Investments
|
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|
Covington Investment Advisors Inc.
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Gilder Gagnon Howe & Co Llc
|
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|
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
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|
|
|
|
Moseley Investment Management Inc
|
|
|
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
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|
Dorsey Wright & Associates
|
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|
Varma Mutual Pension Insurance Co
|
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|
Synovus Financial Corp
|
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|
Fortis Group Advisors, LLC
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KCEVX - Advisors' Inner Circle Fund III - Knights of Columbus Long/Short Equity Fund Investor Shares
|
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|
Moment Partners, LLC
|
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|
Cavalier Investments, LLC
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|
Allium Financial Advisors, Llc
|
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|
PFS Partners, LLC
|
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|
Legend Financial Advisors, Inc.
|
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|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
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|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
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|
Alecta Pensionsforsakring, Omsesidigt
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Bey-Douglas LLC
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
LEVOX - LAZARD FUNDS INC - Lazard US Equity Concentrated Portfolio Open Shares
|
|
|
|
|
|
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Teewinot Capital Advisers, L.L.C.
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
Elmwood Wealth Management, Inc.
|
|
|
|
|
|
Hill Island Financial Llc
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
PLBEX - WISCONSIN CAPITAL FUNDS INC - Plumb Equity Fund
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
PFM Health Sciences, LP
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
Nicollet Investment Management, Inc.
|
|
|
|
|
|
HRTS - Tema ETF Trust - Tema Cardiovascular and Metabolic ETF
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
EagleClaw Capital Managment, LLC
|
|
|
|
|
|
EGGS - Tidal Trust III - NestYield Total Return Guard ETF
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
|
|
|
JCIC Asset Management Inc.
|
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|
Littlejohn Financial Services, Inc.
|
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|
Hendershot Investments Inc.
|
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|
Alaethes Wealth LLC
|
|
|
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|
Tortoise Investment Management, LLC
|
|
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|
|
|
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
|
|
|
|
|
|
Strategic Planning Group, Llc
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
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|
tru Independence LLC
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
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|
|
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|
Focused Wealth Management, Inc
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1
|
|
|
|
|
|
TAX - EA Series Trust - Cambria Tax Aware ETF
|
|
|
|
|
|
Lakeside Advisors, INC.
|
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|
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|
MSA Advisors, LLC
|
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|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
EGGY - Tidal Trust III - NestYield Dynamic Income ETF
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Alpha Financial Partners, LLC
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
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|
Fragasso Group Inc.
|
|
|
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|
|
Revolve Wealth Partners, LLC
|
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|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Rollins Financial Advisors, LLC
|
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|
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|
Altrius Capital Management Inc
|
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|
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|
Global Financial Private Client, LLC
|
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|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares
|
|
|
|
|
|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
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|
|
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|
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A
|
|
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|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
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|
Lathrop Investment Management Corp
|
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|
Marex Group plc
|
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|
Nan Shan Life Insurance Co., Ltd.
|
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|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
GDOC - Goldman Sachs ETF Trust - Goldman Sachs Future Health Care Equity ETF
|
|
|
|
|
|
Nwi Management Lp
|
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|
Select Equity Group, L.P.
|
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|
Up Strategic Wealth Investment Advisors Llc
|
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|
|
Quent Capital, LLC
|
|
|
|
|
|
J. Safra Sarasin Holding AG
|
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
|
|
|
|
|
|
Clear Investment Research, Llc
|
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|
|
Cornerstone Advisors, LLC
|
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|
|
|
Tobam
|
|
|
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|
|
Stone Point Wealth LLC
|
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|
|
Sentinus, LLC
|
|
|
|
|
|
Kinloch Capital, LLC
|
|
|
|
|
|
Wealth Watch Advisors, INC
|
|
|
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|
Wetherby Asset Management Inc
|
|
|
|
|
|
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
|
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|
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|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
PCBCX - Victory Portfolios IV - Victory Pioneer Balanced Fund Class C
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Large Cap Growth ETF
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
Beacon Financial Advisory LLC
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
M1 Capital Management LLC
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Mountain Capital Investment Advisors, Inc
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Meredith Wealth Planning
|
|
|
|
|
|
Financial Enhancement Group LLC
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
FSPHX - FIDELITY SELECT PORTFOLIOS - Health Care Portfolio
|
|
|
|
|
|
Unigestion Holding SA
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Financial Council Asset Management Inc
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Mill Creek Capital Advisors, LLC
|
|
|
|
|
|
Drake & Associates, LLC
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Slow Capital, Inc.
|
|
|
|
|
|
Hoertkorn Richard Charles
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
TPG Advisors LLC
|
|
|
|
|
|
Byrne Financial Freedom, Llc
|
|
|
|
|
|
Wealth Management Strategies, Inc.
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
Westover Capital Advisors, LLC
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
DDFG, Inc
|
|
|
|
|
|
Elite Life Management LLC
|
|
|
|
|
|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
George Kaiser Family Foundation
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Putnam ETF Trust - Putnam BioRevolution ETF -
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Bristol Gate Capital Partners Inc.
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
BRUFX - Bruce Fund Inc - Bruce Fund
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
Level Financial Advisors, Inc.
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Catalio Capital Management, LP
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
Lorne Steinberg Wealth Management Inc.
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Blackrock Enhanced Capital & Income Fund, Inc.
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a)
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
MIG Capital, LLC
|
|
|
|
|
|
Lutz Financial Services LLC
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
First Trust Enhanced Equity Income Fund
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
Arlington Financial Advisors, LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
Jackson Creek Investment Advisors LLC
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Genesee Capital Advisors, LLC
|
|
|
|
|
|
Portland Investment Counsel Inc.
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Agp Franklin, Llc
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
Eisler Capital Management Ltd.
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Calamos Global Total Return Fund
|
|
|
|
|
|
Pacific Wealth Strategies Group, Inc.
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Bard Financial Services, Inc.
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
|
|
|
|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
|
|
|
|
|
Persistent Asset Partners Ltd
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Strategic Financial Partners, Ltd.
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
GLOBALT Investments LLC / GA
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Nadler Financial Group, Inc.
|
|
|
|
|
|
Fairfield, Bush & Co.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Sphera Funds Management Ltd.
|
|
|
|
|
|
Great Diamond Partners, LLC
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
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Pinnacle Associates Ltd
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Foster & Motley Inc
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Woodstock Corp
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Campbell Deegan Wealth Management, LLC
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Central Pacific Bank - Trust Division
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Stillwater Capital Advisors, LLC
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SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
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FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
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Curbstone Financial Management Corp
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Promus Capital, LLC
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Wedgewood Investors Inc /pa/
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Strategic Wealth Designers
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
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AdvisorNet Financial, Inc
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Atria Investments Llc
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Ilmarinen Mutual Pension Insurance Co
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High Falls Advisors, Inc
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Summit Wealth Group Llc / Co
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Raleigh Capital Management Inc.
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Titleist Asset Management, Llc
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bLong Financial, LLC
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AJ Advisors, LLC
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UBS Group AG
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Gs Investments, Inc.
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Allied Investment Advisors, LLC
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Black Swift Group, LLC
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Fortitude Advisory Group L.L.C.
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BOK Financial Private Wealth, Inc.
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Haverford Financial Services, Inc.
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Enterprise Bank & Trust Co
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Burkett Financial Services, Llc
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Candriam Luxembourg S.C.A.
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Palo Alto Wealth Advisors, Llc
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Wealth Management Nebraska
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Clear Street Llc
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Walker Asset Management, LLC
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Point72 (DIFC) Ltd
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
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MBA Advisors LLC
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LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
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Kooman & Associates
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Klingman & Associates, LLC
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
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Cm Wealth Advisors Llc
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Harold Davidson & Associates Inc.
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Capital Planning LLC
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Claris Financial LLC
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Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
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Wallington Asset Management, LLC
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Gluskin Sheff & Assoc Inc
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Barrett & Company, Inc.
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Chronos Wealth Management, LLC
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STXG - EA Series Trust - Strive 1000 Growth ETF
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SummitTX Capital, L.P.
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Cohen Investment Advisors LLC
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JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A)
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Haverford Trust Co
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Columbia Asset Management
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Abn Amro Investment Solutions
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AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
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MTM Investment Management, LLC
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Elyxium Wealth, LLC
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IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
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PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
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PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
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HCPIX - Profunds - Health Care Ultrasector Profund Investor Class
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Vontobel Holding Ltd.
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Shelton Wealth Management, Llc
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Trust Co Of Toledo Na /oh/
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First Merchants Corp
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Highview Capital Management LLC/DE/
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Cove Private Wealth, LLC
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MetLife Investment Management, LLC
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IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
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Caas Capital Management Lp
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Raub Brock Capital Management LP
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Leo Wealth, LLC
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
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Hardy Reed LLC
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Biltmore Wealth Management, LLC
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Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a)
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Smith, Salley & Associates
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Kirr Marbach & Co Llc /in/
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Becker Capital Management Inc
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Rialto Wealth Management, LLC
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Abacus Planning Group, Inc.
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James Investment Research Inc
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GenTrust, LLC
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Mirae Asset Global Investments Co., Ltd.
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Venture Visionary Partners LLC
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Gardner Lewis Asset Management L P
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Heirloom Wealth Management
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Silvia Mccoll Wealth Management, Llc
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
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Adamsbrown Wealth Consultants Llc
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Centric Wealth Management
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Consilium Wealth Advisory, LLC
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Sovereign Financial Group, Inc.
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Country Trust Bank
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RLSIX - RIVERPARK FUNDS TRUST - RiverPark Long/Short Opportunity Fund Institutional Class
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TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund
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MBE Wealth Management, LLC
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Lifelong Wealth Advisors, Inc.
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Norris Perne & French Llp/mi
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LRI Investments, LLC
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Redmond Asset Management, LLC
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Keynote Financial Services Llc
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Credit Agricole S A
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West Branch Capital LLC
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RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF
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Harvest Fund Management Co., Ltd
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