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Ipswich Investment Management Co., Inc.
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Harvest Investment Services, LLC
|
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Waterway Wealth Management, LLC
|
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|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
HTG Investment Advisors, Inc.
|
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|
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|
QQQM - Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
|
|
|
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|
Murphy Pohlad Asset Management LLC
|
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Astoria Portfolio Advisors LLC.
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POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
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|
Rowland & Co Investment Counsel/adv
|
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Evergreen Capital Management Llc
|
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Hall Capital Management Co Inc
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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|
True Wealth Design, LLC
|
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Hsbc Holdings Plc
|
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Inspirion Wealth Advisors, Llc
|
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Mosaic Family Wealth Partners, Llc
|
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Emprise Bank
|
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|
Varma Mutual Pension Insurance Co
|
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Border to Coast Pensions Partnership Ltd
|
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|
Gray Private Wealth, LLC
|
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|
Westbourne Investments, Inc.
|
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IFM Investors Pty Ltd
|
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Centurion Wealth Management LLC
|
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|
|
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A
|
|
|
|
|
|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
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|
Apollon Wealth Management, LLC
|
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BancFirst Trust & Investment Management
|
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Harris Associates L P
|
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FSAWX - Fidelity Greenwood Street Trust - Fidelity SAI Convertible Arbitrage Fund
|
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|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
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SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A
|
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CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
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Helium Advisors LLC
|
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Trexquant Investment LP
|
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Toth Financial Advisory Corp
|
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SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
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M & L Capital Management Ltd
|
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Foundations Investment Advisors, LLC
|
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Chilton Capital Management Llc
|
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3Chopt Investment Partners, LLC
|
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Calvert Variable Products, Inc. - Calvert VP NASDAQ 100 Index Portfolio
|
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|
Jeppson Wealth Management, Llc
|
|
|
|
|
|
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
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|
|
|
Bfsg, Llc
|
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Solidarilty Wealth, LLC
|
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|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
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|
TT International Asset Management LTD
|
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|
Teacher Retirement System Of Texas
|
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Central Pacific Bank - Trust Division
|
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Mcdonald Partners Llc
|
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BKD Wealth Advisors, LLC
|
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LeConte Wealth Management, LLC
|
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Cetera Investment Advisers
|
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Mediolanum International Funds Ltd
|
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BNP Paribas Asset Management Holding S.A.
|
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|
Fountainhead AM, LLC
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
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|
Cabot Wealth Management Inc
|
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|
Keystone Global Partners, LLC
|
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|
Bank of Jackson Hole Trust
|
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|
Crews Bank & Trust
|
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Pfc Capital Group, Inc.
|
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Bcm Advisors, Llc
|
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De Burlo Group Inc
|
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Delta Global Management LP
|
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|
ADIV - GUINNESS ATKINSON FUNDS - SmartETFs Asia Pacific Dividend Builder ETF
|
|
|
|
|
|
NDVG - Nushares ETF Trust - Nuveen Dividend Growth ETF
|
|
|
|
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|
Aegon Asset Management Uk Plc
|
|
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|
Annandale Capital, LLC
|
|
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|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
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|
CWC Advisors, LLC.
|
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|
|
Gutierrez Wealth Advisory, LLC
|
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|
Twelve Points Wealth Management LLC
|
|
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|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF
|
|
|
|
|
|
Elite Wealth Management, Inc.
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A4
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
Vestia Personal Wealth Advisors
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
|
|
|
|
|
Partners Wealth Management, Llc
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Raleigh Capital Management Inc.
|
|
|
|
|
|
Element Pointe Advisors, Llc
|
|
|
|
|
|
Rokos Capital Management LLP
|
|
|
|
|
|
Cornerstone Planning, LLC
|
|
|
|
|
|
Brasada Capital Management, Lp
|
|
|
|
|
|
THMEX - Advisors' Inner Circle Fund III - CCT Thematic Equity Fund Institutional Shares
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Gardner Lewis Asset Management L P
|
|
|
|
|
|
Clearview Wealth Advisors LLC
|
|
|
|
|
|
PAGRX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Aggressive Growth Portfolio Class I
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
TSEL - Touchstone ETF Trust - Touchstone Sands Capital US Select Growth ETF
|
|
|
|
|
|
Mmbg Investment Advisors Co.
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
Swisher Financial Concepts, Inc.
|
|
|
|
|
|
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
|
|
|
|
|
|
QSIX - Pacer Funds Trust - Pacer Metarus Nasdaq 100 Dividend Multiplier 600 ETF
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
Absolute Capital Management, LLC
|
|
|
|
|
|
Daner Wealth Management, LLC
|
|
|
|
|
|
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Note Advisors, LLC
|
|
|
|
|
|
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
|
|
|
|
|
|
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund
|
|
|
|
|
|
Counterweight Ventures, LLC
|
|
|
|
|
|
AAAGX - THRIVENT MUTUAL FUNDS - Thrivent Large Cap Growth Fund Class A
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
Retirement Income Solutions, Inc
|
|
|
|
|
|
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
Weil Company, Inc.
|
|
|
|
|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
Wealth Group, Ltd.
|
|
|
|
|
|
DLCEX - VALUED ADVISERS TRUST - Dana Large Cap Equity Fund Investor Class Shares
|
|
|
|
|
|
Western Financial Corp/CA
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I
|
|
|
|
|
|
Anson Funds Management LP
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
BlueChip Wealth Advisors LLC
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
QTEC - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100-Technology Sector Index Fund
|
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
|
Team Financial Group, LLC
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
CVLOX - CALAMOS INVESTMENT TRUST/IL - Calamos Global Growth & Income Fund Class A
|
|
|
|
|
|
Requisite Capital Management, LLC
|
|
|
|
|
|
Bremer Bank National Association
|
|
|
|
|
|
Columbia Seligman Premium Technology Growth Fund, Inc.
|
|
|
|
|
|
CMT Capital Markets Trading GmbH
|
|
|
|
|
|
AA Financial Advisors, LLC
|
|
|
|
|
|
Rench Wealth Management, Inc.
|
|
|
|
|
|
Synergy Financial Group, LTD
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
PRIGX - T. Rowe Price Institutional International Funds, Inc. - T. Rowe Price Institutional Global Value Equity Fund
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
|
|
|
|
|
Wells Fargo Global Dividend Opportunity Fund
|
|
|
|
|
|
TDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest Technology Dividend Target Income ETF
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Jackson Wealth Management, LLC
|
|
|
|
|
|
Searle & Co.
|
|
|
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
|
|
|
|
|
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
PACIFIC SELECT FUND - Growth Portfolio Class I
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Nicollet Investment Management, Inc.
|
|
|
|
|
|
Meridian Management Co
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
|
|
|
|
|
|
IPEAX - Voya INVESTORS TRUST - Voya Large Cap Value Portfolio Class ADV
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
|
|
|
|
STAR Financial Bank
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Top QQQ ETF
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
Cardinal Capital Management, Inc.
|
|
|
|
|
|
ANEFX - NEW ECONOMY FUND - NEW ECONOMY FUND Class A
|
|
|
|
|
|
Red Cedar Investment Management, Llc
|
|
|
|
|
|
Leeward Financial Partners, LLC
|
|
|
|
|
|
Q Fund Management (Hong Kong) Ltd
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Growth Portfolio Initial Class
|
|
|
|
|
|
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
Css Llc/il
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
Nicola Wealth Management Ltd.
|
|
|
|
|
|
TDIV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust NASDAQ Technology Dividend Index Fund
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
QQQE - Direxion Shares ETF Trust - Direxion NASDAQ-100(R) Equal Weighted Index Shares
|
|
|
|
|
|
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
My Personal CFO, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Ramsey Quantitative Systems
|
|
|
|
|
|
PBCay One RSC Ltd
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A
|
|
|
|
|
|
EHLS - Tidal Trust II - Even Herd Long Short ETF
|
|
|
|
|
|
QLTY - 2023 ETF Series Trust II - GMO U.S. Quality ETF
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
QYLD - Global X Funds - Global X NASDAQ 100 Covered Call ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Longbow Finance SA
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Cyrus J. Lawrence, LLC
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
Invera Wealth Advisors, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
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FUKOKU MUTUAL LIFE INSURANCE Co
|
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|
Tcw Group Inc
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|
Hudson Value Partners, LLC
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Meyer Handelman Co
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Kanawha Capital Management Llc
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Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
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|
Coastal Investment Advisors, Inc.
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OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
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|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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|
Global Wealth Management Investment Advisory, Inc.
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|
NFP Retirement, Inc.
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Principal Financial Group Inc
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Wealth Architects, LLC
|
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|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
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|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
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Hendley & Co Inc
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Klingenstein Fields & Co Lp
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Graybill Bartz & Assoc Ltd
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CSU Producer Resources, Inc.
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IQM - Franklin Templeton ETF Trust - Franklin Intelligent Machines ETF
|
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MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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MeadowBrook Investment Advisors LLC
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Lifeworks Advisors, LLC
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Metis Global Partners, LLC
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RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
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NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
|
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Pacitti Group Inc.
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Money Concepts Capital Corp
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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Natixis Advisors, L.p.
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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NEQIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman U.S. Equity Impact Fund Institutional Class
|
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|
Donoghue Forlines LLC
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Asio Capital, LLC
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Douglass Winthrop Advisors, LLC
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Maia Wealth LLC
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Hoge Financial Services, Llc
|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
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|
Lansing Street Advisors
|
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Intrua Financial, LLC
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Madrona Financial Services, LLC
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TrimTabs Asset Management, LLC
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Palumbo Wealth Management LLC
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IVINX - IVY FUNDS - Ivy Global Growth Fund Class A
|
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Sheets Smith Wealth Management
|
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Chevy Chase Trust Holdings, Inc.
|
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MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
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|
Bridgewealth Advisory Group, LLC
|
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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|
Triglav Skladi, D.o.o.
|
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Valley National Advisers Inc
|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
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Coldstream Capital Management Inc
|
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GGRW - Gabelli ETFs Trust - Gabelli Growth Innovators ETF
|
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Chancellor Financial Group WB LP
|
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
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|
AMERICAN FUNDS INSURANCE SERIES - International Growth and Income Fund Class 1
|
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|
Crux Wealth Advisors
|
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|
Hoese & Co LLP
|
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|
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
|
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|
Windle Wealth, LLC
|
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|
SOA Wealth Advisors, LLC.
|
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|
SageView Advisory Group, LLC
|
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|
Garden State Investment Advisory Services LLC
|
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3
|
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|
Echo45 Advisors LLC
|
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|
Larson Financial Group LLC
|
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|
MPS Loria Financial Planners, LLC
|
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|
ERn Financial, LLC
|
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|
Shared Vision Wealth Group LLC
|
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|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
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|
Light Street Capital Management, Llc
|
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|
Mirae Asset Global Investments Co., Ltd.
|
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|
BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A
|
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|
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
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|
Stelac Advisory Services LLC
|
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|
|
Kentucky Retirement Systems
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
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|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
Fjell Capital, LLC
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Leaders ETF -
|
|
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|
|
|
M Holdings Securities, Inc.
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
|
|
|
|
First Trust Enhanced Equity Income Fund
|
|
|
|
|
|
Principle Wealth Partners Llc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
MECDX - MAINSTAY FUNDS TRUST - MainStay Epoch Capital Growth Fund Class A
|
|
|
|
|
|
Beaumont Asset Management, L.L.C.
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
FDx Advisors, Inc.
|
|
|
|
|
|
Broadleaf Partners, LLC
|
|
|
|
|
|
Vista Cima Wealth Management LLC
|
|
|
|
|
|
Grove Street Fiduciary, LLC
|
|
|
|
|
|
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. - BNY Mellon Sustainable U.S. Equity Portfolio, Inc. - Initial Shares
|
|
|
|
|
|
TradeWell Securities, LLC.
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
|
Wescott Financial Advisory Group, LLC
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
LICAX - LORD ABBETT SECURITIES TRUST - Lord Abbett International Equity Fund Class A
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
APLIX - Cavanal Hill Funds - Hedged Income Fund Investor
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Quantum Private Wealth, LLC
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. International Growth Fund Series I
|
|
|
|
|
|
Roberts Capital Advisors, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Foundation Wealth Management, LLC\PA
|
|
|
|
|
|
Fmb Wealth Management
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
Nordwand Advisors, LLC
|
|
|
|
|
|
Impact Investors, Inc
|
|
|
|
|
|
North Star Asset Management Inc
|
|
|
|
|
|
Obsidian Personal Planning Solutions LLC
|
|
|
|
|
|
Kathleen S. Wright Associates Inc.
|
|
|
|
|
|
Argyle Capital Partners, LLC
|
|
|
|
|
|
Community Financial Services Group, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
KTCIX - DEUTSCHE DWS SECURITIES TRUST - DWS Science and Technology Fund Institutional Class
|
|
|
|
|
|
Alta Capital Management Llc/
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a)
|
|
|
|
|
|
Foguth Wealth Management, LLC.
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
Westport Asset Management Inc
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
|
|
|
|
|
Gibraltar Capital Management, Inc.
|
|
|
|
|
|
Heritage Oak Wealth Advisors Llc
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
Verity & Verity, LLC
|
|
|
|
|
|
RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
Lombard Odier Asset Management (Switzerland) SA
|
|
|
|
|
|
TPG Financial Advisors, LLC
|
|
|
|
|
|
Frederick Financial Consultants, LLC
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
Clifford Group, LLC
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
Financial Advocates Investment Management
|
|
|
|
|
|
QYLG - Global X Funds - Global X Nasdaq 100 Covered Call & Growth ETF
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
Foundry Financial Group, Inc.
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Arrow Financial Corp
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Wealth Watch Advisors, INC
|
|
|
|
|
|
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Covenant Asset Management, LLC
|
|
|
|
|
|
StoneCrest Wealth Management, Inc.
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
Sterling Financial Group, Inc.
|
|
|
|
|
|
WESPAC Advisors SoCal, LLC
|
|
|
|
|
|
Lynch Asset Management, Inc.
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Blue Rock Wealth Management LLC
|
|
|
|
|
|
TYLG - Global X Funds - Global X Information Technology Covered Call & Growth ETF
|
|
|
|
|
|
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
|
|
|
|
|
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
SRIGX - Gabelli ESG Fund, Inc. - Gabelli ESG Fund, Inc. Class AAA
|
|
|
|
|
|
RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Sebold Capital Management, Inc.
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Landmark Wealth Management, Inc.
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
SCS Capital Management LLC
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Focus Fund Class R6
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A
|
|
|
|
|
|
Divergent Planning, LLC
|
|
|
|
|
|
J. L. Bainbridge & Co., Inc.
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Rothschild Capital Partners, LLC
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares
|
|
|
|
|
|
Camarda Financial Advisors, LLC
|
|
|
|
|
|
Nvest Financial, LLC
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
|
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
|
|
|
|
|
Envestnet Portfolio Solutions, Inc.
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
SSIFX - SATURNA INVESTMENT TRUST - Sextant International Fund Investor Shares
|
|
|
|
|
|
Codex Capital Asset Management L.L.C.
|
|
|
|
|
|
WFH - Direxion Shares ETF Trust - Direxion Work From Home ETF
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
STNFX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
Kingdom Financial Group LLC.
|
|
|
|
|
|
Cypress Funds Llc
|
|
|
|
|
|
Ulland Investment Advisors, LLC
|
|
|
|
|
|
Estate Counselors, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Oppenheimer Global Equity Portfolio Class B
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Roberts Wealth Advisors, LLC
|
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|
Centaurus Financial, Inc.
|
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|
Waverton Investment Management Ltd
|
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|
Cincinnati Specialty Underwriters Insurance CO
|
|
|
|
|
|
PSI - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Semiconductors ETF
|
|
|
|
|
|
Zhang Financial LLC
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
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|
Catalyst Capital Advisors LLC
|
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|
Aquatic Capital Management LLC
|
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|
Briaud Financial Planning, Inc
|
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|
Heritage Family Offices, LLP
|
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|
Blackston Financial Advisory Group, LLC
|
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|
Pathway Financial Advisers, LLC
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XML Financial, LLC
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Jupiter Wealth Management LLC
|
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|
Heritage Wealth Management, Inc.
|
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Verum Partners LLC
|
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Wood Tarver Financial Group, LLC
|
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Montag A & Associates Inc
|
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|
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|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
O'ROURKE & COMPANY, Inc
|
|
|
|
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Cornerstone Advisory, LLC
|
|
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|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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|
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SPHB - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Beta ETF
|
|
|
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|
|
Scott Marsh Financial, LLC
|
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|
Symphony Financial Services, Inc.
|
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Marshall & Sterling Wealth Advisors Inc.
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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|
Hudock, Inc.
|
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Paces Ferry Wealth Advisors, Llc
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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Ninety One UK Ltd
|
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SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
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|
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|
Raab & Moskowitz Asset Management LLC
|
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Journey Advisory Group, LLC
|
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|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
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|
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|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
Sei Investments Co
|
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|
SRN Advisors, LLC
|
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Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
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|
ARTY - iSHARES TRUST - iShares Robotics and Artificial Intelligence Multisector ETF
|
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|
Monterey Private Wealth, Inc.
|
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|
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NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
|
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|
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|
MSH Capital Advisors LLC
|
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Creative Capital Management Investments LLC
|
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AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
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|
Glynn Capital Management Llc
|
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|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
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|
Ethos Financial Group, LLC
|
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Aware Super Pty Ltd as trustee of Aware Super
|
|
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|
Advantage Advisers Xanthus Fund, L.l.c.
|
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|
EMWLX - LORD ABBETT TRUST I - Lord Abbett Emerging Markets Equity Fund Class R6
|
|
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|
|
|
Hilltop Wealth Advisors, Llc
|
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|
Avestar Capital, LLC
|
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|
CNB Bank
|
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|
Regal Investment Advisors LLC
|
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|
Aspen Grove Capital, LLC
|
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|
Heritage Financial Services, LLC
|
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|
Sarasin & Partners LLP
|
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
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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GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
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|
Berkshire Bank
|
|
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|
Two Sigma Securities, Llc
|
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|
BluePath Capital Management, LLC
|
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|
Prairie Wealth Advisors, Inc.
|
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|
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|
MN Wealth Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
WUGI - Investment Managers Series Trust II - AXS Esoterica NextG Economy ETF
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Bright Futures Wealth Management, LLC.
|
|
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|
|
|
Frisch Financial Group, Inc.
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
CGDG - Capital Group Dividend Growers ETF - Capital Group Dividend Growers ETF Share Class
|
|
|
|
|
|
Strategic Advocates LLC
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
MQS Management LLC
|
|
|
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|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
AIFG Consultants Ltd.
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
Hamilton Capital Partners, Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class
|
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Capital Wealth Planning, LLC
|
|
|
|
|
|
Challenger Wealth Management
|
|
|
|
|
|
QLD - PROSHARES TRUST - ProShares Ultra QQQ
|
|
|
|
|
|
FFIDX - FIDELITY HASTINGS STREET TRUST - Fidelity Fund
|
|
|
|
|
|
Compass Wealth Management, LLC/GA
|
|
|
|
|
|
ROGSX - Oak Associates Funds - Red Oak Technology Select Fund
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
Mill Capital Management, LLC
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
|
|
|
|
|
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
Richmond Investment Services, LLC
|
|
|
|
|
|
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
|
|
|
|
|
|
Almanack Investment Partners, LLC.
|
|
|
|
|
|
DAVPX - WILLIAMSBURG INVESTMENT TRUST - Davenport Core Fund
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
Opus Capital Group, LLC
|
|
|
|
|
|
CGIC - Capital Group International Core Equity ETF - Capital Group International Core Equity ETF Share Class
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
5T Wealth, LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Mairs & Power Inc
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
Insight Holdings Group, LLC
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
FGRAX - Franklin Strategic Series - Franklin Growth Opportunities Fund Class A
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Sierra Summit Advisors Llc
|
|
|
|
|
|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
|
|
|
|
|
Wallace Hart LLC
|
|
|
|
|
|
Parker Financial LLC
|
|
|
|
|
|
Harbor Asset Planning, Inc.
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Key Client Fiduciary Advisors, LLC
|
|
|
|
|
|
NWJCX - NATIONWIDE MUTUAL FUNDS - Nationwide Ziegler NYSE Arca Tech 100 Index Fund Class A
|
|
|
|
|
|
Navigoe, LLC
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
Teamwork Financial Advisors, LLC
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
BayBridge Capital Group, LLC
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
MGO Private Wealth, LLC
|
|
|
|
|
|
Whelan Financial
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
TMAT - Northern Lights Fund Trust IV - Main Thematic Innovation ETF
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
Horizon Family Wealth, Inc.
|
|
|
|
|
|
Noble Wealth Management PBC
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Bain Capital Public Equity, LP
|
|
|
|
|
|
Next Century Growth Investors Llc
|
|
|
|
|
|
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
|
|
|
|
|
|
Fi3 FINANCIAL ADVISORS, LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Gunderson Capital Management Inc.
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
DIVZ - Listed Funds Trust - TrueShares Low Volatility Equity Income ETF
|
|
|
|
|
|
Vista Investment Partners Ii, Llc
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Paladin Advisory Group, LLC
|
|
|
|
|
|
Cadent Capital Advisors, LLC
|
|
|
|
|
|
Paragon Capital Management Inc
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
Zeit Capital LLC
|
|
|
|
|
|
Central Asset Investments & Management Holdings (HK) Ltd
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
Grey Fox Wealth Advisors, LLC
|
|
|
|
|
|
RULE - Collaborative Investment Series Trust - Adaptive Core ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
Private Client Services, Llc
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
Aufman Associates Inc
|
|
|
|
|
|
Blue Whale Capital LLP
|
|
|
|
|
|
BGSIX - BLACKROCK FUNDS - BlackRock Technology Opportunities Fund INSTITUTIONAL
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
WealthCare Investment Partners, LLC
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
Phoenix Wealth Advisors
|
|
|
|
|
|
Acap Strategic Fund
|
|
|
|
|
|
Theory Financial Llc
|
|
|
|
|
|
RGRYX - VICTORY PORTFOLIOS - Victory RS Growth Fund Class Y
|
|
|
|
|
|
Nicholas Investment Partners, LP
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
JPL Wealth Management, LLC
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
Optima Capital Llc
|
|
|
|
|
|
Situational Awareness LP
|
|
|
|
|
|
NBNGX - Sit Mid Cap Growth Fund Inc - Sit Mid Cap Growth Fund Inc
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Promus Capital, LLC
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A
|
|
|
|
|
|
Burns Matteson Capital Management, LLC
|
|
|
|
|
|
CFS Investment Advisory Services, LLC
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Grant Private Wealth Management Inc
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
Trust Co
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Flavin Financial Services, Inc.
|
|
|
|
|
|
CHASX - ADVISORS SERIES TRUST - Chase Growth Fund Class N
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Ables, Iannone, Moore & Associates, Inc.
|
|
|
|
|
|
GK - AdvisorShares Trust - AdvisorShares Gerber Kawasaki ETF
|
|
|
|
|
|
Prospect Financial Group LLC
|
|
|
|
|
|
TGRW - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth Stock ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
FF Advisors,LLC
|
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|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
Sanchez Wealth Management Group
|
|
|
|
|
|
Tuttle Tactical Management LLC
|
|
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|
|
|
HFG Advisors, Inc.
|
|
|
|
|
|
Howard Financial Services, Ltd.
|
|
|
|
|
|
ASIAX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO Asia Pacific Growth Fund Class A
|
|
|
|
|
|
HIBL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) High Beta Bull 3X Shares
|
|
|
|
|
|
NETZ - Engine No. 1 ETF Trust - Engine No. 1 Transform Climate ETF
|
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|
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|
Tealwood Asset Management Inc
|
|
|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
Scge Management, L.p.
|
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|
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|
Cito Capital Group, LLC
|
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|
|
AGIX - Krane Shares Trust - KraneShares Artificial Intelligence and Technology ETF
|
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|
Talon Private Wealth, LLC
|
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|
|
Traynor Capital Management, Inc.
|
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|
Tandem Wealth Advisors LLC
|
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|
Paragon Capital Management LLC
|
|
|
|
|
|
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
|
|
|
|
|
Advisors Capital Management, LLC
|
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Joseph Group Capital Management
|
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Overbrook Management Corp
|
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Boit C F David
|
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Tiger Global Management Llc
|
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Charter Trust Co
|
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|
Thompson Investment Management, Inc.
|
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Boston Trust Walden Corp
|
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CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
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|
Brighton Jones Llc
|
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|
Douglas Lane & Associates, LLC
|
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|
Lantz Financial LLC
|
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|
Hartford Financial Management Inc.
|
|
|
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|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
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|
Goldman Sachs Group Inc
|
|
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|
Ullmann Financial Group, Inc.
|
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|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
FSELX - FIDELITY SELECT PORTFOLIOS - Semiconductors Portfolio
|
|
|
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|
Marietta Wealth Management, LLC
|
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|
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|
Cottonwood Capital Advisors, Llc
|
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|
Munro Partners
|
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|
Brand Asset Management Group, Inc.
|
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|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
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|
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|
|
Allen Capital Group, LLC
|
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|
Brooks, Moore & Associates, Inc.
|
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|
Investment Partners Asset Management, Inc.
|
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|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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|
Richard Bernstein Advisors LLC
|
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Avenue 1 Advisors, LLC
|
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|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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|
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|
Aprio Wealth Management, LLC
|
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|
Buffington Mohr McNeal
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
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|
JDCAX - JANUS INVESTMENT FUND - Janus Henderson Forty Fund Class A
|
|
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|
Symphony Financial, Ltd. Co.
|
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|
Financial Enhancement Group LLC
|
|
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|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Barrett & Company, Inc.
|
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|
BCGM Wealth Management, LLC
|
|
|
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|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Ardmore Road Asset Management LP
|
|
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|
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|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
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|
|
|
Ascent Group, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
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|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
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|
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|
TD Waterhouse Canada Inc.
|
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|
Dean Investment Associates, Llc
|
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|
|
Peterson Wealth Management
|
|
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|
|
Sowell Financial Services LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Zweig-DiMenna Associates LLC
|
|
|
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|
|
Nomura Asset Management Co Ltd
|
|
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|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
HT Partners LLC
|
|
|
|
|
|
New England Professional Planning Group Inc.
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Mane Global Capital Management Lp
|
|
|
|
|
|
Capital International Ltd /ca/
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Brick & Kyle, Associates
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
GGGAX - Gamco Global Series Funds, Inc - Gamco Global Growth Fund Class A
|
|
|
|
|
|
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
|
|
|
|
|
WLGRX - IVY FUNDS - Ivy Large Cap Growth Fund Class R
|
|
|
|
|
|
Kickstand Ventures, Llc.
|
|
|
|
|
|
Benchmark Investment Advisors LLC
|
|
|
|
|
|
BRAGX - BRIDGEWAY FUNDS INC - Aggressive Investors 1 Fund Class N
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
Avid Wealth Partners LLC
|
|
|
|
|
|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Clarity Wealth Advisors, LLC
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
SLWGX - VALUED ADVISERS TRUST - Slow Capital Growth Fund
|
|
|
|
|
|
Wolverine Asset Management Llc
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
Proactive Wealth Strategies LLC
|
|
|
|
|
|
Arbor Capital Management Inc /adv
|
|
|
|
|
|
IVC Wealth Advisors LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Gordian Advisors LLC
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class
|
|
|
|
|
|
Kendall Capital Management
|
|
|
|
|
|
Redwood Wealth Management Group, LLC
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
CIBR - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust NASDAQ Cybersecurity ETF
|
|
|
|
|
|
Eight 31 Financial Llc
|
|
|
|
|
|
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
|
|
|
|
|
|
CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
First Financial Bankshares Inc
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
|
Eq Llc
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Green Alpha Advisors, LLC
|
|
|
|
|
|
Curat Global, LLC
|
|
|
|
|
|
Silphium Asset Management Ltd
|
|
|
|
|
|
Chokshi & Queen Wealth Advisors, Inc
|
|
|
|
|
|
TEC - Harbor ETF Trust - Harbor Transformative Technologies ETF
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Torray Llc
|
|
|
|
|
|
BKIV - BNY Mellon ETF Trust - BNY Mellon Innovators ETF
|
|
|
|
|
|
Goldstream Capital Management Ltd
|
|
|
|
|
|
Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
Lloyd Advisory Services, LLC.
|
|
|
|
|
|
Mayflower Financial Advisors, LLC
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
Acorns Advisers, LLC
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
RoundAngle Advisors LLC
|
|
|
|
|
|
Clough Global Equity Fund
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
JOGEX - JOHCM Funds Trust - JOHCM Global Select Fund Advisor Shares
|
|
|
|
|
|
Sutton Place Investors Llc
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
UG Investment Advisers Ltd.
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
|
|
|
|
|
|
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV
|
|
|
|
|
|
Parkside Investments, LLC
|
|
|
|
|
|
HFGO - Hartford Funds Exchange-Traded Trust - Hartford Large Cap Growth ETF
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
NBDS - Neuberger Berman ETF Trust - Neuberger Berman Disrupters ETF
|
|
|
|
|
|
One Wealth Management Investment & Advisory Services, LLC
|
|
|
|
|
|
Safeguard Investment Advisory Group, LLC
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Blueprint Investment Partners LLC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Hardy Reed LLC
|
|
|
|
|
|
Scholtz & Company, Llc
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Saxony Capital Management, LLC
|
|
|
|
|
|
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES
|
|
|
|
|
|
USD - PROSHARES TRUST - ProShares Ultra Semiconductors
|
|
|
|
|
|
Wick Capital Partners, LLC
|
|
|
|
|
|
AIFD - TCW ETF Trust - TCW Artificial Intelligence ETF
|
|
|
|
|
|
FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Kingsman Wealth Management, Inc.
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Free Cash Flow Achievers ETF
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Core Wealth Advisors, Inc.
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
|
|
|
|
|
|
Belvedere Trading LLC
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
Wright Investors Service Inc
|
|
|
|
|
|
HLMGX - HARDING LOEVNER FUNDS INC - Harding Loevner Global Equity Portfolio Advisor
|
|
|
|
|
|
Freemont Management S.A.
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
Bay Rivers Group
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
Fidelity D & D Bancorp Inc
|
|
|
|
|
|
Kane Investment Management, Inc.
|
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GeoWealth Management, LLC
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Scotia Capital Inc.
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Vestor Capital, Llc
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Neo Ivy Capital Management
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TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class
|
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Kurv ETF Trust - Kurv Technology Titans Select ETF
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Principal Securities, Inc.
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Rappaport Reiches Capital Management, LLC
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ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
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Summa Corp.
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Family Management Corp
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DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
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Mml Investors Services, Llc
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Tobam
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Centricity Wealth Management, LLC
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Intellus Advisors LLC
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Gladstone Institutional Advisory LLC
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MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
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Saiph Capital, LLC
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Martel Wealth Advisors Inc
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Patten Group, Inc.
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Sycomore Asset Management
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Marshall Wace, Llp
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Martin Investment Management, LLC
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Fort Sheridan Advisors Llc
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Retirement Planning Group
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First National Bank of Hutchinson
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Allegheny Financial Group LTD
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Hansen & Associates Financial Group, Inc.
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Clear Creek Financial Management, LLC
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United Advisor Group, LLC
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Boltwood Capital Management
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HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
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DMAGX - DRIEHAUS MUTUAL FUNDS - Driehaus Multi-Asset Growth Economies Fund
|
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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Bouchey Financial Group Ltd
|
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AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
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PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
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ASB Consultores, LLC
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City Center Advisors, LLC
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Financial Avengers, Inc.
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Traub Capital Management LLC
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Mizuho Markets Cayman LP
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Cercano Management LLC
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ARILX - Aristotle Funds Series Trust - Aristotle Core Equity Fund II Class I
|
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VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
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LMR Partners LLP
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
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Goldstein Advisors, LLC
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NJ State Employees Deferred Compensation Plan
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Lazari Capital Management, Inc.
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Gradient Capital Advisors, LLC
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Jackson Creek Investment Advisors LLC
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PKO Investment Management Joint-Stock Co
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RMB Capital Management, LLC
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QCLR - Global X Funds - Global X NASDAQ 100 Collar 95-110 ETF
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Ashton Thomas Private Wealth, LLC
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Private Wealth Partners, LLC
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Wexford Capital Lp
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BlackRock ETF Trust - BlackRock Large Cap Core ETF
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Princeton Capital Management Llc
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MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
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Kfg Wealth Management, Llc
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Boston Partners
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Evelyn Partners Investment Management LLP
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Financial Perspectives, Inc
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
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WPG Advisers, LLC
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Sands Capital Management, Llc
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PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I
|
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HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
|
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WFA of San Diego, LLC
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SNS Financial Group, LLC
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Commons Capital, Llc
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Mill Creek Capital Advisors, LLC
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Acorn Financial Advisory Services Inc /adv
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Wall Street Financial Group, Inc.
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Alps Advisors Inc
|
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Unigestion Holding SA
|
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LGRO - ALPS ETF Trust - Level Four Large Cap Growth Active ETF
|
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|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
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|
SMPIX - Profunds - Semiconductor Ultrasector Profund Investor Class
|
|
|
|
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|
Narwhal Capital Management
|
|
|
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|
Canandaigua National Bank & Trust Co
|
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|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
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M&t Bank Corp
|
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4wealth Advisors, Inc.
|
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Ridgewood Investments LLC
|
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Redwood Financial Network Corp
|
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Banco BTG Pactual S.A.
|
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|
Paragon Capital Management Ltd
|
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|
WT Asset Management Ltd
|
|
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|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
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Machina Capital S.a.s.
|
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Zullo Investment Group, Inc.
|
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NEOS ETF Trust - NEOS Nasdaq-100(R) High Income ETF
|
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Brown Miller Wealth Management, LLC
|
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|
LVW Advisors, LLC
|
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|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
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|
SG Americas Securities, LLC
|
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|
RiverFront Investment Group, LLC
|
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|
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
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|
Strata Wealth Advisors, LLC
|
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|
Harbour Investment Management Llc
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Elm Partners Management LLC
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
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|
Institute for Wealth Management, LLC.
|
|
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|
Sphera Management Technology Funds Ltd
|
|
|
|
|
|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
OneAscent Family Office, LLC
|
|
|
|
|
|
TIRTX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Fund Retail Class
|
|
|
|
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|
Korea Investment CORP
|
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|
|
Guidance Point Advisors, LLC
|
|
|
|
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|
BIT Capital GmbH
|
|
|
|
|
|
Fullcircle Wealth Llc
|
|
|
|
|
|
Family Wealth Group, LLC
|
|
|
|
|
|
Semus Wealth Partners LLC
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
|
|
|
RFG Advisory, LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Old North State Wealth Management, LLC
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
Phocas Financial Corp.
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
|
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
SEMI - Columbia ETF Trust I - Columbia Seligman Semiconductor and Technology ETF Shares
|
|
|
|
|
|
Cutler Investment Counsel Llc
|
|
|
|
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|
Kcm Investment Advisors Llc
|
|
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|
Wealthstream Advisors, Inc.
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
|
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
CORDA Investment Management, LLC.
|
|
|
|
|
|
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
Family CFO Inc
|
|
|
|
|
|
GK Wealth Management LLC
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
Axiom International Investors Llc /de
|
|
|
|
|
|
Groupama Asset Managment
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
ETNEX - MUTUAL FUND SERIES TRUST - Eventide Exponential Technologies Fund Class N Share
|
|
|
|
|
|
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund Retail Class Shares
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Bennett Selby Investments Lp
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Ridgepath Capital Management LLC
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
Blackrock Enhanced Global Dividend Trust
|
|
|
|
|
|
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
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|
|
|
|
Legacy Financial Strategies, LLC
|
|
|
|
|
|
Wellington Capital Management, Inc.
|
|
|
|
|
|
O'Brien Wealth Partners LLC
|
|
|
|
|
|
Cannon Advisors, Inc.
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
SPTE - SP Funds Trust - SP Funds S&P Global Technology ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Northeast Financial Group, Inc.
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard
|
|
|
|
|
|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Mirae Asset Securities (usa) Inc.
|
|
|
|
|
|
LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Mitchell Capital Management Co
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Defined Financial Planning LLC
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
Eagle Capital Management, LLC
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Baxter Bros Inc
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
|
PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
Trust Investment Advisors
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
NorthStar Asset Management LLC /NJ/
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
Invesco Qqq Trust, Series 1
|
|
|
|
|
|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
|
|
Keyvantage Wealth, Llc
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Advent Capital Management /de/
|
|
|
|
|
|
Fairtree Asset Management (Pty) Ltd
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Randolph Co Inc
|
|
|
|
|
|
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Intelligence Driven Advisers, LLC
|
|
|
|
|
|
SDMGX - SIT MUTUAL FUNDS INC - Sit Developing Markets Growth Fund
|
|
|
|
|
|
IAM Advisory, LLC
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
49 Wealth Management, Llc
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
Tower Wealth Partners, Inc.
|
|
|
|
|
|
HNASX - HOMESTEAD FUNDS INC - Growth Fund
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Growth Stock Fund Standard Class
|
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|
|
|
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
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|
|
Beverly Hills Private Wealth, LLC
|
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Great Lakes Advisors, Llc
|
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Sterling Investment Counsel, LLC
|
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Motley Fool Asset Management LLC
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Wesbanco Bank Inc
|
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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Kentucky Trust Co
|
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|
Empower Advisory Group, LLC
|
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O'Neil Global Advisors, Inc.
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Invictus Private Wealth, Llc
|
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Halter Ferguson Financial Inc.
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PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
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Whalen Wealth Management Inc.
|
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1st Source Bank
|
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Baker Avenue Asset Management, LP
|
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SNIGX - Sit Large Cap Growth Fund Inc - Sit Large Cap Growth Fund Inc
|
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Cape Investment Advisory, Inc.
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Poehling Capital Management, LLC
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Stenger Family Office, LLC
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Focus Financial Network, Inc.
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NWF Advisory Services Inc.
|
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Sound View Wealth Advisors Group, LLC
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Hm Payson & Co
|
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|
Ballast, Inc.
|
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American Money Management, LLC
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco QQQ Income Advantage ETF
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
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South Dakota Investment Council
|
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LeClair Wealth Partners LLC
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SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
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PIODX - Victory Portfolios IV - Victory Pioneer Fund Class A
|
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Clarendon Private LLC
|
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Heritage Wealth Management, Inc. /CA/
|
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Hemenway Trust Co LLC
|
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SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
|
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SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
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Brentview Investment Management LLC
|
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FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
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|
Haven Private, LLC
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WPWealth LLP
|
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Pinnacle Wealth Management Advisory Group, LLC
|
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SLMCX - Columbia Funds Series Trust II - Columbia Seligman Communications and Information Fund Class A
|
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|
Crestmont Private Wealth LLC
|
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VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
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Hancock Whitney Corp
|
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Palogic Value Management, L.P.
|
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Sumitomo Mitsui Trust Holdings, Inc.
|
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GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A
|
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|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
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Albert D Mason Inc
|
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Chapman Financial Group, Llc
|
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Sargent Investment Group, LLC
|
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DIVS - GUINNESS ATKINSON FUNDS - SmartETFs Dividend Builder ETF
|
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Envestnet Asset Management Inc
|
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Bank Hapoalim Bm
|
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Hilltop Partners LLC
|
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EQ ADVISORS TRUST - EQ/Invesco Global Portfolio Class IB
|
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Select Equity Group, L.P.
|
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Tiemann Investment Advisors, Llc
|
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LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares
|
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QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
|
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
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Vontobel Holding Ltd.
|
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Washburn Capital Management, Inc.
|
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Trust Co Of Toledo Na /oh/
|
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Alcosta Capital Management, Inc.
|
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Center for Financial Planning, Inc.
|
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GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF
|
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|
Prentice Wealth Management LLC
|
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|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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Flagship Harbor Advisors, Llc
|
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|
Everpar Advisors Llc
|
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Motive Wealth Advisors
|
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Philadelphia Trust Co
|
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XNTK - SPDR SERIES TRUST - SPDR(R) NYSE Technology ETF
|
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Adage Capital Partners Gp, L.l.c.
|
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|
Garde Capital, Inc.
|
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|
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CHPY - Tidal Trust II - YieldMax(TM) Semiconductor Portfolio Option Income ETF
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
Clough Capital Partners L P
|
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|
|
Fmr Llc
|
|
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|
|
|
Nippon Life Global Investors Americas, Inc.
|
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|
|
Planning Alternatives Ltd /adv
|
|
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|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
TLGQX - TIAA-CREF LIFE FUNDS - Growth Equity Fund
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Milestone Resources Group Ltd
|
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|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
SUPP - Engine No. 1 ETF Trust - Engine No. 1 Transform Supply Chain ETF
|
|
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|
|
Argent Trust Co
|
|
|
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|
Advantage Trust Co
|
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|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
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|
|
Symmetry Investments LP
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
|
|
|
FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund
|
|
|
|
|
|
Consolidated Capital Management, Llc
|
|
|
|
|
|
Integrity Wealth Solutions LLC
|
|
|
|
|
|
Riverstone Advisors, LLC
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Thematic Growth Portfolio Class A
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund
|
|
|
|
|
|
Kondo Wealth Advisors, Inc.
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
TOPT - iSHARES TRUST - iShares Top 20 U.S. Stocks ETF
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
DDIAX - Delaware Group Equity Funds V - Delaware Wealth Builder Fund Class A
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Value Fund (a)
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Banque de Luxembourg S.A.
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Seldon Capital Lp
|
|
|
|
|
|
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
Transcend Wealth Collective, Llc
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
Franklin Templeton ETF Trust - Franklin Focused Growth ETF
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
Fiduciary Wealth Partners, LLC
|
|
|
|
|
|
Pacific Global Investment Management Co
|
|
|
|
|
|
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Davidson Capital Management Inc.
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
TEKY - Lazard Active ETF Trust - Lazard Next Gen Technologies ETF
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
Stokes Family Office, LLC
|
|
|
|
|
|
Southeast Asset Advisors Inc.
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
SFYF - Tidal ETF Trust - SoFi 50 ETF
|
|
|
|
|
|
K2 Principal Fund, L.p.
|
|
|
|
|
|
Willis Johnson & Associates, Inc.
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Gallacher Capital Management LLC
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
denkapparat Operations GmbH
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
Prakash Investment Advisors Llc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
RAA - ETF Opportunities Trust - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF
|
|
|
|
|
|
Reliant Investment Management, LLC
|
|
|
|
|
|
Register Financial Advisors LLC
|
|
|
|
|
|
Evergreen Wealth Solutions, LLC
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
|
|
|
|
|
Yarbrough Capital, LLC
|
|
|
|
|
|
TigerOak Management, L.L.C.
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
|
|
|
|
|
|
RGEF - Tidal Trust III - Rockefeller Global Equity ETF
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
United Capital Management of KS, Inc.
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
CapWealth Advisors, LLC
|
|
|
|
|
|
Wealth High Governance Capital Ltda
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class
|
|
|
|
|
|
ANWPX - NEW PERSPECTIVE FUND - NEW PERSPECTIVE FUND Class A
|
|
|
|
|
|
HORAN Wealth, LLC
|
|
|
|
|
|
TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
|
|
|
|
|
|
Sage Investment Counsel LLC
|
|
|
|
|
|
Coyle Financial Counsel LLC
|
|
|
|
|
|
Cavalier Investments, LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
Wincap Financial Llc
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Morgan Stanley Advantage Fund Class 1
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Growth Fund
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
HRCPX - CARILLON SERIES TRUST - Carillon ClariVest Capital Appreciation Fund Class A
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
Gladius Capital Management LP
|
|
|
|
|
|
Monetta Financial Services Inc
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Global Diversified Equity Income Fund
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Ashford Capital Management Inc
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3
|
|
|
|
|
|
JBF Capital, Inc.
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
IXN - iSHARES TRUST - iShares Global Tech ETF
|
|
|
|
|
|
TECHX - WisdomTree Digital Trust - WisdomTree Technology and Innovation 100 Digital Fund N/A
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
Vaughan David Investments Inc/il
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
FTGS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Growth Strength ETF
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
NQGAX - NUVEEN INVESTMENT TRUST - Nuveen NWQ Global Equity Income Fund Class A
|
|
|
|
|
|
Drucker Wealth 3.0, LLC
|
|
|
|
|
|
Curran Financial Partners, LLC
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Strategic Multi-Asset Portfolio Class 1
|
|
|
|
|
|
Rfg Holdings, Inc.
|
|
|
|
|
|
DHK Financial Advisors, Inc.
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Intellectus Partners, LLC
|
|
|
|
|
|
Red Spruce Capital, LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Curtis Advisory Group, LLC
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
RYDEX VARIABLE TRUST - NASDAQ-100(R) 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
New Covenant Trust Company, N.A.
|
|
|
|
|
|
LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
AlphaCore Capital LLC
|
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Krilogy Financial LLC
|
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|
Advanced Portfolio Management, LLC
|
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|
MetLife Investment Management, LLC
|
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|
Northwest Quadrant Wealth Management, LLC
|
|
|
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|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
Bluesphere Advisors, LLC
|
|
|
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|
BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
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|
|
Longview Financial Advisors LLC
|
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|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
Groesbeck Investment Management Corp /nj/
|
|
|
|
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|
Highview Capital Management LLC/DE/
|
|
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|
Brown Shipley& Co Ltd
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Levin Large Cap Value VP Service
|
|
|
|
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|
Shelton Wealth Management, Llc
|
|
|
|
|
|
KLGAX - MAINSTAY FUNDS TRUST - MainStay MacKay Growth Fund Class A
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Cramer Rosenthal Mcglynn Llc
|
|
|
|
|
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VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
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|
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Aubrey Capital Management Ltd
|
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First Long Island Investors, LLC
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Thrive Capital Management, LLC
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Intrinsic Edge Capital Management LLC
|
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CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
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|
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|
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
|
|
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|
Fusion Capital, LLC
|
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KBC Group NV
|
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OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
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|
Americana Partners, LLC
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Shearwater Capital LLC
|
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FWD - AB Active ETFs, Inc. - AB Disruptors ETF
|
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Tectonic Advisors Llc
|
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Tme Financial, Inc.
|
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Greenland Capital Management LP
|
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AE Wealth Management LLC
|
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VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
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Truist Financial Corp
|
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Klingman & Associates, LLC
|
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AMAGX - AMANA MUTUAL FUNDS TRUST - Amana Growth Fund Investor Shares
|
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Dunhill Financial, LLC
|
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AQLGX - Capitol Series Trust - Alta Quality Growth Fund Institutional Shares
|
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ABN AMRO Bank N.V.
|
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|
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PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
|
|
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|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
|
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Cranbrook Wealth Management, LLC
|
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|
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AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
|
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|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
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|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
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Fire Capital Management LLC
|
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First Foundation Advisors
|
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Winthrop Advisory Group LLC
|
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PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
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|
Hanson & Doremus Investment Management
|
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|
Bowie Capital Management, LLC
|
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Green Harvest Asset Management LLC
|
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SHOC - EA Series Trust - Strive U.S. Semiconductor ETF
|
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|
California State Teachers Retirement System
|
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Global Value Investment Corp.
|
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NUGO - Nushares ETF Trust - Nuveen Growth Opportunities ETF
|
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Invesco, Llc
|
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Oppenheimer Asset Management Inc.
|
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VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A
|
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Brian Low Financial Group, Llc
|
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Cullen Investment Group, Ltd.
|
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ATVPX - ALGER FUNDS - Alger 35 Fund Class P
|
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
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|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
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|
Pacific Sage Partners, LLC
|
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|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
J.P. Marvel Investment Advisors, LLC
|
|
|
|
|
|
MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
|
|
|
|
|
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A
|
|
|
|
|
|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
|
|
|
Field & Main Bank
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
|
|
|
|
|
Vance Wealth, Inc.
|
|
|
|
|
|
Reliant Investment Partners, LLC
|
|
|
|
|
|
Covea Finance
|
|
|
|
|
|
ILDR - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Innovation Leaders ETF
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
Davidson Kempner Capital Management Lp
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Mirabella Financial Services Llp
|
|
|
|
|
|
Magnolia Capital Management Ltd
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
|
Flow Traders U.s. Llc
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
Global Strategic Investment Solutions, LLC
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
Stillwater Capital Advisors, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
APCM Wealth Management for Individuals
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
Vista Capital Partners, Inc.
|
|
|
|
|
|
Ttp Investments, Inc.
|
|
|
|
|
|
Carmel Capital Management L.L.C.
|
|
|
|
|
|
Cyndeo Wealth Partners, LLC
|
|
|
|
|
|
Evexia Wealth Llc
|
|
|
|
|
|
Martin Capital Partners, LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Navellier & Associates Inc
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
Magnus Financial Group LLC
|
|
|
|
|
|
EAFGX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Growth Opportunities Fund Class A
|
|
|
|
|
|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
|
|
|
|
|
FFLC - FIDELITY COVINGTON TRUST - Fidelity New Millennium ETF
|
|
|
|
|
|
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Digital Evolution Strategy Fund Class Y
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
Watershed Private Wealth Llc
|
|
|
|
|
|
Caldwell Investment Management Ltd.
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
Colony Capital, Inc.
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Electronics Fund Variable Annuity
|
|
|
|
|
|
John G Ullman & Associates Inc
|
|
|
|
|
|
Bell Asset Management Ltd
|
|
|
|
|
|
BUFEX - BUFFALO FUNDS - Buffalo Large Cap Fund Investor Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT NASDAQ-100 Index Fund Class II
|
|
|
|
|
|
Summit Place Financial Advisors, LLC
|
|
|
|
|
|
Friday Financial
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
Blue Edge Capital, LLC
|
|
|
|
|
|
Rainier Family Wealth Inc
|
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
|
|
|
|
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
Banco Bilbao Vizcaya Argentaria, S.a.
|
|
|
|
|
|
EGGQ - Tidal Trust III - NestYield Visionary ETF
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
|
|
|
|
|
RedJay Asset Management Inc.
|
|
|
|
|
|
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Silver Coast Investments LLC
|
|
|
|
|
|
Charles Schwab Trust Co
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Disciplined Investors, L.L.C.
|
|
|
|
|
|
Stansberry Asset Management, Llc
|
|
|
|
|
|
Penney Financial, LLC
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Hartline Investment Corp/
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
O'Connor Financial Group LLC
|
|
|
|
|
|
Kings Path Partners LLC
|
|
|
|
|
|
Scalar Gauge Management, Llc
|
|
|
|
|
|
Lakewood Asset Management LLC
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Nasdaq-100 Index Fund Standard
|
|
|
|
|
|
Cahill Financial Advisors Inc
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Brueske Advisory Services, LLC
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
Nwam Llc
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1
|
|
|
|
|
|
Opulen Financial Group LLC
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
Pennington Partners & Co., Llc
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
Summit Wealth Group Llc / Co
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Liontrust Investment Partners LLP
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Wrapmanager Inc
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
MADDEN SECURITIES Corp
|
|
|
|
|
|
German American Bancorp, Inc.
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
QTUM - ETF Series Solutions - Defiance Quantum ETF
|
|
|
|
|
|
Beck Capital Management, Llc
|
|
|
|
|
|
Augustine Asset Management Inc
|
|
|
|
|
|
Westfuller Advisors, LLC
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
Alan B. Lancz & Associates, Inc.
|
|
|
|
|
|
Veridan Wealth LLC
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
Wakefield Asset Management LLLP
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Voisard Asset Management Group, Inc.
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
HIADX - Hartford Series Fund Inc - Hartford Dividend And Growth Hls Fund Ia
|
|
|
|
|
|
Options Solutions, Llc
|
|
|
|
|
|
Ipsen Advisor Group LLC
|
|
|
|
|
|
Trust Asset Management LLC
|
|
|
|
|
|
TSGMX - TRANSAMERICA FUNDS - Transamerica Sustainable Growth Equity R6
|
|
|
|
|
|
Symmetry Partners, LLC
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
LAVGX - LORD ABBETT TRUST I - Lord Abbett International Growth Fund Class R6
|
|
|
|
|
|
1858 Wealth Management, Llc
|
|
|
|
|
|
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
Centennial Bank/AR/
|
|
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Kentucky Retirement Systems Insurance Trust Fund
|
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
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MAI Capital Management
|
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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BridgePort Financial Solutions, LLC
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VCAAX - VALIC Co I - Asset Allocation Fund
|
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AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
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|
Norinchukin Bank, The
|
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MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
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|
Goepper Burkhardt LLC
|
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JGP Wealth Management, LLC
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Greatmark Investment Partners, Inc.
|
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AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
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Arrow Capital Pty Ltd
|
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BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
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Gibbs Wealth Management
|
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Harvest Fund Management Co., Ltd
|
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USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
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Vanguard Capital Wealth Advisors
|
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LGT Fund Management Co Ltd.
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UBS Group AG
|
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Spinnaker Trust
|
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Generation Capital Management LLC
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WMKGX - WESMARK FUNDS - WesMark Growth Fund
|
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True North Advisors, LLC
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Rollins Financial Advisors, LLC
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Lazard Asset Management Llc
|
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Alteri Wealth LLC
|
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PFGEX - PARNASSUS FUNDS - Parnassus Growth Equity Fund Investor Shares
|
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
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Bosman Wealth Management, LLC
|
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Linscomb & Williams, Inc.
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Capital Asset Advisory Services LLC
|
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Lmp Capital & Income Fund Inc.
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Old Point Trust & Financial Services N A
|
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Investors Research Corp
|
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Wealthcare Capital Partners, LLC
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Peachtree Investment Partners, LLC
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NSBAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Dividend Growth Fund - Class A
|
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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Perennial Investment Advisors, LLC
|
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Copley Financial Group, Inc.
|
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QUVU - Hartford Funds Exchange-Traded Trust - Hartford Quality Value ETF
|
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Sendero Wealth Management, LLC
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KC Investment Advisors, LLC
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Whitener Capital Management, Inc.
|
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Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
|
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Clear Street Llc
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Heck Capital Advisors, LLC
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Frazier Financial Advisors, LLC
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SilverOak Wealth Management LLC
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Marvin & Palmer Associates Inc
|
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Financial Synergies Wealth Advisors, Inc.
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Rossby Financial, LCC
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Pingora Partners LLC
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Bedrijfstakpensioenfonds Voor De Media Pno
|
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Beacon Financial Advisory LLC
|
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Profunds - Profund Vp Semiconductor
|
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Richard P Slaughter Associates Inc
|
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Sovereign Financial Group, Inc.
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Johnson & White Wealth Management, LLC
|
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
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BLOK - Amplify ETF Trust - Amplify Transformational Data Sharing ETF
|
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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Berkshire Money Management, Inc.
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Redwood Park Advisors LLC
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Innovator Capital Management, LLC
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Wambolt & Associates, LLC
|
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GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
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Capital Advisors Wealth Management, LLC
|
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Bnp Paribas
|
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Eaton Vance Tax-managed Buy-write Income Fund
|
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|
Nan Shan Life Insurance Co., Ltd.
|
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Smith Group Asset Management, LLC
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Whitford Management LLC
|
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Farmers & Merchants Trust Co of Long Beach
|
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Heartland Bank & Trust Co
|
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Five Oceans Advisors
|
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Syntegra Private Wealth Group, LLC
|
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JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
|
|
|
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|
Valiant Capital Management, L.P.
|
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Royal Bank Of Canada
|
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CNEQ - Alger ETF Trust - Alger Concentrated Equity ETF
|
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|
VisionPoint Advisory Group, LLC
|
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Teramo Advisors, LLC
|
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|
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A
|
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Eastern Bank
|
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BLB&B Advisors, LLC
|
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CX Institutional
|
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|
THRIVENT SERIES FUND INC - Thrivent Large Cap Growth Portfolio Class A
|
|
|
|
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|
Capital Investment Services of America, Inc.
|
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|
Jackson Square Capital, Llc
|
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Grandfield & Dodd, Llc
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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|
Meiji Yasuda Life Insurance Co
|
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|
TruNorth Capital Management, LLC
|
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|
Aragon Global Management, LP
|
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Park Place Capital Corp
|
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|
MTCGX - M FUND INC - M Large Cap Growth Fund
|
|
|
|
|
|
Peak Asset Management, LLC
|
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|
HHM Wealth Advisors, LLC
|
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|
Park Avenue Securities Llc
|
|
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|
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|
Maxi Investments CY Ltd
|
|
|
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|
Perigon Wealth Management, LLC
|
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|
|
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|
Texas Bank & Trust Co
|
|
|
|
|
|
Hobbs Group Advisors, LLC
|
|
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|
Glen Eagle Advisors, LLC
|
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|
Essex Financial Services, Inc.
|
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|
|
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|
Riverview Trust Co
|
|
|
|
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|
Blodgett Wealth Advisors, Llc
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Evolution Wealth Advisors, LLC
|
|
|
|
|
|
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A
|
|
|
|
|
|
Eclectic Associates Inc /adv
|
|
|
|
|
|
QRMI - Global X Funds - Global X NASDAQ 100 Risk Managed Income ETF
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Blackhawk Capital Partners LLC.
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
Graphene Investments SAS
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
TRUE Private Wealth Advisors
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
Brown Wealth Management, Llc
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
VWUSX - VANGUARD WORLD FUND - Vanguard U.S. Growth Fund Investor Shares
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Spinnaker Investment Group, LLC
|
|
|
|
|
|
Arvest Bank Trust Division
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
OMNI 360 Wealth, Inc.
|
|
|
|
|
|
Private Capital Advisors, Inc.
|
|
|
|
|
|
SMHX - VanEck ETF Trust - VanEck Fabless Semiconductor ETF
|
|
|
|
|
|
MGFAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Global Fund Class A
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
Grassi Investment Management
|
|
|
|
|
|
Boyd Wealth Management, LLC
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Retireful, LLC
|
|
|
|
|
|
Warburton Capital Management, LLC
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Paladin Wealth, LLC
|
|
|
|
|
|
Orca Investment Management, LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
South Plains Financial, Inc.
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan US Technology Leaders Fund Class Y
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
|
|
|
|
|
|
BWM Planning, LLC
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
Eubel Brady & Suttman Asset Management Inc
|
|
|
|
|
|
Agur Provident & Training Funds Management Ltd
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Ariadne Wealth Management, LP
|
|
|
|
|
|
XT - iSHARES TRUST - iShares Exponential Technologies ETF
|
|
|
|
|
|
Resolute Wealth Strategies, LLC
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Science and Technology Class II
|
|
|
|
|
|
Cvfg Llc
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
|
|
|
|
|
|
Affinity Wealth Management Llc
|
|
|
|
|
|
One + One Wealth Management, Llc
|
|
|
|
|
|
LGLAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Growth Leaders Fund Class A
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
|
|
|
|
FTEC - FIDELITY COVINGTON TRUST - Fidelity MSCI Information Technology Index ETF
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
CFO4Life Group, LLC
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
TUG - Listed Funds Trust - STF Tactical Growth ETF
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
Diversified Enterprises, LLC
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
UEIPX - UBS FUNDS - UBS Engage For Impact Fund Class P
|
|
|
|
|
|
Raelipskie Partnership
|
|
|
|
|
|
JAFSX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Science & Technology Trust NAV
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
LongView Asset Management LLC
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Cape Ann Savings Bank
|
|
|
|
|
|
ACAAX - ALGER FUNDS - Alger Capital Appreciation Fund Class A
|
|
|
|
|
|
Cypress Capital, LLC
|
|
|
|
|
|
Marsico Capital Management Llc
|
|
|
|
|
|
Mascagni Wealth Management, Inc.
|
|
|
|
|
|
Family Firm, Inc.
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
MA Private Wealth
|
|
|
|
|
|
Solitude Financial Services
|
|
|
|
|
|
Palacios Wealth Management, LLC
|
|
|
|
|
|
Transform Wealth, LLC
|
|
|
|
|
|
Symmetry Peak Management Llc
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Cache Advisors, LLC
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
First Affirmative Financial Network
|
|
|
|
|
|
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A
|
|
|
|
|
|
Eagle Rock Investment Company, Llc
|
|
|
|
|
|
Brio Consultants, LLC
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
M3 Advisory Group, LLC
|
|
|
|
|
|
Covington Investment Advisors Inc.
|
|
|
|
|
|
Campion Asset Management LLC
|
|
|
|
|
|
Alberta Investment Management Corp
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
Wolff Financial Management Llc
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
Sand Hill Global Advisors, LLC
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Davis R M Inc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
AAFCPAs Wealth Management, LLC
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
BIP Alliance, LLC
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
CTF Capital Management, LP
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Harbor Advisory Corp /ma/
|
|
|
|
|
|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
|
|
|
|
Ellsworth Advisors, LLC
|
|
|
|
|
|
Sawyer & Company, Inc
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
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Kensington Investment Counsel, LLC
|
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Horizon Bancorp Inc /in/
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ProShare Advisors LLC
|
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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|
Wealth Management Partners, LLC
|
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Cable Hill Partners, LLC
|
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BlackRock ETF Trust - iShares A.I. Innovation and Tech Active ETF
|
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Middleton & Co Inc/ma
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Nissay Asset Management Corp /japan/ /adv
|
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IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
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|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
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|
Moran Wealth Management, LLC
|
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Atlas Brown,Inc.
|
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MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF
|
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Ci Investments Inc.
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State Board Of Administration Of Florida Retirement System
|
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Insight Inv LLC
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Texas Yale Capital Corp.
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Crescent Grove Advisors, LLC
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KKM Financial LLC
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Mizuho Securities Co. Ltd.
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Ariston Services Group
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Van Eck Associates Corp
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MONTX - MONETTA TRUST - Monetta Fund
|
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Spears Abacus Advisors LLC
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Payden & Rygel
|
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Strategies Wealth Advisors, LLC
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McAdam, LLC
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Trail Ridge Investment Advisors, LLC
|
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Altus Wealth Group LLC
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WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1
|
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LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
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Prescott Group Capital Management, L.l.c.
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Diligent Investors, LLC
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Mcrae Capital Management Inc
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New England Asset Management Inc
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Sig Brokerage, Lp
|
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Moss Adams Wealth Advisors LLC
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SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
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Wealth Dimensions Group, Ltd.
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American National Bank
|
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PGWAX - ALLIANZ FUNDS - AllianzGI Focused Growth Fund A
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Reuter James Wealth Management, Llc
|
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SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A
|
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Eaton Vance Tax Advantaged Global Dividend Income Fund
|
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SNGRX - SIT MUTUAL FUNDS INC - Sit International Growth Fund
|
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Knights of Columbus Asset Advisors LLC
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Paragon Advisors, LLC
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Madison Asset Management, LLC
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Hohimer Wealth Management, Llc
|
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Analyst IMS Investment Management Services Ltd.
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Tortoise Investment Management, LLC
|
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VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
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Westover Capital Advisors, LLC
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Evernest Financial Advisors, LLC
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Three Seasons Wealth, LLC
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Central Bank & Trust Co
|
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Nicholas Company, Inc.
|
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MWA Asset Management
|
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|
WSTRX - IVY FUNDS - Ivy Science and Technology Fund Class R
|
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|
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
|
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|
FTQI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Hedged BuyWrite Income ETF
|
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|
Vantage Investment Partners, LLC
|
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|
Latitude Advisors, LLC
|
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Spectrum Wealth Advisory Group, LLC
|
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|
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
|
|
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|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
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|
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
|
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|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
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|
Garda Capital Partners Lp
|
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|
Maytus Capital Management, LLC
|
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Forza Wealth Management, LLC
|
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|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
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|
Bank of New York Mellon Corp
|
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|
Panoramic Capital Partners, LLC
|
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|
Red Mountain Financial, LLC
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Pettinga Financial Advisors, LLC
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Guerra Advisors Inc
|
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BI Asset Management Fondsmaeglerselskab A/S
|
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|
|
Clough Global Opportunities Fund
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
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|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
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|
|
Stony Point Wealth Management Inc.
|
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|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Waller Financial Planning Group, Inc
|
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|
|
Optas, LLC
|
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|
Jacobs Levy Equity Management, Inc
|
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|
|
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
|
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|
|
|
|
SBLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Growth Fund Class A
|
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|
Nearwater Capital Markets, Ltd
|
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|
|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
|
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|
|
Morningstar Investment Management LLC
|
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|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
|
|
|
|
|
HBK Sorce Advisory LLC
|
|
|
|
|
|
WealthTrust Axiom LLC
|
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|
|
Schubert & Co
|
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|
Gordian Capital Singapore Pte Ltd
|
|
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|
|
Newport Capital Group, LLC
|
|
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|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
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|
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|
|
M.e. Allison & Co., Inc.
|
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|
|
Investment House Llc
|
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|
|
|
Barlow Wealth Partners, Inc.
|
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|
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|
|
Generali Asset Management SPA SGR
|
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|
|
Hoey Investments, Inc
|
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|
Sweeney & Michel, Llc
|
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|
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|
|
Us Financial Advisors, Llc
|
|
|
|
|
|
ACUSX - NEIMAN FUNDS - Advisors Capital US Dividend Fund
|
|
|
|
|
|
Matrix Trust Co
|
|
|
|
|
|
Concentrum Wealth Management
|
|
|
|
|
|
Werba Rubin Papier Wealth Management
|
|
|
|
|
|
BLVD Private Wealth, LLC
|
|
|
|
|
|
Hollow Brook Wealth Management LLC
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
Athena Investment Management
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Horizon Kinetics Asset Management Llc
|
|
|
|
|
|
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
|
|
|
|
|
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
BFOCX - BERKSHIRE FUNDS - Berkshire Focus Fund
|
|
|
|
|
|
ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
Osborne Partners Capital Management, Llc
|
|
|
|
|
|
Insight Wealth Strategies, LLC
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Capital Investment Advisory Services, LLC
|
|
|
|
|
|
McMahon Financial Advisors, LLC
|
|
|
|
|
|
Financial Advisory Corp /ut/ /adv
|
|
|
|
|
|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
|
Osher Van de Voorde Investment Management
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Wrenne Financial Planning LLC
|
|
|
|
|
|
RMBHX - RMB INVESTORS TRUST - RMB Fund Class A
|
|
|
|
|
|
HWG Holdings LP
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Csenge Advisory Group
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Innovators Fund Class Y
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Penn Davis Mcfarland Inc
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
IWFG - IndexIQ Active ETF Trust - IQ Winslow Focused Large Cap Growth ETF
|
|
|
|
|
|
Mosaic Financial Group, Llc
|
|
|
|
|
|
Hedeker Wealth, LLC
|
|
|
|
|
|
DLD Asset Management, LP
|
|
|
|
|
|
FLC Capital Advisors
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A
|
|
|
|
|
|
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A
|
|
|
|
|
|
Legacy Financial Group, Inc.
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
Credit Industriel Et Commercial
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
TORYX - RBB Fund Trust - Torray Fund
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
PMV Capital Advisers, LLC
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
JAGTX - JANUS INVESTMENT FUND - Janus Henderson Global Technology Fund Class T
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund
|
|
|
|
|
|
Alphadyne Asset Management, LLC
|
|
|
|
|
|
Inman Jager Wealth Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
PKS Advisory Services, LLC
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
|
|
|
|
|
|
Independence Financial Advisors, LLC
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
LRGE - Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth ESG ETF
|
|
|
|
|
|
Stegent Equity Advisors, Inc.
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
Oak Associates Ltd /oh/
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
Legacy Advisory Services, LLC
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
|
|
|
|
|
D. Scott Neal, Inc.
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Astra Wealth Partners LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
BTG Pactual Asset Management US LLC
|
|
|
|
|
|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
Sollinda Capital Management LLC
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Stockman Wealth Management, Inc.
|
|
|
|
|
|
Ibex Wealth Advisors
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Pacifica Partners Inc.
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Balance Wealth, LLC
|
|
|
|
|
|
Hixon Zuercher, LLC
|
|
|
|
|
|
JAKWX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class NAV
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
tru Independence LLC
|
|
|
|
|
|
Fortress Private Ledger, Llc
|
|
|
|
|
|
RYVLX - RYDEX DYNAMIC FUNDS - NASDAQ-100(R) 2x Strategy Fund A
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
Napean Trading & Investment Co (Singapore) PTE Ltd
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Keystone Financial Group
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
L & S Advisors Inc
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
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Man Group plc
|
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Cadinha & Co Llc
|
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Cottage Street Advisors LLC
|
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Laidlaw Wealth Management LLC
|
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|
Shoker Investment Counsel, Inc.
|
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|
JLGAX - MUTUAL FUND SERIES TRUST - JAG Large Cap Growth Fund Class A
|
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|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
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|
Orion Portfolio Solutions, LLC
|
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|
TCI Wealth Advisors, Inc.
|
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Peregrine Investment Management Inc
|
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RSGGX - VICTORY PORTFOLIOS - Victory RS Global Fund Class A
|
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Marco Investment Management Llc
|
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Transatlantique Private Wealth Llc
|
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TECL - Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
|
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|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
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Creative Planning
|
|
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Oribel Capital Management, LP
|
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SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
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CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A
|
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Emerald Mutual Fund Advisers Trust
|
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USRD - Themes ETF Trust - Themes US R&D Champions ETF
|
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Waycross Partners, Llc
|
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Crumly & Associates Inc.
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|
Gilbert & Cook, Inc.
|
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Financial Council Asset Management Inc
|
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SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1
|
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|
1776 Wealth LLC
|
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Tripletail Wealth Management, LLC
|
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Caitlin John, LLC
|
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Bnp Paribas Arbitrage, Sa
|
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Squarepoint Ops LLC
|
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Meredith Wealth Planning
|
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Todd Asset Management Llc
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GITIX - GOLDMAN SACHS TRUST - Goldman Sachs Technology Opportunities Fund Institutional
|
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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|
HighVista Strategies LLC
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Asset Allocation & Management Company, LLC
|
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TFR Capital, LLC.
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Glassy Mountain Advisors, Inc.
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Wealthquest Corp
|
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Pettee Investors, Inc.
|
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Adell Harriman & Carpenter Inc
|
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Columbia Funds Variable Series Trust II - CTIVP - MFS Value Fund Class 1
|
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|
URTH - iShares, Inc. - iShares MSCI World ETF
|
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BFSIX - VALUED ADVISERS TRUST - BFS Equity Fund Institutional Class
|
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Norges Bank
|
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SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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Market Street Wealth Management Advisors Llc
|
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Byrne Asset Management LLC
|
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|
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
|
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|
Fullerton Fund Management Co Ltd
|
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Cora Capital Advisors Llc
|
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Safeguard Financial, LLC
|
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Modera Wealth Management, LLC
|
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|
Strategic Investment Solutions, Inc. /IL
|
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MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class
|
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Destination Wealth Management
|
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City State Bank
|
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AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
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Venture Visionary Partners LLC
|
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IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
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FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A
|
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|
GFG Capital, LLC
|
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Fisher Funds Management LTD
|
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CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I
|
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|
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A
|
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Corbyn Investment Management Inc/md
|
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Verus Wealth Management, Llc
|
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AIIEX - AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - INVESCO International Growth 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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|
Cresset Asset Management, LLC
|
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Cypress Capital Advisors, LLC
|
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GROZ - Zacks Trust - Zacks Focus Growth ETF
|
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Aqr Capital Management Llc
|
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Michael & Susan Dell Foundation
|
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Fortitude Advisory Group L.L.C.
|
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Hourglass Capital, Llc
|
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LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I
|
|
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NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
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RYSIX - RYDEX SERIES FUNDS - Electronics Fund Investor Class
|
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|
Moody National Bank Trust Division
|
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|
|
CIBC Asset Management Inc
|
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|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
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|
Park Capital Management, LLC / WI
|
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|
|
JLFSX - JOHN HANCOCK INVESTMENT TRUST - Global Climate Action Fund - Class I
|
|
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|
|
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
|
|
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|
Values First Advisors, Inc.
|
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|
|
Ardsley Advisory Partners Lp
|
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|
FT Vest Total Return Income Fund: Series A2
|
|
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|
|
Founders Financial Securities Llc
|
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|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
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|
|
BCJ Capital Management, LLC
|
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|
|
First City Capital Management, Inc.
|
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|
|
AMG National Trust Bank
|
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|
|
Valued Retirements, Inc.
|
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|
|
Optimum Investment Advisors
|
|
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|
|
|
Milestone Asset Management Group, LLC
|
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|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
Financial Advisory Partners, Llc
|
|
|
|
|
|
Ionic Capital Management LLC
|
|
|
|
|
|
COMAX - DEUTSCHE DWS SECURITIES TRUST - DWS Communications Fund Class A
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Calamos Global Dynamic Income Fund
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
Rareview Capital LLC
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Paragon Private Wealth Management, LLC
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
Industrial Alliance Investment Management Inc.
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
APGAX - AB LARGE CAP GROWTH FUND INC - AB LARGE CAP GROWTH FUND INC Class A
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Polar Capital Holdings Plc
|
|
|
|
|
|
Premier Fund Managers Ltd
|
|
|
|
|
|
Signature Wealth Management Partners, LLC
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Snider Financial Group
|
|
|
|
|
|
Spartan Planning & Wealth Management
|
|
|
|
|
|
CHAT - Tidal Trust II - Roundhill Generative AI & Technology ETF
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Cornerstone Advisors, LLC
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
Mayport, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Plancorp, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
XLSR - SSGA Active Trust - SPDR(R) SSGA US Sector Rotation ETF
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
First Washington CORP
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
|
|
|
|
|
Manchester Financial Inc
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
HEQQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
Liberty Square Wealth Partners Llc
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Jericho Financial, Llp
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
BOCHK Asset Management Ltd
|
|
|
|
|
|
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
|
|
|
|
|
Stony Point Capital LLC
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
ATFV - Alger ETF Trust - Alger 35 ETF
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
|
|
|
|
|
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
|
|
|
|
|
GARP - iSHARES TRUST - iShares Factors US Growth Style ETF
|
|
|
|
|
|
Harbour Trust & Investment Management Co
|
|
|
|
|
|
Yarger Wealth Strategies, Llc
|
|
|
|
|
|
Kooman & Associates
|
|
|
|
|
|
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
Members Capital Advisors Inc
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A
|
|
|
|
|
|
QQEW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ-100 Equal Weighted Index Fund
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Harvest Investment Advisors, LLC
|
|
|
|
|
|
Pacific Wealth Strategies Group, Inc.
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
PRMTX - T. Rowe Price Communications & Technology Fund, Inc. - T. Rowe Price Communications & Technology Fund
|
|
|
|
|
|
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
|
|
|
|
|
|
TGLR - ETF Opportunities Trust - LAFFER|TENGLER Equity Income ETF
|
|
|
|
|
|
Stillwater Wealth Management Group
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Columbus Macro, LLC
|
|
|
|
|
|
IMSCX - 360 Funds - IMS Capital Value Fund Institutional Class Shares
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
One Degree Advisors Inc
|
|
|
|
|
|
Arlington Financial Advisors, LLC
|
|
|
|
|
|
Guinness Asset Management LTD
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
JBR Co Financial Management Inc
|
|
|
|
|
|
Consolidated Investment Group LLC
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
FFEIX - NUVEEN INVESTMENT FUNDS INC - Nuveen Dividend Value Fund Class A
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
Reston Wealth Management Llc
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
|
|
|
|
|
Iams Wealth Management, Llc
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
JPGSX - JPMorgan Trust I - JPMorgan Intrepid Growth Fund Class I
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
|
|
|
|
Cincinnati Financial Corp
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Impact Asset Management GmbH
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
Integrity Investment Advisors, LLC
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
USAUX - USAA MUTUAL FUNDS TRUST - Aggressive Growth Fund Shares
|
|
|
|
|
|
Allium Financial Advisors, Llc
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
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Narus Financial Partners, LLC
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SAMM - Advisors' Inner Circle Fund III - Strategas Macro Momentum ETF
|
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|
BCGDX - Ultimus Managers Trust - Blue Current Global Dividend Fund Institutional Class
|
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|
Redhawk Wealth Advisors, Inc.
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|
Baltimore-Washington Financial Advisors, Inc.
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Lincoln Capital Corp
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Correct Capital Wealth Management
|
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Woodmont Investment Counsel Llc
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Rps Advisory Solutions Llc
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|
VAFAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco American Franchise Fund Class A
|
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|
Forum Financial Management, LP
|
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Janney Capital Management LLC
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FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
|
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|
Garner Asset Management Corp
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Fairview Capital Investment Management, Llc
|
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VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
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|
Creative Financial Designs Inc /adv
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|
First Pacific Advisors, LP
|
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|
Dock Street Asset Management Inc
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Vivaldi Capital Management, LLC
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Accretive Wealth Partners, LLC
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Gateway Wealth Partners, LLC
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Verition Fund Management LLC
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SMH - VanEck Vectors ETF Trust - VanEck Vectors Semiconductor ETF
|
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ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund
|
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Consilium Wealth Advisory, LLC
|
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ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
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|
Opinicus Capital, Inc.
|
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Abacus Planning Group, Inc.
|
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Eldridge Investment Advisors, Inc.
|
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Spectrum Wealth Counsel, LLC
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
|
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|
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|
Waddell & Associates, Llc
|
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|
Paradigm Capital Management Inc/ny
|
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Talbot Financial, LLC
|
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|
Quintet Private Bank (Europe) S.A.
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth V.I. Fund Class I
|
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|
Fosun International Ltd
|
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|
Falcon Wealth Planning
|
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Byrne Financial Freedom, Llc
|
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Hoxton Planning & Management, LLC
|
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Global Wealth Strategies & Associates
|
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Collective Family Office Llc
|
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|
|
BNY MELLON VARIABLE INVESTMENT FUND - Growth and Income Portfolio - Initial Shares
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
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|
Heartwood Wealth Advisors LLC
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
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|
|
Capital Counsel Llc/ny
|
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E&G Advisors, LP
|
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|
Toronto Dominion Bank
|
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Great Diamond Partners, LLC
|
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Syverson Strege & Co
|
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BankPlus Trust Department
|
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LaSalle St. Investment Advisors, LLC
|
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|
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
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|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
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|
Bernard Wealth Management Corp.
|
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|
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Perissos Private Wealth Management, LLC
|
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|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
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|
Cravens & Co Advisors, LLC
|
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|
Michael S. Ryan, Inc.
|
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|
Valicenti Advisory Services Inc
|
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GenTrust, LLC
|
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|
Ritholtz Wealth Management
|
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Lee Danner & Bass Inc
|
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Van Strum & Towne Inc.
|
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|
Turim 21 Investimentos Ltda.
|
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BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
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|
Alpine Total Dynamic Dividend Fund
|
|
|
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|
Two Sigma Advisers, Lp
|
|
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|
Financiere des Professionnels - Fonds d,investissement inc.
|
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|
Comprehensive Financial Consultants Institutional, Inc.
|
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|
Johnson Financial Group, Inc.
|
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|
Capital Advisors Inc/ok
|
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|
Atlas Legacy Advisors, LLC
|
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Per Stirling Capital Management, LLC.
|
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|
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|
ARIGX - Aristotle Funds Series Trust - Aristotle Growth Equity Fund Class I
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
SOXX - iSHARES TRUST - iShares PHLX Semiconductor ETF
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Natixis ETF Trust - Natixis Gateway Quality Income ETF
|
|
|
|
|
|
Mfg Wealth Management, Inc.
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Olistico Wealth, LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
Temasek Holdings (Private) Ltd
|
|
|
|
|
|
WISE - Themes ETF Trust - Themes Generative Artificial Intelligence ETF
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
Brandywine Oak Private Wealth Llc
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
XVOL - Tidal ETF Trust - Acruence Active Hedge U.S. Equity ETF
|
|
|
|
|
|
GGM Financials LLC
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
Smart Portfolios, LLC
|
|
|
|
|
|
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
|
|
|
|
|
Eaton-Cambridge Inc.
|
|
|
|
|
|
Saudi Central Bank
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
|
|
|
|
|
|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
Pullen Investment Management, LLC
|
|
|
|
|
|
Centre Asset Management, LLC
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
LJI Wealth Management, LLC
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Gr Financial Group, Llc
|
|
|
|
|
|
Cove Street Capital, LLC
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
IAFMX - RBB FUND, INC. - F/M INVESTMENTS LARGE CAP FOCUSED FUND Investor Shares
|
|
|
|
|
|
OTPIX - Profunds - Nasdaq-100 Profund Investor Class
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
|
|
|
|
|
|
CHPS - DBX ETF TRUST - Xtrackers Semiconductor Select Equity ETF
|
|
|
|
|
|
Oxler Private Wealth LLC
|
|
|
|
|
|
IASMX - GUINNESS ATKINSON FUNDS - Guinness Atkinson Asia Focus Fund
|
|
|
|
|
|
Te Ahumairangi Investment Management Ltd
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Eaton Vance Risk-managed Diversified Equity Income Fund
|
|
|
|
|
|
VALLX - Value Line Larger Companies Focused Fund, Inc. - VALUE LINE LARGER COMPANIES FOCUSED FUND, INC.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
Mason & Associates Inc
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
Catalyst Private Wealth, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Abacus Wealth Partners, LLC
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Kraft, Davis & Associates, LLC
|
|
|
|
|
|
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Tudor Financial Inc.
|
|
|
|
|
|
Motiv8 Investments LLC
|
|
|
|
|
|
JEPQ - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
|
|
|
|
|
|
Heritage Wealth Partners, LLC
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
TSAMX - THORNBURG INVESTMENT TRUST - Thornburg Summit Fund - Class A
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Minichmacgregor Wealth Management, Llc
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
TLGAX - TIMOTHY PLAN - Timothy Large/Mip-Cap Growth Fund Class A
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Bancreek Capital Management, LP
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
Sunpointe, LLC
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Oxbow Capital Management (HK) Ltd
|
|
|
|
|
|
FTXL - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Semiconductor ETF
|
|
|
|
|
|
Kellett Schaffner Wealth Advisors LLC
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
BlueSpruce Investments, LP
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Owen LaRue, LLC
|
|
|
|
|
|
Krs Capital Management, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
Seros Financial, LLC
|
|
|
|
|
|
Virtus ETF Advisers LLC
|
|
|
|
|
|
Summit Global Investments
|
|
|
|
|
|
Harmony Asset Management Llc
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
Kirr Marbach & Co Llc /in/
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
|
|
|
|
|
|
Left Brain Wealth Management, LLC
|
|
|
|
|
|
Mathes Company, Inc.
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I
|
|
|
|
|
|
BDAFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - Baron Durable Advantage Fund
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
Clg Llc
|
|
|
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
|
|
|
|
|
Davis Investment Partners, LLC
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
Loup Funds, LLC
|
|
|
|
|
|
West Michigan Advisors, Llc
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
FCG Investment Co
|
|
|
|
|
|
Pictet & Cie (Europe) SA
|
|
|
|
|
|
Guardian Financial Partners, LLC
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Old Port Advisors
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
TMSRX - T. Rowe Price Multi-Strategy Total Return Fund, Inc. - T. Rowe Price Multi-Strategy Total Return Fund
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
Keystone Investors Pte Ltd
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
|
|
|
|
|
|
Alpha Cubed Investments, LLC
|
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Ahl Investment Management, Inc.
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Dymon Asia Capital (singapore) Pte. Ltd.
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|
Rise Advisors, LLC
|
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|
Point72 Asset Management, L.P.
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|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
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|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
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|
Yeomans Consulting Group, Inc.
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Bailard, Inc.
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FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
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MUFG Securities EMEA plc
|
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|
Quantinno Capital Management LP
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|
Baron Wealth Management LLC
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|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
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|
Jlb & Associates Inc
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|
Goodman Financial Corp
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Hodges Capital Management Inc.
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Farmers & Merchants Trust Co of Chambersburg PA
|
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Blume Capital Management, Inc.
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Patrick M Sweeney & Associates, Inc
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Agf Management Ltd
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Breakwater Investment Management
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FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
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Victory Capital Management Inc
|
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QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
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|
RPG Investment Advisory, LLC
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Benjamin Edwards Inc
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Ingalls & Snyder Llc
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FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
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|
Advyzon Investment Management, LLC
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Bank Of America Corp /de/
|
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AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
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|
American Institute for Advanced Investment Management, LLP
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Twin Tree Management, LP
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Bare Financial Services, Inc
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Carnegie Lake Advisors LLC
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Coatue Management Llc
|
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First Citizens Financial Corp
|
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VEGN - ETF Series Solutions - US Vegan Climate ETF
|
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|
Pandora Wealth, Inc.
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Savvy Advisors, Inc.
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Trilogy Capital Inc.
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Dimension Capital Management Llc
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Kayne Anderson Rudnick Investment Management Llc
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Mission Wealth Management, Lp
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Joseph P. Lucia & Associates, LLC
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PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
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Rockefeller Capital Management L.P.
|
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Topsail Wealth Management, LLC
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MAINSTAY VP FUNDS TRUST - MainStay VP Large Cap Growth Portfolio Initial Class
|
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|
David R. Rahn & Associates Inc.
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PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares
|
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Diversified Trust Co
|
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LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A
|
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|
Vestmark Advisory Solutions, Inc.
|
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Kohmann Bosshard Financial Services, LLC
|
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Anchor Investment Management, LLC
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JTEK - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF
|
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|
Legal & General Group Plc
|
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Nixon Peabody Trust Co
|
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CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
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|
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
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|
Financial Advisory Service, Inc.
|
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NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
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Lodestar Private Asset Management Llc
|
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J. W. Coons Advisors, LLC
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Ask Capital Management, Llc
|
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Davidson Kahn Capital Management, LLC
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
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|
Morse Asset Management, Inc
|
|
|
|
|
|
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
|
|
|
|
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|
Fourth Dimension Wealth, LLC
|
|
|
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|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
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|
Poinciana Advisors Group, Llc
|
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|
Warwick Investment Management, Inc.
|
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TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
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|
Jane Street Group, Llc
|
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|
RPNLX - RIVERPARK FUNDS TRUST - RiverPark/Next Century Large Growth Fund Institutional Class Shares
|
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Raymond James Financial Inc
|
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|
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|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
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|
Castle Rock Wealth Management, LLC
|
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|
W.G. Shaheen & Associates DBA Whitney & Co
|
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|
17 Capital Partners, Llc
|
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|
FreeGulliver LLC
|
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|
Guyasuta Investment Advisors Inc
|
|
|
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|
|
Summit Wealth Group, LLC
|
|
|
|
|
|
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
|
|
|
|
|
|
Millington Financial Advisors, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
Value Aligned Research Advisors, LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
jvl associates llc
|
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|
Howard Capital Management Inc.
|
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|
Pathway Financial Advisors LLC
|
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|
Welch & Forbes Llc
|
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|
Marino, Stram & Associates Llc
|
|
|
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|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
Access Investment Management LLC
|
|
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|
|
Clearbridge Investments, LLC
|
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|
Whalerock Point Partners, Llc
|
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|
|
|
|
Mizuho Securities Usa Llc
|
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|
|
|
|
Barnes Wealth Management Group, Inc
|
|
|
|
|
|
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
|
|
|
|
|
CHURCHILL MANAGEMENT Corp
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
Genesee Capital Advisors, LLC
|
|
|
|
|
|
Intrepid Financial Planning Group LLC
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
PBFDX - FORUM FUNDS - Payson Total Return Fund
|
|
|
|
|
|
OmniStar Financial Group, Inc.
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Jarislowsky, Fraser Ltd
|
|
|
|
|
|
MVSRX - Manager Directed Portfolios - Mar Vista Strategic Growth Fund Retirement Shares
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Del-Sette Capital Management, LLC
|
|
|
|
|
|
Family Investment Center, Inc.
|
|
|
|
|
|
Fairbanks Capital Management, Inc.
|
|
|
|
|
|
Wealth Group Ltd
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Focused Equity Fund Class II
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
Ackerman Capital Advisors, LLC
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
|
|
|
|
|
Xcel Wealth Management, LLC
|
|
|
|
|
|
Midland Wealth Advisors Llc
|
|
|
|
|
|
ADGAX - AB CORE OPPORTUNITIES FUND, INC. - AB CORE OPPORTUNITIES FUND, INC. Class A
|
|
|
|
|
|
SWP - Manager Directed Portfolios - SWP GROWTH & INCOME ETF
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Wealth Advisors Northwest LLC
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
|
|
|
|
LM Advisors LLC
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Spring Capital Management, Llc
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
|
|
|
Sulzberger Capital Advisors, Inc.
|
|
|
|
|
|
Ring Mountain Capital, LLC
|
|
|
|
|
|
Lantern Wealth Advisors, LLC
|
|
|
|
|
|
Weaver C. Barksdale & Associates, Inc.
|
|
|
|
|
|
AIQ - Global X Funds - Global X Future Analytics Tech ETF
|
|
|
|
|
|
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
|
|
|
|
|
|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
AIWEX - Cavanal Hill Funds - World Energy Fund Institutional
|
|
|
|
|
|
Patron Partners Advisors, Llc
|
|
|
|
|
|
Duquesne Family Office LLC
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
Capstone Wealth Management Group LLC
|
|
|
|
|
|
CRA Financial Services, LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
FITE - SPDR SERIES TRUST - SPDR S&P Kensho Future Security ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Fund Series II
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
|
|
|
|
|
|
KMVAX - KIRR MARBACH PARTNERS FUNDS INC - Kirr, Marbach Partners Value Fund
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Accredited Investors Inc.
|
|
|
|
|
|
Advocate Group Llc
|
|
|
|
|
|
Juncture Wealth Strategies, Llc
|
|
|
|
|
|
GQG Partners LLC
|
|
|
|
|
|
Wise Wealth Partners
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Petros Family Wealth, LLC
|
|
|
|
|
|
Bridgeway Capital Management Inc
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
Dupree Financial Group, LLC
|
|
|
|
|
|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
|
|
|
|
|
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Aurora Investment Managers, LLC.
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Sienna Gestion
|
|
|
|
|
|
Keebeck Wealth Management, LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Sage Advisors, Llc
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. American Franchise Fund Series I
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
Value Partners Investments Inc.
|
|
|
|
|
|
Jupiter Asset Management Ltd
|
|
|
|
|
|
Fonville Wealth Management LLC
|
|
|
|
|
|
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Global Fund Class I
|
|
|
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Octahedron Capital Management L.P.
|
|
|
|
|
|
Ssi Investment Management Llc
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
Dnca Finance
|
|
|
|
|
|
Doheny Asset Management /ca
|
|
|
|
|
|
JAWWX - JANUS INVESTMENT FUND - Janus Henderson Global Research Fund Class T
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
|
|
|
|
|
MOJAX - Northern Lights Fund Trust - Power Momentum Index Fund Class A Shares
|
|
|
|
|
|
Concorde Asset Management, LLC
|
|
|
|
|
|
Kwmg, Llc
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
Renaissance Investment Group LLC
|
|
|
|
|
|
STF Management LP
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
NCP Inc.
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
Hosking Partners LLP
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Zuckerman Investment Group, LLC
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Parkside Advisors LLC
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
JIDVX - JANUS INVESTMENT FUND - Janus Henderson U.S. Dividend Income Fund Class I
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Penserra Capital Management LLC
|
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|
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|
|
Signaturefd, Llc
|
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|
Wills Financial Group LLC
|
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|
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|
Gabelli Multimedia Trust Inc.
|
|
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|
NWCAX - NUVEEN INVESTMENT TRUST II - Nuveen Winslow Large-Cap Growth Fund Class A
|
|
|
|
|
|
Detalus Advisors, LLC
|
|
|
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|
YHB Investment Advisors, Inc.
|
|
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LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF
|
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|
Aviso Wealth Management
|
|
|
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|
|
Missouri Trust & Investment Co
|
|
|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation V.I. Fund Class I
|
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|
Lbmc Investment Advisors, Llc
|
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|
Intermede Investment Partners Ltd
|
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|
Uptown Financial Advisors LLC
|
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|
Emerald Investment Partners, Llc
|
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|
Syon Capital Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
Sapient Capital Llc
|
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|
Berbice Capital Management LLC
|
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|
Moore Capital Management, Lp
|
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|
Greenwood Gearhart Inc
|
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|
EULAV Asset Management
|
|
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|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Beacon Financial Group
|
|
|
|
|
|
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
|
|
|
|
|
|
Annex Advisory Services, LLC
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
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|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
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|
bLong Financial, LLC
|
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|
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RFG - Bristol Wealth Advisors, LLC
|
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|
Cooksen Wealth, LLC
|
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|
Alpine Woods Capital Investors, Llc
|
|
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|
|
|
SUNAMERICA SERIES TRUST - SA Janus Focused Growth Portfolio Class 1
|
|
|
|
|
|
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
|
|
|
|
|
SWLSX - SCHWAB CAPITAL TRUST - Schwab Large-Cap Growth Fund
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
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|
JDH Wealth Management, LLC
|
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|
Simmons Bank
|
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|
Maryland State Retirement & Pension System
|
|
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|
Callan Family Office, LLC
|
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Midwest Professional Planners, LTD.
|
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|
Mission Creek Capital Partners, Inc.
|
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Prospect Financial Services LLC
|
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Interval Partners, LP
|
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Lvm Capital Management Ltd/mi
|
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|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
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|
Bangor Savings Bank
|
|
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|
CSM Advisors, LLC
|
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Galvin, Gaustad & Stein, LLC
|
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Phillips Financial Management, Llc
|
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NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
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|
Ramirez Asset Management, Inc.
|
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|
MSS Series Trust - One Rock Fund
|
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|
Tri-continental Corp
|
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|
Vanguard Group Inc
|
|
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|
First National Bank Sioux Falls
|
|
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|
Tyler-Stone Wealth Management
|
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|
BCS Wealth Management
|
|
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|
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
FXL - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Technology AlphaDEX Fund
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
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|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
|
Blue Barn Wealth, LLC
|
|
|
|
|
|
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF
|
|
|
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|
|
Amplify ETF Trust - Amplify CWP Growth & Income ETF
|
|
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|
|
|
Aire Advisors, Llc
|
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|
Ameriprise Financial Inc
|
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|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
|
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|
NewSquare Capital LLC
|
|
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|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Capital Performance Advisors Llp
|
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|
Park Square Financial Group, LLC
|
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|
Edge Financial Advisors LLC
|
|
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|
Gallagher Capital Advisors, LLC
|
|
|
|
|
|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
FELAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Semiconductors Fund Class A
|
|
|
|
|
|
Everett Harris & Co /ca/
|
|
|
|
|
|
Novem Group
|
|
|
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|
|
Oxford Financial Group Ltd
|
|
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|
Jaffetilchin Investment Partners, LLC
|
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|
Atom Investors LP
|
|
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|
B.O.S.S. Retirement Advisors, LLC
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
Code Waechter LLC
|
|
|
|
|
|
CFGRX - COMMERCE FUNDS - The Growth Fund Shares
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
EGFIX - Advisors' Inner Circle Fund - Edgewood Growth Fund Institutional Class Shares
|
|
|
|
|
|
Bender Robert & Associates
|
|
|
|
|
|
BluePointe Capital Management, LLC
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
Mjp Associates Inc /adv
|
|
|
|
|
|
AMCPX - AMCAP FUND - AMCAP FUND Class A
|
|
|
|
|
|
Northern Capital Management, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Technology
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Slagle Financial, LLC
|
|
|
|
|
|
Global Wealth Management, LLC
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
|
|
|
Graham Capital Management, L.P.
|
|
|
|
|
|
USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
BostonPremier Wealth LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
Armbruster Capital Management, Inc.
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
Union Savings Bank
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
Heritage Investment Group, Inc.
|
|
|
|
|
|
Elite Financial, Inc.
|
|
|
|
|
|
Hamlin Capital Management, LLC
|
|
|
|
|
|
Malaga Cove Capital, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
|
|
|
|
|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Growth Opportunities Fund Class IA Shares
|
|
|
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Threadgill Financial, Llc
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Focused Equity Fund Class A
|
|
|
|
|
|
Centerpoint Advisory Group
|
|
|
|
|
|
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
|
|
|
|
|
|
Matthew Goff Investment Advisor, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
|
|
|
|
|
Studio Investment Management Llc
|
|
|
|
|
|
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
QLMLOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Growth Portfolio Class I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
Matrix Private Capital Group Llc
|
|
|
|
|
|
Marathon Trading Investment Management LLC
|
|
|
|
|
|
Capital Planning LLC
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
Arrien Investments, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
RBA Wealth Management, LLC
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
|
|
|
|
|
|
Persium Advisors, LLC
|
|
|
|
|
|
North Dallas Bank & Trust Co
|
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
|
Gill Capital Partners, Llc
|
|
|
|
|
|
Index Fund Advisors, Inc.
|
|
|
|
|
|
Greenspring Advisors, LLC
|
|
|
|
|
|
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Fund Class C
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Insight Wealth Partners, LLC
|
|
|
|
|
|
Capstone Capital Wealth Advisors
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Proquility Private Wealth Partners, LLC
|
|
|
|
|
|
RAGTX - ALLIANZ FUNDS - AllianzGI Technology Fund A
|
|
|
|
|
|
Black Swift Group, LLC
|
|
|
|
|
|
BKA Wealth Consulting, Inc.
|
|
|
|
|
|
KPP Advisory Services LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
OV Management LLC
|
|
|
|
|
|
IFS Advisors, LLC
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
Mainstream Capital Management LLC
|
|
|
|
|
|
EFG Asset Management (Americas) Corp.
|
|
|
|
|
|
West Tower Group, LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Bell Bank
|
|
|
|
|
|
Brighthouse Funds Trust II - T.Rowe Price Large Cap Growth Portfolio Class A
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Sirios Capital Management L P
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Fortune Financial Advisors, LLC
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
Andina Capital Management, LLC
|
|
|
|
|
|
VCSTX - VALIC Co I - Science & Technology Fund
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
Davis Capital Management
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF
|
|
|
|
|
|
Isthmus Partners, Llc
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Strategic Family Wealth Counselors, L.L.C.
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Wells Financial Advisors INC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1
|
|
|
|
|
|
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A
|
|
|
|
|
|
TRFK - Pacer Funds Trust - Pacer Data and Digital Revolution ETF
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
|
|
|
|
|
|
Providence Wealth Advisors, LLC
|
|
|
|
|
|
Portfolio Strategies, Inc.
|
|
|
|
|
|
JSGAX - John Hancock Funds III - John Hancock U.S. Quality Growth Fund Class A
|
|
|
|
|
|
TUGN - Listed Funds Trust - STF Tactical Growth & Income ETF
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Titan Global Capital Management Usa Llc
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Unified Investment Management
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
ILGGX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
E Six Thirteen, Llc
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
BW Gestao de Investimentos Ltda.
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
FWWFX - FIDELITY INVESTMENT TRUST - Fidelity Worldwide Fund
|
|
|
|
|
|
Cassia Capital Partners, LLC
|
|
|
|
|
|
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
|
|
|
|
|
|
Advisory Research Inc
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
Voya Financial Advisors, Inc.
|
|
|
|
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Allianzgi Equity & Convertible Income Fund
|
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EMC Capital Management
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Rational Advisors Llc
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PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
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Exchange Traded Concepts, Llc
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ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
|
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Frank, Rimerman Advisors LLC
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Candriam Luxembourg S.C.A.
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Amalgamated Bank
|
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CoreFirst Bank & Trust
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IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
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Elser Financial Planning, Inc
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1620 Investment Advisors, Inc.
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Keeler & Nadler Financial Planning & Wealth Management
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Glass Wealth Management Co LLC
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Sherbrooke Park Advisers Llc
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Swan Global Investments, LLC
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Cypress Asset Management Inc/tx
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Nebula Research & Development LLC
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WASHINGTON TRUST Co
|
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MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
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Hurley Capital, LLC
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Renasant Bank
|
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Lynch & Associates/in
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Integrity Alliance, Llc.
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Pennsylvania Capital Management Inc /adv
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Compton Wealth Advisory Group, LLC
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
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HBW Advisory Services LLC
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Fifth Lane Capital, Lp
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LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
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Freestone Grove Partners LP
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Opal Wealth Advisors, LLC
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Universal- Beteiligungs- und Servicegesellschaft mbH
|
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
|
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S&co Inc
|
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RMQHX - RYDEX SERIES FUNDS - Monthly Rebalance NASDAQ-100 2x Strategy Fund Class H
|
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Woodard & Co Asset Management Group Inc /adv
|
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ELFNX - ELFUN TRUSTS - ELFUN TRUSTS Elfun Trusts
|
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Capital A Wealth Management, LLC
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Worldquant Millennium Advisors Llc
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Davidson Investment Advisors
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Seeds Investor Llc
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Hill Island Financial Llc
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Eads & Heald Wealth Management
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GLOBALT Investments LLC / GA
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Human Investing LLC
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Zevenbergen Capital Investments Llc
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
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STPIX - SARATOGA ADVANTAGE TRUST - Technology & Communications Portfolio Class I
|
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VeraBank, N.A.
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AMF Pensionsforsakring AB
|
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Selway Asset Management
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Prudentials Gibraltar Fund - Prudentials Gibraltar Fund
|
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Mount Lucas Management LP
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CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares
|
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MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
|
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AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
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Cloud Capital Management, LLC
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Capital International Sarl
|
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Windsor Capital Management, LLC
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EBI - RBB Fund Trust - Longview Advantage ETF
|
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Bank Of Montreal /can/
|
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SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
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OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
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Cim Investment Mangement Inc
|
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THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
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|
Joel Isaacson & Co., LLC
|
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DELAWARE VIP TRUST - Delaware VIP Total Return Series Service
|
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RFP Financial Group LLC
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Arrowstreet Capital, Limited Partnership
|
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SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
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|
Wolff Wiese Magana Llc
|
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|
waypoint wealth counsel
|
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|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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|
Finer Wealth Management, Inc.
|
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Waterfront Wealth Inc.
|
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Earnest Partners Llc
|
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EdgeRock Capital LLC
|
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|
GKV Capital Management Co., Inc.
|
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|
Atwood & Palmer Inc
|
|
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|
Badgley Phelps Wealth Managers, LLC
|
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GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
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|
Nisa Investment Advisors, Llc
|
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|
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
|
|
|
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|
Invst, LLC
|
|
|
|
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|
Pasadena Private Wealth, LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
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|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
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|
|
Lutz Financial Services LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
Grimes & Company, Inc.
|
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|
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|
Napa Wealth Management
|
|
|
|
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|
Patten & Patten Inc/tn
|
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|
|
|
|
FAI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Bloomberg Artificial Intelligence ETF
|
|
|
|
|
|
PYA Waltman Capital, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I)
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class
|
|
|
|
|
|
Financial Advisors, LLC
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Palo Alto Wealth Advisors, Llc
|
|
|
|
|
|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
Fulcrum Equity Management
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Staley Capital Advisers Inc
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Taddei, Ludwig & Associates, Inc.
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
Menard Financial Group LLC
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Integrated Capital Management, LLC
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Lane & Associates LLC
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
Brookmont Capital Management
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
Smart Money Group LLC
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Carmignac Gestion
|
|
|
|
|
|
Live Oak Investment Partners
|
|
|
|
|
|
Creegan & Nassoura Financial Group, LLC
|
|
|
|
|
|
Fairway Wealth LLC
|
|
|
|
|
|
Analog Century Management LP
|
|
|
|
|
|
DTCR - Global X Funds - Global X Data Center REITs & Digital Infrastructure ETF
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Clal Insurance Enterprises Holdings Ltd
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Dilation Capital Management LP
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Steamboat Capital Partners, LLC
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
Humankind Investments LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Whale Rock Capital Management LLC
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Flossbach Von Storch Ag
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
Hudson Canyon Capital Management
|
|
|
|
|
|
POGAX - PUTNAM INVESTMENT FUNDS - Putnam Growth Opportunities Fund Class A Shares
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Walker Asset Management, LLC
|
|
|
|
|
|
John Hancock Funds II - Science & Technology Fund Class NAV
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
YALL - Tidal ETF Trust - God Bless America ETF
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
Charter Oak Capital Management, LLC
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Strategic Wealth Designers
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
CSQIX - Investment Managers Series Trust III - MANTEIO MULTIALTERNATIVE STRATEGY FUND Class I Shares
|
|
|
|
|
|
DREQX - BNY MELLON RESEARCH GROWTH FUND, INC. - BNY Mellon Research Growth Fund, Inc. Class Z
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Park Edge Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Bahl & Gaynor Inc
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Parkwoods Wealth Partners, LLC
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Your Advocates Ltd., LLP
|
|
|
|
|
|
Bulltick Wealth Management, LLC
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Apollon Financial, LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Uniplan Investment Counsel, Inc.
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Global Technology Fund Class A
|
|
|
|
|
|
Axiom Financial Strategies, LLC
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
|
|
|
|
|
SEASONS SERIES TRUST - SA T. Rowe Price Growth Stock Portfolio Class 1
|
|
|
|
|
|
Simplicity Wealth,LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Stableford Capital Ii Llc
|
|
|
|
|
|
SAWG - ETF Series Solutions - AAM SAWGRASS U.S. LARGE CAP QUALITY GROWTH ETF
|
|
|
|
|
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
|
|
|
|
|
Trust Co Of Virginia /va
|
|
|
|
|
|
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
|
|
|
|
|
|
DDD Partners, LLC
|
|
|
|
|
|
FKGRX - Franklin Custodian Funds - Franklin Growth Fund Class A
|
|
|
|
|
|
Bridge Generations Wealth Management Llc
|
|
|
|
|
|
Bienville Capital Management, LLC
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
White Pine Capital Llc
|
|
|
|
|
|
Trinity Financial Advisors LLC
|
|
|
|
|
|
Taylor & Morgan Wealth Management, LLC
|
|
|
|
|
|
New Insight Wealth Advisors
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
Zacks Investment Management
|
|
|
|
|
|
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
Chris Bulman Inc
|
|
|
|
|
|
Purus Wealth Management, LLC
|
|
|
|
|
|
Sitrin Capital Management LLC
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
Canton Hathaway, LLC
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Cookson Peirce & Co Inc
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Virtus Investment Advisers, Inc.
|
|
|
|
|
|
Tairen Capital Ltd
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
|
Strategic Planning Group, Llc
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Rheos Capital Works Inc.
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Secured Retirement Advisors, Llc
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A
|
|
|
|
|
|
Guardian Capital Lp
|
|
|
|
|
|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
|
|
|
|
|
SGGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Large Cap Focus Growth Fund Class A
|
|
|
|
|
|
Sonora Investment Management Group, LLC
|
|
|
|
|
|
RWQ Financial Management Services, Inc.
|
|
|
|
|
|
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
|
|
|
|
|
Jasper Ridge Partners, L.P.
|
|
|
|
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Altfest L J & Co Inc
|
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|
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|
Connective Capital Management, LLC
|
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|
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|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
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|
Polymer Capital Management (HK) LTD
|
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|
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|
Ocean Capital Management, LLC
|
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|
Strong Tower Advisory Services
|
|
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|
PGKAX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison Technology Fund Class A
|
|
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|
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|
Salomon & Ludwin, LLC
|
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|
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|
Cathy Pareto & Associates, Inc
|
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|
Founders Grove Wealth Partners, Llc
|
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|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
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|
Marotta Asset Management
|
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|
ACT Advisors, LLC.
|
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|
Atalanta Sosnoff Capital, Llc
|
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|
QCGRRX - COLLEGE RETIREMENT EQUITIES FUND - Growth Account Class R1
|
|
|
|
|
|
Westfield Capital Management Co Lp
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
IGEAX - Voya PARTNERS INC - VY(R) T. Rowe Price Growth Equity Portfolio Class ADV
|
|
|
|
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|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
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|
Dsm Capital Partners Llc
|
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|
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|
Cherrydale Wealth Management, Llc
|
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|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
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|
Bank Of Nova Scotia
|
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|
Montgomery Investment Management Inc
|
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|
CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
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|
Woodline Partners LP
|
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|
|
|
|
ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
|
|
|
|
|
SPFAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM JENNISON FOCUSED GROWTH FUND Class A
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
Calamos Global Total Return Fund
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity Fund Investor A
|
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|
|
|
|
Picton Mahoney Asset Management
|
|
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|
Lafayette Investments, Inc.
|
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|
PARK CIRCLE Co
|
|
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|
Fortis Capital Management LLC
|
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|
Lipe & Dalton
|
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|
Cornell Pochily Investment Advisors, Inc.
|
|
|
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|
JXX - Janus Detroit Street Trust - Janus Henderson Transformational Growth ETF
|
|
|
|
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|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Contour Asset Management LLC
|
|
|
|
|
|
ADSIX - American Century Quantitative Equity Funds, Inc. - Disciplined Growth Fund Investor Class
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
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|
GWM Advisors LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
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|
Ofi Invest Asset Management
|
|
|
|
|
|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
|
|
|
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|
Affinity Investment Advisors, Llc
|
|
|
|
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|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
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|
Highland Capital Management, Llc
|
|
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|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
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|
Foster Group, Inc.
|
|
|
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|
Eisler Capital Management Ltd.
|
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|
|
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|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
Cantor Fitzgerald, L. P.
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
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|
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|
Broyhill Asset Management
|
|
|
|
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|
Bamco Inc /ny/
|
|
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|
Jones Financial Companies Lllp
|
|
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|
Jefferies Financial Group Inc.
|
|
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|
Kaufman Rossin Wealth, LLC
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
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|
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|
Everest Management Corp.
|
|
|
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|
FPAG - Investment Managers Series Trust III - FPA Global Equity ETF
|
|
|
|
|
|
VAGVX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Global Value Fund Admiral Shares
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
Elevate Capital Advisors, LLC
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
Uhlmann Price Securities, Llc
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
ESL Trust Services, LLC
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Foresight Capital Management Advisors, Inc.
|
|
|
|
|
|
SGIDX - STEWARD FUNDS, INC. - Steward Global Equity Income Fund Class A
|
|
|
|
|
|
Cumberland Partners Ltd
|
|
|
|
|
|
Perritt Capital Management Inc
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Providence First Trust Co
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Trivest Advisors Ltd
|
|
|
|
|
|
Maridea Wealth Management LLC
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Virtus Wealth Solutions LLC
|
|
|
|
|
|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
|
|
|
|
Quilter Plc
|
|
|
|
|
|
Arlington Capital Management, Inc.
|
|
|
|
|
|
Oak Hill Wealth Advisors, Llc
|
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
Runnymede Capital Advisors, Inc.
|
|
|
|
|
|
Core Wealth Partners LLC
|
|
|
|
|
|
Bouvel Investment Partners, LLC
|
|
|
|
|
|
ALGRX - ALGER INSTITUTIONAL FUNDS - Alger Focus Equity Fund Class I
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
QTOP - iSHARES TRUST - iShares Nasdaq Top 30 Stocks ETF
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
Parr Mcknight Wealth Management Group, Llc
|
|
|
|
|
|
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
SSVSX - VICTORY PORTFOLIOS - Victory Special Value Fund Class A
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
Capital Insight Partners, Llc
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A
|
|
|
|
|
|
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A
|
|
|
|
|
|
SOXQ - Invesco Exchange-Traded Fund Trust II - Invesco PHLX Semiconductor ETF
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Kennicott Capital Management Llc
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Waycross Investment Management Co
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
One Day In July LLC
|
|
|
|
|
|
MBE Wealth Management, LLC
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I
|
|
|
|
|
|
Bernardo Wealth Planning LLC
|
|
|
|
|
|
Nwi Management Lp
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
JAKVX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class R6
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Clearbridge Large Cap Growth ESG Portfolio Class IB
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Mar Vista Investment Partners Llc
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
Trust Co of Kansas
|
|
|
|
|
|
Panoramic Investment Advisors, Llc
|
|
|
|
|
|
Cyr Financial Inc.
|
|
|
|
|
|
Pvg Asset Management Corp
|
|
|
|
|
|
ROM - PROSHARES TRUST - ProShares Ultra Technology
|
|
|
|
|
|
TTEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Technology ETF
|
|
|
|
|
|
Mendel Money Management
|
|
|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
Thornburg Investment Management Inc
|
|
|
|
|
|
Albar Capital Partners LLP
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Wealthcare Capital Management Llc
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Castle Wealth Management Llc
|
|
|
|
|
|
BDGS - EA Series Trust - Bridges Capital Tactical ETF
|
|
|
|
|
|
Capstone Wealth Management, LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Worth Financial Advisory Group, LLC
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
TGRT - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Growth ETF
|
|
|
|
|
|
Clean Yield Group
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
Shum Financial Group, Inc.
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Ccg Wealth Management, Llc
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
Oaktop Capital Management Ii, L.p.
|
|
|
|
|
|
Cornerstone Capital, Inc.
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
Red Door Wealth Management, LLC
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
Sterling Manor Financial, LLC
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
Eaton Financial Holdings Company, LLC
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
|
WTAI - WisdomTree Trust - WisdomTree Artificial Intelligence and Innovation Fund NA
|
|
|
|
|
|
Triton Wealth Management, PLLC
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
RiverPark Advisors, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
TIBAX - THORNBURG INVESTMENT TRUST - Thornburg Investment Income Builder Fund - Class A
|
|
|
|
|
|
TABR Capital Management, LLC
|
|
|
|
|
|
NovaPoint Capital, LLC
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
Generate Investment Management Ltd
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
ARAAX - Horizon Funds - Horizon Active Risk Assist Fund Advisor Class
|
|
|
|
|
|
SFE Investment Counsel
|
|
|
|
|
|
Capstone Triton Financial Group, LLC
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
Marietta Investment Partners Llc
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
Strategic Financial Services, Inc,
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
WNY Asset Management, LLC
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Banco de Sabadell, S.A
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
UOPIX - Profunds - Ultranasdaq-100 Profund Investor Class
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Letson Investment Management, Inc.
|
|
|
|
|
|
Buckley Wealth Management, LLC
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
MTCAX - MFS SERIES TRUST I - MFS Technology Fund A
|
|
|
|
|
|
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
|
|
|
|
|
Petra Financial Advisors Inc
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Totem Point Management, LLC
|
|
|
|
|
|
HDCAX - Mutual Fund & Variable Insurance Trust - Rational Equity Armor Fund Class A Shares
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Sustainable Insight Capital Management, LLC
|
|
|
|
|
|
Allianzgi Diversified Income & Convertible Fund
|
|
|
|
|
|
IPG Investment Advisors LLC
|
|
|
|
|
|
One Wealth Capital Management, Llc
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
Single Point Partners, LLC
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
|
|
|
|
|
Fpc Investment Advisory, Inc.
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A
|
|
|
|
|
|
Guild Investment Management, Inc.
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Blue Investment Partners LLC
|
|
|
|
|
|
Pinpoint Asset Management (Singapore) Pte. Ltd.
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
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|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
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|
Romano Brothers And Company
|
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|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
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|
|
Alecta Pensionsforsakring, Omsesidigt
|
|
|
|
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|
IEDAX - Voya EQUITY TRUST - Voya Large Cap Value Fund Class A
|
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|
Quad-Cities Investment Group, LLC
|
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Acorn Wealth Advisors, LLC
|
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|
Altman Advisors, Inc.
|
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|
NXTG - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx NextG ETF
|
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|
Riversedge Advisors, Llc
|
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|
Melqart Asset Management (uk) Ltd
|
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|
Fairfield, Bush & Co.
|
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|
Beech Hill Advisors, Inc.
|
|
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|
McNamara Financial Services, Inc.
|
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND IV - Technology Portfolio Initial Class
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
BLKBRD Asset Management, LP
|
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|
|
|
|
XSD - SPDR SERIES TRUST - SPDR(R) S&P(R) Semiconductor ETF
|
|
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|
McHugh Group, LLC
|
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Walled Lake Planning & Wealth Management, Llc
|
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ADAPT Investment Managers SA
|
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PRDGX - T. Rowe Price Dividend Growth Fund, Inc. - T. Rowe Price Dividend Growth Fund, Inc.
|
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|
Hillsdale Investment Management Inc.
|
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United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
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Financial Management Professionals, Inc.
|
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Aviso Financial Inc.
|
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BDIV - ETF Series Solutions - AAM BRENTVIEW DIVIDEND GROWTH ETF
|
|
|
|
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|
Allworth Financial LP
|
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|
|
|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
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|
|
Atria Wealth Solutions, Inc.
|
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|
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|
Delta Investment Management, LLC
|
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|
Sunflower Bank, N.A.
|
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|
SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3
|
|
|
|
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|
MKT Advisors LLC
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
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|
|
|
Private Trust Co Na
|
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|
Bordeaux Wealth Advisors LLC
|
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OneAscent Investment Solutions LLC
|
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|
Bellevue Asset Management, Llc
|
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Concord Asset Management, LLC/VA
|
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BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
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|
Commonwealth Equity Services, Llc
|
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ULPIX - Profunds - Ultrabull Profund Investor Class
|
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|
NWK Group, Inc.
|
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Nations Financial Group Inc, /ia/ /adv
|
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Private Advisor Group, LLC
|
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|
Capital Markets Trading UK LLP
|
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|
Steel Peak Wealth Management LLC
|
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|
Seneca Financial Advisors LLC
|
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|
Eq Wealth Advisors, Llc
|
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GAM Holding AG
|
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|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
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|
McNaughton Wealth Management, LLC
|
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|
Legacy Wealth Management, LLC / MS
|
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Legacy Capital Wealth Partners, LLC
|
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Argent Capital Management Llc
|
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SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
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|
Public Employees Retirement Association Of Colorado
|
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|
RYOCX - RYDEX SERIES FUNDS - NASDAQ-100 Fund Investor Class
|
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|
Benin Management CORP
|
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Meridian Financial Partners LLC
|
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PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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Great Waters Wealth Management
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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|
PGGM Investments
|
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|
TruWealth Advisors, LLC
|
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|
Cohen Klingenstein LLC
|
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|
SMART Wealth LLC
|
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|
|
Alpine Global Dynamic Dividend Fund
|
|
|
|
|
|
Summit Financial Wealth Advisors, LLC
|
|
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|
|
Emerald Advisors, LLC
|
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|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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|
Bristol Gate Capital Partners Inc.
|
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|
Viawealth, Llc
|
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|
Hutchens & Kramer Investment Management Group, LLC
|
|
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|
Ewing Morris & Co. Investment Partners Ltd.
|
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|
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|
|
Oxinas Partners Wealth Management LLC
|
|
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|
|
|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class
|
|
|
|
|
|
Boreal Capital Management LLC
|
|
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|
|
Security National Bank Of So Dak
|
|
|
|
|
|
Purkiss Capital Advisors LLC
|
|
|
|
|
|
Horst & Graben Wealth Management LLC
|
|
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|
|
Bank Of Hawaii
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
TRFM - ETF Series Solutions - AAM Transformers ETF
|
|
|
|
|
|
Deltec Asset Management Llc
|
|
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|
|
Central Valley Advisors, Llc
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Growth Class II
|
|
|
|
|
|
Lombard Odier Asset Management (Europe) Ltd
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
QCGDX - Advisors Preferred Trust - Quantified Common Ground Fund Investor Class Shares
|
|
|
|
|
|
GLRY - Northern Lights Fund Trust IV - Inspire Faithward Mid Cap Momentum ESG ETF
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
Francis Financial, Inc.
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
Nierenberg Investment Management Company, Inc.
|
|
|
|
|
|
Equita Financial Network, Inc.
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
AWEIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Disciplined Equity Fund Institutional Class Shares
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
ROE - EA Series Trust - Astoria US Quality Kings ETF
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Large Cap Growth ETF
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
|
My Legacy Advisors, LLC
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
GVIP - Goldman Sachs ETF Trust - Goldman Sachs Hedge Industry VIP ETF
|
|
|
|
|
|
BlueStem Wealth Partners, LLC
|
|
|
|
|
|
Ami Asset Management Corp
|
|
|
|
|
|
Financial Sense Advisors, Inc.
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Marcum Wealth, LLC
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Stewardship Advisors, LLC
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Petredis Investment Advisors Llc
|
|
|
|
|
|
Hanlon Investment Management, Inc.
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
BPLSX - RBB FUND, INC. - Boston Partners Long/Short Equity Fund INSTITUTIONAL
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund
|
|
|
|
|
|
Arvest Investments, Inc.
|
|
|
|
|
|
Beta Wealth Group, Inc.
|
|
|
|
|
|
Wetzel Investment Advisors, Inc.
|
|
|
|
|
|
FAOFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Series Growth Opportunities Fund
|
|
|
|
|
|
Aspiring Ventures, LLC
|
|
|
|
|
|
Nautilus Advisors LLC
|
|
|
|
|
|
POM Investment Strategies, LLC
|
|
|
|
|
|
Tounjian Advisory Partners, Llc
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Decatur Capital Management, Inc.
|
|
|
|
|
|
Qvr Llc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
Master's Wealth Management Inc.
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
Public Investment Fund
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Orca Wealth Management, LLC
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
Northern Lights Variable Trust - Bain Capital Equity Opportunities Fund Class 2 Shares
|
|
|
|
|
|
Altshuler Shaham Ltd
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Second Half Financial Partners, LLC
|
|
|
|
|
|
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A
|
|
|
|
|
|
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Blackrock Enhanced Capital & Income Fund, Inc.
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
Financial Partners Group, Inc
|
|
|
|
|
|
Scissortail Wealth Management, LLC
|
|
|
|
|
|
Collier Financial
|
|
|
|
|
|
AQGNX - AQR Funds - AQR Global Equity Fund Class N
|
|
|
|
|
|
CNAV - Collaborative Investment Series Trust - Mohr Company Nav ETF
|
|
|
|
|
|
Senator Investment Group LP
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Montz Harcus Wealth Management LLC
|
|
|
|
|
|
ACGR - AMERICAN CENTURY ETF TRUST - American Century Sustainable Growth ETF
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Himension Fund
|
|
|
|
|
|
Genus Capital Management Inc.
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
Guerra Pan Advisors, Llc
|
|
|
|
|
|
Gerber, Llc
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
Tactive Advisors, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Melfa Wealth Management, Llc
|
|
|
|
|
|
HASAX - Horizon Funds - Horizon Active Asset Allocation Fund Advisor Class
|
|
|
|
|
|
Sims Investment Management, Llc
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Tillman Hartley LLC
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
BIOPX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - BARON OPPORTUNITY FUND
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
AGOX - Starboard Investment Trust - Adaptive Growth Opportunities ETF
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
Evolution Advisers, Inc.
|
|
|
|
|
|
Masso Torrence Wealth Management Inc.
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
NUGAX - NUVEEN INVESTMENT TRUST II - Nuveen Santa Barbara Global Dividend Growth Fund Class A
|
|
|
|
|
|
Otter Creek Advisors, LLC
|
|
|
|
|
|
Ctc Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Copperwynd Financial, LLC
|
|
|
|
|
|
Papamarkou Wellner Asset Management inc.
|
|
|
|
|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
LifePlan Investment Advisors, Inc.
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
SIXG - ETF Series Solutions - Defiance Next Gen Connectivity ETF
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
CNECX - ALGER FUNDS - Alger Concentrated Equity Fund Class C
|
|
|
|
|
|
Oak Ridge Investments Llc
|
|
|
|
|
|
Integral Investment Advisors, Inc.
|
|
|
|
|
|
Ulysses Management LLC
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A
|
|
|
|
|
|
Ninepoint Partners LP
|
|
|
|
|
|
Mark Asset Management Lp
|
|
|
|
|
|
BlackRock ETF Trust - iShares Technology Opportunities Active ETF
|
|
|
|
|
|
Chiron Capital Management, Llc
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Harding Loevner Lp
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
Donaldson Capital Management, Llc
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Wallington Asset Management, LLC
|
|
|
|
|
|
Oder Investment Management, LLC
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
HMV Wealth Advisors, LLC
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
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|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Nasdaq 100 Index Fund Class R6
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
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|
|
|
Ifrah Financial Services, Inc.
|
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|
|
|
|
Liberty All Star Growth Fund Inc.
|
|
|
|
|
|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
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|
|
|
|
Forefront Wealth Partners, LLC
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
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|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
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|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
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|
Peoples Bank /oh
|
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|
Capital International Investors
|
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|
FFG Partners, LLC
|
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Ted Buchan & Co
|
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|
Standard Life Aberdeen plc
|
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|
F/M Investments LLC
|
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|
Dohj, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Kure Advisory, LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
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|
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class
|
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|
|
|
|
SIBAX - SIT MUTUAL FUNDS INC - Sit Balanced Fund
|
|
|
|
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|
VCIGX - VALIC Co I - Dividend Value Fund
|
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|
|
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QTR Family Wealth, LLC
|
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Impact Partnership Wealth, LLC
|
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|
Kirtland Hills Capital Management, Llc
|
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|
Brown, Lisle/cummings, Inc.
|
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|
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|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
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|
New Vernon Investment Management Llc
|
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|
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|
Ninety One SA (PTY) Ltd
|
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|
Measured Wealth Private Client Group, LLC
|
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|
Vancity Investment Management Ltd
|
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|
SJS Investment Consulting Inc.
|
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|
Kiley Juergens Wealth Management, Llc
|
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|
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|
Vermillion Wealth Management, Inc.
|
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|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
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|
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|
Braun Stacey Associates Inc
|
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|
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|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
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|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
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|
INYDX - Victory Portfolios IV - Victory Pioneer Disciplined Growth Fund Class Y
|
|
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|
Kinneret Advisory, LLC
|
|
|
|
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|
SkyView Investment Advisors, LLC
|
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|
Plimoth Trust Co Llc
|
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|
Tobias Financial Advisors, Inc.
|
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|
Vinva Investment Management Ltd
|
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|
Stone House Investment Management, LLC
|
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|
TWCIX - American Century Mutual Funds, Inc. - Select Fund Investor Class
|
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|
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|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
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|
Clark Capital Management Group, Inc.
|
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|
FSA Advisors, Inc.
|
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|
Westhampton Capital, LLC
|
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|
CAP Partners, LLC
|
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|
U S Wealth Group, Llc.
|
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|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Nasdaq 100 Index Fund (I)
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
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|
|
|
|
LifeGoal Wealth Advisors
|
|
|
|
|
|
Anderson Hoagland & Co
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
SPMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
Delta Financial Advisors Llc
|
|
|
|
|
|
Black Diamond Financial, LLC
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
EKJAX - WELLS FARGO FUNDS TRUST - Wells Fargo Premier Large Company Growth Fund Class A
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
Unisphere Establishment
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
Eaton Vance Tax-managed Diversified Equity Income Fund
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
Leslie Global Wealth, LLC
|
|
|
|
|
|
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Guinness Atkinson Asset Management Inc
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
PRSCX - T. Rowe Price Science & Technology Fund, Inc. - T. Rowe Price Science & Technology Fund, Inc.
|
|
|
|
|
|
VADGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Dividend Growth Fund Admiral Shares
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
CV Advisors LLC
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Fox Hill Wealth Management
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
LifeSteps Financial, Inc.
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Ergawealth Advisors, Inc.
|
|
|
|
|
|
AlTi Global, Inc.
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
FAGAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth Opportunities Fund Class A
|
|
|
|
|
|
Brickley Wealth Management
|
|
|
|
|
|
Haven Capital Group, Inc.
|
|
|
|
|
|
Private Capital Management Llc
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
Welch Group, LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Driehaus Capital Management Llc
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Platinum Investment Management Ltd
|
|
|
|
|
|
DTCAX - BNY Mellon Sustainable U.S. Equity Fund, Inc. - BNY Mellon Sustainable U.S. Equity Fund, Inc. Class A
|
|
|
|
|
|
Triasima Portfolio Management inc.
|
|
|
|
|
|
Copia Wealth Management
|
|
|
|
|
|
Fedenia Advisers LLC
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
Rockport Wealth LLC
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
Blackrock Science & Technology Trust
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
Tennessee Valley Asset Management Partners
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Crescent Park Management, L.P.
|
|
|
|
|
|
JAWGX - JANUS ASPEN SERIES - Janus Henderson Global Research Portfolio Service Shares
|
|
|
|
|
|
B&l Asset Management Llc
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
Clark Asset Management, LLC
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
|
|
|
NatWest Group plc
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
|
Clarity Capital Partners LLC
|
|
|
|
|
|
Cincinnati Insurance Co
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Clark Financial Services Group Inc /bd
|
|
|
|
|
|
Moser Wealth Advisors, LLC
|
|
|
|
|
|
Slow Capital, Inc.
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
FOCUS Wealth Advisors, LLC
|
|
|
|
|
|
NEMAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Emerging Markets Equity Fund Class A
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
FMCX - Northern Lights Fund Trust IV - FMC Excelsior Focus Equity ETF
|
|
|
|
|
|
Regent Peak Wealth Advisors LLC
|
|
|
|
|
|
TBG - EA Series Trust - TBG Dividend Focus ETF
|
|
|
|
|
|
FADTX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Technology Fund Class A
|
|
|
|
|
|
KNCT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Networking ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
|
|
|
|
|
|
Guardian Partners Inc.
|
|
|
|
|
|
IronBridge Private Wealth, LLC
|
|
|
|
|
|
Sagace Wealth Management LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
FNGG - Direxion Shares ETF Trust - Direxion Daily Select Large Caps & FANGs Bull 2X Shares
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Providence Capital Advisors, LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial
|
|
|
|
|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Helen Stephens Group, LLC
|
|
|
|
|
|
New World Advisors LLC
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
HGOAX - HARTFORD MUTUAL FUNDS II INC - THE HARTFORD GROWTH OPPORTUNITIES FUND Class A
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
PACIFIC SELECT FUND - Dividend Growth Portfolio Class I
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Hidden Cove Wealth Management, LLC
|
|
|
|
|
|
Fischer Financial Services, Inc.
|
|
|
|
|
|
Yoder Wealth Management, Inc.
|
|
|
|
|
|
TSAGX - TOUCHSTONE STRATEGIC TRUST - Touchstone Large Company Growth Fund Class A
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
FSPTX - FIDELITY SELECT PORTFOLIOS - Technology Portfolio
|
|
|
|
|
|
Maripau Wealth Management Llc
|
|
|
|
|
|
RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Quest Investment Management Llc
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Wealth Advisors of Iowa, LLC
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Hudson Capital Management LLC
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
Leelyn Smith, LLC
|
|
|
|
|
|
IESGX - SIT MUTUAL FUNDS INC - Sit ESG Growth Fund - Class I
|
|
|
|
|
|
Ameliora Wealth Management Ltd.
|
|
|
|
|
|
Towerpoint Wealth, LLC
|
|
|
|
|
|
LCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Large Core ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
DLK Investment Management, LLC
|
|
|
|
|
|
Loomis Sayles & Co L P
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Rock Point Advisors, LLC
|
|
|
|
|
|
AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
UNICOM Systems, Inc.
|
|
|
|
|
|
MGB Wealth Management, LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Sandbox Financial Partners, LLC
|
|
|
|
|
|
Eley Financial Management, Inc
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
CloudAlpha Capital Management Limited/Hong Kong
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
AEPIX - ALLSPRING FUNDS TRUST - Allspring Managed Account CoreBuilder Shares Series EPI CoreBuilder Shares Series EPI
|
|
|
|
|
|
Night Owl Capital Management, LLC
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Napatree Capital Llc
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund Ii
|
|
|
|
|
|
Worth Asset Management, LLC
|
|
|
|
|
|
Security Financial Services, INC.
|
|
|
|
|
|
Rehmann Capital Advisory Group
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
Thoma Capital Management LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Navis Wealth Advisors, LLC
|
|
|
|
|
|
Ashton Thomas Securities, Llc
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
Lifelong Wealth Advisors, Inc.
|
|
|
|
|
|
Proem Advisors LLC
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Bryant Woods Investment Advisors, LLC
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
Campbell Newman Asset Management Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Artemis Wealth Advisors, LLC
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
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|
|
Triumph Capital Management
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
FPCGX - Exchange Place Advisors Trust - FORT PITT CAPITAL TOTAL RETURN FUND
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
RND - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Bloomberg R&D Leaders ETF
|
|
|
|
|
|
FEPI - ETF Opportunities Trust - REX FANG & Innovation Equity Premium Income ETF
|
|
|
|
|
|
YOKE - EA Series Trust - Yoke Core ETF
|
|
|
|
|
|
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Unique Wealth, Llc
|
|
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GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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|
|
Iowa State Bank
|
|
|
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|
|
Fortem Financial Group, Llc
|
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|
|
Trivant Custom Portfolio Group, LLC
|
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|
Strs Ohio
|
|
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|
|
|
Strive Asset Management, LLC
|
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|
|
Sigma Planning Corp
|
|
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|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
|
|
|
|
|
Brady Family Wealth, Llc
|
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|
|
Hiddenite Capital Partners LP
|
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|
Janus Henderson Group Plc
|
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|
Chemung Canal Trust Co
|
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|
Dimensional Fund Advisors Lp
|
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Sandhill Capital Partners LLC
|
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|
Sentry Investment Management Llc
|
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|
Epoch Investment Partners, Inc.
|
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|
Future You Wealth Llc
|
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|
Ehrlich Financial Group
|
|
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|
Boyd Watterson Asset Management Llc/oh
|
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Axxcess Wealth Management, Llc
|
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|
|
Gladstone Capital Management LLP
|
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|
Capital Group Investment Management Pte. Ltd.
|
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|
|
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
General American Investors Co Inc
|
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|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
Instrumental Wealth, Llc
|
|
|
|
|
|
White Lighthouse Investment Management Inc.
|
|
|
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|
|
Texas Permanent School Fund
|
|
|
|
|
|
GDGIX - SIT MUTUAL FUNDS INC - Sit Global Dividend Growth Fund - Class I
|
|
|
|
|
|
Roth Financial Partners LLC
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
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|
|
Thompson Siegel & Walmsley Llc
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
TRLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Growth Fund
|
|
|
|
|
|
TCP Asset Management, LLC
|
|
|
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|
|
Silvercrest Asset Management Group Llc
|
|
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|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
Eagle Bluffs Wealth Management LLC
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Cobler Capital Management, LLC
|
|
|
|
|
|
Cannon Wealth Management Services, LLC
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
|
|
|
|
|
Lake Street Financial Llc
|
|
|
|
|
|
Sharp Financial Services, LLC
|
|
|
|
|
|
Uniting Wealth Partners, LLC
|
|
|
|
|
|
Enterprise Bank & Trust Co
|
|
|
|
|
|
Heritage Wealth Management, Inc./Texas
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
White Knight Strategic Wealth Advisors, LLC
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
|
|
|
|
|
|
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
|
|
|
|
|
ZEGA Investments, LLC
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
Broadway Wealth Solutions, Inc.
|
|
|
|
|
|
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
FIDEX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable U.S. Equity Fund
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Bay Capital Advisors, LLC
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Headland Capital, LLC
|
|
|
|
|
|
Menora Mivtachim Holdings Ltd.
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
STCIX - VIRTUS ASSET TRUST - Virtus Silvant Large-Cap Growth Stock Fund Class A
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
Capula Management Ltd
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/MFS Technology Portfolio Class IB
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
MGRIX - Marsico Investment Fund - Marsico Growth Fund
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
Verus Financial Partners, Inc.
|
|
|
|
|
|
KLCAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Large Cap Fund Class A Shares
|
|
|
|
|
|
Mindset Wealth Management, Llc
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Dodds Wealth, LLC
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
|
|
|
|
|
|
BRWAX - MFS SERIES TRUST X - MFS Blended Research Growth Equity Fund A
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
JGLTX - JANUS ASPEN SERIES - Janus Henderson Global Technology Portfolio Service Shares
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
MOKAN Wealth Management Inc.
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
GSB Wealth Management, LLC
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
BOS Asset Management, LLC
|
|
|
|
|
|
Shilanski & Associates, Inc.
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
RSPT - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Technology ETF
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
FSRRX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Real Return Fund
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Bolthouse Investments, LLC
|
|
|
|
|
|
Golden Road Advisors Llc
|
|
|
|
|
|
Partners Capital Investment Group, Llp
|
|
|
|
|
|
CMG Global Holdings, LLC
|
|
|
|
|
|
CDGRX - Copeland Trust - Copeland Risk Managed Dividend Growth Fund Class A shares
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
IFC Advisors LLC
|
|
|
|
|
|
Encompass More Asset Management
|
|
|
|
|
|
SHP ETF Trust - FIS Knights of Columbus Global Belief ETF
|
|
|
|
|
|
Infrastructure Capital Advisors, Llc
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Kmt Wealth Management, Llc
|
|
|
|
|
|
CTCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Global Technology Growth Fund Class A
|
|
|
|
|
|
Knott David M Jr
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
XPND - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Expanded Technology ETF
|
|
|
|
|
|
HMS Capital Management, LLC
|
|
|
|
|
|
GQETX - GMO TRUST - GMO Quality Fund Class III
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
Post Resch Tallon Group Inc.
|
|
|
|
|
|
Kelman-Lazarov, Inc.
|
|
|
|
|
|
Jessup Wealth Management, Inc
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Pensionfund Sabic
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
TPG Advisors LLC
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
Connective Portfolio Management, LLC
|
|
|
|
|
|
ITYAX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Technology Fund Class A
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Established Growth Fund (a)
|
|
|
|
|
|
Lowe Brockenbrough & Co Inc
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Guardian Asset Advisors, LLC
|
|
|
|
|
|
Mirabaud Asset Management Ltd
|
|
|
|
|
|
Foster & Motley Inc
|
|
|
|
|
|
Boulder Wealth Advisors, LLC
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
SWANX - SCHWAB CAPITAL TRUST - Schwab Core Equity Fund
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
QQQG - Pacer Funds Trust - Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF
|
|
|
|
|
|
Nicholas Hoffman & Company, LLC.
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Breakwater Capital Group
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Source Capital Inc /de/
|
|
|
|
|
|
Jordan Park Trust Co LLC
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
Founders Capital Management
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
Altus Wealth Management, LLC
|
|
|
|
|
|
Midwest Financial Group LLC
|
|
|
|
|
|
IronOak Wealth LLC.
|
|
|
|
|
|
CCLA Investment Management Ltd
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
Beacon Investment Advisory Services, Inc.
|
|
|
|
|
|
Keudell/Morrison Wealth Management
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
Pflug Koory, LLC
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Ratan Capital Management LP
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
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Quantbot Technologies LP
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Banque Transatlantique SA
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BTEUX - BARON SELECT FUNDS - Baron Technology Fund R6 Shares
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Sierra Capital LLC
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Argus Investors' Counsel, Inc.
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IDAT - iSHARES TRUST - iShares Cloud 5G and Tech ETF
|
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|
Powers Advisory Group, LLC
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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Newbridge Financial Services Group, Inc.
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RYAWX - RYDEX SERIES FUNDS - S&P 500 Pure Growth Fund Class H
|
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Lineweaver Wealth Advisors, LLC
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Morris Retirement Advisors, LLC
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LCLG - ADVISORS SERIES TRUST - Logan Capital Broad Innovative Growth ETF
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Country Club Bank /gfn
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ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
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Gabelli Funds Llc
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Kinetic Partners Management, LP
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FNY Investment Advisers, LLC
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BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
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TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A
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Alight Capital Management LP
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Columbia Asset Management
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BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES
|
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FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
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Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
|
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Advisors Asset Management, Inc.
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
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Brinker Capital Investments, LLC
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Venturi Wealth Management, LLC
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Colonial Trust Co / SC
|
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Pineridge Advisors LLC
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
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Sofos Investments, Inc.
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Copeland Capital Management, LLC
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First Western Trust Bank
|
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Clarus Wealth Advisors
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PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
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TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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Paradigm Financial Partners, Llc
|
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Argonautica Private Wealth Management, Inc
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VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
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CENTRAL TRUST Co
|
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VCI Wealth Management LLC
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Arista Wealth Management, LLC
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Hrc Wealth Management, Llc
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First Dallas Securities Inc.
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AIPI - ETF Opportunities Trust - REX AI EQUITY PREMIUM INCOME ETF
|
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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Twin Capital Management Inc
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Palisades Hudson Asset Management, L.P.
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DiMeo Schneider & Associates, L.L.C.
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Fulton Breakefield Broenniman Llc
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Townsend Asset Management Corp /nc/ /adv
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Avion Wealth
|
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Wedmont Private Capital
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J. Safra Sarasin Holding AG
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Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
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PPTAX - VIRTUS EQUITY TRUST - Virtus KAR Global Quality Dividend Fund CLASS A
|
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Arcadia Investment Advisors Llc
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Firethorn Wealth Partners, Llc
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Jnl Series Trust - Jnl/oppenheimer Global Growth Fund (a)
|
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Main Management ETF Advisors, LLC
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Tidemark, LLC
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
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SOXY - Tidal Trust II - YieldMax(TM) Target 12(TM) Semiconductor Option Income ETF
|
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MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
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GATEX - Gateway Trust - Gateway Fund Class A Shares
|
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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Warm Springs Advisors Inc.
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LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
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Cynosure Management, Llc
|
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Roxbury Financial LLC
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Kessler Investment Group, LLC
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LCM Capital Management Inc
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Schnieders Capital Management Llc
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Successful Portfolios LLC
|
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Graves-Light Private Wealth Management, Inc.
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BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
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AOTG - EA Series Trust - AOT Growth and Innovation ETF
|
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DecisionPoint Financial, LLC
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Oregon Public Employees Retirement Fund
|
|
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class
|
|
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|
|
|
PRGTX - T. Rowe Price Global Technology Fund, Inc. - T. Rowe Price Global Technology Fund, Inc.
|
|
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AIVC - Amplify ETF Trust - Amplify Global Cloud Technology ETF
|
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|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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|
Advent Claymore Convertible Securities & Income Fund
|
|
|
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|
RiverGlades Family Offices LLC
|
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|
RGLIX - RBC FUNDS TRUST - RBC Global Equity Leaders Fund Class I
|
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|
Blue Fin Capital, Inc.
|
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|
Rnc Capital Management Llc
|
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|
Vantage Point Financial LLC
|
|
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|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
|
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|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
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|
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|
Waldron Private Wealth LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Nasdaq-100® Index Portfolio
|
|
|
|
|
|
Pacific Point Advisors, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
|
|
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|
|
Natixis
|
|
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|
Legacy Capital Wealth Management, Llc
|
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|
MBOX - Alpha Architect ETF Trust - Freedom Day Dividend ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Hedged Nasdaq-100 ETF
|
|
|
|
|
|
BUZZ - VanEck Vectors ETF Trust - VanEck Vectors Social Sentiment ETF
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
National Asset Management, Inc.
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
TIME - Tidal Trust II - Clockwise Core Equity & Innovation ETF
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Atala Financial Inc
|
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
|
Smith Thornton Advisors LLC
|
|
|
|
|
|
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
|
|
|
|
|
Beacon Bridge Wealth Partners, LLC
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
Williamson Legacy Group, LLC
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
ALARX - ALGER INSTITUTIONAL FUNDS - Alger Capital Appreciation Institutional Fund Class I
|
|
|
|
|
|
CFSIX - Touchstone Funds Group Trust - Touchstone Sands Capital Select Growth Fund Class Y
|
|
|
|
|
|
Integrity Financial Corp /WA
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
|
|
|
|
|
Hobart Private Capital, LLC
|
|
|
|
|
|
Ausdal Financial Partners, Inc.
|
|
|
|
|
|
Prosperity Financial Group, Inc.
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Fiera Capital Corp
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
|
|
|
|
|
|
Legacy CG, LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Relyea Zuckerberg Hanson LLC
|
|
|
|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A
|
|
|
|
|
|
Stonebridge Capital Management Inc
|
|
|
|
|
|
Kerntke Otto McGlone Wealth Management Group
|
|
|
|
|
|
Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
Dale Q Rice Investment Management Ltd
|
|
|
|
|
|
Kaizen Financial Strategies
|
|
|
|
|
|
Ceera Investments, Llc
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
Peterson Wealth Advisors, LLC
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Headinvest, Llc
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Barometer Capital Management Inc.
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Sageworth Trust Co of South Dakota
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
TGCEX - TCW FUNDS INC - TCW Select Equities Fund I Class
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Clearwater Capital Advisors, LLC
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
MIG Capital, LLC
|
|
|
|
|
|
DFMAX - ADVISORS SERIES TRUST - Davidson Multi-Cap Equity Fund Class A
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Barton Investment Management
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund
|
|
|
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
|
|
|
|
|
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Exchange Capital Management, Inc.
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Cedar Wealth Management, LLC
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
|
|
|
|
|
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
|
|
|
|
|
Stock Portfolio - Stock Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Growth Stock Fund
|
|
|
|
|
|
Intergy Private Wealth, LLC
|
|
|
|
|
|
SSGFX - SATURNA INVESTMENT TRUST - SEXTANT GROWTH FUND Sextant Growth Fund Investor Shares
|
|
|
|
|
|
Burr Financial Services, Llc
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
Lavaca Capital Llc
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Main Line Retirement Advisors, LLC
|
|
|
|
|
|
Legacy Solutions, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
|
|
|
|
|
|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Syntax Research, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
IHGIX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD DIVIDEND AND GROWTH FUND Class A
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
TWGGX - American Century World Mutual Funds Inc - Focused Global Growth Fund Investor Class
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
Icapital Wealth Llc
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
TDV - PROSHARES TRUST - ProShares S&P Technology Dividend Aristocrats ETF
|
|
|
|
|
|
TQQQ - PROSHARES TRUST - ProShares UltraPro QQQ
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Wisconsin Wealth Advisors, LLC
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
|
|
|
|
|
|
SPGSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Premier Growth Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
EFG Asset Management (North America) Corp.
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
Wallace Advisory Group, LLC
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
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Calton & Associates, Inc.
|
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Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
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|
Up Strategic Wealth Investment Advisors Llc
|
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|
QTR - Global X Funds - Global X NASDAQ 100 Tail Risk ETF
|
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John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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|
Eastover Investment Advisors LLC
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Holos Integrated Wealth LLC
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XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
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CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
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Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ 100 ETF
|
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Eagle Wealth Strategies Llc
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Hardman Johnston Global Advisors LLC
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HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
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Friedenthal Financial
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VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
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Cornerstone Strategic Value Fund Inc
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Bowman & Co S.C.
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Valued Wealth Advisors LLC
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IWLG - IndexIQ Active ETF Trust - IQ Winslow Large Cap Growth ETF
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Harold Davidson & Associates Inc.
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Prelude Capital Management, Llc
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Baker Tilly Financial, Llc
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First Community Trust Na
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PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
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Aspetuck Financial Management LLC
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Westshore Wealth, LLC
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CIBC Private Wealth Group, LLC
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SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
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CLPAX - MUTUAL FUND SERIES TRUST - Catalyst/Exceed Defined Risk Fund Class A
|
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TDVG - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
|
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Capital Analysts, Inc.
|
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CogentBlue Wealth Advisors, LLC
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1248 Management, LLC
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FPACX - FPA FUNDS TRUST - FPA Crescent Fund
|
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Paulson Wealth Management Inc.
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Occidental Asset Management, LLC
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Berkshire Capital Holdings Inc
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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LMG Wealth Partners, LLC
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Elite Life Management LLC
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Idaho Trust Bank
|
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Geneos Wealth Management Inc.
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Dynamic Advisor Solutions LLC
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Seascape Capital Management
|
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QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
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VanderPol Investments L.L.C.
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Castle Hook Partners LP
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PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares
|
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Harwood Advisory Group, LLC
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SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
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Ellsworth Growth & Income Fund Ltd
|
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California Public Employees Retirement System
|
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Bridge Creek Capital Management LLC
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Parcion Private Wealth LLC
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Northwestern Mutual Wealth Management Co
|
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TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A
|
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Allianz Se
|
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Avantra Family Wealth, Inc.
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TCTC Holdings, LLC
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High Falls Advisors, Inc
|
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Sandler Capital Management
|
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Heritage Trust Co
|
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GURU - Global X Funds - Global X Guru Index ETF
|
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POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund
|
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Avalon Trust Co
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Beacon Capital Management, LLC
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Coastline Trust Co
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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FourThought Financial Partners, LLC
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Tyche Wealth Partners LLC
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MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
|
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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Etesian Wealth Advisors, Inc.
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Wetherby Asset Management Inc
|
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Acorn Creek Capital Llc
|
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Quantum Financial Advisors, LLC
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Anb Bank
|
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BlackRock Capital Allocation Trust
|
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StrongBox Wealth, LLC
|
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VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
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Legato Capital Management LLC
|
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AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
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Spdr S&p 500 Etf Trust
|
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ALVOX - ALGER PORTFOLIOS - Alger Capital Appreciation Portfolio Class S
|
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SBI Securities Co., Ltd.
|
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COWG - Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
|
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|
Sfmg, Llc
|
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GEM Asset Management, LLC
|
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TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A
|
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|
Monetary Management Group Inc
|
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JustInvest LLC
|
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MLAAX - MAINSTAY FUNDS - MainStay Large Cap Growth Fund Class A
|
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GPIQ - Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Core Premium Income ETF
|
|
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|
Legacy Wealth Managment, LLC/ID
|
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|
CastleKnight Management LP
|
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Tower Bridge Advisors
|
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AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
|
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|
M. Kraus & Co
|
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VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
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Telligent Fund, LP
|
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IFP Advisors, Inc
|
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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|
PineBridge Investments, L.P.
|
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|
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|
ALAI - Alger ETF Trust - Alger AI Enablers & Adopters ETF
|
|
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|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
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|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I
|
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|
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|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
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|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
New Capital Management LP
|
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|
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|
|
Alley Investment Management Company, LLC
|
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|
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|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Fortress Financial Solutions, LLC
|
|
|
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|
|
Traveka Wealth, LLC
|
|
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|
|
|
DHJJ Financial Advisors, Ltd.
|
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|
Fiduciary Group LLC
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
Science & Technology Partners, L.P.
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
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|
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
Cantillon Capital Management Llc
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Shaker Investments Llc/oh
|
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Grand Alliance Asset Management Ltd
|
|
|
|
|
|
Profunds - Profund Vp Ultranasdaq-100
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Birinyi Associates Inc
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
REDWX - Aspiration Funds - Aspiration Redwood Fund
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Oakwell Private Wealth Management, LLC
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
QGRPX - UBS FUNDS - UBS US Quality Growth At Reasonable Price Fund Class P
|
|
|
|
|
|
SJCAX - STEWARD FUNDS, INC. - Steward Large Cap Core Fund Class A
|
|
|
|
|
|
Wealthedge Investment Advisors, Llc
|
|
|
|
|
|
Members Wealth Llc
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Capital Planning Advisors, LLC
|
|
|
|
|
|
Certified Advisory Corp
|
|
|
|
|
|
THMZ - Lazard Active ETF Trust - Lazard Equity Megatrends ETF
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
HHDFX - ADVISORS' INNER CIRCLE FUND - Hamlin High Dividend Equity Fund Institutional Class Shares
|
|
|
|
|
|
Dudley Capital Management, Llc
|
|
|
|
|
|
Strategic Advisors LLC
|
|
|
|
|
|
Teachers Insurance & Annuity Association Of America
|
|
|
|
|
|
Savoie Capital LLC
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Ameriflex Group, Inc.
|
|
|
|
|
|
VITAX - VANGUARD WORLD FUND - Vanguard Information Technology Index Fund Admiral Shares
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
Bell & Brown Wealth Advisors, Llc
|
|
|
|
|
|
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. Investor A
|
|
|
|
|
|
Anfield Capital Management, LLC
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
Arbor Wealth Advisors LLC
|
|
|
|
|
|
Fogel Capital Management, Inc.
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
Hofer & Associates. Inc
|
|
|
|
|
|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Boxwood Ventures, Inc.
|
|
|
|
|
|
OEF - iSHARES TRUST - iShares S&P 100 ETF
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
AAGOX - ALGER PORTFOLIOS - Alger Large Cap Growth Portfolio Class I-2
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Lifestyle Asset Management, Inc.
|
|
|
|
|
|
ADOIX - Investment Managers Series Trust II - AXS Dynamic Opportunity Fund Class I Shares
|
|
|
|
|
|
Luts & Greenleigh Group, Inc
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
NWHOX - NATIONWIDE MUTUAL FUNDS - Nationwide Bailard Technology and Science Fund Class A
|
|
|
|
|
|
Alamar Capital Management, LLC
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
AAICX - ALGER FUNDS - Alger AI Enablers & Adopters Fund Class C
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
DLQAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Equity Fund Class A
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
Keystone Wealth Services, LLC
|
|
|
|
|
|
Santori & Peters, Inc.
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
|
|
|
|
|
|
Perennial Advisors, LLC
|
|
|
|
|
|
CVAAX - CALAMOS INVESTMENT TRUST/IL - Calamos Opportunistic Value Fund Class A
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Wingate Wealth Advisors, Inc.
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Thrive Wealth Management, LLC
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Bullseye Investment Management, LLC
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
Catalina Capital Group, LLC
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
Wealthstar Advisors, Llc
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Wooster Corthell Wealth Management, Inc.
|
|
|
|
|
|
Continental Investors Services, Inc.
|
|
|
|
|
|
XLK - SELECT SECTOR SPDR TRUST - The Technology Select Sector SPDR Fund
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
TROSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Overseas Stock Fund
|
|
|
|
|
|
LaFleur & Godfrey LLC
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Paloma Partners Management Co
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
CHDEX - CULLEN FUNDS TRUST - Cullen High Dividend Equity Fund Retail Class
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
Clough Global Dividend & Income Fund
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
Bey-Douglas LLC
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Cornerstone Investment Partners, LLC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
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|
|
OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class
|
|
|
|
|
|
Pinnbrook Capital Management Lp
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
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|
Migdal Insurance & Financial Holdings Ltd.
|
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First Commonwealth Financial Corp /pa/
|
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Morey & Quinn Wealth Partners, LLC
|
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|
Prosperity Wealth Management, Inc.
|
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|
Gs Investments, Inc.
|
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|
Czech National Bank
|
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|
RAM Investment Partners, LLC
|
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|
|
HighMark Wealth Management LLC
|
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|
|
KilterHowling LLC
|
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|
Stephens Inc /ar/
|
|
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|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Capital Advisory Group Advisory Services, LLC
|
|
|
|
|
|
ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
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|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
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|
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|
|
Credit Agricole S A
|
|
|
|
|
|
AIBU - Direxion Shares ETF Trust - Direxion Daily AI and Big Data Bull 2X Shares
|
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|
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|
|
Harrington Investments, INC
|
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|
Carson Advisory Inc.
|
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Journey Strategic Wealth Llc
|
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|
Community Bank & Trust, Waco, Texas
|
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|
Wealth Alliance Advisory Group, LLC
|
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|
Integrated Quantitative Investments LLC
|
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|
GM Advisory Group, Inc.
|
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|
Traphagen Investment Advisors Llc
|
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|
Diversify Wealth Management, Llc
|
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|
NDVR, Inc.
|
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WJ Wealth Management, LLC
|
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Alliance Wealth Advisors, LLC
|
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|
Transamerica Financial Advisors, Inc.
|
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|
Formidable Asset Management, LLC
|
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|
Carroll Investors, Inc
|
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|
Meitav Dash Investments Ltd
|
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|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
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|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
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|
Comerica Bank
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class
|
|
|
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|
|
ROI Financial Advisors, LLC
|
|
|
|
|
|
TWQAX - TRANSAMERICA FUNDS - Transamerica Large Cap Value A
|
|
|
|
|
|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
|
|
|
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|
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
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|
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
|
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|
Canada Pension Plan Investment Board
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
|
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|
Bank OZK
|
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|
Arnhold LLC
|
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|
Eqis Capital Management, Inc.
|
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|
Capital Investment Advisors, LLC
|
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|
Legend Financial Advisors, Inc.
|
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|
Hartland & Co., LLC
|
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|
James Investment Research Inc
|
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|
|
ESGIX - VALUED ADVISERS TRUST - Dana Epiphany ESG Equity Fund Institutional Class Shares
|
|
|
|
|
|
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
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|
|
Greenfield Savings Bank
|
|
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|
Granite Harbor Advisors, Inc.
|
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|
XY Planning Network, Inc.
|
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|
Dakota Wealth Management
|
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
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|
Patton Albertson Miller Group, Llc
|
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|
Morris Financial Concepts, Inc.
|
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|
Little House Capital Llc
|
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|
Cooper/haims Advisors, Llc
|
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|
Oxbow Advisors, LLC
|
|
|
|
|
|
Luminvest Wealth Management LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
NEOS ETF Trust - NEOS Nasdaq-100(R) Hedged Equity Income ETF
|
|
|
|
|
|
CGGE - Capital Group Global Equity ETF - Capital Group Global Equity ETF Share Class
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
AVGX - Tidal Trust II - Defiance Daily Target 2X Long AVGO ETF
|
|
|
|
|
|
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
|
|
|
|
|
|
USAAX - USAA MUTUAL FUNDS TRUST - Growth Fund Shares
|
|
|
|
|
|
LIONX - NORTHERN LIGHTS FUND TRUST III - Issachar Fund Class N Shares
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Sage Private Wealth Group, Llc
|
|
|
|
|
|
West Wealth Group, LLC
|
|
|
|
|
|
Darden Wealth Group Inc
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
ARS Investment Partners, LLC
|
|
|
|
|
|
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
|
|
|
|
|
|
QLMGOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Aggressive Growth Portfolio Class I
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
QFLR - Innovator ETFs Trust - Innovator Nasdaq-100 Managed Floor ETF
|
|
|
|
|
|
Grandview Asset Management LLC
|
|
|
|
|
|
Stamos Capital Partners, L.p.
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
Private Capital Management, LLC
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Bingham Private Wealth, Llc
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
BCUS - Exchange Listed Funds Trust - Bancreek U.S. Large Cap ETF
|
|
|
|
|
|
Hamilton Capital, LLC
|
|
|
|
|
|
Insight 2811, Inc.
|
|
|
|
|
|
ABIG - EA Series Trust - Argent Large Cap ETF
|
|
|
|
|
|
DREVX - BNY Mellon Large Cap Securities Fund, Inc. - BNY Mellon Large Cap Securities Fund, Inc.
|
|
|
|
|
|
PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Ubs Oconnor Llc
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)
|
|
|
|
|
|
NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
PRGSX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Stock Fund
|
|
|
|
|
|
DCF Advisers, LLC
|
|
|
|
|
|
Range Financial Group LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
|
|
|
|
|
|
Arrowroot Family Office, LLC
|
|
|
|
|
|
CGHIX - 360 Funds - Timber Point Global Allocations Fund Institutional Class Shares
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
Milestone Asset Management, Llc
|
|
|
|
|
|
Mirabaud & Cie SA
|
|
|
|
|
|
KADENSA CAPITAL Ltd
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Katamaran Capital LLP
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
|
|
|
|
|
|
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Technology Fund Variable Annuity
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Edmp, Inc.
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity
|
|
|
|
|
|
M1 Capital Management LLC
|
|
|
|
|
|
Haverford Trust Co
|
|
|
|
|
|
FLRAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Large Cap Select Fund Class A
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
|
|
|
|
|
RYTIX - RYDEX SERIES FUNDS - Technology Fund Investor Class
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Technology Portfolio Initial Class
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Neville Rodie & Shaw Inc
|
|
|
|
|
|
Vectors Research Management, LLC
|
|
|
|
|
|
Phraction Management LLC
|
|
|
|
|
|
EGGS - Tidal Trust III - NestYield Total Return Guard ETF
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
SHGTX - Columbia Funds Series Trust II - Columbia Seligman Global Technology Fund Class A
|
|
|
|
|
|
Innova Wealth Partners
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Growth Portfolio
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
OWACX - OLD WESTBURY FUNDS INC - Old Westbury All Cap Core Fund
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Martin Worley Group
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
LRT Capital Management, LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
Elm3 Financial Group, LLC
|
|
|
|
|
|
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
Cfm Wealth Partners Llc
|
|
|
|
|
|
IMZ Advisory Inc
|
|
|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
BigSur Wealth Management LLC
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
Cross Staff Investments Inc
|
|
|
|
|
|
Bennett Associates Wealth Management
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
McDonough Capital Management, Inc
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Clarus Group, Inc.
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Convergence Financial, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Blue Chip Account Class 3
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
JT Stratford LLC
|
|
|
|
|
|
Nicolet Bankshares Inc
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Harvard Management Co Inc
|
|
|
|
|
|
Richardson Capital Management LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio
|
|
|
|
|
|
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class
|
|
|
|
|
|
GraniteShares Advisors LLC
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
IAVGX - Voya VARIABLE FUNDS - Voya Growth and Income Portfolio Class ADV
|
|
|
|
|
|
Amplify ETF Trust - Amplify Cybersecurity ETF
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
CRIHX - CRM Mutual Fund Trust - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Stanley-Laman Group, Ltd.
|
|
|
|
|
|
AAFMAA Wealth Management & Trust LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Fermata Advisors, LLC
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
SMI Advisory Services, LLC
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
ELCV - Strategy Shares - Eventide High Dividend ETF
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
AllianzGI Artificial Intelligence & Technology Opportunities Fund
|
|
|
|
|
|
Cambridge Financial Group, Inc.
|
|
|
|
|
|
Prasad Wealth Partners, LLC
|
|
|
|
|
|
Fiduciary Planning LLC
|
|
|
|
|
|
Bank of Marin
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Jackson Thornton Asset Management, Llc
|
|
|
|
|
|
AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
Howard Bailey Securities, Llc
|
|
|
|
|
|
CenterStar Asset Management, LLC
|
|
|
|
|
|
Gold Investment Management Ltd.
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
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Win Advisors, Inc
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Drive Wealth Management, Llc
|
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WealthTrak Capital Management LLC
|
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|
Wellington Shields & Co., LLC
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|
Bearing Point Capital, Llc
|
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Callan Capital, LLC
|
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|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
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|
|
|
Copperleaf Capital, LLC
|
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|
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|
BCHP - Principal Exchange-Traded Funds - PRINCIPAL FOCUSED BLUE CHIP ETF Principal Focused Blue Chip ETF
|
|
|
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|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
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|
Delta Asset Management Llc/tn
|
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|
Austin Wealth Management, LLC
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Operose Advisors LLC
|
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|
Neuberger Berman Next Generation Connectivity Fund Inc.
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|
Cary Street Partners Financial Llc
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Premier Path Wealth Partners, LLC
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|
REAP Financial Group, LLC
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|
Disciplined Growth Investors Inc /mn
|
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IGAAX - INTERNATIONAL GROWTH & INCOME FUND - International Growth and Income Fund Class A
|
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|
Polar Asset Management Partners Inc.
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Verdence Capital Advisors LLC
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Coatue Innovative Strategies Fund
|
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Alpha Family Trust
|
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Private Wealth Management Group, LLC
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CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund
|
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Keystone Financial Services
|
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ICAP - Series Portfolios Trust - InfraCap Equity Income Fund ETF
|
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Profunds - Profund Vp Nasdaq-100
|
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|
Gwn Securities Inc.
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Contravisory Investment Management, Inc.
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Perfromance Wealth Partners, LLC
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CoreCap Advisors, LLC
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Trustmark National Bank Trust Department
|
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ICICI Prudential Asset Management Co Ltd
|
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HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A
|
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FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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Claudia M.p. Batlle, Crp (r) Llc
|
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|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
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Whittier Trust Co
|
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Lockheed Martin Investment Management Co
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SS&H Financial Advisors, Inc.
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Rosenberg Matthew Hamilton
|
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
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|
|
RPG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Growth ETF
|
|
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|
Alta Advisers Ltd
|
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|
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|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
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|
Nadler Financial Group, Inc.
|
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Dynamic Wealth Strategies, LLC
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Morgan Stanley
|
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Luminist Capital LLC
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Clune & Associates, Ltd.
|
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John Hancock Hedged Equity & Income Fund
|
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|
Coign Capital Advisors LLC
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Global Trust Asset Management, LLC
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Abel Hall, LLC
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Drake & Associates, LLC
|
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|
RYDEX VARIABLE TRUST - NASDAQ-100(R) Fund Variable Annuity
|
|
|
|
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|
Rhumbline Advisers
|
|
|
|
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|
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
|
|
|
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|
BCS Private Wealth Management, Inc.
|
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|
Reyes Financial Architecture, Inc.
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Centric Wealth Management
|
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Maryland Capital Advisors Inc.
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Synovus Financial Corp
|
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Fortitude Family Office, LLC
|
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TAGStone Capital, Inc.
|
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Schroder Investment Management Group
|
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Connors Investor Services Inc
|
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|
|
SOXL - Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares
|
|
|
|
|
|
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
|
|
|
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|
|
one8zero8, LLC
|
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|
|
|
Magnolia Private Wealth, LLC
|
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|
Bay Harbor Wealth Management, LLC
|
|
|
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|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
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|
Spurstone Advisory Services, LLC
|
|
|
|
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|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
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|
Berkshire Asset Management Llc/pa
|
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|
Union Heritage Capital, LLC
|
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|
Miramar Capital, LLC
|
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|
Marathon Capital Management
|
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|
Physicians Financial Services, Inc.
|
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|
Blue Square Asset Management, Llc
|
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|
GW&K Investment Management, LLC
|
|
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|
Southland Equity Partners LLC
|
|
|
|
|
|
SJGIX - STEWARD FUNDS, INC. - Steward Large Cap Growth Fund Institutional Class
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
PSECX - Pinnacle Capital Management Funds Trust - 1789 Growth and Income Fund Class C Shares
|
|
|
|
|
|
Coastwise Capital Group, LLC
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
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|
|
|
PACIFIC SELECT FUND - Technology Portfolio Class I
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
PRGFX - T. Rowe Price Growth Stock Fund, Inc. - T. Rowe Price Growth Stock Fund, Inc.
|
|
|
|
|
|
Wiser Wealth Management, Inc
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Multi-strategy Growth & Income Fund
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
|
EGGY - Tidal Trust III - NestYield Dynamic Income ETF
|
|
|
|
|
|
Blue Capital, Inc.
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
WIREX - PFS FUNDS - Wireless Fund
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
|
|
|
|
|
Genesis Private Wealth, Llc
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
Vista Private Wealth Partners. LLC
|
|
|
|
|
|
Dorsey Wright & Associates
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
Securian Funds Trust - SFT Ivy Growth Fund
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
ROPE - EA Series Trust - Coastal Compass 100 ETF
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
Invenio Wealth Partners Llc
|
|
|
|
|
|
Mystic Asset Management, Inc.
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Paul Damon & Associates, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - Focused Growth Portfolio Class I
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
IYW - iSHARES TRUST - iShares U.S. Technology ETF
|
|
|
|
|
|
Allied Investment Advisors, LLC
|
|
|
|
|
|
Alpha Financial Partners, LLC
|
|
|
|
|
|
Foyston, Gordon, & Payne Inc
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
Meridian Financial, LLC
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
Strategic Global Advisors, LLC
|
|
|
|
|
|
AMJ Financial Wealth Management
|
|
|
|
|
|
Ironsides Asset Advisors, LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Geneva Partners, LLC
|
|
|
|
|
|
Coordinated Financial Services, Inc.
|
|
|
|
|
|
First PREMIER Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Large Cap Growth Portfolio Class A
|
|
|
|
|
|
Creekside Partners
|
|
|
|
|
|
Nabity-Jensen Investment Management Inc
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
|
|
|
|
Soros Capital Management Llc
|
|
|
|
|
|
Keener Financial Planning LLC
|
|
|
|
|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
WealthPLAN Partners, LLC
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Ascent Capital Management, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
JNL SERIES TRUST - JNL/ClearBridge Large Cap Growth Fund (A)
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
GPTY - Tidal Trust II - YieldMax(TM) AI & Tech Portfolio Option Income ETF
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Warther Private Wealth, LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Stoneridge Investment Partners Llc
|
|
|
|
|
|
QYLE - Global X Funds - Global X Nasdaq 100 ESG Covered Call ETF
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
Vaughan Nelson Investment Management, L.p.
|
|
|
|
|
|
PIMCO Energy & Tactical Credit Opportunities Fund
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
Valley Forge Investment Consultants Inc Adv
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Infinity Wealth Counsel, LLC
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Flynn Zito Capital Management, Llc
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II
|
|
|
|
|
|
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A
|
|
|
|
|
|
USNQX - USAA MUTUAL FUNDS TRUST - Nasdaq-100 Index Fund
|
|
|
|
|
|
George Kaiser Family Foundation
|
|
|
|
|
|
Hobbs Wealth Management, LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
LFGCX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Growth Fund Class C
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
PARUS FINANCE (UK) Ltd
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
QQH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 100 Index ETF
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Alaethes Wealth LLC
|
|
|
|
|
|
My Purposeful Wealth Corp.
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
Rooted Wealth Advisors, Inc.
|
|
|
|
|
|
Shira Ridge Wealth Management
|
|
|
|
|
|
Yukon Wealth Management, Inc.
|
|
|
|
|
|
MAS Advisors LLC
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Future ETF -
|
|
|
|
|
|
Thematics Asset Management
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
|
|
|
|
TSA Wealth Managment LLC
|
|
|
|
|
|
IQQQ - PROSHARES TRUST - ProShares Nasdaq-100 High Income ETF
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Technology Fund Series I
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Carter Financial Group, INC.
|
|
|
|
|
|
Denali Advisors Llc
|
|
|
|
|
|
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
|
|
Ccm Investment Advisers Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
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RW Investment Management LLC
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Washington Trust Advisors, Inc.
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Dupont Capital Management Corp
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
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|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
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|
Smithfield Trust Co
|
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|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
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BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
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Equitable Trust Co
|
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|
Pacific Heights Asset Management Llc
|
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Amarillo National Bank
|
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MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
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|
Kestra Investment Management, LLC
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|
Baring Financial LLC
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|
RB Capital Management, LLC
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QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
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|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
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|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
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Live Oak Private Wealth LLC
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Williams & Novak, LLC
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Glenview Trust Co
|
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SHRAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Aggressive Growth Fund Class A
|
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PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
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|
Running Point Capital Advisors, LLC
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Cape Cod Five Cents Savings Bank
|
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|
HB Wealth Management, LLC
|
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Hillman Co
|
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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|
Westwood Wealth Management
|
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|
Consolidated Portfolio Review Corp
|
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
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|
Bruce G. Allen Investments, LLC
|
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Cornerstone Select Advisors, LLC
|
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Lpwm Llc
|
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FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
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|
Ellenbecker Investment Group
|
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Anchor Pointe Wealth Management, LLC
|
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Armstrong Advisory Group, Inc
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
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|
|
Rather & Kittrell, Inc.
|
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JSF Financial, LLC
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SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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Braun-Bostich & Associates Inc.
|
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Sara-Bay Financial
|
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JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
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Salem Investment Counselors Inc
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Cohen Capital Management, Inc.
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McLean Asset Management Corp
|
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First Pacific Financial
|
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Sentinus, LLC
|
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UMA Financial Services, Inc.
|
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SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
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|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
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|
Bard Financial Services, Inc.
|
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Franklin Templeton Variable Insurance Products Trust - Franklin Large Cap Growth Vip Fund Class 1
|
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|
Amussen Hunsaker Associates Llc
|
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|
NWLG - Nushares ETF Trust - Nuveen Winslow Large-Cap Growth ESG ETF
|
|
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|
Arbor Investment Advisors, LLC
|
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|
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1
|
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|
E. Ohman J:or Asset Management AB
|
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|
Bradyco, Inc.
|
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|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
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|
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|
Pioneer Trust Bank N A/or
|
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|
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|
Rafferty Asset Management, LLC
|
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|
Empirical Asset Management, LLC
|
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|
Horan Securities, Inc.
|
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|
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
|
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|
|
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|
Lewis Asset Management, LLC
|
|
|
|
|
|
AVL - Direxion Shares ETF Trust - Direxion Daily AVGO Bull 2X Shares
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA AB Growth Portfolio Class 1
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
|
|
|
|
|
|
Pine Harbor Wealth Management, LLC
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
Lederer & Associates Investment Counsel/ca
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
|
Onyx Bridge Wealth Group LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Absher Wealth Management, Llc
|
|
|
|
|
|
Actiam N.v.
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Northstar Financial Companies, Inc.
|
|
|
|
|
|
Momentous Wealth Management, Inc.
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Aspen Wealth Strategies, LLC
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Fragasso Group Inc.
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AB Sustainable Global Thematic Fund (I)
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Foundry Partners, LLC
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
|
|
|
Optimist Retirement Group LLC
|
|
|
|
|
|
Emerald Advisers, Llc
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares
|
|
|
|
|
|
Coordinated Financial Services, Inc./CO
|
|
|
|
|
|
Valtinson Bruner Financial Planning LLC
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
General Partner, Inc.
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Granite Group Advisors, LLC
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Winslow Capital Management, LLC
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
Parker Investment Management, LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
NDXKX - SHELTON FUNDS - Nasdaq-100 Index Fund K Shares
|
|
|
|
|
|
Greater Midwest Financial Group, LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
|
|
|
|
|
Cunning Capital Partners, LP
|
|
|
|
|
|
Wagner Wealth Management, Llc
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
Ridgeline Wealth Planning, LLC
|
|
|
|
|
|
Financial Insights, Inc.
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
KP Management LLC
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
Barings Llc
|
|
|
|
|
|
Financial & Tax Architects, LLC
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Seligman Global Technology Fund Class 1
|
|
|
|
|
|
Custos Family Office, LLC
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Granite Bay Wealth Management, LLC
|
|
|
|
|
|
Client 1st Advisory Group, Llc
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
AMOM - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF
|
|
|
|
|
|
Bensler, LLC
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Capital Appreciation Fund Series II
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
|
|
|
|
|
|
AGRW - ALLSPRING EXCHANGE-TRADED FUNDS TRUST - Allspring LT Large Growth ETF
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Growth Strength Portfolio Class I
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
|
|
|
Long Run Wealth Advisors, LLC
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Golden Reserve Retirement LLC
|
|
|
|
|
|
Spear Holdings RSC Ltd
|
|
|
|
|
|
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Capital World Investors
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Beacon Capital Management, Inc.
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Martin Capital Advisors, LLP
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Lattice Capital Management, LLC
|
|
|
|
|
|
TEPIX - Profunds - Technology Ultrasector Profund Investor Class
|
|
|
|
|
|
Sigma Investment Counselors Inc
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
TFG Advisers LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
EDENTREE ASSET MANAGEMENT Ltd
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Defined Wealth Management, Llc
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
St. Louis Financial Planners Asset Management, LLC
|
|
|
|
|
|
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A
|
|
|
|
|
|
Elgethun Capital Management
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Growth ETF -
|
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
|
SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
|
|
|
|
|
Financial Guidance Group, Inc.
|
|
|
|
|
|
21 West Wealth Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Howard Capital Management Group, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
Capital CS Group, LLC
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
ETLNX - MUTUAL FUND SERIES TRUST - Eventide Large Cap Focus Fund Class N
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Tiaa Trust, National Association
|
|
|
|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
|
|
|
|
|
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Transcendent Capital Group LLC
|
|
|
|
|
|
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Stance Capital Llc
|
|
|
|
|
|
White Wing Wealth Management
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Guidance Capital, Inc
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
SLT Holdings LLC
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
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Naples Global Advisors, Llc
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Soltis Investment Advisors LLC
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MEFOX - Ultimus Managers Trust - Meehan Focus Fund
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Total Wealth Planning & Management, Inc.
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
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LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
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Massmutual Trust Co Fsb/adv
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Pictet Asset Management Holding SA
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Sanibel Captiva Trust Company, Inc.
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Capital Group Private Client Services, Inc.
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Intrust Bank Na
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EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
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Kercheville Advisors, LLC
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
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PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
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Weinberger Asset Management, Inc
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PJFG - PGIM ETF TRUST - PGIM Jennison Focused Growth ETF
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VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
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NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
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VSTIX - VALIC Co I - Stock Index Fund
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VAPPX - VALIC Co I - Capital Appreciation Fund
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Jmac Enterprises Llc
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
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Concurrent Investment Advisors, LLC
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Suncoast Equity Management
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EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
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WGFCX - WELLS FARGO FUNDS TRUST - Wells Fargo Growth Fund Class C
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Miller Howard Investments Inc /ny
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J Hagan Capital, Inc.
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
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Fairvoy Private Wealth, LLC
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PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
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SEEFX - SATURNA INVESTMENT TRUST - Saturna Sustainable Equity Fund
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Kovack Advisors, Inc.
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AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
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Great Lakes Retirement, 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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Crestwood Advisors Group LLC
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SCLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F
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Harbor Advisors LLC
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A. D. Beadell Investment Counsel, Inc.
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JACAX - JANUS ASPEN SERIES - Janus Henderson Forty Portfolio Service Shares
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von Borstel & Associates, Inc.
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WAYFX - Waycross Independent Trust - WAYCROSS FOCUSED EQUITY FUND
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Empire Life Investments Inc.
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Pinnacle Financial Partners Inc
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Tamar Securities, LLC
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Sharkey, Howes & Javer
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VCNIX - VALIC Co I - Nasdaq-100 Index Fund
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