|
Bright Futures Wealth Management, LLC.
|
|
|
|
|
|
JENSX - Jensen Quality Growth Fund Inc - The Jensen Quality Growth Fund Inc J Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
LSHIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Institutional High Income Fund Institutional Class
|
|
|
|
|
|
Riverview Trust Co
|
|
|
|
|
|
Advisors Management Group Inc /adv
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
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|
Samjo Management, LLC
|
|
|
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FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
Security Financial Services, INC.
|
|
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AWIIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Income Opportunities Fund Institutional Class
|
|
|
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|
Zacks Investment Management
|
|
|
|
|
|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
|
|
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|
|
Mystic Asset Management, Inc.
|
|
|
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GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
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ABVAX - AB TRUST - AB Value Fund Class A
|
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BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
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|
Axxcess Wealth Management, Llc
|
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|
Access Financial Services, Inc.
|
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Garland Capital Management Inc
|
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|
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|
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ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
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|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
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|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
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|
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|
Northstar Asset Management Inc
|
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|
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
|
Greater Midwest Financial Group, LLC
|
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|
Phoenix Holdings Ltd.
|
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|
Lakeshore Financial Planning, Inc.
|
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Union Savings Bank
|
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|
Wealthcare Capital Partners, LLC
|
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Aspiring Ventures, LLC
|
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Renasant Bank
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A3
|
|
|
|
|
|
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
|
|
|
|
|
|
Richard C. Young & CO., LTD.
|
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|
|
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JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A
|
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|
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|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
First Financial Bankshares Inc
|
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|
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|
|
Opes Wealth Management LLC
|
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|
ESL Trust Services, LLC
|
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|
Telos Capital Management, Inc.
|
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Granite Harbor Advisors, Inc.
|
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|
Bnp Paribas
|
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|
Howard Financial Services, Ltd.
|
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IMA Wealth, Inc.
|
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Bell Bank
|
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|
Lindenwold Advisors
|
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|
Gold Investment Management Ltd.
|
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|
Minot DeBlois Advisors LLC
|
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|
Atlantic Trust, LLC
|
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|
St. Nicholas Private Asset Management, Inc
|
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|
Scissortail Wealth Management, LLC
|
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|
SNS Financial Group, LLC
|
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|
|
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
|
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|
G&S Capital LLC
|
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|
Bull Street Advisors, LLC
|
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|
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|
Arthur M. Cohen & Associates, Llc
|
|
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|
RMEAX - Aspiriant Trust - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares
|
|
|
|
|
|
Monument Capital Management
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
|
Kingswood Wealth Advisors, Llc
|
|
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|
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
|
|
|
|
|
|
Alpha Financial Partners, LLC
|
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|
|
Shoker Investment Counsel, Inc.
|
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|
Sentry Investment Management Llc
|
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|
Elmwood Wealth Management, Inc.
|
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|
Aspect Partners, LLC
|
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|
Walled Lake Planning & Wealth Management, Llc
|
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|
Howard Bailey Securities, Llc
|
|
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|
|
|
Cito Capital Group, LLC
|
|
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|
|
Caldwell Securities, Inc
|
|
|
|
|
|
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
|
|
|
|
|
|
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
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|
|
Stenger Family Office, LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Wellington Core Equity Fund Class 1
|
|
|
|
|
|
Stegent Equity Advisors, Inc.
|
|
|
|
|
|
Bristlecone Advisors, LLC
|
|
|
|
|
|
Studio Investment Management Llc
|
|
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|
|
B.O.S.S. Retirement Advisors, LLC
|
|
|
|
|
|
West Financial Advisors, LLC
|
|
|
|
|
|
Cassia Capital Partners, LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
|
4wealth Advisors, Inc.
|
|
|
|
|
|
Monarch Capital Management Inc/
|
|
|
|
|
|
Greystone Financial Group, LLC
|
|
|
|
|
|
R.m.sincerbeaux Capital Management Llc
|
|
|
|
|
|
DGAGX - BNY MELLON APPRECIATION FUND, INC. - BNY Mellon Appreciation Fund, Inc. Investor Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
|
|
|
|
|
Viewpoint Investment Partners Corp
|
|
|
|
|
|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Matrix Asset Advisors Inc/ny
|
|
|
|
|
|
Seelaus Asset Management LLC
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
W.H. Cornerstone Investments Inc.
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
Rowland & Co Investment Counsel/adv
|
|
|
|
|
|
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
|
|
|
|
|
|
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Capital Performance Advisors Llp
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Professional Financial Advisors, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Leigh Baldwin & Co., Llc
|
|
|
|
|
|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
|
|
|
|
|
BKM Wealth Management, LLC
|
|
|
|
|
|
Hamlin Capital Management, LLC
|
|
|
|
|
|
Round Rock Advisors, LLC
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Burford Brothers, Inc.
|
|
|
|
|
|
Turim 21 Investimentos Ltda.
|
|
|
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
|
|
|
|
|
Laffer Investments
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Provident Wealth Management, LLC
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
|
Total Clarity Wealth Management, Inc.
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Bontempo Ohly Capital Mgmt Llc
|
|
|
|
|
|
Prospect Financial Group LLC
|
|
|
|
|
|
Carret Asset Management, Llc
|
|
|
|
|
|
SYM FINANCIAL Corp
|
|
|
|
|
|
PXWIX - PAX WORLD FUNDS SERIES TRUST III - Pax Ellevate Global Women's Leadership Fund Institutional Class
|
|
|
|
|
|
Ascent Capital Management, LLC
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Concorde Asset Management, LLC
|
|
|
|
|
|
Argus Investors' Counsel, Inc.
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
West Branch Capital LLC
|
|
|
|
|
|
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
|
|
|
|
|
Keel Point, LLC
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
Farmers National Bank
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
SkyOak Wealth, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
|
Modus Advisors, LLC
|
|
|
|
|
|
Motley Fool Wealth Management, LLC
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Fieldview Capital Management, LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
|
|
|
|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
|
|
|
|
|
Gilman Hill Asset Management, LLC
|
|
|
|
|
|
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
|
|
|
|
|
TAX - EA Series Trust - Cambria Tax Aware ETF
|
|
|
|
|
|
Covington Investment Advisors Inc.
|
|
|
|
|
|
Carmignac Gestion
|
|
|
|
|
|
Optima Capital Llc
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
MRP Capital Investments, LLC
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
Rooted Wealth Advisors, Inc.
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
Hallmark Capital Management Inc
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
FourThought Financial Partners, LLC
|
|
|
|
|
|
Paradigm, Strategies in Wealth Management, LLC
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
QBDSX - Advisors Preferred Trust - Quantified Managed Income Fund Investor Class Shares
|
|
|
|
|
|
ESMV - iSHARES TRUST - iShares ESG MSCI USA Min Vol Factor ETF
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
Cadinha & Co Llc
|
|
|
|
|
|
Morton Community Bank
|
|
|
|
|
|
Santori & Peters, Inc.
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
Hillsdale Investment Management Inc.
|
|
|
|
|
|
Fort Point Capital Partners LLC
|
|
|
|
|
|
Wsfs Capital Management, Llc
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
Blue Chip Partners, Inc.
|
|
|
|
|
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
|
Armbruster Capital Management, Inc.
|
|
|
|
|
|
BancorpSouth Bank
|
|
|
|
|
|
Conscious Wealth Investments, Llc
|
|
|
|
|
|
Vicus Capital
|
|
|
|
|
|
Belpointe Asset Management LLC
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
Te Ahumairangi Investment Management Ltd
|
|
|
|
|
|
Andina Capital Management, LLC
|
|
|
|
|
|
Ami Investment Management Inc
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Beutel, Goodman & Co Ltd.
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
Stiles Financial Services Inc
|
|
|
|
|
|
Measured Wealth Private Client Group, LLC
|
|
|
|
|
|
Nichols & Pratt Advisers Llp /ma
|
|
|
|
|
|
Means Investment Co., Inc.
|
|
|
|
|
|
Core Wealth Management, Inc.
|
|
|
|
|
|
C2C Wealth Management, LLC
|
|
|
|
|
|
VBCVX - VALIC Co I - Systematic Value Fund
|
|
|
|
|
|
Paragon Capital Management LLC
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Capitolis Liquid Global Markets LLC
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Green Harvest Asset Management LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio
|
|
|
|
|
|
Cornerstone Financial Group, LLC /NE/
|
|
|
|
|
|
Biltmore Wealth Management, LLC
|
|
|
|
|
|
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
|
|
|
|
|
|
Gillespie Robinson & Grimm Inc
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Flynn Zito Capital Management, Llc
|
|
|
|
|
|
LifeSteps Financial, Inc.
|
|
|
|
|
|
JTC Employer Solutions Trusteee Ltd
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Wealth Management Partners, LLC
|
|
|
|
|
|
Smallwood Wealth Investment Management, LLC
|
|
|
|
|
|
Shira Ridge Wealth Management
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Poplar Forest Capital LLC
|
|
|
|
|
|
Ocean Capital Management, LLC
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
MFA Wealth Services
|
|
|
|
|
|
Narwhal Capital Management
|
|
|
|
|
|
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
|
|
Fortitude Advisory Group L.L.C.
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Woodstock Corp
|
|
|
|
|
|
Eagle Global Advisors Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
|
|
|
|
|
|
Lokken Investment Group LLC
|
|
|
|
|
|
SIXA - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Mega Cap Equity ETF
|
|
|
|
|
|
Argonautica Private Wealth Management, Inc
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
Pathway Financial Advisers, LLC
|
|
|
|
|
|
Peddock Capital Advisors, Llc
|
|
|
|
|
|
Cabot Wealth Management Inc
|
|
|
|
|
|
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
|
|
|
|
|
|
Doliver Advisors, Lp
|
|
|
|
|
|
Abel Hall, LLC
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
|
|
|
|
|
|
Palisade Asset Management, LLC
|
|
|
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|
BRYN MAWR TRUST Co
|
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SHRY - FIRST TRUST EXCHANGE-TRADED FUND VI - Large Cap US Equity Select ETF
|
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|
|
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|
Tower Research Capital LLC (TRC)
|
|
|
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|
Chiron Capital Management, Llc
|
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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|
Trust Co Of Toledo Na /oh/
|
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FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
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|
GHP Investment Advisors, Inc.
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|
Lavaca Capital Llc
|
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|
Avestar Capital, LLC
|
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|
PTMAX - PRUDENTIAL INVESTMENT PORTFOLIOS 9 - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A
|
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|
Antonelli Financial Advisors, LLC
|
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Graybill Bartz & Assoc Ltd
|
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|
Harbour Investments, Inc.
|
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
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|
South Dakota Investment Council
|
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|
Baker Avenue Asset Management, LP
|
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Advocate Group Llc
|
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Emerald Investment Partners, Llc
|
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OEF - iSHARES TRUST - iShares S&P 100 ETF
|
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|
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RCGE - EA Series Trust - RockCreek Global Equality ETF
|
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Conquis Financial Llc
|
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|
SUSSX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional U.S. Equity Fund Service Class
|
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|
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Massmutual Trust Co Fsb/adv
|
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|
Hudson Capital Management LLC
|
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IFM Investors Pty Ltd
|
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|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
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|
Alliancebernstein L.p.
|
|
|
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ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP ClearBridge QS Select Large Cap Managed Volatility Fund Standard Class
|
|
|
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Citizens Business Bank
|
|
|
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|
Cypress Capital Management LLC (WY)
|
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Sentinus, LLC
|
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Rockline Wealth Management, LLC
|
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EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
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|
Randolph Co Inc
|
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Mjp Associates Inc /adv
|
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Mn Services Vermogensbeheer B.V.
|
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Abound Wealth Management
|
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Ci Investments Inc.
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Provident Trust Co
|
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Allianz Se
|
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Old Port Advisors
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Keebeck Wealth Management, LLC
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Fairfield, Bush & Co.
|
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Asset Planning,Inc
|
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Castlekeep Investment Advisors Llc
|
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Institute for Wealth Management, LLC.
|
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Patton Fund Management, Inc.
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Hollow Brook Wealth Management LLC
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Oak Asset Management, LLC
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Ibex Wealth Advisors
|
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Ethos Financial Group, LLC
|
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Cornerstone Advisory, LLC
|
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Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
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Zurich Insurance Group Ltd/FI
|
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Ossiam
|
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Apollon Financial, LLC
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Relyea Zuckerberg Hanson LLC
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CX Institutional
|
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Reik & Co., Llc
|
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
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MFSV - MFS Active Exchange Traded Funds Trust - MFS Active Value ETF
|
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AIFG Consultants Ltd.
|
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|
Baker Chad R
|
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Asset Allocation & Management Company, LLC
|
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GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
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|
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|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
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|
Spectrum Wealth Counsel, LLC
|
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Eisler Capital Management Ltd.
|
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Tritonpoint Wealth, Llc
|
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Confluence Wealth Services, Inc.
|
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D.a. Davidson & Co.
|
|
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|
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|
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
|
|
|
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|
Almanack Investment Partners, LLC.
|
|
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|
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares
|
|
|
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|
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
|
|
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|
Vontobel Holding Ltd.
|
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|
Richard P Slaughter Associates Inc
|
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|
Great Lakes Advisors, Llc
|
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Kelly Financial Group Llc
|
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Ausdal Financial Partners, Inc.
|
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|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
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|
Renaissance Investment Group LLC
|
|
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|
|
Ilex Capital Partners (UK) LLP
|
|
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|
Great Diamond Partners, LLC
|
|
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|
|
Warner Financial, Inc
|
|
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|
|
Wills Financial Group LLC
|
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|
|
TCI Wealth Advisors, Inc.
|
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|
Campion Asset Management LLC
|
|
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|
|
Boreal Capital Management LLC
|
|
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|
|
Wealth Watch Advisors, INC
|
|
|
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|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
Rollins Financial Advisors, LLC
|
|
|
|
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|
Western Wealth Management, LLC
|
|
|
|
|
|
Connors Funds - Connors Hedged Equity Fund Institutional Class
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
Carr Financial Group Corp
|
|
|
|
|
|
Capital International Inc /ca/
|
|
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|
|
|
Sonoma Private Wealth LLC
|
|
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|
|
|
Fragasso Group Inc.
|
|
|
|
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|
Castleview Partners, Llc
|
|
|
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|
Russell Investments Group, Ltd.
|
|
|
|
|
|
CDGCX - Unified Series Trust - Crawford Dividend Growth Fund - Class C
|
|
|
|
|
|
Towerpoint Wealth, LLC
|
|
|
|
|
|
Evernest Financial Advisors, LLC
|
|
|
|
|
|
QAAAJX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Blue Chip Growth Portfolio
|
|
|
|
|
|
EPG Wealth Management LLC
|
|
|
|
|
|
Bishop & Co Investment Management, LLC
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
LexAurum Advisors, LLC
|
|
|
|
|
|
Cornerstone Strategic Value Fund Inc
|
|
|
|
|
|
Ridgecrest Wealth Partners, Llc
|
|
|
|
|
|
Moseley Investment Management Inc
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Zrc Wealth Management, Llc
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
TradeLink Capital LLC
|
|
|
|
|
|
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
|
|
|
|
|
|
Financial Connections Group, Inc.
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
|
|
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
|
|
|
|
|
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
|
|
|
|
|
Semmax Financial Advisors Inc.
|
|
|
|
|
|
GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
FTHI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust BuyWrite Income ETF
|
|
|
|
|
|
Chung Wu Investment Group, LLC
|
|
|
|
|
|
Kmg Fiduciary Partners, Llc
|
|
|
|
|
|
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
SSUSX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street U.S. Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
TruNorth Capital Management, LLC
|
|
|
|
|
|
Marshall & Sullivan Inc /wa/
|
|
|
|
|
|
FSC Wealth Advisors, LLC
|
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Gibson Wealth Advisors LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
|
|
|
|
|
|
Rench Wealth Management, Inc.
|
|
|
|
|
|
Dearborn Partners Llc
|
|
|
|
|
|
Quantum Financial Advisors, LLC
|
|
|
|
|
|
Lord & Richards Wealth Management, LLC
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
AFNAX - Investment Managers Series Trust - AAM/Bahl & Gaynor Income Growth Fund Class A
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Mitsubishi UFJ Asset Management (UK) Ltd.
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
KDHAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI Equity Dividend Fund Class A
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Leavell Investment Management, Inc.
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Growth And Income Vip Fund Class 1
|
|
|
|
|
|
InvesTrust
|
|
|
|
|
|
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
|
|
|
|
|
Kinloch Capital, LLC
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Bridgewater Advisors Inc.
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
626 Financial, LLC
|
|
|
|
|
|
Intellus Advisors LLC
|
|
|
|
|
|
Duncan Williams Asset Management, LLC
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Westmount Partners, LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
GSIHX - Goldman Sachs Trust II - Goldman Sachs GQG Partners International Opportunities Fund Class A Shares
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Fulton Breakefield Broenniman Llc
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
Echo45 Advisors LLC
|
|
|
|
|
|
Valley Brook Capital Group, Inc.
|
|
|
|
|
|
Burling Wealth Partners, Llc
|
|
|
|
|
|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
|
|
|
|
Nelson Capital Management, LLC
|
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Heck Capital Advisors, LLC
|
|
|
|
|
|
CNB Bank
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
IMRFX - Columbia Funds Series Trust II - Columbia Global Opportunities Fund Class A
|
|
|
|
|
|
Shelton Capital Management
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
StrongBox Wealth, LLC
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
Fca Corp /tx
|
|
|
|
|
|
First National Bank of Mount Dora, Trust Investment Services
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
Camden National Bank
|
|
|
|
|
|
Cohen & Steers, Inc.
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Well Done, LLC
|
|
|
|
|
|
East Coast Asset Management, LLC.
|
|
|
|
|
|
Iron Financial, LLC
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
Middleton & Co Inc/ma
|
|
|
|
|
|
Aurora Private Wealth, Inc.
|
|
|
|
|
|
Wealth Dimensions Group, Ltd.
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Catalyst Private Wealth, Llc
|
|
|
|
|
|
O'Brien Greene & Co. Inc
|
|
|
|
|
|
Colonial River Wealth Management, LLC
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Cardinal Point Capital Management, ULC
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
First City Capital Management, Inc.
|
|
|
|
|
|
Calamos Wealth Management LLC
|
|
|
|
|
|
STAR Financial Bank
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Central Valley Advisors, Llc
|
|
|
|
|
|
Legend Financial Advisors, Inc.
|
|
|
|
|
|
Wingate Wealth Advisors, Inc.
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Arbor Trust Wealth Advisors, Llc
|
|
|
|
|
|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
Trace Wealth Advisors, LLC
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
111 Capital
|
|
|
|
|
|
Amplius Wealth Advisors, LLC
|
|
|
|
|
|
Farmers & Merchants Trust Co of Chambersburg PA
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
Harbor Advisory Corp /ma/
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Bolthouse Investments, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
|
|
|
|
|
|
Parisi Gray Wealth Management
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
Mcdonald Partners Llc
|
|
|
|
|
|
Lorne Steinberg Wealth Management Inc.
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Northcape Wealth Management, Llc
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
Accurate Wealth Management, LLC
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
Accredited Investors Inc.
|
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SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
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Guinness Asset Management LTD
|
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Sherman Asset Management, Inc.
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ARIOX - Aristotle Funds Series Trust - Aristotle/Saul Global Equity Fund Class I
|
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Challenger Wealth Management
|
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Beverly Hills Private Wealth, LLC
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ABPAX - AB PORTFOLIOS - AB Conservative Wealth Strategy Class A
|
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Resolute Wealth Strategies, LLC
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WCMYX - Investment Managers Series Trust - WCM Quality Dividend Growth Fund Institutional Class Shares
|
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Aristotle Capital Management, LLC
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J. L. Bainbridge & Co., Inc.
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Moisand Fitzgerald Tamayo, LLC
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Lmp Capital & Income Fund Inc.
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DAVENPORT & Co LLC
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Truist Financial Corp
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GSLIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
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SRFMX - ADVISORS' INNER CIRCLE FUND - Sarofim Equity Fund
|
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LM Advisors LLC
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ABLOX - ALGER PORTFOLIOS - Alger Balanced Portfolio Class I-2
|
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Kfg Wealth Management, Llc
|
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PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
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Archer Investment Corp
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IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
|
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Stratos Wealth Partners, LTD.
|
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Bridge Creek Capital Management LLC
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CWS Financial Advisors, LLC
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ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
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ELCO Management Co., LLC
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DMG Group, LLC
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Sunpointe, LLC
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Orca Investment Management, LLC
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NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
|
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Csenge Advisory Group
|
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Radnor Capital Management, LLC
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
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Plancorp, LLC
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UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
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|
Connective Portfolio Management, LLC
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Davis Capital Management
|
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Keener Financial Planning LLC
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MFVAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Equity Opportunities Fund Class A
|
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Freestone Grove Partners LP
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West Michigan Advisors, Llc
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B&D White Capital Company, LLC
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Wheelhouse Advisory Group LLC
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Flossbach Von Storch Ag
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BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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Tang Capital Management Llc
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Brand Asset Management Group, Inc.
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First National Bank Of Omaha
|
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FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
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Defined Financial Planning LLC
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GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
|
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Hanson & Doremus Investment Management
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OMC Financial Services LTD
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Strategic Financial Services, Inc,
|
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Stoneridge Investment Partners Llc
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Azimuth Capital Investment Management LLC
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Ulland Investment Advisors, LLC
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Arrow Financial Corp
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Integrated Wealth Concepts LLC
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Team Financial Group, LLC
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Integral Investment Advisors, Inc.
|
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Wealthquest Corp
|
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CFO4Life Group, LLC
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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|
Consultiva Wealth Management, Corp.
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ORG Wealth Partners, LLC
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Cornerstone Wealth Management, LLC
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BNP Paribas Asset Management Holding S.A.
|
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Aspen Grove Capital, LLC
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|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
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|
Asio Capital, LLC
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JEPAX - JPMORGAN TRUST IV - JPMorgan Equity Premium Income Fund Class A
|
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|
Shikiar Asset Management Inc
|
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Ycg, Llc
|
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BGDV - ETF Series Solutions - Bahl & Gaynor Dividend ETF
|
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|
Wells Fargo & Company/mn
|
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Athena Investment Management
|
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S-Bank Fund Management Ltd
|
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Sonora Investment Management Group, LLC
|
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Osborne Partners Capital Management, Llc
|
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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|
Southern Capital Advisors, Llc
|
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|
Mason Investment Advisory Services, Inc.
|
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MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
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|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
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|
Vista Private Wealth Partners. LLC
|
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|
Cerity Partners LLC
|
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|
Southland Equity Partners LLC
|
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|
Journey Strategic Wealth Llc
|
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Schwarz Dygos Wheeler Investment Advisors Llc
|
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|
Sierra Summit Advisors Llc
|
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|
VGLSX - VALIC Co I - Global Strategy Fund
|
|
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|
Tortoise Investment Management, LLC
|
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|
First Wilshire Securities Management Inc
|
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|
Kuhn & Co Investment Counsel
|
|
|
|
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|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Muirfield Wealth Advisors Llc
|
|
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|
Register Financial Advisors LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
KVLE - Krane Shares Trust - KFA Value Line(R) Dynamic Core Equity Index ETF
|
|
|
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Home Federal Bank Of Tennessee
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Paul Damon & Associates, Inc.
|
|
|
|
|
|
Guardian Financial Partners, LLC
|
|
|
|
|
|
AIA Group Ltd
|
|
|
|
|
|
Prostatis Group LLC
|
|
|
|
|
|
Abundance Wealth Counselors
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
Hobbs Wealth Management, LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Inman Jager Wealth Management, LLC
|
|
|
|
|
|
Accredited Wealth Management, LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Equity Fund Class 1
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
QDIV - Global X Funds - Global X S&P 500 Quality Dividend ETF
|
|
|
|
|
|
Knightsbridge Asset Management, Llc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Strategic Equity Management
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
Falcon Wealth Planning
|
|
|
|
|
|
Chesley Taft & Associates LLC
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Bouchey Financial Group Ltd
|
|
|
|
|
|
Reliant Investment Management, LLC
|
|
|
|
|
|
North Forty Two & Co.
|
|
|
|
|
|
IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Consolidated Planning Corp
|
|
|
|
|
|
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
Stuart Chaussee & Associates, Inc.
|
|
|
|
|
|
Vision Financial Markets Llc
|
|
|
|
|
|
Prudent Man Advisors, LLC
|
|
|
|
|
|
Northwest Wealth Management, Llc
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Williamson Legacy Group, LLC
|
|
|
|
|
|
Luminist Capital LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Lane & Associates LLC
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
D L Carlson Investment Group Inc
|
|
|
|
|
|
Northwest Capital Management Inc
|
|
|
|
|
|
Safe Harbor Fiduciary, LLC
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Bonness Enterprises Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
CZAR - Themes ETF Trust - Themes Natural Monopoly ETF
|
|
|
|
|
|
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
|
|
|
Syverson Strege & Co
|
|
|
|
|
|
Maryland Capital Advisors Inc.
|
|
|
|
|
|
Birchbrook, Inc.
|
|
|
|
|
|
WESPAC Advisors SoCal, LLC
|
|
|
|
|
|
Visionary Wealth Advisors
|
|
|
|
|
|
Pioneer Trust Bank N A/or
|
|
|
|
|
|
Mainstay Capital Management Llc /adv
|
|
|
|
|
|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
Sims Investment Management, Llc
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
D'Orazio & Associates, Inc.
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
|
|
|
|
|
Hutchens & Kramer Investment Management Group, LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Ayrshire Capital Management LLC
|
|
|
|
|
|
KWB Wealth
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Advanced Asset Management Advisors Inc
|
|
|
|
|
|
MPS Loria Financial Planners, LLC
|
|
|
|
|
|
AMFEX - ASSET MANAGEMENT FUND - AAMA Equity Fund
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
Impact Capital Partners LLC
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
Sandy Cove Advisors, LLC
|
|
|
|
|
|
Armis Advisers, LLC
|
|
|
|
|
|
Cedar Mountain Advisors, LLC
|
|
|
|
|
|
VeraBank, N.A.
|
|
|
|
|
|
Investors Asset Management Of Georgia Inc /ga/ /adv
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Kelly Financial Services LLC
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Bigelow Investment Advisors, LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Main Street Group, LTD
|
|
|
|
|
|
LCCAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Contrarian Core Fund Class A
|
|
|
|
|
|
Oxbow Advisors, LLC
|
|
|
|
|
|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
|
|
|
|
|
Applied Capital LLC/FL
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Yoffe Investment Management, LLC
|
|
|
|
|
|
Taylor Hoffman Capital Management LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
|
|
|
|
|
Liberty One Investment Management, Llc
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
WCG Wealth Advisors LLC
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Pines Wealth Management, LLC
|
|
|
|
|
|
Commonwealth Retirement Investments LLC
|
|
|
|
|
|
3Chopt Investment Partners, LLC
|
|
|
|
|
|
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
|
|
|
|
|
|
Stack Financial Management, Inc
|
|
|
|
|
|
Planning Directions Inc
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Allen Investment Management LLC
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional
|
|
|
|
|
|
Buck Wealth Strategies, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Norway Savings Bank
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
Physicians Financial Services, Inc.
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
QTR Family Wealth, LLC
|
|
|
|
|
|
LKEQX - LKCM Funds - LKCM Equity Fund
|
|
|
|
|
|
Amussen Hunsaker Associates Llc
|
|
|
|
|
|
SIXH - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Hedged Equity-Index Option Strategy ETF
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A4
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Kampmann Melissa S.
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Centre Asset Management, LLC
|
|
|
|
|
|
Good Life Advisors, LLC
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
Marshall Financial Group LLC
|
|
|
|
|
|
Ridgeline Wealth Planning, LLC
|
|
|
|
|
|
Summit Wealth Group, LLC
|
|
|
|
|
|
Ironvine Capital Partners, LLC
|
|
|
|
|
|
MONECO Advisors, LLC
|
|
|
|
|
|
Councilmark Asset Management, LLC
|
|
|
|
|
|
Wilkins Investment Counsel Inc
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Woodline Partners LP
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Fishman Jay A Ltd/mi
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Prosperity Wealth Management, Inc.
|
|
|
|
|
|
Smith Anglin Financial, LLC
|
|
|
|
|
|
Triumph Capital Management
|
|
|
|
|
|
FLRG - FIDELITY COVINGTON TRUST - Fidelity U.S. Multifactor ETF
|
|
|
|
|
|
Hikari Tsushin, Inc.
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
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Keudell/Morrison Wealth Management
|
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Altshuler Shaham Ltd
|
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|
Treasurer of the State of North Carolina
|
|
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|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Large Cap Value Fund Institutional
|
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|
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|
Quaker Wealth Management, LLC
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New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
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|
Legacy Solutions, Llc
|
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True North Advisors, LLC
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|
Raymond James Financial Inc
|
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Pinnacle Holdings, LLC
|
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|
Arkfeld Wealth Strategies, L.L.C.
|
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|
RCS Financial Planning, LLC
|
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|
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|
CADVX - CALAMOS INVESTMENT TRUST/IL - Calamos Dividend Growth Fund Class A
|
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|
Trinity Legacy Partners, LLC
|
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|
Liberty Capital Management, Inc.
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Exchange Capital Management, Inc.
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|
Sunbelt Securities, Inc.
|
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Wedgewood Investors Inc /pa/
|
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|
Goodman Advisory Group, LLC
|
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|
Sequent Planning LLC
|
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OmniStar Financial Group, Inc.
|
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Cross Staff Investments Inc
|
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FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
|
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|
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|
Clg Llc
|
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Banque Transatlantique SA
|
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Banco Santander, S.A.
|
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NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
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|
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|
Annex Advisory Services, LLC
|
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|
Morgan Stanley
|
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|
Optimum Investment Advisors
|
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UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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|
NovaPoint Capital, LLC
|
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|
Tull Financial Group, Inc.
|
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Sawgrass Asset Management Llc
|
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Financial Advocates Investment Management
|
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Fullcircle Wealth Llc
|
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Davis R M Inc
|
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X-Square Capital, LLC
|
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VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
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|
Investment Research & Advisory Group, Inc.
|
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JGP Wealth Management, LLC
|
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BFOR - ALPS ETF Trust - Barron's 400 ETF
|
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Claris Advisors, Llc / Mo /
|
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|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
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|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
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|
DnB Asset Management AS
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
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|
DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares
|
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|
Copley Financial Group, Inc.
|
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|
Point72 (DIFC) Ltd
|
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Clear Street Markets Llc
|
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Marble Harbor Investment Counsel, LLC
|
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|
Pensionfund Sabic
|
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Latash Investments, LLC
|
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MidWestOne Financial Group, Inc.
|
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Timber Creek Capital Management LLC
|
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|
Walker Asset Management, LLC
|
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|
Mayflower Financial Advisors, LLC
|
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|
Hendley & Co Inc
|
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|
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
|
|
|
|
|
|
Kennon-Green & Company, LLC
|
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|
Kinneret Advisory, LLC
|
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|
|
Bill Few Associates, Inc.
|
|
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|
|
Legacy Financial Group, Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
General Partner, Inc.
|
|
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|
|
Commerce Bank
|
|
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|
Addenda Capital Inc.
|
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|
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
|
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|
Patron Partners Advisors, Llc
|
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Lsv Asset Management
|
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|
Paragon Private Wealth Management, LLC
|
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|
New Covenant Trust Company, N.A.
|
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|
Pegasus Asset Management, Inc.
|
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|
Virtus Investment Advisers, Inc.
|
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|
Fortress Financial Solutions, LLC
|
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|
Jarislowsky, Fraser Ltd
|
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|
Pavion Blue Capital, LLC
|
|
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|
Raleigh Capital Management Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Graves-Light Private Wealth Management, Inc.
|
|
|
|
|
|
Insight 2811, Inc.
|
|
|
|
|
|
Lockerman Financial Group, Inc.
|
|
|
|
|
|
Inlight Wealth Management, LLC
|
|
|
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|
|
Cortland Associates Inc/mo
|
|
|
|
|
|
Widmann Financial Services, Inc.
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
|
|
|
|
|
|
Swan Global Investments, LLC
|
|
|
|
|
|
Revolve Wealth Partners, LLC
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Evercore Wealth Management, LLC
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Human Investing LLC
|
|
|
|
|
|
Bay Rivers Group
|
|
|
|
|
|
Lazard Global Total Return & Income Fund Inc
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares
|
|
|
|
|
|
TBH Global Asset Management, LLC
|
|
|
|
|
|
Wealthbridge Capital Management, Llc
|
|
|
|
|
|
Acorn Financial Advisory Services Inc /adv
|
|
|
|
|
|
Bfsg, Llc
|
|
|
|
|
|
Wernau Asset Management Inc.
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Avalon Trust Co
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Patrick M Sweeney & Associates, Inc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Marino, Stram & Associates Llc
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
Rappaport Reiches Capital Management, LLC
|
|
|
|
|
|
Blodgett Wealth Advisors, Llc
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Semus Wealth Partners LLC
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Swisher Financial Concepts, Inc.
|
|
|
|
|
|
Abacus Wealth Partners, LLC
|
|
|
|
|
|
Cincinnati Insurance Co
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
Crabel Capital Management, LLC
|
|
|
|
|
|
Acorn Creek Capital Llc
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
|
|
|
|
|
|
Ballast Advisors Llc
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
BCJ Capital Management, LLC
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
Cincinnati Financial Corp
|
|
|
|
|
|
Horizon Family Wealth, Inc.
|
|
|
|
|
|
Sage Rhino Capital Llc
|
|
|
|
|
|
Gratus Wealth Advisors, LLC
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
Beacon Bridge Wealth Partners, LLC
|
|
|
|
|
|
Fiduciary Alliance LLC
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
Tamar Securities, LLC
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
L.m. Kohn & Company
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
RGOIX - RBC FUNDS TRUST - RBC Global Opportunities Fund Class I
|
|
|
|
|
|
Broadleaf Partners, LLC
|
|
|
|
|
|
Plan Group Financial, LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Private Harbour Investment Management & Counsel, LLC
|
|
|
|
|
|
Cottage Street Advisors LLC
|
|
|
|
|
|
Berger Financial Group, Inc
|
|
|
|
|
|
SILVER OAK SECURITIES, Inc
|
|
|
|
|
|
ICW Investment Advisors LLC
|
|
|
|
|
|
ABLE Financial Group, LLC
|
|
|
|
|
|
Fort Washington Investment Advisors Inc /oh/
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Mountain Capital Investment Advisors, Inc
|
|
|
|
|
|
Carl P. Sherr & Co., LLC
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Prosperity Financial Group, Inc.
|
|
|
|
|
|
ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
Kapstone Financial Advisors LLC
|
|
|
|
|
|
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
|
|
|
|
Bridges Investment Management Inc
|
|
|
|
|
|
KG&L Capital Management,LLC
|
|
|
|
|
|
Breed's Hill Capital LLC
|
|
|
|
|
|
INDZX - Columbia Funds Series Trust II - Columbia Large Cap Value Fund Class A
|
|
|
|
|
|
Hudson Valley Investment Advisors Inc /adv
|
|
|
|
|
|
Tempus Wealth Planning, LLC
|
|
|
|
|
|
Goldstone Financial Group, LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Ardent Capital Management, Inc.
|
|
|
|
|
|
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
|
|
|
|
|
|
BUFDX - BUFFALO FUNDS - Buffalo Dividend Focus Fund Investor Class
|
|
|
|
|
|
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Pointe Capital Management LLC
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
Oliver Luxxe Assets LLC
|
|
|
|
|
|
NFP Retirement, Inc.
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
BluePointe Capital Management, LLC
|
|
|
|
|
|
Topsail Wealth Management, LLC
|
|
|
|
|
|
Greenwood Gearhart Inc
|
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
|
Broderick Brian C
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Inlet Private Wealth, LLC
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund
|
|
|
|
|
|
Eagle Capital Growth Fund, Inc.
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Grandfield & Dodd, Llc
|
|
|
|
|
|
Meridian Investment Counsel Inc.
|
|
|
|
|
|
Forbes J M & Co Llp
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
Archford Capital Strategies, LLC
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
Tower Wealth Partners, Inc.
|
|
|
|
|
|
Summit Wealth Partners, LLC
|
|
|
|
|
|
NGUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Guardian Fund Investor Class
|
|
|
|
|
|
Kanawha Capital Management Llc
|
|
|
|
|
|
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund
|
|
|
|
|
|
Northstar Financial Companies, Inc.
|
|
|
|
|
|
Point72 Asset Management, L.P.
|
|
|
|
|
|
EDENTREE ASSET MANAGEMENT Ltd
|
|
|
|
|
|
NFEAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Growth Opportunity Fund Class A
|
|
|
|
|
|
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
|
|
|
|
|
|
Aspiriant, Llc
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Stokes Capital Advisors, LLC
|
|
|
|
|
|
Minichmacgregor Wealth Management, Llc
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
|
MorganRosel Wealth Management, LLC
|
|
|
|
|
|
West Family Investments, Inc.
|
|
|
|
|
|
Matisse Capital
|
|
|
|
|
|
Ames National Corp
|
|
|
|
|
|
Good Steward Wealth Advisors,LLC
|
|
|
|
|
|
Wbh Advisory Inc
|
|
|
|
|
|
Correct Capital Wealth Management
|
|
|
|
|
|
DQIAX - BNY Mellon Investment Funds III - BNY Mellon Equity Income Fund Class A
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Intelligent Financial Strategies
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
Ferguson Shapiro LLC
|
|
|
|
|
|
WoodTrust Financial Corp
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
|
|
|
|
|
Hoya Capital Real Estate, LLC
|
|
|
|
|
|
Advisor Resource Council
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Alpha Financial Advisors, LLC
|
|
|
|
|
|
IICAX - ASSET MANAGEMENT FUND - Large Cap Equity Fund Class AMF
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
CJM Wealth Advisers, Ltd.
|
|
|
|
|
|
Kaydan Wealth Management, Inc.
|
|
|
|
|
|
Carson Advisory Inc.
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
Gwn Securities Inc.
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
Hickory Point Bank & Trust
|
|
|
|
|
|
Quantessence Capital LLC
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
Summa Corp.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
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Sheets Smith Wealth Management
|
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|
First Trust Advisors Lp
|
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|
Summit Investment Advisory Services, LLC
|
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|
Gray Private Wealth, LLC
|
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|
Xcel Wealth Management, LLC
|
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|
Cora Capital Advisors Llc
|
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|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
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|
Twin Peaks Wealth Advisors, LLC
|
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|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
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|
|
|
|
Tyler-Stone Wealth Management
|
|
|
|
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|
Lantern Wealth Advisors, LLC
|
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|
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
|
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|
|
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|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
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|
Moller Financial Services
|
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|
|
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|
Stanley-Laman Group, Ltd.
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RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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|
Bank & Trust Co
|
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|
Vinva Investment Management Ltd
|
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HORAN Wealth, LLC
|
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JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
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|
Triglav Skladi, D.o.o.
|
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|
Paragon Capital Management Ltd
|
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|
Adell Harriman & Carpenter Inc
|
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Park Edge Advisors, LLC
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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|
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|
SPLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
|
|
|
|
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|
BBLIX - BBH Trust - BBH Select Series - Large Cap Fund Class I Shares
|
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|
Edgestream Partners, L.P.
|
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SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
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|
Gs Investments, Inc.
|
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|
Diamant Asset Management, Inc.
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Farrow Financial Inc.
|
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SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
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|
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|
AA Financial Advisors, LLC
|
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|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
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|
Whittier Trust Co
|
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|
Wealthstream Advisors, Inc.
|
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|
Mirae Asset Securities (usa) Inc.
|
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|
Van Strum & Towne Inc.
|
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|
Wedmont Private Capital
|
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Modern Wealth Management, LLC
|
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|
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
|
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|
Tiaa Trust, National Association
|
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|
FLC Capital Advisors
|
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|
Silver Oak Advisory Group, Inc.
|
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Capstone Wealth Management Group LLC
|
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|
Tudor Financial Inc.
|
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Leelyn Smith, LLC
|
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FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
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|
Df Dent & Co Inc
|
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Nbc Securities, Inc.
|
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Breakwater Capital Group
|
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|
State of Wyoming
|
|
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|
Ashton Thomas Private Wealth, LLC
|
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|
Traphagen Investment Advisors Llc
|
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|
Lockheed Martin Investment Management Co
|
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|
Aldebaran Capital, Llc
|
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|
Jessup Wealth Management, Inc
|
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|
Northwest Financial Advisors
|
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|
Prudential Financial Inc
|
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Kilter Group LLC
|
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|
GALLX - GOLDMAN SACHS TRUST - Goldman Sachs Flexible Cap Fund Class A Shares
|
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|
Louisbourg Investments Inc.
|
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|
Am Investment Strategies Llc
|
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|
Family Legacy, Inc.
|
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|
Trustco Bank Corp N Y
|
|
|
|
|
|
Wealth Advisory Solutions, LLC
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Marathon Capital Management
|
|
|
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|
|
ShankerValleau Wealth Advisors, Inc.
|
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|
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|
Novak & Powell Financial Services, Inc.
|
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|
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|
IFS Advisors, LLC
|
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|
Sagespring Wealth Partners, Llc
|
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|
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|
FMUAX - FEDERATED INCOME SECURITIES TRUST - Federated Muni and Stock Advantage Fund Class A Shares
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
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|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Cardinal Capital Management
|
|
|
|
|
|
Collaborative Wealth Managment Inc.
|
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|
|
YCGEX - YCG Funds - YCG Enhanced Fund Class R Shares
|
|
|
|
|
|
Schroder Investment Management Group
|
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|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
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|
|
|
|
Armstrong Advisory Group, Inc
|
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|
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|
|
Allspring Global Investments Holdings, LLC
|
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|
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|
Atlas Capital Advisors Llc
|
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|
|
Manchester Financial Inc
|
|
|
|
|
|
Arbor Investment Advisors, LLC
|
|
|
|
|
|
Centerline Wealth Advisors, LLC
|
|
|
|
|
|
Talisman Wealth Advisors LLC
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Game Plan Financial Advisors, LLC
|
|
|
|
|
|
Appleton Partners Inc/ma
|
|
|
|
|
|
VCSAX - VANGUARD WORLD FUND - Vanguard Consumer Staples Index Fund Admiral Shares
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Root Financial Partners, LLC
|
|
|
|
|
|
Capital Advisors Wealth Management, LLC
|
|
|
|
|
|
Retirement Guys Formula Llc
|
|
|
|
|
|
Westhampton Capital, LLC
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Renaissance Group Llc
|
|
|
|
|
|
Redwood Investment Management, Llc
|
|
|
|
|
|
International Private Wealth Advisors LLC
|
|
|
|
|
|
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
Hudson Value Partners, LLC
|
|
|
|
|
|
Clarion Wealth Managment Partners, LLC
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Atlanta Consulting Group Advisors, LLC
|
|
|
|
|
|
OALVX - Optimum Fund Trust - Optimum Large Cap Value Fund Class A
|
|
|
|
|
|
Heartwood Wealth Advisors LLC
|
|
|
|
|
|
Mitchell & Pahl Private Wealth, Llc
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Tcfg Wealth Management, Llc
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
|
|
|
|
|
|
Bearing Point Capital, Llc
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
UDPIX - Profunds - Ultradow 30 Profund Investor Class
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
Metis Global Partners, LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Motiv8 Investments LLC
|
|
|
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
|
|
|
|
|
Crew Capital Management, Ltd.
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
RSPS - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Staples ETF
|
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
|
Stillwater Wealth Management Group
|
|
|
|
|
|
Bedell Frazier Investment Counseling, LLC
|
|
|
|
|
|
Janney Capital Management LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
HIGJX - CARILLON SERIES TRUST - Carillon Eagle Growth & Income Fund Class I
|
|
|
|
|
|
Focus Financial Network, Inc.
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
First Financial Bank - Trust Division
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
Mountain Pacific Investment Advisers Inc/id
|
|
|
|
|
|
Clarkston Capital Partners, LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Independent Investors Inc
|
|
|
|
|
|
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
|
|
|
|
|
|
HS Management Partners, LLC
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Proquility Private Wealth Partners, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
CPA Asset Management LLC
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Meridian Financial, LLC
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
RBF Capital, LLC
|
|
|
|
|
|
Fagan Associates, Inc.
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Channel Wealth Llc
|
|
|
|
|
|
Compass Ion Advisors, LLC
|
|
|
|
|
|
BNY MELLON VARIABLE INVESTMENT FUND - Appreciation Portfolio - Initial Shares
|
|
|
|
|
|
Silvant Capital Management LLC
|
|
|
|
|
|
360 Financial, Inc.
|
|
|
|
|
|
HDV - iSHARES TRUST - iShares Core High Dividend ETF
|
|
|
|
|
|
FSTA - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Staples Index ETF
|
|
|
|
|
|
Delta Financial Group, Inc.
|
|
|
|
|
|
Atlas Wealth Partners, LLC
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Garrison Point Advisors, Llc
|
|
|
|
|
|
B & T Capital Management DBA Alpha Capital Management
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
BDVG - LITMAN GREGORY FUNDS TRUST - iMGP Berkshire Dividend Growth ETF
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Strengthening Families & Communities, LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Taylor Financial Group, Inc.
|
|
|
|
|
|
Brown Shipley& Co Ltd
|
|
|
|
|
|
Gibson Capital, LLC
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
GTLLX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Growth Equity Portfolio - Advisor Shares
|
|
|
|
|
|
PMVIEQS - PIMCO Equity Series VIT - PIMCO StocksPLUS Global Portfolio Institutional Class
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Clifford Group, LLC
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
Financial Harvest, LLC
|
|
|
|
|
|
Crestmont Private Wealth LLC
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
Insight Advisors, LLC/ PA
|
|
|
|
|
|
Daner Wealth Management, LLC
|
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
Investment Advisory Group, LLC
|
|
|
|
|
|
SWAN Capital LLC
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Live Oak Private Wealth LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
LWM Advisory Services, LLC
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
Edgewood Management Llc
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
First Business Financial Services, Inc.
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
|
|
|
|
|
|
Garrett Wealth Advisory Group, LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Brendel Financial Advisors LLC
|
|
|
|
|
|
Banco de Sabadell, S.A
|
|
|
|
|
|
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
Cannon Wealth Management Services, LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Opus Investment Management Inc
|
|
|
|
|
|
CCAPX - Advisors' Inner Circle Fund III - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
RPGEX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Growth Stock Fund
|
|
|
|
|
|
Family Investment Center, Inc.
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
TOPT - iSHARES TRUST - iShares Top 20 U.S. Stocks ETF
|
|
|
|
|
|
Sound Financial Strategies Group, LLC
|
|
|
|
|
|
Titleist Asset Management, Llc
|
|
|
|
|
|
Prosperitas Financial LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
WDIAX - WILMINGTON FUNDS - Wilmington Diversified Income Fund Class A Shares
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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|
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|
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
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|
|
Wellington Shields Capital Management, LLC
|
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|
JMG Financial Group, Ltd.
|
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|
Welch Group, LLC
|
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|
Summit Wealth Group Llc / Co
|
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|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
Financial Partners Group, Inc
|
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|
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|
|
Ubs Asset Management Americas Inc
|
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|
BOS Asset Management, LLC
|
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|
Cohen Investment Advisors LLC
|
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|
Lombard Odier Asset Management (Switzerland) SA
|
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|
Independence Bank of Kentucky
|
|
|
|
|
|
Biltmore Family Office, LLC
|
|
|
|
|
|
Future Fund LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
HCYAX - DIREXION FUNDS - HILTON TACTICAL INCOME FUND Investor Class
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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|
|
|
|
Navellier & Associates Inc
|
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|
|
|
|
Voleon Capital Management Lp
|
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|
Harbour Investment Management Llc
|
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|
Whelan Financial
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
|
|
|
|
|
|
DHAMX - Centre Funds - Centre American Select Equity Fund Investor Class
|
|
|
|
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
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|
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|
Texas Permanent School Fund
|
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|
|
|
|
Pictet & Cie (Europe) SA
|
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|
Sutton Place Investors Llc
|
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|
Miramar Capital, LLC
|
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|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
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|
Horizon Bancorp Inc /in/
|
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|
North Dallas Bank & Trust Co
|
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|
|
Capula Management Ltd
|
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|
Midland Wealth Advisors Llc
|
|
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|
Sage Investment Counsel LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
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|
|
Gateway Wealth Partners, LLC
|
|
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|
|
First National Bank of Hutchinson
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
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|
|
Bank Of Nova Scotia Trust Co
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
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|
Osterweis Capital Management Inc
|
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|
PARK CIRCLE Co
|
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|
Patrick Mauro Investment Advisor, INC.
|
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|
Cercano Management LLC
|
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|
|
Wealth Advisory Team LLC
|
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|
|
Cape Ann Savings Bank
|
|
|
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|
Putnam Fl Investment Management Co
|
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B&l Asset Management Llc
|
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|
STXV - EA Series Trust - Strive 1000 Value ETF
|
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|
Cwm, Llc
|
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|
|
|
Notis-McConarty Edward
|
|
|
|
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|
WestEnd Advisors, LLC
|
|
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|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
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|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
|
|
|
|
|
|
Christopher J. Hasenberg, Inc
|
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|
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|
Lowe Brockenbrough & Co Inc
|
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|
|
Bernard Wealth Management Corp.
|
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|
Agate Pass Investment Management, LLC
|
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|
Mustard Seed Financial, LLC
|
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|
Iams Wealth Management, Llc
|
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|
Drucker Wealth 3.0, LLC
|
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|
|
M.e. Allison & Co., Inc.
|
|
|
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|
|
Exeter Financial, LLC
|
|
|
|
|
|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
|
Mogy Joel R Investment Counsel Inc
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Richard W. Paul & Associates, LLC
|
|
|
|
|
|
Red Wave Investments LLC
|
|
|
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|
|
Vestor Capital, Llc
|
|
|
|
|
|
Dahring | Cusmano Llc
|
|
|
|
|
|
Monterey Private Wealth, Inc.
|
|
|
|
|
|
QUSA - Tidal Trust III - VistaShares Target 15 USA Quality Income ETF
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Atlas Wealth LLC
|
|
|
|
|
|
Aberdeen Wealth Management LLC
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
MASTERINVEST Kapitalanlage GmbH
|
|
|
|
|
|
Barr E S & Co
|
|
|
|
|
|
Regal Investment Advisors LLC
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
Verity Asset Management, Inc.
|
|
|
|
|
|
Auto-Owners Insurance Co
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Impact Asset Management GmbH
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Growth Fund Class 3
|
|
|
|
|
|
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class
|
|
|
|
|
|
Cypress Financial Planning Llc
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Advyzon Investment Management, LLC
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
Somerset Group LLC
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
|
TFR Capital, LLC.
|
|
|
|
|
|
Meriwether Wealth & Planning, LLC
|
|
|
|
|
|
University Of Texas/texas Am Investment Managment Co
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Brown Wealth Management, Llc
|
|
|
|
|
|
Shepherd Financial Partners LLC
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
Adams Diversified Equity Fund, Inc.
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
Treasure Coast Financial Planning
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Richards, Merrill & Peterson, Inc.
|
|
|
|
|
|
Tufton Capital Management
|
|
|
|
|
|
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
|
|
|
|
|
|
ACIO - ETF Series Solutions - Aptus Collared Income Opportunity ETF
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
Nicholson Wealth Management Group, LLC
|
|
|
|
|
|
Drexel Morgan & Co.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
|
|
|
|
|
|
Kagan Cocozza Asset Management
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
Infinity Wealth Counsel, LLC
|
|
|
|
|
|
City National Bank Of Florida /msd
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Crescent Sterling, Ltd.
|
|
|
|
|
|
Coastal Bridge Advisors, LLC
|
|
|
|
|
|
ARS Wealth Advisors Group, LLC
|
|
|
|
|
|
PCG Wealth Advisors, LLC
|
|
|
|
|
|
Reyes Financial Architecture, Inc.
|
|
|
|
|
|
LMG Wealth Partners, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Consumer Products Fund Variable Annuity
|
|
|
|
|
|
Proficio Capital Partners LLC
|
|
|
|
|
|
JDIV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Dividend Leaders ETF
|
|
|
|
|
|
Enterprise Financial Services Corp
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Autumn Glory Partners, LLC
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Rik Saylor Financial, Inc.
|
|
|
|
|
|
North Point Portfolio Managers Corp/oh
|
|
|
|
|
|
Seizert Capital Partners, Llc
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Family Legacy Financial Solutions, LLC
|
|
|
|
|
|
MSH Capital Advisors LLC
|
|
|
|
|
|
Phillips Wealth Planners LLC
|
|
|
|
|
|
Walkner Condon Financial Advisors LLC
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Planned Solutions, Inc.
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
|
|
|
Howard Wealth Management, Llc
|
|
|
|
|
|
ROE - EA Series Trust - Astoria US Quality Kings ETF
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
AIMZ Investment Advisors, LLC
|
|
|
|
|
|
GAM Holding AG
|
|
|
|
|
|
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Nuveen Dow 30sm Dynamic Overwrite Fund
|
|
|
|
|
|
Courier Capital Llc
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
TLLVX - TIAA-CREF LIFE FUNDS - Large-Cap Value Fund
|
|
|
|
|
|
Terra Nova Asset Management LLC
|
|
|
|
|
|
Mission Creek Capital Partners, Inc.
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
West Chester Capital Advisors, Inc
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
ALTL - Pacer Funds Trust - Pacer Lunt Large Cap Alternator ETF
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
RB Capital Management, LLC
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
GVEQX - WILLIAMSBURG INVESTMENT TRUST - Government Street Equity Fund
|
|
|
|
|
|
Gould Asset Management Llc /ca/
|
|
|
|
|
|
DeDora Capital, Inc.
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
|
|
|
|
|
|
Eastover Investment Advisors LLC
|
|
|
|
|
|
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
|
|
|
|
|
|
Nova R Wealth, Inc.
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
VCBCX - VALIC Co I - Blue Chip Growth Fund
|
|
|
|
|
|
Heritage Wealth Management, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
TD Capital Management LLC
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Palisades Hudson Asset Management, L.P.
|
|
|
|
|
|
Blackhill Capital Inc
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
|
Midwest Financial Group LLC
|
|
|
|
|
|
Integris Wealth Management, LLC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
Hexagon Capital Partners LLC
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
HCR Wealth Advisors
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
Kavar Capital Partners Group, Llc
|
|
|
|
|
|
Rede Wealth, LLC
|
|
|
|
|
|
Weil Company, Inc.
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Pacific Sun Financial Corp
|
|
|
|
|
|
Per Stirling Capital Management, LLC.
|
|
|
|
|
|
Horan Capital Advisors, LLC.
|
|
|
|
|
|
TriaGen Wealth Management LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
Seven Mile Advisory
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Global Growth Class II
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Hopwood Financial Services, Inc.
|
|
|
|
|
|
Fundsmith Investment Services Ltd.
|
|
|
|
|
|
Thomasville National Bank
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
AGH Wealth Advisors, LLC
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Equitable Trust Co
|
|
|
|
|
|
Braun-Bostich & Associates Inc.
|
|
|
|
|
|
Lauterbach Financial Advisors, LLC
|
|
|
|
|
|
Commonwealth Financial Services, LLC
|
|
|
|
|
|
Sandhill Capital Partners LLC
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
TFB Advisors LLC
|
|
|
|
|
|
Cladis Investment Advisory, LLC
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Meridian Wealth Advisors, LLC
|
|
|
|
|
|
Richard Bernstein Advisors LLC
|
|
|
|
|
|
CCOR - Listed Funds Trust - Core Alternative ETF
|
|
|
|
|
|
Harrell Investment Partners, Llc
|
|
|
|
|
|
David R. Rahn & Associates Inc.
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
|
|
|
|
|
Victrix Investment Advisors
|
|
|
|
|
|
Fortis Capital Management LLC
|
|
|
|
|
|
Evanson Asset Management, LLC
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Essex LLC
|
|
|
|
|
|
JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
|
|
|
|
|
|
Tobam
|
|
|
|
|
|
Shakespeare Wealth Management, Inc.
|
|
|
|
|
|
Front Street Capital Management, Inc.
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund
|
|
|
|
|
|
Goepper Burkhardt LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
Compton Wealth Advisory Group, LLC
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
|
Tranquility Partners, LLC
|
|
|
|
|
|
Maripau Wealth Management Llc
|
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|
Carderock Capital Management Inc
|
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TCM Advisors, LLC
|
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McNamara Financial Services, Inc.
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Headinvest, Llc
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Royal Fund Management, LLC
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FT Vest Total Return Income Fund: Series A4
|
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BKWO - BNY Mellon ETF Trust - BNY Mellon Women's Opportunities ETF
|
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Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
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|
Arvest Investments, Inc.
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Graham Capital Wealth Management, Llc
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EdgeRock Capital LLC
|
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|
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
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|
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|
Brogan Financial, Inc.
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Barlow Wealth Partners, Inc.
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Banque de Luxembourg S.A.
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SS&H Financial Advisors, Inc.
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Barnes Wealth Management Group, Inc
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SCORX - SATURNA INVESTMENT TRUST - Sextant Core Fund
|
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Lord, Abbett & Co. Llc
|
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SJS Investment Consulting Inc.
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Bahl & Gaynor Inc
|
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HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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Tilson Financial Group, Inc.
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Cary Street Partner Investment Advisory Llc
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Frazier Financial Advisors, LLC
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Mattson Financial Services, LLC
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Angeles Wealth Management, Llc
|
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German American Bancorp, Inc.
|
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
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|
OMERS ADMINISTRATION Corp
|
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Teachers Insurance & Annuity Association Of America
|
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Cullinan Associates Inc
|
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Menard Financial Group LLC
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Long Run Wealth Advisors, LLC
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DHJJ Financial Advisors, Ltd.
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Jackson Square Capital, Llc
|
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Dynamic Advisor Solutions LLC
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GAMMA Investing LLC
|
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Los Angeles Capital Management Llc
|
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AUIAX - AB EQUITY INCOME FUND INC - AB EQUITY INCOME FUND INC Class A
|
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GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
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|
Grimes & Company, Inc.
|
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VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
|
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|
Kings Path Partners LLC
|
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Quantum Private Wealth, LLC
|
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Steigerwald, Gordon & Koch Inc.
|
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Peoples Bank /oh
|
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NORTHWESTERN MUTUAL SERIES FUND INC - Growth Stock Portfolio
|
|
|
|
|
|
Puzo Michael J
|
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|
Atala Financial Inc
|
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Wesbanco Bank Inc
|
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Federated Hermes, Inc.
|
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
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|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
|
|
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|
Brighton Jones Llc
|
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|
Nabity-Jensen Investment Management Inc
|
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|
Envestnet Portfolio Solutions, Inc.
|
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First Foundation Advisors
|
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GSB Wealth Management, LLC
|
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TRBCX - T. Rowe Price Blue Chip Growth Fund, Inc. - T. Rowe Price Blue Chip Growth Fund, Inc.
|
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|
Bell Investment Advisors, Inc
|
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Wealthspan Partners, Llc
|
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Baring Financial LLC
|
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|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
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|
Amalgamated Bank
|
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|
Point72 Asia (Singapore) Pte. Ltd.
|
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|
Burke & Herbert Bank & Trust Co
|
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|
Culbertson A N & Co Inc
|
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|
Harwood Advisory Group, LLC
|
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Founders Financial Securities Llc
|
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|
Czech National Bank
|
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|
Intech Investment Management Llc
|
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GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
|
|
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|
|
|
Simon Quick Advisors, Llc
|
|
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|
|
|
Armstrong Henry H Associates Inc
|
|
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|
|
JPL Wealth Management, LLC
|
|
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|
Vance Wealth, Inc.
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Capital Analysts, Inc.
|
|
|
|
|
|
Elser Financial Planning, Inc
|
|
|
|
|
|
Burt Wealth Advisors
|
|
|
|
|
|
Landaas & Co /wi /adv
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
DecisionMap Wealth Management, LLC
|
|
|
|
|
|
Towercrest Capital Management
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
Windsor Capital Management, LLC
|
|
|
|
|
|
Hardman Johnston Global Advisors LLC
|
|
|
|
|
|
HSTAX - Hartford Series Fund Inc - Hartford Stock Hls Fund Ia
|
|
|
|
|
|
Ellis Investment Partners, LLC
|
|
|
|
|
|
KC Investment Advisors, LLC
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
Mengis Capital Management, Inc.
|
|
|
|
|
|
V. M. Manning & Co., Inc.
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
FMCE - Northern Lights Fund Trust IV - FM Compounders Equity ETF
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
KCGIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Growth Fund I Shares
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Greenup Street Wealth Management Llc
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
Avidian Wealth Solutions, LLC
|
|
|
|
|
|
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
|
|
|
|
|
|
Charter Capital Management, LLC\DE
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
CIAOX - ADVISORS SERIES TRUST - Capital Advisors Growth Fund Investor Class
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
|
Floyd Financial Group Llc
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Todd Asset Management Llc
|
|
|
|
|
|
Community Trust & Investment Co
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
Achmea Investment Management B.V.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
Brookwood Investment Group LLC
|
|
|
|
|
|
High Falls Advisors, Inc
|
|
|
|
|
|
Beach Investment Counsel Inc/pa
|
|
|
|
|
|
Tilia Fiduciary Partners, Inc.
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
Scott & Selber, Inc.
|
|
|
|
|
|
Capstone Financial Advisors, Inc.
|
|
|
|
|
|
TOGA - Managed Portfolio Series - Tremblant Global ETF
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Investment Advisory Services Inc /tx /adv
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
Professional Advisory Services Inc
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Asset Management Group, Inc.
|
|
|
|
|
|
Navalign, LLC
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Buckhead Capital Management Llc
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Provident Investment Management, Inc.
|
|
|
|
|
|
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
|
|
|
|
IBNAX - IVY FUNDS - Ivy Balanced Fund Class A
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
Perigon Wealth Management, LLC
|
|
|
|
|
|
Braun Stacey Associates Inc
|
|
|
|
|
|
Apriem Advisors
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
Level Financial Advisors, Inc.
|
|
|
|
|
|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
Nan Shan Life Insurance Co., Ltd.
|
|
|
|
|
|
PFS Partners, LLC
|
|
|
|
|
|
HDOGX - HENNESSY FUNDS TRUST - Hennessy Total Return Fund Investor Class
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Lighthouse Financial LLC
|
|
|
|
|
|
Adamsbrown Wealth Consultants Llc
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
Financial Council Asset Management Inc
|
|
|
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
|
|
|
|
|
Cidel Asset Management Inc
|
|
|
|
|
|
Mayport, Llc
|
|
|
|
|
|
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
APLIX - Cavanal Hill Funds - Hedged Income Fund Investor
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Symphony Financial Services, Inc.
|
|
|
|
|
|
ISBAX - Voya PARTNERS INC - VY(R) Columbia Contrarian Core Portfolio Class ADV
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
IGFAX - Voya INVESTORS TRUST - VY(R) Morgan Stanley Global Franchise Portfolio Class ADV
|
|
|
|
|
|
Adapt Wealth Advisors, Llc
|
|
|
|
|
|
Intact Investment Management Inc.
|
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
|
Armstrong, Fleming & Moore, Inc
|
|
|
|
|
|
RKL Wealth Management LLC
|
|
|
|
|
|
Austin Wealth Management, LLC
|
|
|
|
|
|
DYLG - Global X Funds - Global X Dow 30 Covered Call & Growth ETF
|
|
|
|
|
|
Planning Center, Inc.
|
|
|
|
|
|
Lvm Capital Management Ltd/mi
|
|
|
|
|
|
Safeguard Investment Advisory Group, LLC
|
|
|
|
|
|
Pettyjohn, Wood & White, Inc
|
|
|
|
|
|
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Staples Portfolio Initial Class
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
HAP Trading, LLC
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Lynx Investment Advisory
|
|
|
|
|
|
Sulzberger Capital Advisors, Inc.
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Fiduciary Group LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Strategic Planning, Inc.
|
|
|
|
|
|
Pcg Asset Management, Llc
|
|
|
|
|
|
American Financial Advisors, LLC
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Financial Advisory Partners, Llc
|
|
|
|
|
|
WMKGX - WESMARK FUNDS - WesMark Growth Fund
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
|
|
|
|
|
|
Prossimo Advisors, LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
Montis Financial, LLC
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
Martin Capital Partners, LLC
|
|
|
|
|
|
Birinyi Associates Inc
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
|
|
|
|
|
|
West Wealth Group, LLC
|
|
|
|
|
|
American Investment Services, Inc.
|
|
|
|
|
|
Warm Springs Advisors Inc.
|
|
|
|
|
|
Taurus Asset Management, Llc
|
|
|
|
|
|
Country Club Bank /gfn
|
|
|
|
|
|
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
|
|
|
|
|
|
Cypress Capital, LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Next Capital Management LLC
|
|
|
|
|
|
HUSV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Domestic ETF
|
|
|
|
|
|
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
|
|
|
|
|
|
Collier Financial
|
|
|
|
|
|
Canandaigua National Trust Co of Florida
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Icon Wealth Advisors, LLC
|
|
|
|
|
|
LOWV - AB Active ETFs, Inc. - AB US Low Volatility Equity ETF
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Hidden Cove Wealth Management, LLC
|
|
|
|
|
|
VADGX - VANGUARD WHITEHALL FUNDS - Vanguard Advice Select Dividend Growth Fund Admiral Shares
|
|
|
|
|
|
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A
|
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
|
Firethorn Wealth Partners, Llc
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Campbell Deegan Wealth Management, LLC
|
|
|
|
|
|
Maven Securities LTD
|
|
|
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
LCAP - Principal Exchange-Traded Funds - Principal Capital Appreciation Select ETF
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
GQRRX - Advisors' Inner Circle Fund III - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB
|
|
|
|
|
|
SIOAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INCOME FUND Class F
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Violich Capital Management, Inc.
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
San Luis Wealth Advisors LLC
|
|
|
|
|
|
FULVX - FIDELITY SUMMER STREET TRUST - Fidelity U.S. Low Volatility Equity Fund
|
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|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
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|
Avaii Wealth Management, Llc
|
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|
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|
Diversify Wealth Management, Llc
|
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|
Tower Bridge Advisors
|
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|
Burgundy Asset Management Ltd.
|
|
|
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SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
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|
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|
Brave Asset Management Inc
|
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|
CORDA Investment Management, LLC.
|
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Redwood Park Advisors LLC
|
|
|
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|
JNL SERIES TRUST - JNL/Mellon Consumers Staples Sector Fund (A)
|
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|
Real Talk Capital, LLC
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Syon Capital Llc
|
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|
Blue Fin Capital, Inc.
|
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|
Alerus Financial Na
|
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Coldstream Capital Management Inc
|
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Kingstone Capital Partners Texas, LLC
|
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|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
TCTC Holdings, LLC
|
|
|
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|
Sirios Capital Management L P
|
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|
Conning Inc.
|
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|
HMS Capital Management, LLC
|
|
|
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|
Partnership Wealth Management, LLC
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Capital Market Strategies LLC
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Equity Fund Series I
|
|
|
|
|
|
HTG Investment Advisors, Inc.
|
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|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
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|
Vaughan David Investments Inc/il
|
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|
AUUYX - AB CAP FUND, INC. - AB Select US Equity Portfolio Advisor Class
|
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|
|
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|
Sand Hill Global Advisors, LLC
|
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|
|
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SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
|
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|
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|
|
Compton Financial Group, LLC
|
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|
Magnetar Financial LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
|
|
|
|
|
Man Group plc
|
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|
Cahill Financial Advisors Inc
|
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|
Lakeshore Capital Group, Inc.
|
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|
Harfst & Associates, Inc.
|
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Jag Capital Management, Llc
|
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|
Claudia M.p. Batlle, Crp (r) Llc
|
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|
Dynamic Technology Lab Private Ltd
|
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|
Diversified Enterprises, LLC
|
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|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
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|
Northwest Quadrant Wealth Management, LLC
|
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|
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|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
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|
|
|
|
Private Client Services, Llc
|
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|
|
AAFCPAs Wealth Management, LLC
|
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|
Pflug Koory, LLC
|
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|
DCM Advisors, LLC
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
JEQIX - JOHNSON MUTUAL FUNDS TRUST - Johnson Equity Income Fund
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
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|
Invst, LLC
|
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|
Townsend Asset Management Corp /nc/ /adv
|
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|
Tremblant Capital Group
|
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|
Groupama Asset Managment
|
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FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
|
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|
|
Joseph Group Capital Management
|
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|
Hodges Capital Management Inc.
|
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|
Krs Capital Management, Llc
|
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|
RFG Advisory, LLC
|
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|
HBK Sorce Advisory LLC
|
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|
Oddo Bhf Asset Management Sas
|
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Field & Main Bank
|
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|
Duncker Streett & Co Inc
|
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|
Constitution Capital LLC
|
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|
Mendota Financial Group, LLC
|
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|
Orser Capital Management, Llc
|
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|
Key Client Fiduciary Advisors, LLC
|
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|
Pekin Hardy Strauss, Inc.
|
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|
Baltimore-Washington Financial Advisors, Inc.
|
|
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|
Iowa State Bank
|
|
|
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|
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
|
|
|
|
|
|
Aware Super Pty Ltd as trustee of Aware Super
|
|
|
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|
|
CapWealth Advisors, LLC
|
|
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|
|
|
J. Safra Sarasin Holding AG
|
|
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|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
Chancellor Financial Group WB LP
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Integrated Advisors Network LLC
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
Laurion Capital Management LP
|
|
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|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
LifePlan Investment Advisors, Inc.
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Eagle Wealth Strategies Llc
|
|
|
|
|
|
Chesapeake Wealth Management
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
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|
Beacon Capital Management, LLC
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Chilton Investment Co Llc
|
|
|
|
|
|
Simmons Bank
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
TASHX - TRANSAMERICA FUNDS - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Lakeridge Wealth Management LLC
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
|
|
|
|
|
|
Bullseye Investment Management, LLC
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Financial Network Wealth Management LLC
|
|
|
|
|
|
Capital Advantage, Inc.
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Independent Solutions Wealth Management, LLC
|
|
|
|
|
|
Mirabaud Asset Management Ltd
|
|
|
|
|
|
CFIPX - LEGG MASON PARTNERS EQUITY TRUST - QS Global Equity Fund Class A
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Convergence Investment Partners, LLC
|
|
|
|
|
|
Gilliland Jeter Wealth Management LLC
|
|
|
|
|
|
Wolf Group Capital Advisors
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
Fortis Capital Advisors, LLC
|
|
|
|
|
|
Kathmere Capital Management, LLC
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
Atalanta Sosnoff Capital, Llc
|
|
|
|
|
|
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
|
|
|
|
|
|
Glass Jacobson Investment Advisors llc
|
|
|
|
|
|
James J. Burns & Company, LLC
|
|
|
|
|
|
Hartford Funds Management Co LLC
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
|
|
YAFFX - AMG FUNDS - AMG Yacktman Focused Fund Class N
|
|
|
|
|
|
Greenwood Capital Associates Llc
|
|
|
|
|
|
Trueblood Wealth Management, LLC
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
RBA Wealth Management, LLC
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Advisory Alpha, LLC
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
Lakeside Advisors, INC.
|
|
|
|
|
|
Meridian Financial Partners LLC
|
|
|
|
|
|
WP Advisors, LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Allred Capital Management, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Panoramic Capital Partners, LLC
|
|
|
|
|
|
Alta Advisers Ltd
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Boyer & Corporon Wealth Management, LLC
|
|
|
|
|
|
Moment Partners, LLC
|
|
|
|
|
|
Baron Silver Stevens Financial Advisors, Llc
|
|
|
|
|
|
Sowell Financial Services LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Hunter Associates Investment Management Llc
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
Investment Management Corp /va/ /adv
|
|
|
|
|
|
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
Tanager Wealth Management LLP
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Sumitomo Life Insurance Co
|
|
|
|
|
|
Potentia Wealth
|
|
|
|
|
|
Founders Grove Wealth Partners, Llc
|
|
|
|
|
|
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
|
|
|
|
|
Cm Wealth Advisors Llc
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
Delaney Dennis R
|
|
|
|
|
|
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
|
|
|
|
|
|
Horizons Wealth Management
|
|
|
|
|
|
Scopus Asset Management, L.p.
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Retirement Planning Co of New England, Inc.
|
|
|
|
|
|
PFG Investments, LLC
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
United Advisor Group, LLC
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
AJ Advisors, LLC
|
|
|
|
|
|
PAX Financial Group, LLC
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
Compagnie Lombard Odier SCmA
|
|
|
|
|
|
Northeast Financial Consultants Inc
|
|
|
|
|
|
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
Agp Franklin, Llc
|
|
|
|
|
|
Rempart Asset Management Inc.
|
|
|
|
|
|
Axecap Investments, LLC
|
|
|
|
|
|
ACWV - iShares, Inc. - iShares Edge MSCI Min Vol Global ETF
|
|
|
|
|
|
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
Running Point Capital Advisors, LLC
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Patriot Investment Management Inc.
|
|
|
|
|
|
SGLIX - RBB FUND, INC. - SGI Global Equity Fund Class I Shares
|
|
|
|
|
|
Douglass Winthrop Advisors, LLC
|
|
|
|
|
|
McGlone Suttner Wealth Management, Inc.
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Pinnacle Wealth Management Group, Inc.
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Flywheel Private Wealth LLC
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
Banque Pictet & Cie Sa
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
IMZ Advisory Inc
|
|
|
|
|
|
Boit C F David
|
|
|
|
|
|
BGIG - ETF Series Solutions - Bahl & Gaynor Income Growth ETF
|
|
|
|
|
|
YACKX - AMG FUNDS - AMG Yacktman Fund Class I
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
WFA Asset Management Corp
|
|
|
|
|
|
Mount Vernon Associates Inc /md/
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
Curated Wealth Partners LLC
|
|
|
|
|
|
Mattern Capital Management, Llc
|
|
|
|
|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Tikehau Investment Management
|
|
|
|
|
|
Sugar Maple Asset Management, LLC
|
|
|
|
|
|
Northstar Advisory Group, LLC
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
Golden State Equity Partners
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A3
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
Foster Group, Inc.
|
|
|
|
|
|
ERNZ - Listed Funds Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
Mainsail Financial Group, LLC
|
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA LARGE CORE SERIES
|
|
|
|
|
|
LGT Fund Management Co Ltd.
|
|
|
|
|
|
Encompass More Asset Management
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund
|
|
|
|
|
|
JSF Financial, LLC
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
Foster Dykema Cabot & Partners, Llc
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Eukles Asset Management
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
Mizuho Securities Co. Ltd.
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
WMG Financial Advisors, LLC
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Wambolt & Associates, LLC
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Elevated Capital Advisors, LLC
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Matthew Goff Investment Advisor, LLC
|
|
|
|
|
|
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
|
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|
|
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|
Strategic Blueprint, LLC
|
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|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
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National Asset Management, Inc.
|
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EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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|
Factory Mutual Insurance Co
|
|
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|
Bard Financial Services, Inc.
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
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|
Johnson & White Wealth Management, LLC
|
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|
MJT & Associates Financial Advisory Group, Inc.
|
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|
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
|
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|
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|
Parr Mcknight Wealth Management Group, Llc
|
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|
Hilltop Partners LLC
|
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|
one8zero8, LLC
|
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LongView Asset Management LLC
|
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DALVX - Dunham Funds - Dunham Large Cap Value Fund Class A
|
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|
Capital Management Associates, Inc
|
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|
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|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
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|
Strive Asset Management, LLC
|
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OneAscent Family Office, LLC
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
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Core Wealth Partners LLC
|
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Summit Global Investments
|
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|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
|
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A
|
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|
Talon Private Wealth, LLC
|
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Accordant Advisory Group Inc
|
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Coerente Capital Management
|
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RFP Financial Group LLC
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Wealth Preservation Advisors, LLC
|
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|
Voya Investment Management Llc
|
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Ballentine Partners, LLC
|
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Planning Alternatives Ltd /adv
|
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Impax Asset Management Group plc
|
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Lincoln Capital LLC
|
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Nicholas Hoffman & Company, LLC.
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Ransom Advisory, Ltd
|
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Cottonwood Capital Advisors, Llc
|
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Flaharty Asset Management, LLC
|
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AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
|
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IGLGX - Columbia Funds Series Trust II - Columbia Select Global Equity Fund Class A
|
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Torno Capital, Llc
|
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DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
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Hardin Capital Partners, LLC
|
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VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
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|
Ameliora Wealth Management Ltd.
|
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|
Center for Financial Planning, Inc.
|
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Claris Financial LLC
|
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|
Endowment Wealth Management, Inc.
|
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CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
|
|
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|
|
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
|
|
|
|
|
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
|
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|
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|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
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|
Madrona Financial Services, LLC
|
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INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
|
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|
Copia Wealth Management
|
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|
Howe & Rusling Inc
|
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|
New World Advisors LLC
|
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|
Purus Wealth Management, LLC
|
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Northern Oak Wealth Management Inc
|
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|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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|
XML Financial, LLC
|
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|
Northeast Financial Group, Inc.
|
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SkyView Investment Advisors, LLC
|
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|
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
|
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|
Anchor Capital Advisors Llc
|
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|
Blake Schutter Theil Wealth Advisors, LLC
|
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|
LRI Investments, LLC
|
|
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|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
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|
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|
Pnc Financial Services Group, Inc.
|
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|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
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|
Seed Wealth Management, Inc.
|
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|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
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|
Providence Capital Advisors, LLC
|
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|
Townsquare Capital Llc
|
|
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|
|
Tcw Group Inc
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
BXM Wealth LLC
|
|
|
|
|
|
Johnson Bixby & Associates, LLC
|
|
|
|
|
|
QLV - FlexShares Trust - FlexShares US Quality Low Volatility Index Fund
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
|
|
|
|
|
|
Merrion Investment Management Co, LLC
|
|
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|
|
Laird Norton Trust Company, Llc
|
|
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|
|
|
Sage Financial Management Group, Inc.
|
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|
|
WNY Asset Management, LLC
|
|
|
|
|
|
Silvia Mccoll Wealth Management, Llc
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Quadrant Private Wealth Management, LLC
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
Johnson Investment Counsel Inc
|
|
|
|
|
|
Wealth Effects Llc
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Signature Resources Capital Management, LLC
|
|
|
|
|
|
Resonant Capital Advisors, LLC
|
|
|
|
|
|
Benson Investment Management Company, Inc.
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
Trinity Financial Advisors LLC
|
|
|
|
|
|
SevenBridge Financial Group, LLC
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
Strategic Planning Group, Llc
|
|
|
|
|
|
Spirepoint Private Client, Llc
|
|
|
|
|
|
EMOT - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust S&P 500 Economic Moat ETF
|
|
|
|
|
|
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
|
May Hill Capital, LLC
|
|
|
|
|
|
Sentinel Trust Co Lba
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
Bridgeway Capital Management Inc
|
|
|
|
|
|
Savior LLC
|
|
|
|
|
|
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
O'Keefe Stevens Advisory, Inc.
|
|
|
|
|
|
PSQGX - Managed Portfolio Series - Port Street Quality Growth Fund Institutional Class Shares
|
|
|
|
|
|
Amplify ETF Trust - Amplify AI Powered Equity ETF
|
|
|
|
|
|
Aviance Capital Partners, LLC
|
|
|
|
|
|
Lathrop Investment Management Corp
|
|
|
|
|
|
Davies Financial Advisors, Inc.
|
|
|
|
|
|
Fifth Third Wealth Advisors LLC
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
Forum Private Client Group LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Pinkerton Retirement Specialists, LLC
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
Saxony Capital Management, LLC
|
|
|
|
|
|
ERn Financial, LLC
|
|
|
|
|
|
BIGY - Tidal Trust II - YieldMax(TM) Target 12(TM) Big 50 Option Income ETF
|
|
|
|
|
|
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
|
|
|
|
|
|
Brick & Kyle, Associates
|
|
|
|
|
|
NSGAX - COLUMBIA FUNDS SERIES TRUST - Columbia Select Large Cap Equity Fund Class A
|
|
|
|
|
|
STFBX - Advisers Investment Trust - State Farm Balanced Fund
|
|
|
|
|
|
Morton Capital Management LLC/CA
|
|
|
|
|
|
Saxon Interests, Inc.
|
|
|
|
|
|
Global Wealth Management Investment Advisory, Inc.
|
|
|
|
|
|
Alliance Wealth Advisors, LLC
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Centerpoint Advisors, LLC
|
|
|
|
|
|
AssuredPartners Investment Advisors, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Freedom Day Solutions, LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
|
|
|
|
|
|
First Community Trust Na
|
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Heritage Wealth Management, Inc./Texas
|
|
|
|
|
|
Peak Financial Management, Inc.
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
|
|
|
|
|
|
Franklin Templeton ETF Trust - Franklin Income Focus ETF
|
|
|
|
|
|
ProVise Management Group, LLC
|
|
|
|
|
|
Sterling Investment Counsel, LLC
|
|
|
|
|
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
|
|
|
|
|
ORBA Wealth Advisors, L.L.C.
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
Bayesian Capital Management, LP
|
|
|
|
|
|
Sagard Holdings Management Inc.
|
|
|
|
|
|
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
|
|
|
|
|
|
TrueWealth Advisors, LLC
|
|
|
|
|
|
Rockbridge Investment Management, LCC
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Prism Advisors, Inc.
|
|
|
|
|
|
Horan Securities, Inc.
|
|
|
|
|
|
Signet Financial Management, Llc
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
DIVO - Amplify ETF Trust - Amplify CWP Enhanced Dividend Income ETF
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
NOIEX - Northern Funds - Northern Income Equity Fund
|
|
|
|
|
|
Roberts Foundation
|
|
|
|
|
|
May Barnhard Investments LLC
|
|
|
|
|
|
Cassaday & Co Wealth Management LLC
|
|
|
|
|
|
Hurley Capital, LLC
|
|
|
|
|
|
Wulff, Hansen & Co.
|
|
|
|
|
|
Papamarkou Wellner Asset Management inc.
|
|
|
|
|
|
HHDFX - ADVISORS' INNER CIRCLE FUND - Hamlin High Dividend Equity Fund Institutional Class Shares
|
|
|
|
|
|
First Heartland Consultants, Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
MY Wealth Management Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
Sar Wealth Management Group, Llc
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
John Hancock Hedged Equity & Income Fund
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
McLean Asset Management Corp
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Farmers Trust Co
|
|
|
|
|
|
Stolper Co
|
|
|
|
|
|
Luts & Greenleigh Group, Inc
|
|
|
|
|
|
Atlas Private Wealth Advisors
|
|
|
|
|
|
Magnolia Capital Advisors Llc
|
|
|
|
|
|
Raab & Moskowitz Asset Management LLC
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
|
|
|
|
|
|
Gw Henssler & Associates Ltd
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Blue Zone Wealth Advisors, LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
RWM Asset Management, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Dow 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Koss-Olinger Consulting, LLC
|
|
|
|
|
|
Facet Wealth, Inc.
|
|
|
|
|
|
SCLZ - NORTHERN LIGHTS FUND TRUST III - Swan Enhanced Dividend Income ETF
|
|
|
|
|
|
PUREfi Wealth, LLC
|
|
|
|
|
|
Boyd Wealth Management, LLC
|
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
|
ARSKX - ARCHER INVESTMENT SERIES TRUST - Archer Stock Fund
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Signal Advisors Wealth, LLC
|
|
|
|
|
|
Gouws Capital LLC
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Kessler Investment Group, LLC
|
|
|
|
|
|
BQLCX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Quality Large Cap Fund Institutional Class Shares
|
|
|
|
|
|
Retirement Wealth Solutions LLC
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
IMS Capital Management
|
|
|
|
|
|
Sage Capital Management, LLC
|
|
|
|
|
|
Shulman DeMeo Asset Management LLC
|
|
|
|
|
|
Adams Asset Advisors, LLC
|
|
|
|
|
|
Rogco, Lp
|
|
|
|
|
|
IEVAX - Columbia Funds Series Trust II - Columbia Global Equity Value Fund Class A
|
|
|
|
|
|
Cambridge Advisors Inc.
|
|
|
|
|
|
Gilbert & Cook, Inc.
|
|
|
|
|
|
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
|
|
|
|
|
|
GILIX - New Age Alpha Funds Trust - NAA LARGE CORE FUND Institutional Class
|
|
|
|
|
|
Weik Capital Management
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
SCS Capital Management LLC
|
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|
Spectrum Wealth Advisory Group, LLC
|
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Eastern Bank
|
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|
Court Place Advisors, LLC
|
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|
Pinnacle Associates Ltd
|
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|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
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|
bLong Financial, LLC
|
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|
Werba Rubin Papier Wealth Management
|
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|
Prestige Wealth Management Group LLC
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|
RW Investment Management LLC
|
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|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
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|
|
|
|
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
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|
Detalus Advisors, LLC
|
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|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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|
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|
Jnl Series Trust - Jnl/franklin Templeton Income Fund (a)
|
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|
Tounjian Advisory Partners, Llc
|
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|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
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1858 Wealth Management, Llc
|
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
American Money Management, LLC
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Goldman Sachs Group Inc
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Financial Perspectives, Inc
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Affiance Financial, LLC
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Stokes Family Office, LLC
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Clark Asset Management, LLC
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NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
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|
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
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|
Mill Creek Capital Advisors, LLC
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Brown Capital Management Llc
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Verity & Verity, LLC
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|
Vermillion Wealth Management, Inc.
|
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MSBWX - MORGAN STANLEY INSTITUTIONAL FUND INC - American Resilience Portfolio Class C
|
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|
ASR Vermogensbeheer N.V.
|
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Hamilton Capital, LLC
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Capstone Wealth Management Group, Llc
|
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IAG Wealth Partners, LLC
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TFG Advisers LLC
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Westfield Capital Management Co Lp
|
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Manchester Capital Management LLC
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Fortem Financial Group, Llc
|
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SFE Investment Counsel
|
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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Lansing Street Advisors
|
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Atticus Wealth Management, Llc
|
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UniSuper Management Pty Ltd
|
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Painted Porch Advisors LLC
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EagleClaw Capital Managment, LLC
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Blue Capital, Inc.
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Elios Financial Group Inc.
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Ameriflex Group, Inc.
|
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Obsidian Personal Planning Solutions LLC
|
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Clearview Wealth Advisors LLC
|
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|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
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|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
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|
First American Trust, Fsb
|
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|
Onyx Bridge Wealth Group LLC
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|
waypoint wealth counsel
|
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|
Thompson Investment Management, Inc.
|
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Berry Wealth Group, LP
|
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Copperleaf Capital, LLC
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First National Trust Co
|
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|
Bright Financial Advisors, Inc.
|
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DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
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|
Graypoint LLC
|
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|
Banco Bilbao Vizcaya Argentaria, S.a.
|
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Private Capital Management Llc
|
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Stone House Investment Management, LLC
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Beck Bode, LLC
|
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|
Navigoe, LLC
|
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|
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
|
|
|
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|
Cutler Investment Counsel Llc
|
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|
Sierra Ocean, Llc
|
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|
Capital Wealth Planning, LLC
|
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|
Alaethes Wealth LLC
|
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|
CMG Global Holdings, LLC
|
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|
Northeast Investment Management
|
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|
Mosaic Financial Group, Llc
|
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IFP Advisors, Inc
|
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|
Everpar Advisors Llc
|
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Napatree Capital Llc
|
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|
Mill Capital Management, LLC
|
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Future You Wealth Llc
|
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Proathlete Wealth Management Llc
|
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|
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
|
|
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|
|
Venturi Wealth Management, LLC
|
|
|
|
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|
Pine Harbor Wealth Management, LLC
|
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|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
|
|
|
|
|
YFSNX - AMG FUNDS - AMG Yacktman Focused Fund - Security Selection Only Class N
|
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|
Signal Tree Financial Partners Llc
|
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|
Kirtland Hills Capital Management, Llc
|
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|
Vista Investment Management
|
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|
Sound Income Strategies, LLC
|
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|
Blair William & Co/il
|
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|
|
BEAM Asset Management, LLC
|
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|
Northwest & Ethical Investments L.P.
|
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|
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|
Quintet Private Bank (Europe) S.A.
|
|
|
|
|
|
Presilium Private Wealth, Llc
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
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|
|
|
|
Iron Horse Wealth Management, LLC
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Sather Financial Group Inc
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
|
|
|
|
|
|
Wallington Asset Management, LLC
|
|
|
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
Beech Hill Advisors, Inc.
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
W Advisors, Llc
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
Fmb Wealth Management
|
|
|
|
|
|
Legacy Bridge, LLC
|
|
|
|
|
|
Cadent Capital Advisors, LLC
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
IPLIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus LargeCap Portfolio Class I
|
|
|
|
|
|
Zullo Investment Group, Inc.
|
|
|
|
|
|
Rockland Trust Co
|
|
|
|
|
|
Trust Co of the South
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Global Financial Private Client, LLC
|
|
|
|
|
|
SPIN - SSGA Active Trust - SPDR SSGA US Equity Premium Income ETF
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
Fluent Financial, LLC
|
|
|
|
|
|
Presper Financial Architects, LLC
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
AlphaStar Capital Management, LLC
|
|
|
|
|
|
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
|
|
|
|
|
|
Lesa Sroufe & Co
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
Pure Financial Advisors, Inc.
|
|
|
|
|
|
Great Valley Advisor Group, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
|
|
|
|
|
|
PFG Advisors
|
|
|
|
|
|
GABELLI & Co INVESTMENT ADVISERS, INC.
|
|
|
|
|
|
First County Bank /CT/
|
|
|
|
|
|
Old Republic International Corp
|
|
|
|
|
|
Capital & Planning, Llc
|
|
|
|
|
|
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
|
|
|
|
|
|
Accel Wealth Management
|
|
|
|
|
|
CENTAUR MUTUAL FUNDS TRUST - Copley Fund
|
|
|
|
|
|
Clarity Wealth Advisors, LLC
|
|
|
|
|
|
Meadow Creek Wealth Advisors Llc
|
|
|
|
|
|
INCE - Franklin Templeton ETF Trust - Franklin Liberty U.S. Low Volatility ETF
|
|
|
|
|
|
Traynor Capital Management, Inc.
|
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
|
Vantage Financial Partners, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Royal Capital Wealth Management, LLC
|
|
|
|
|
|
Clark Financial Services Group Inc /bd
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Gladstone Institutional Advisory LLC
|
|
|
|
|
|
Lifelong Wealth Advisors, Inc.
|
|
|
|
|
|
Mpwm Advisory Solutions, Llc
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Bmc Fund Inc
|
|
|
|
|
|
Tandem Capital Management Corp /adv
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Income Vip Fund Class 1
|
|
|
|
|
|
Aft, Forsyth & Company, Inc.
|
|
|
|
|
|
St. Louis Trust Co
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
Newton One Investments LLC
|
|
|
|
|
|
Northstar Asset Management Llc
|
|
|
|
|
|
Pictet North America Advisors SA
|
|
|
|
|
|
Allegheny Financial Group LTD
|
|
|
|
|
|
Center For Asset Management LLC
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Masso Torrence Wealth Management Inc.
|
|
|
|
|
|
Vertex Planning Partners, LLC
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
|
|
High Net Worth Advisory Group LLC
|
|
|
|
|
|
Ables, Iannone, Moore & Associates, Inc.
|
|
|
|
|
|
KDT Advisors, LLC
|
|
|
|
|
|
Ellenbecker Investment Group
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Van Cleef Asset Management,Inc
|
|
|
|
|
|
Pinnacle Financial Group, LLC / IL
|
|
|
|
|
|
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
|
|
|
|
|
|
UNIVEST FINANCIAL Corp
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
U S Wealth Group, Llc.
|
|
|
|
|
|
Nvest Financial, LLC
|
|
|
|
|
|
Intrua Financial, LLC
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Jaffetilchin Investment Partners, LLC
|
|
|
|
|
|
PSKIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (Unhedged) Institutional
|
|
|
|
|
|
Summit Investment Advisors, Inc.
|
|
|
|
|
|
McGowan Group Asset Management, Inc.
|
|
|
|
|
|
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Barrett & Company, Inc.
|
|
|
|
|
|
Fwl Investment Management, Llc
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
RYCIX - RYDEX SERIES FUNDS - Consumer Products Fund Investor Class
|
|
|
|
|
|
Redhawk Wealth Advisors, Inc.
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Balentine LLC
|
|
|
|
|
|
IAM Advisory, LLC
|
|
|
|
|
|
Liberty Wealth Management Llc
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Morgan Dempsey Capital Management Llc
|
|
|
|
|
|
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
WFA of San Diego, LLC
|
|
|
|
|
|
ETF Portfolio Partners, Inc.
|
|
|
|
|
|
Centennial Bank/AR/
|
|
|
|
|
|
Sovran Advisors, LLC
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
|
|
|
|
|
|
Portland Global Advisors LLC
|
|
|
|
|
|
Promethium Advisors,llc
|
|
|
|
|
|
Dodds Wealth, LLC
|
|
|
|
|
|
Stone Point Wealth LLC
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Investor's Fiduciary Advisor Network, LLC
|
|
|
|
|
|
Heartland Bank & Trust Co
|
|
|
|
|
|
FSM Wealth Advisors, LLC
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
VESGX - VANGUARD SPECIALIZED FUNDS - Vanguard Global ESG Select Stock Fund Admiral Shares
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
Portside Wealth Group, LLC
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Byrne Asset Management LLC
|
|
|
|
|
|
Gentry Private Wealth, Llc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
|
|
|
|
|
Arlington Partners LLC
|
|
|
|
|
|
Old North State Trust, LLC
|
|
|
|
|
|
Cypress Capital Advisors, LLC
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DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
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|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
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|
Graney & King, LLC
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Strong Tower Advisory Services
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PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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Pacific Point Advisors, LLC
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Baldwin Brothers Inc/ma
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Concentric Capital Strategies, LP
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Evergreen Private Wealth LLC
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Stableford Capital Ii Llc
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Red Door Wealth Management, LLC
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Transcend Wealth Collective, Llc
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VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
|
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Cape Cod Five Cents Savings Bank
|
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Centaurus Financial, Inc.
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Harbour Trust & Investment Management Co
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Deutsche Bank Ag\
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Somerville Kurt F
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LJI Wealth Management, LLC
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Intrepid Financial Planning Group LLC
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First United Bank Trust/
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Variant Private Wealth, LLC
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Bangor Savings Bank
|
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Eaton Vance Tax-managed Buy-write Income Fund
|
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Plotkin Financial Advisors, LLC
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Pinnacle Wealth Management Advisory Group, LLC
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Bond & Devick Financial Network, Inc.
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|
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
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Princeton Capital Management Llc
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Taddei, Ludwig & Associates, Inc.
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Sagace Wealth Management LLC
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Agf Management Ltd
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IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
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Murphy & Mullick Capital Management Corp
|
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Cranbrook Wealth Management, LLC
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NSEIX - Nicholas Equity Income Fund, Inc. - Nicholas Equity Income Fund Inc Class I
|
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COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Contrarian Core Fund Class 1
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Zhang Financial LLC
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NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
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Hutchinson Capital Management/ca
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GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
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Coston, McIsaac & Partners
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Dempze Nancy E
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Griffith & Werner, Inc.
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Royal London Asset Management Ltd
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Searcy Financial Services Inc /adv
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Clearbridge Investments, LLC
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Colorado Capital Management, Inc.
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Kondo Wealth Advisors, Inc.
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Reliant Investment Partners, LLC
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Retirement Planning Group, Llc / Ny
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CRA Financial Services, LLC
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WealthPLAN Partners, LLC
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Sapient Capital Llc
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Reuter James Wealth Management, Llc
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Kentucky Retirement Systems
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Petix & Botte Co
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CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
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Newbridge Financial Services Group, Inc.
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Gallacher Capital Management LLC
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N.E.W. Advisory Services LLC
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Nautilus Advisors LLC
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True Link Financial Advisors, LLC
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RGLO - Russell Investments Exchange Traded Funds - Global Equity Active ETF
|
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|
Noble Wealth Management PBC
|
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Harvest Investment Services, LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
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Canada Post Corp Registered Pension Plan
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Buttonwood Financial Advisors Inc.
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Net Worth Advisory Group
|
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VIRTUS VARIABLE INSURANCE TRUST - Virtus Rampart Enhanced Core Equity Series Class A
|
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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Fortitude Family Office, LLC
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Savvy Advisors, Inc.
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National Pension Service
|
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Ivy Variable Insurance Portfolios - Ivy VIP Core Equity Class II
|
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Wells Trecaso Financial Group, LLC
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Lederer & Associates Investment Counsel/ca
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Carnegie Lake Advisors LLC
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Atomi Financial Group, Inc.
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Kooman & Associates
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Migdal Insurance & Financial Holdings Ltd.
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Empowered Funds, LLC
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Murphy, Middleton, Hinkle & Parker, Inc.
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NewSquare Capital LLC
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Transform Wealth, LLC
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|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
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|
|
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
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|
Regent Peak Wealth Advisors LLC
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|
Lyell Wealth Management, Lp
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|
Montag A & Associates Inc
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|
OneAscent Wealth Management LLC
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|
Mindset Wealth Management, Llc
|
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|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
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|
Glenmede Investment Management, LP
|
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|
VDIGX - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Growth Fund Investor Shares
|
|
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|
Pasadena Private Wealth, LLC
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|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
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|
|
EQ ADVISORS TRUST - EQ/Franklin Rising Dividends Portfolio Class IB
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
|
|
|
|
|
|
Capital Investment Advisors, LLC
|
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|
|
|
|
STSEX - Blackrock Funds - Blackrock Exchange Portfolio Blackrock
|
|
|
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|
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
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|
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|
Southeast Asset Advisors Inc.
|
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|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
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|
Donaldson Capital Management, Llc
|
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|
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|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
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|
|
Sargent Investment Group, LLC
|
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|
|
McCollum Christoferson Group LLC
|
|
|
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|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
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|
|
Roman Butler Fullerton & Co
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
Wiser Wealth Management, Inc
|
|
|
|
|
|
Northwest Bancshares, Inc.
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
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|
|
Toroso Investments, LLC
|
|
|
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|
|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
|
|
|
|
|
Quent Capital, LLC
|
|
|
|
|
|
TWCGX - American Century Mutual Funds, Inc. - Growth Fund Investor Class
|
|
|
|
|
|
First Commonwealth Financial Corp /pa/
|
|
|
|
|
|
Rebalance, Llc
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
GATEX - Gateway Trust - Gateway Fund Class A Shares
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
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|
Websterrogers Financial Advisors, Llc
|
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|
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|
|
Westpac Banking Corp
|
|
|
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|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
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|
|
Clarus Group, Inc.
|
|
|
|
|
|
LEGAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Large Cap Growth Fund Class A
|
|
|
|
|
|
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
|
|
|
|
|
|
Skye Global Management LP
|
|
|
|
|
|
Prudent Man Investment Management, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Focused Equity Fund Class II
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Integrity Alliance, Llc.
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
|
|
|
GQG Partners LLC
|
|
|
|
|
|
Montecito Bank & Trust
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Sanders Morris Harris Llc
|
|
|
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|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
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|
|
L & S Advisors Inc
|
|
|
|
|
|
Beaumont Financial Advisors, LLC
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Hoxton Planning & Management, LLC
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
PQIAX - PRINCIPAL FUNDS INC - Equity Income Fund formerly Equity Income Fund I Class A
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
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|
|
Granite Bay Wealth Management, LLC
|
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|
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|
|
Jackson Wealth Management, LLC
|
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|
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|
|
Cowa, Llc
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
Brian Low Financial Group, Llc
|
|
|
|
|
|
USMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA ETF
|
|
|
|
|
|
SGL Investment Advisors, Inc.
|
|
|
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|
Rossmore Private Capital
|
|
|
|
|
|
PDIAX - VIRTUS EQUITY TRUST - Virtus Rampart Enhanced Core Equity Fund Class A
|
|
|
|
|
|
Legacy Financial Strategies, LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Great Lakes Retirement, Inc.
|
|
|
|
|
|
AMF Pensionsforsakring AB
|
|
|
|
|
|
Berbice Capital Management LLC
|
|
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|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
1 North Wealth Services Llc
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
Clarity Wealth Development LLC
|
|
|
|
|
|
Raiffeisen Bank International AG
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Waverton Investment Management Ltd
|
|
|
|
|
|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Georgetown University
|
|
|
|
|
|
Birch Capital Management, LLC
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
Berkshire Money Management, Inc.
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
|
Foresight Capital Management Advisors, Inc.
|
|
|
|
|
|
Rps Advisory Solutions Llc
|
|
|
|
|
|
Mawer Investment Management Ltd.
|
|
|
|
|
|
Parthenon Llc
|
|
|
|
|
|
Aua Capital Management, Llc
|
|
|
|
|
|
Cacti Asset Management Llc
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
Altiora Financial Group, LLC
|
|
|
|
|
|
Financial Symmetry Inc
|
|
|
|
|
|
Maia Wealth LLC
|
|
|
|
|
|
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
First Interstate Bank
|
|
|
|
|
|
LS Investment Advisors, LLC
|
|
|
|
|
|
Smith Chas P & Associates Pa Cpas
|
|
|
|
|
|
Up Strategic Wealth Investment Advisors Llc
|
|
|
|
|
|
Betterment LLC
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Resurgent Financial Advisors LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
Harvey Investment Co Llc
|
|
|
|
|
|
DTMGX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Tax Managed Growth Fund Class A
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
WASHINGTON TRUST Co
|
|
|
|
|
|
First Citizens Financial Corp
|
|
|
|
|
|
Integrated Investment Consultants, LLC
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Goelzer Investment Management, Inc.
|
|
|
|
|
|
NBGX - Neuberger Berman ETF Trust - Neuberger Berman Growth ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
KRMA - Global X Funds - Global X Conscious Companies ETF
|
|
|
|
|
|
FMA Wealth Management, LLC
|
|
|
|
|
|
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
RYLDX - RYDEX DYNAMIC FUNDS - Dow 2x Strategy Fund A
|
|
|
|
|
|
VSMV - Victory Portfolios II - VictoryShares US Multi-Factor Minimum Volatility ETF
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Guerra Pan Advisors, Llc
|
|
|
|
|
|
Founders Capital Management, Llc
|
|
|
|
|
|
Balboa Wealth Partners
|
|
|
|
|
|
West Paces Advisors Inc.
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
DOGG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest DJIA Dogs 10 Target Income ETF
|
|
|
|
|
|
Kentucky Trust Co
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Railway Pension Investments Ltd
|
|
|
|
|
|
United Asset Strategies, Inc.
|
|
|
|
|
|
Lebenthal Global Advisors, LLC
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
ILESX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Large Cap Equity Environmental and Social Values Fund
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Lantz Financial LLC
|
|
|
|
|
|
PHEQ - Morgan Stanley ETF Trust - Parametric Hedged Equity ETF
|
|
|
|
|
|
Altfest L J & Co Inc
|
|
|
|
|
|
Brass Tax Wealth Management, Inc
|
|
|
|
|
|
Ledyard National Bank
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
Venture Visionary Partners LLC
|
|
|
|
|
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Palisade Capital Management Llc/nj
|
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|
Guidance Capital, Inc
|
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|
Harbor Asset Planning, Inc.
|
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|
AdvisorNet Financial, Inc
|
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|
Denali Advisors Llc
|
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|
|
AMANX - AMANA MUTUAL FUNDS TRUST - AMANA INCOME FUND Amana Income Fund Investor Shares
|
|
|
|
|
|
Philip James Wealth Mangement, LLC
|
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|
|
|
|
Concurrent Investment Advisors, LLC
|
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|
Lewis Asset Management, LLC
|
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|
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio
|
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|
|
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|
Jeppson Wealth Management, Llc
|
|
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|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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|
|
|
|
Cherry Tree Wealth Management, LLC
|
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|
Operose Advisors LLC
|
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|
Investment House Llc
|
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Rexford Capital Inc
|
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Lodestar Private Asset Management Llc
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Chemung Canal Trust Co
|
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|
Avanza Fonder AB
|
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Canton Hathaway, LLC
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|
Campbell Newman Asset Management Inc
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|
Bedel Financial Consulting, Inc.
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|
Hoese & Co LLP
|
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|
Meeder Advisory Services, Inc.
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|
Worldquant Millennium Advisors Llc
|
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|
Retirement Income Solutions, Inc
|
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|
Clark & Stuart, Inc
|
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Amarillo National Bank
|
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PICTET BANK & TRUST Ltd
|
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Enterprise Bank & Trust Co
|
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B. Metzler seel. Sohn & Co. AG
|
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WISEX - AZZAD FUNDS - Azzad Wise Capital Fund
|
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|
|
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|
Citigroup Inc
|
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|
Putney Financial Group LLC
|
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|
Castle Wealth Management Llc
|
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|
GM Advisory Group, Inc.
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
Aurdan Capital Management, LLC
|
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|
|
|
Cim Investment Mangement Inc
|
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|
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|
|
Eagle Bluffs Wealth Management LLC
|
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|
|
|
|
EDOW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Dow 30 Equal Weight ETF
|
|
|
|
|
|
K.J. Harrison & Partners Inc
|
|
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
|
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|
YANKCOM Partnership
|
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Gladwyn Financial Advisors, Inc.
|
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FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
|
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|
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|
Gradient Investments LLC
|
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|
Capital Square, LLC
|
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Fisher Asset Management, LLC
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Keystone Financial Group
|
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Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
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|
Viking Fund Management Llc
|
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S.E.E.D. Planning Group LLC
|
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|
Transamerica Financial Advisors, Inc.
|
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USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
|
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|
NEOS Investment Management LLC
|
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|
ENDW - EA Series Trust - Cambria Endowment Style ETF
|
|
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|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
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|
Norden Group Llc
|
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|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
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|
Global Retirement Partners, LLC
|
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|
VCIGX - VALIC Co I - Dividend Value Fund
|
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|
Keystone Wealth Services, LLC
|
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|
Whalerock Point Partners, Llc
|
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|
Acadian Asset Management Llc
|
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|
Wilkins Miller Wealth Management, LLC
|
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|
Disciplined Equity Management, Inc.
|
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|
|
Sienna Gestion
|
|
|
|
|
|
Arrowroot Family Office, LLC
|
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|
KPP Advisory Services LLC
|
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|
|
Redmont Wealth Advisors Llc
|
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|
Isthmus Partners, Llc
|
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|
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|
|
Tradewinds Capital Management, LLC
|
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|
DIVD - EA Series Trust - Altrius Global Dividend ETF
|
|
|
|
|
|
Crystal Rock Capital Management
|
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|
Jentner Corp
|
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|
Unigestion Holding SA
|
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|
GWM Advisors LLC
|
|
|
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|
|
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
|
|
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|
|
|
Jefferies Financial Group Inc.
|
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|
|
|
|
Arcadia Investment Management Corp/mi
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Sustainable U.S. Thematic Portfolio Class K
|
|
|
|
|
|
Segall Bryant & Hamill, Llc
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Kidder Stephen W
|
|
|
|
|
|
ALIBX - FINANCIAL INVESTORS TRUST - ALPS | Smith Balanced Opportunity Fund Investor Class
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Smart Money Group LLC
|
|
|
|
|
|
OneAscent Financial Services LLC
|
|
|
|
|
|
Profit Investment Management, LLC
|
|
|
|
|
|
West Tower Group, LLC
|
|
|
|
|
|
Ahl Investment Management, Inc.
|
|
|
|
|
|
CTC Alternative Strategies, Ltd.
|
|
|
|
|
|
Yukon Wealth Management, Inc.
|
|
|
|
|
|
MBA Advisors LLC
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Ruggaard & Associates LLC
|
|
|
|
|
|
FGRTX - FIDELITY HASTINGS STREET TRUST - Fidelity Mega Cap Stock Fund
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
Von Berge Wealth Management Group, LLC
|
|
|
|
|
|
LSIOX - LOOMIS SAYLES FUNDS I - Loomis Sayles High Income Opportunities Fund Institutional Class
|
|
|
|
|
|
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Redmond Asset Management, LLC
|
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
|
Warwick Investment Management, Inc.
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
McGuire Investment Group, LLC
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Innova Wealth Partners
|
|
|
|
|
|
Borer Denton & Associates, Inc.
|
|
|
|
|
|
Iyo Bank, Ltd.
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
ALBAX - ALGER FUNDS - Alger Growth & Income Fund Class A
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Perennial Investment Advisors, LLC
|
|
|
|
|
|
Elevate Capital Advisors, LLC
|
|
|
|
|
|
Fort Sheridan Advisors Llc
|
|
|
|
|
|
Nicholson Meyer Capital Management, Inc.
|
|
|
|
|
|
Tandem Investment Partners LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Greykasell Wealth Strategies, Inc.
|
|
|
|
|
|
Formidable Asset Management, LLC
|
|
|
|
|
|
FDLO - FIDELITY COVINGTON TRUST - Fidelity Low Volatility Factor ETF
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
WSBFX - BOSTON TRUST WALDEN FUNDS - Walden Balanced Fund
|
|
|
|
|
|
American Institute for Advanced Investment Management, LLP
|
|
|
|
|
|
Argentarii, LLC
|
|
|
|
|
|
Baker Boyer National Bank
|
|
|
|
|
|
Guinness Atkinson Asset Management Inc
|
|
|
|
|
|
Lifestyle Asset Management, Inc.
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Balanced Class II
|
|
|
|
|
|
Blue Rock Wealth Management LLC
|
|
|
|
|
|
Viawealth, Llc
|
|
|
|
|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Yacktman Asset Management Lp
|
|
|
|
|
|
Philadelphia Trust Co
|
|
|
|
|
|
Sageworth Trust Co of South Dakota
|
|
|
|
|
|
BCS Wealth Management
|
|
|
|
|
|
Coppell Advisory Solutions LLC
|
|
|
|
|
|
Cornerstone Wealth Group, LLC
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
RYDHX - RYDEX SERIES FUNDS - Dow Jones Industrial Average Fund Class H
|
|
|
|
|
|
Bordeaux Wealth Advisors LLC
|
|
|
|
|
|
Morton Brown Family Wealth, LLC
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Willow Creek Wealth Management Inc.
|
|
|
|
|
|
Archetype Wealth Partners
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Hudock, Inc.
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Outlook Wealth Advisors, LLC
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
Thomas Story & Son Llc
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Tidemark, LLC
|
|
|
|
|
|
SRB Corp
|
|
|
|
|
|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
|
|
|
|
Citadel Investment Advisory, Inc.
|
|
|
|
|
|
Idaho Trust Bank
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Beaton Management Co. Inc.
|
|
|
|
|
|
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
|
|
|
|
|
|
Asset Planning Services Inc /la/ /adv
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
Finer Wealth Management, Inc.
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
Advisory Resource Group
|
|
|
|
|
|
Invenio Wealth Partners Llc
|
|
|
|
|
|
Grant Street Asset Management, Inc.
|
|
|
|
|
|
Mascagni Wealth Management, Inc.
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
Jacobsen Capital Management
|
|
|
|
|
|
Nikulski Financial, Inc.
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
One Charles Private Wealth Services, LLC
|
|
|
|
|
|
Aviso Wealth Management
|
|
|
|
|
|
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
|
|
|
|
|
|
NOBL - PROSHARES TRUST - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
|
|
Rice Partnership, LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Family Management Corp
|
|
|
|
|
|
CNGLX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Global Fund
|
|
|
|
|
|
Wolff Financial Management Llc
|
|
|
|
|
|
Alexander Labrunerie & Co., Inc.
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Stony Point Wealth Management Inc.
|
|
|
|
|
|
CacheTech Inc.
|
|
|
|
|
|
Woodmont Investment Counsel Llc
|
|
|
|
|
|
Bradyco, Inc.
|
|
|
|
|
|
Diversified Trust Co
|
|
|
|
|
|
SlateStone Wealth, LLC
|
|
|
|
|
|
QDF - FlexShares Trust - FlexShares Quality Dividend Index Fund
|
|
|
|
|
|
Windward Capital Management Co /ca
|
|
|
|
|
|
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
|
|
|
|
|
|
Wealthspire Advisors, LLC
|
|
|
|
|
|
Gemmer Asset Management LLC
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Cheviot Value Management, LLC
|
|
|
|
|
|
Leisure Capital Management
|
|
|
|
|
|
Kellett Schaffner Wealth Advisors LLC
|
|
|
|
|
|
Next Level Private LLC
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Kieckhefer Group Llc
|
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
Ironwood Investment Counsel, LLC
|
|
|
|
|
|
Future Financial Wealth Managment LLC
|
|
|
|
|
|
Nicholas Company, Inc.
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
KLCM Advisors, Inc.
|
|
|
|
|
|
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
|
|
|
|
|
|
Seldon Capital Lp
|
|
|
|
|
|
Wealth Management Strategies, Inc.
|
|
|
|
|
|
McKinley Carter Wealth Services, Inc.
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
PayPay Securities Corp
|
|
|
|
|
|
Evergreen Capital Management Llc
|
|
|
|
|
|
Brooktree Capital Management
|
|
|
|
|
|
Smith, Salley & Associates
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
GFS Advisors, LLC
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
Thompson Davis & Co., Inc.
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Valmark Advisers, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Peachtree Investment Partners, LLC
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
LBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Dividend Income Fund Class A
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Main Street Financial Solutions, LLC
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Interval Partners, LP
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
Veridan Wealth LLC
|
|
|
|
|
|
PYA Waltman Capital, LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
|
|
|
|
|
|
Principal Street Partners, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series B1
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
ASYLX - AB CAP FUND, INC. - AB Select US Long/Short Portfolio Advisor Class
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
MBCGX - MASSMUTUAL SELECT FUNDS - MassMutual Select Blue Chip Growth Fund Class A
|
|
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Everett Harris & Co /ca/
|
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|
New Mexico Educational Retirement Board
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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|
|
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|
Oxler Private Wealth LLC
|
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|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
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|
Sharkey, Howes & Javer
|
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|
Community Financial Services Group, LLC
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Grant Private Wealth Management Inc
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Beacon Financial Advisory LLC
|
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Stonehaven Wealth & Tax Solutions, Llc
|
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SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
|
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|
Avantax Planning Partners, Inc.
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Alpine Bank Wealth Management
|
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Left Brain Wealth Management, LLC
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Alberta Investment Management Corp
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FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
|
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Worth Financial Advisory Group, LLC
|
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Bank Of Nova Scotia
|
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CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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Redwood Wealth Management Group, LLC
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Mutual Of America Capital Management Llc
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Klingman & Associates, LLC
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Aegon Asset Management Uk Plc
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SMART Wealth LLC
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Gladius Capital Management LP
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PKS Advisory Services, LLC
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Guardian Capital Lp
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Caisse De Depot Et Placement Du Quebec
|
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Nordwand Advisors, LLC
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Tredje AP-fonden
|
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Penserra Capital Management LLC
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Peoples Financial Services Corp.
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Gardner Russo & Quinn Llc
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Motco
|
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High Note Wealth, LLC
|
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Perkins Coie Trust Co
|
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Mid-American Wealth Advisory Group, Inc.
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Eq Wealth Advisors, Llc
|
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HighTower Advisors, LLC
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Principal Financial Group Inc
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Kimelman & Baird, LLC
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TrueMark Investments, LLC
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Commonwealth Equity Services, Llc
|
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Macquarie Group Ltd
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Fairscale Capital, LLC
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Inceptionr Llc
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Hutner Capital Management Inc
|
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Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
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Capital World Investors
|
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Horst & Graben Wealth Management LLC
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Beaumont Asset Management, L.L.C.
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Arrien Investments, Inc.
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First Affirmative Financial Network
|
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Allied Investment Advisors, LLC
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Money Concepts Capital Corp
|
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Gleason Group, Inc.
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True Wealth Design, LLC
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Trust Co Of Virginia /va
|
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Provenance Wealth Advisors, LLC
|
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Simplicity Wealth,LLC
|
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GVEYX - GuideStone Funds - VALUE EQUITY FUND Institutional
|
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AllGen Financial Advisors, Inc.
|
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
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|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
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|
Allen Capital Group, LLC
|
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Carmel Capital Partners, LLC
|
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Cooper/haims Advisors, Llc
|
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Thrivent Financial For Lutherans
|
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Grandview Asset Management LLC
|
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PrairieView Partners, LLC
|
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Summit Place Financial Advisors, LLC
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
First Bancorp, Inc /ME/
|
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|
Tocqueville Asset Management L.p.
|
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Bremer Bank National Association
|
|
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|
Community Bank & Trust, Waco, Texas
|
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|
Creegan & Nassoura Financial Group, LLC
|
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|
Brown, Lisle/cummings, Inc.
|
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|
Dopkins Wealth Management, Llc
|
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|
Perritt Capital Management Inc
|
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|
|
LFTPX - Lincoln Funds Trust - Lincoln U.S. Equity Income Maximizer Fund Class I
|
|
|
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|
|
Entropy Technologies, LP
|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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|
|
Morningstar Investment Management LLC
|
|
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|
|
Marcum Wealth, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
|
Merit Financial Group, LLC
|
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|
|
Etesian Wealth Advisors, Inc.
|
|
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|
|
Bare Financial Services, Inc
|
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|
|
|
|
Capital Advisors Inc/ok
|
|
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|
Anchor Pointe Wealth Management, LLC
|
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|
|
Missouri Trust & Investment Co
|
|
|
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|
|
Alpha Cubed Investments, LLC
|
|
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|
|
Gallagher Capital Advisors, LLC
|
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|
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|
|
MainStreet Investment Advisors LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
Grayhawk Investment Strategies Inc.
|
|
|
|
|
|
Harvey Capital Management Inc
|
|
|
|
|
|
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
BlackDiamond Wealth Management Inc.
|
|
|
|
|
|
Christensen, King & Associates Investment Services, Inc.
|
|
|
|
|
|
Smith Thornton Advisors LLC
|
|
|
|
|
|
Holistic Planning, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Callahan Advisors, LLC
|
|
|
|
|
|
Verum Partners LLC
|
|
|
|
|
|
Gill Capital Partners, Llc
|
|
|
|
|
|
Connecticut Wealth Management, LLC
|
|
|
|
|
|
BOCHK Asset Management Ltd
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Sit Investment Associates Inc
|
|
|
|
|
|
Capital City Trust Co/fl
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Sompo Japan Nipponkoa Asset Management Co.,ltd.
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Altus Wealth Group LLC
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
FISEX - Franklin Investors Securities Trust - Franklin Equity Income Fund Class A
|
|
|
|
|
|
Talbot Financial, LLC
|
|
|
|
|
|
PFW Advisors LLC
|
|
|
|
|
|
Oak Harbor Wealth Partners, Llc
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional
|
|
|
|
|
|
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
|
|
|
|
|
|
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF
|
|
|
|
|
|
CFVLX - COMMERCE FUNDS - The Value Fund Shares
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Gries Financial Llc
|
|
|
|
|
|
GGM Financials LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Voya Global Equity Dividend & Premium Opportunity Fund
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
Dakota Community Bank & Trust NA
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
Heritage Investment Group, Inc.
|
|
|
|
|
|
CMH Wealth Management LLC
|
|
|
|
|
|
Novem Group
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
QLTY - 2023 ETF Series Trust II - GMO U.S. Quality ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
DVRUX - UBS FUNDS - UBS US Dividend Ruler Fund Class P
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Elequin Capital Lp
|
|
|
|
|
|
LMUSX - LEGG MASON PARTNERS EQUITY TRUST - QS U.S. Large Cap Equity Fund Class FI
|
|
|
|
|
|
Clough Global Opportunities Fund
|
|
|
|
|
|
Sunflower Bank, N.A.
|
|
|
|
|
|
Sax Wealth Advisors, Llc
|
|
|
|
|
|
Greenline Partners, LLC
|
|
|
|
|
|
Measured Risk Portfolios, Inc.
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Koesten, Hirschmann & Crabtree, INC.
|
|
|
|
|
|
Financial Advisory Service, Inc.
|
|
|
|
|
|
Ntv Asset Management Llc
|
|
|
|
|
|
Kennedy Investment Group
|
|
|
|
|
|
Fusion Capital, LLC
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
GPTUX - GPS Funds II - GuidePath(R) Tactical Allocation Fund Service Shares
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Blume Capital Management, Inc.
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Garda Capital Partners Lp
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
Silicon Valley Capital Partners
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
American Trust
|
|
|
|
|
|
Eclectic Associates Inc /adv
|
|
|
|
|
|
Wealth Quarterback LLC
|
|
|
|
|
|
Baron Wealth Management LLC
|
|
|
|
|
|
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
|
|
|
|
|
|
Access Investment Management LLC
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Ritter Daniher Financial Advisory LLC / DE
|
|
|
|
|
|
Sfmg, Llc
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
Bank Of Hawaii
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
Hall Capital Management Co Inc
|
|
|
|
|
|
Wellspring Financial Advisors, LLC
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
Centric Wealth Management
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Sig Brokerage, Lp
|
|
|
|
|
|
McClarren Financial Advisors, Inc.
|
|
|
|
|
|
Covenant Partners, LLC
|
|
|
|
|
|
Capital Investment Counsel, LLC
|
|
|
|
|
|
Strategic Financial Concepts, LLC
|
|
|
|
|
|
Oak Associates Ltd /oh/
|
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
|
Raelipskie Partnership
|
|
|
|
|
|
AGQI - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Global Quality Income ETF
|
|
|
|
|
|
Fundsmith LLP
|
|
|
|
|
|
Asset Advisors Investment Management, LLC
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Pingora Partners LLC
|
|
|
|
|
|
Destination Wealth Management
|
|
|
|
|
|
Circle Wealth Management, LLC
|
|
|
|
|
|
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Sentinel Pension Advisors Inc
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Abbot Financial Management, Inc.
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Foster Victor Wealth Advisors, LLC
|
|
|
|
|
|
Stratos Wealth Advisors, LLC
|
|
|
|
|
|
Tarbox Family Office, Inc.
|
|
|
|
|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Private Wealth Partners, LLC
|
|
|
|
|
|
DSG Capital Advisors, LLC
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
Hamilton Point Investment Advisors, LLC
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Van Hulzen Asset Management, LLC
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Burkett Financial Services, Llc
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Associated Banc-corp
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
HT Partners LLC
|
|
|
|
|
|
Latitude Advisors, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
Keystone Financial Group, Inc.
|
|
|
|
|
|
RGLIX - RBC FUNDS TRUST - RBC Global Equity Leaders Fund Class I
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Five Oceans Advisors
|
|
|
|
|
|
Robinson Smith Wealth Advisors Llc
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
USA Financial Portformulas Corp
|
|
|
|
|
|
AMAGX - AMANA MUTUAL FUNDS TRUST - Amana Growth Fund Investor Shares
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
Advance Capital Management, Inc.
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Rising Dividends Vip Fund Class 1
|
|
|
|
|
|
Legacy Private Trust Co.
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Park Capital Management, LLC / WI
|
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|
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|
Mcrae Capital Management Inc
|
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|
Liberty Square Wealth Partners Llc
|
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|
DecisionPoint Financial, LLC
|
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|
|
Edgemoor Investment Advisors, Inc.
|
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|
Analyst IMS Investment Management Services Ltd.
|
|
|
|
|
|
HBFBX - HENNESSY FUNDS TRUST - Hennessy Balanced Fund Investor Class
|
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|
Financial Advisors, LLC
|
|
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|
Thrive Wealth Management, LLC
|
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|
Biondo Investment Advisors, LLC
|
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|
Mount Yale Investment Advisors, LLC
|
|
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|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
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|
Schubert & Co
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
Delos Wealth Advisors, LLC
|
|
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|
Jain Global LLC
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
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|
|
Cyndeo Wealth Partners, LLC
|
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|
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|
Mitchell Sinkler & Starr/pa
|
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|
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|
St. Louis Financial Planners Asset Management, LLC
|
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|
W.G. Shaheen & Associates DBA Whitney & Co
|
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|
CoreFirst Bank & Trust
|
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|
Fox Hill Wealth Management
|
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|
Brookmont Capital Management
|
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|
Chronos Wealth Management, LLC
|
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|
Sterling Financial Planning, Inc.
|
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|
Cornerstone Advisors, LLC
|
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|
Ensign Peak Advisors, Inc
|
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|
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|
Pinnacle Financial Partners Inc
|
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|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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|
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|
Sterling Investment Advisors, Ltd.
|
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|
Barbara Oil Co.
|
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|
Grassi Investment Management
|
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|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
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|
Sivia Capital Partners, LLC
|
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|
IVINX - IVY FUNDS - Ivy Global Growth Fund Class A
|
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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|
Principle Wealth Partners Llc
|
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|
CLARET ASSET MANAGEMENT Corp
|
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|
CIBC Private Wealth Group, LLC
|
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|
Chelsea Counsel Co
|
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|
ANCORA TRUST - Ancora Dividend Value Equity Fund Class I
|
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|
MKT Advisors LLC
|
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Red Cedar Investment Management, Llc
|
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GQHPX - Advisors' Inner Circle Fund III - GQG PARTNERS US QUALITY DIVIDEND INCOME FUND Investor Shares
|
|
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|
Firestone Capital Management
|
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|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
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|
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
|
|
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|
Evolution Advisers, Inc.
|
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AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
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|
REAP Financial Group, LLC
|
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|
von Borstel & Associates, Inc.
|
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Generali Investments CEE, investicni spolecnost, a.s.
|
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|
Covenant Asset Management, LLC
|
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|
Rossby Financial, LCC
|
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SAMT - Advisors' Inner Circle Fund III - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF
|
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|
Boston Partners
|
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|
MDLV - EA Series Trust - Morgan Dempsey Large Cap Value ETF
|
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|
|
|
|
Total Wealth Planning, Llc
|
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|
|
|
Baxter Bros Inc
|
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|
Westshore Wealth, LLC
|
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|
CarsonAllaria Wealth Management, Ltd.
|
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|
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
|
|
|
|
|
|
Allen Wealth Management, Llc
|
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|
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|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
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|
|
Griffin Asset Management, Inc.
|
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|
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|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
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|
Howard Capital Management Group, LLC
|
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|
Hoertkorn Richard Charles
|
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|
PMV Capital Advisers, LLC
|
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|
GW&K Investment Management, LLC
|
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|
Natural Investments, Llc
|
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|
IOO - iSHARES TRUST - iShares Global 100 ETF
|
|
|
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|
|
F/M Investments LLC
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
PBMares Wealth Management LLC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
Bank of Jackson Hole Trust
|
|
|
|
|
|
Newman Dignan & Sheerar, Inc.
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
GESIX - LAZARD FUNDS INC - Lazard Global Equity Select Portfolio Institutional Shares
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
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|
Capital Advisors, Ltd. LLC
|
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|
Atlantic Union Bankshares Corp
|
|
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|
|
Ontario Teachers Pension Plan Board
|
|
|
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|
|
Potomac Fund Management Inc /adv
|
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|
|
Clean Yield Group
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Papp L Roy & Associates
|
|
|
|
|
|
Joule Financial, LLC
|
|
|
|
|
|
Gradient Capital Advisors, LLC
|
|
|
|
|
|
Elk River Wealth Management, LLC
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Joel Adams & Associates, Inc.
|
|
|
|
|
|
Winnow Wealth Llc
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
|
|
|
|
|
|
Joho Capital Llc
|
|
|
|
|
|
Victory Financial Group, Llc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
J.Safra Asset Management Corp
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Birchcreek Wealth Management, LLC
|
|
|
|
|
|
Lodestone Wealth Management LLC
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
Bourne Lent Asset Management Inc
|
|
|
|
|
|
Cypress Asset Management Inc/tx
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
Compass Financial Group, INC/SD
|
|
|
|
|
|
Cherrydale Wealth Management, Llc
|
|
|
|
|
|
Aull & Monroe Investment Management Corp
|
|
|
|
|
|
Allstate Corp
|
|
|
|
|
|
New Hampshire Trust
|
|
|
|
|
|
CCLA Investment Management Ltd
|
|
|
|
|
|
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
|
|
|
|
|
|
Apeiron RIA LLC
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
WESPAC Advisors, LLC
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
USAdvisors Wealth Management, LLC
|
|
|
|
|
|
First Fiduciary Investment Counsel, Inc.
|
|
|
|
|
|
Breakwater Investment Management
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
North Ridge Wealth Advisors, Inc.
|
|
|
|
|
|
Cvfg Llc
|
|
|
|
|
|
Trademark Financial Management, LLC
|
|
|
|
|
|
Ritholtz Wealth Management
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
Segment Wealth Management, LLC
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Trust Point Inc.
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Blue Edge Capital, LLC
|
|
|
|
|
|
Smith Shellnut Wilson Llc /adv
|
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
|
McHugh Group, LLC
|
|
|
|
|
|
Endeavor Private Wealth, Inc.
|
|
|
|
|
|
DJE Kapital AG
|
|
|
|
|
|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
New Republic Capital, LLC
|
|
|
|
|
|
Independent Wealth Network Inc.
|
|
|
|
|
|
Prairie Sky Financial Group LLC
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
Cahaba Wealth Management, Inc.
|
|
|
|
|
|
Keystone Financial Planning, Inc.
|
|
|
|
|
|
FFTYX - AB CAP FUND, INC. - AB FlexFee US Thematic Portfolio Advisor Class
|
|
|
|
|
|
GDIV - Harbor ETF Trust - Harbor Dividend Growth Leaders ETF
|
|
|
|
|
|
Huntleigh Advisors, Inc.
|
|
|
|
|
|
StoneX Group Inc.
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
Beacon Harbor Wealth Advisors, Inc.
|
|
|
|
|
|
Bell & Brown Wealth Advisors, Llc
|
|
|
|
|
|
Ledgewood Wealth Advisors, LLC
|
|
|
|
|
|
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
|
|
|
|
|
|
Fairvoy Private Wealth, LLC
|
|
|
|
|
|
One Wealth Capital Management, Llc
|
|
|
|
|
|
Sumitomo Mitsui Financial Group, Inc.
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Sterling Wealth Management, Inc.
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
Rockport Wealth LLC
|
|
|
|
|
|
Unique Wealth, Llc
|
|
|
|
|
|
Elefante Mark B
|
|
|
|
|
|
Consilium Wealth Advisory, LLC
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Madison Wealth Partners, Inc
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
Advantage Trust Co
|
|
|
|
|
|
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
Bank OZK
|
|
|
|
|
|
Element Wealth, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
|
|
|
|
|
|
Safeguard Financial, LLC
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Jmac Enterprises Llc
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Arjuna Capital
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
|
|
|
|
|
DRIPX - MP63 FUND INC - MP63 Fund
|
|
|
|
|
|
LaSalle St. Investment Advisors, LLC
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Sentry LLC
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Edgar Lomax Co/va
|
|
|
|
|
|
Westbourne Investment Advisors, Inc.
|
|
|
|
|
|
QDVSX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group ESG Stock Fund for Retirement Plans
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
XLSR - SSGA Active Trust - SPDR(R) SSGA US Sector Rotation ETF
|
|
|
|
|
|
HIAGX - Hartford Series Fund Inc - Hartford Disciplined Equity Hls Fund Ia
|
|
|
|
|
|
Affinity Capital Advisors, LLC
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Fidelis Capital Partners, LLC
|
|
|
|
|
|
KNGAX - World Funds Trust - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund Class A Shares
|
|
|
|
|
|
Fairview Capital Investment Management, Llc
|
|
|
|
|
|
Opinicus Capital, Inc.
|
|
|
|
|
|
Lanham O'Dell & Company, Inc.
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Koa Wealth Management, LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
Winslow Asset Management Inc
|
|
|
|
|
|
M1 Capital Management LLC
|
|
|
|
|
|
Green Square Capital Advisors Llc
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Samalin Investment Counsel, LLC
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
Hanlon Investment Management, Inc.
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Peninsula Asset Management Inc
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Summit X, LLC
|
|
|
|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
Saturna Capital CORP
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
|
|
|
|
|
Connors Investor Services Inc
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Kohmann Bosshard Financial Services, LLC
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
Spectrum Planning & Advisory Services Inc.
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Citizens & Northern Corp
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
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|
Advisors Asset Management, Inc.
|
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|
HFR Wealth Management, LLC
|
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|
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|
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
|
|
|
|
|
|
Enhancing Capital LLC
|
|
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|
|
|
First Western Trust Bank
|
|
|
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|
|
Castle Rock Wealth Management, LLC
|
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|
Paladin Wealth, LLC
|
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|
Paladin Advisory Group, LLC
|
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|
Westwood Holdings Group Inc
|
|
|
|
|
|
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF
|
|
|
|
|
|
Cohen Capital Management, Inc.
|
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|
Cullen Capital Management, LLC
|
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|
Humankind Investments LLC
|
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|
NewEdge Wealth, LLC
|
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|
Mirabaud & Cie SA
|
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|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Tower View Investment Management & Research LLC
|
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|
Ar Asset Management Inc
|
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|
SPQAX - Prudential Investment Portfolios, Inc. 10 - Pgim Jennison Global Equity Income Fund Class A
|
|
|
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|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
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|
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|
Staley Capital Advisers Inc
|
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|
|
Wooster Corthell Wealth Management, Inc.
|
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|
NWF Advisory Services Inc.
|
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|
LeConte Wealth Management, LLC
|
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|
Powers Advisory Group, LLC
|
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|
Acima Private Wealth, Llc
|
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|
Red Mountain Financial, LLC
|
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|
Guardian Wealth Management, Inc.
|
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Divergent Planning, LLC
|
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|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
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|
|
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|
Haverford Trust Co
|
|
|
|
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|
17 Capital Partners, Llc
|
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
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|
Dumont & Blake Investment Advisors Llc
|
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|
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|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
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|
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|
BayBridge Capital Group, LLC
|
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Ccm Investment Advisers Llc
|
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SILVX - RBB FUND, INC. - SGI U.S. Large Cap Equity Fund Class I
|
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|
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DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
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|
First National Bank & Trust Co Of Newtown
|
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|
Thompson Siegel & Walmsley Llc
|
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|
Meeder Asset Management Inc
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|
Nadler Financial Group, Inc.
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R Squared Ltd
|
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Fi3 FINANCIAL ADVISORS, LLC
|
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Kingsman Wealth Management, Inc.
|
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Aster Capital Management (DIFC) Ltd
|
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NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
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|
United Bank
|
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|
Moran Wealth Management, LLC
|
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|
Pfc Capital Group, Inc.
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HFG Advisors, Inc.
|
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Nicolet Bankshares Inc
|
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|
Retirement Systems of Alabama
|
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|
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
|
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|
|
Delta Capital Management Llc
|
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|
AlTi Global, Inc.
|
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Cornerstone Planning, LLC
|
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|
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|
United Capital Financial Advisers, Llc
|
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|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
|
|
|
|
|
|
Range Financial Group LLC
|
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|
Waters Parkerson & Co., Llc
|
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|
Winthrop Capital Management, LLC
|
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|
Farther Finance Advisors, LLC
|
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|
Fortress Private Ledger, Llc
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Brown Miller Wealth Management, LLC
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
Custos Family Office, LLC
|
|
|
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|
Roberts Wealth Advisors, LLC
|
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|
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|
Woodard & Co Asset Management Group Inc /adv
|
|
|
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|
HBW Advisory Services LLC
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Alteri Wealth LLC
|
|
|
|
|
|
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
|
|
|
|
|
Argyle Capital Management Inc.
|
|
|
|
|
|
SEG Partners Long/Short Equity Fund
|
|
|
|
|
|
Finward Bancorp
|
|
|
|
|
|
Voya Global Advantage & Premium Opportunity Fund
|
|
|
|
|
|
Kiley Juergens Wealth Management, Llc
|
|
|
|
|
|
Mine & Arao Wealth Creation & Management, LLC.
|
|
|
|
|
|
Central Bank & Trust Co
|
|
|
|
|
|
Clarity Asset Management, Inc.
|
|
|
|
|
|
Forza Wealth Management, LLC
|
|
|
|
|
|
Aletheian Wealth Advisors LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
Concord Asset Management, LLC/VA
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
JAEDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Blue Chip Growth Trust NAV
|
|
|
|
|
|
Compass Capital Corp /ma/ /adv
|
|
|
|
|
|
Select Asset Management & Trust
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A
|
|
|
|
|
|
Glass Wealth Management Co LLC
|
|
|
|
|
|
Freedom Financial Partners LLC
|
|
|
|
|
|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
|
|
Border to Coast Pensions Partnership Ltd
|
|
|
|
|
|
Catalyst Financial Partners Llc
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Carrera Capital Advisors
|
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
|
Umpqua Bank
|
|
|
|
|
|
PGLOX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Consumer Fund
|
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
|
|
|
|
|
BancFirst Trust & Investment Management
|
|
|
|
|
|
Winebrenner Capital Management Llc
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
Seascape Capital Management
|
|
|
|
|
|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
|
|
|
|
Stablepoint Partners, LLC
|
|
|
|
|
|
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
|
|
|
|
|
|
Elite Life Management LLC
|
|
|
|
|
|
BIP Wealth, LLC
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Intrepid Capital Management Inc
|
|
|
|
|
|
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
|
|
|
|
|
|
Blue Square Asset Management, Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
Zevin Asset Management Llc
|
|
|
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
|
|
|
|
|
Penobscot Wealth Management
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
Brady Martz Wealth Solutions, LLC
|
|
|
|
|
|
Pachira Investments Inc.
|
|
|
|
|
|
Second Line Capital, LLC
|
|
|
|
|
|
Trajan Wealth LLC
|
|
|
|
|
|
McAdam, LLC
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Clare Market Investments LLC
|
|
|
|
|
|
Aristotle Atlantic Partners, Llc
|
|
|
|
|
|
Nations Financial Group Inc, /ia/ /adv
|
|
|
|
|
|
Drake & Associates, LLC
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
CogentBlue Wealth Advisors, LLC
|
|
|
|
|
|
S.A. Mason LLC
|
|
|
|
|
|
Marks Group Wealth Management, Inc
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
Palumbo Wealth Management LLC
|
|
|
|
|
|
Paradigm Capital Management Inc/ny
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
MEMBERS Trust Co
|
|
|
|
|
|
Financial Insights, Inc.
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Sunburst Financial Group, LLC
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
Clear Creek Financial Management, LLC
|
|
|
|
|
|
Vivaldi Capital Management, LLC
|
|
|
|
|
|
LifeWealth Investments, LLC
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Dynamic Wealth Strategies, LLC
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Ewa, Llc
|
|
|
|
|
|
Smithbridge Asset Management Inc/de
|
|
|
|
|
|
DMKC Advisory Services, LLC
|
|
|
|
|
|
Confluence Investment Management Llc
|
|
|
|
|
|
Enclave Advisors LLC
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
Asahi Life Asset Management Co., Ltd.
|
|
|
|
|
|
Parkshore Wealth Management, Inc.
|
|
|
|
|
|
Jacobs & Co/ca
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Core Equity Opportunities Portfolio Class A
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Greenfield Savings Bank
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
Curran Financial Partners, LLC
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
Roberts Glore & Co Inc /il/
|
|
|
|
|
|
BHBFX - MADISON FUNDS - Madison Dividend Income Fund Dividend Income Fund Class Y
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
Accelerate Investment Advisors LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Focused Wealth Management, Inc
|
|
|
|
|
|
Counterweight Ventures, LLC
|
|
|
|
|
|
Invesco, Llc
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
Calton & Associates, Inc.
|
|
|
|
|
|
Sonata Capital Group Inc
|
|
|
|
|
|
Capital International Sarl
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
World Equity Group, Inc.
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Skyline Advisors, Inc.
|
|
|
|
|
|
BankPlus Wealth Management LLC
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
NCM Capital Management, LLC
|
|
|
|
|
|
Hengehold Capital Management Llc
|
|
|
|
|
|
Lineweaver Wealth Advisors, LLC
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
MKP Capital Management, L.L.C.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Yoder Wealth Management, Inc.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Ade, Llc
|
|
|
|
|
|
Hixon Zuercher, LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Dow Index Fund (I)
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
TOCQX - TOCQUEVILLE TRUST - The Tocqueville Fund
|
|
|
|
|
|
BTC Capital Management, Inc.
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Triad Wealth Partners, LLC
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Spdr Dow Jones Industrial Average Etf Trust
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Bernardo Wealth Planning LLC
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
SHAPX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Appreciation Fund Class A
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
|
|
|
|
|
Willis Investment Counsel
|
|
|
|
|
|
Nbw Capital Llc
|
|
|
|
|
|
EVTMX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Dividend Builder Fund Class A
|
|
|
|
|
|
Schmidt P J Investment Management Inc
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Murphy Pohlad Asset Management LLC
|
|
|
|
|
|
Ipswich Investment Management Co., Inc.
|
|
|
|
|
|
Lazari Capital Management, Inc.
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Marion Wealth Management
|
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
|
LEIFX - FEDERATED EQUITY INCOME FUND INC - FEDERATED EQUITY INCOME FUND INC Class A Shares
|
|
|
|
|
|
Level Four Advisory Services, Llc
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
O'Brien Wealth Partners LLC
|
|
|
|
|
|
Horizon Investment Services, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Evelyn Partners Investment Management (Europe) Ltd
|
|
|
|
|
|
FDFAX - FIDELITY SELECT PORTFOLIOS - Consumer Staples Portfolio
|
|
|
|
|
|
Oarsman Capital, Inc.
|
|
|
|
|
|
Windsor Advisory Group, LLC
|
|
|
|
|
|
RIA Advisory Group LLC
|
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
|
WMBLX - WESMARK FUNDS - WesMark Balanced Fund
|
|
|
|
|
|
Asset Planning Corporation
|
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Evelyn Partners Asset Management Ltd
|
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Financial & Tax Architects, LLC
|
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|
Lee Danner & Bass Inc
|
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|
JHBCDX - John Hancock Funds II - Blue Chip Growth Fund Class NAV
|
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|
Credit Capital Investments LLC
|
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|
Paulson Wealth Management Inc.
|
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|
Waddell & Associates, Llc
|
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|
Douglas Lane & Associates, LLC
|
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|
AIVL - WisdomTree Trust - WisdomTree U.S. Dividend ex-Financials Fund N/A
|
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|
Quadrant Capital Group Llc
|
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|
Capital Advisory Group Advisory Services, LLC
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|
Morris Financial Concepts, Inc.
|
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|
Cornerstone Advisors Asset Management, Inc
|
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GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
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|
New England Capital Financial Advisors LLC
|
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|
Charles Schwab Trust Co
|
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|
1832 Asset Management L.P.
|
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|
Bensler, LLC
|
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|
International Assets Investment Management, Llc
|
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|
Fiduciary Trust Co
|
|
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|
Kingsview Wealth Management, LLC
|
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|
Perennial Advisors, LLC
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|
|
AVIE - AMERICAN CENTURY ETF TRUST - Avantis Inflation Focused Equity ETF
|
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|
Fifth Third Bancorp
|
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InTrack Investment Management Inc
|
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FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
|
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|
|
|
Sl Advisors, Llc
|
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|
Prentiss Smith & Co Inc
|
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|
FQTEX - FRANKLIN STRATEGIC SERIES - Franklin Templeton SMACS: Series E Advisor Class
|
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Creekside Partners
|
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Ingalls & Snyder Llc
|
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Allen Mooney & Barnes Investment Advisors LLC
|
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Legacy Financial Group LLC
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VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
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|
|
|
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
|
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|
Dakota Wealth Management
|
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|
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RFG - Bristol Wealth Advisors, LLC
|
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|
Sigma Investment Counselors Inc
|
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Mbb Public Markets I Llc
|
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Stonehage Fleming Financial Services Holdings Ltd
|
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Baker Tilly Financial, Llc
|
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|
Signet Investment Advisory Group, Inc.
|
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Founders Capital Management
|
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|
Ogorek Anthony Joseph /ny/ /adv
|
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|
Vista Investment Partners Ii, Llc
|
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Pin Oak Investment Advisors Inc
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
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|
HighMark Wealth Management LLC
|
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|
Global Strategic Investment Solutions, LLC
|
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|
Fermata Advisors, LLC
|
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|
J. W. Coons Advisors, LLC
|
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|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
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|
Watts Gwilliam & Co., LLC
|
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|
LVZ Advisors, Inc.
|
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|
DIVGX - Capitol Series Trust - Guardian Dividend Growth Fund Class I
|
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|
|
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|
Uncommon Cents Investing LLC
|
|
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|
JAMRX - JANUS INVESTMENT FUND - Janus Henderson Research Fund Class T
|
|
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|
Sara-Bay Financial
|
|
|
|
|
|
Peak6 Llc
|
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|
Stonebridge Capital Management Inc
|
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|
Harrington Investments, INC
|
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|
ULTRA SERIES FUND - Large Cap Value Fund Class I
|
|
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|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
|
|
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|
Shelter Mutual Insurance Co
|
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|
Naples Global Advisors, Llc
|
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|
Sweeney & Michel, Llc
|
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|
SRN Advisors, LLC
|
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|
DDM - PROSHARES TRUST - ProShares Ultra Dow30
|
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|
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|
|
Guerra Advisors Inc
|
|
|
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|
|
Pathstone Holdings, LLC
|
|
|
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|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Sterling Investment Management, Inc.
|
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|
Tandem Wealth Advisors LLC
|
|
|
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|
|
Willner & Heller, Llc
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
BCS Private Wealth Management, Inc.
|
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|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
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|
JBR Co Financial Management Inc
|
|
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|
|
|
CNPIX - Profunds - Consumer Goods Ultrasector Profund Investor Class
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
PSI Advisors, LLC
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
Orion Investment Co
|
|
|
|
|
|
Mathes Company, Inc.
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Patton Albertson Miller Group, Llc
|
|
|
|
|
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
GAGVX - GOLDMAN SACHS TRUST - Goldman Sachs Blue Chip Fund Class A
|
|
|
|
|
|
SELV - SEI Exchange Traded Funds - SEI Enhanced Low Volatility U.S. Large Cap ETF
|
|
|
|
|
|
Burns J W & Co Inc/ny
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
BetterWealth, LLC
|
|
|
|
|
|
Greatmark Investment Partners, Inc.
|
|
|
|
|
|
Silverlake Wealth Management Llc
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
Benedict Financial Advisors Inc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Erickson Financial Group, LLC
|
|
|
|
|
|
Wayfinding Financial, LLC
|
|
|
|
|
|
Childress Capital Advisors, Llc
|
|
|
|
|
|
FORM Wealth Advisors, LLC
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
Keyvantage Wealth, Llc
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Guidance Point Advisors, LLC
|
|
|
|
|
|
SVBAX - JOHN HANCOCK INVESTMENT TRUST - Balanced Fund Class A
|
|
|
|
|
|
Cardiff Park Advisors, Llc
|
|
|
|
|
|
Thrive Capital Management, LLC
|
|
|
|
|
|
Prairie Wealth Advisors, Inc.
|
|
|
|
|
|
Francis Financial, Inc.
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Dover Advisors, Llc
|
|
|
|
|
|
Friedenthal Financial
|
|
|
|
|
|
Berkeley Capital Partners, LLC
|
|
|
|
|
|
Castleark Management Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
Synergy Financial Management, LLC
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
Lion Street Advisors, LLC
|
|
|
|
|
|
Abner Herrman & Brock Llc
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
LOM Asset Management Ltd
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
Rothschild Capital Partners, LLC
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
Americana Partners, LLC
|
|
|
|
|
|
Cantor Fitzgerald Investment Adviser L.p.
|
|
|
|
|
|
Compass Planning Associates Inc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Strategic Large Cap Core VIP Fund
|
|
|
|
|
|
Bay Capital Advisors, LLC
|
|
|
|
|
|
FRG Family Wealth Advisors LLC
|
|
|
|
|
|
Sicart Associates LLC
|
|
|
|
|
|
TFAFX - Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Full Sail Capital, LLC
|
|
|
|
|
|
Precedent Wealth Partners, Llc
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
Checchi Capital Advisers, LLC
|
|
|
|
|
|
Prospera Capital Management, LLC
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
NEIMX - NEIMAN FUNDS - Neiman Large Cap Value Fund No-Load Shares
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Callan Capital, LLC
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
ZEGA Investments, LLC
|
|
|
|
|
|
Cathy Pareto & Associates, Inc
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
Essex Financial Services, Inc.
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
|
|
|
|
|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
|
|
Us Financial Advisors, Llc
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Artemis Investment Management LLP
|
|
|
|
|
|
Crescent Grove Advisors, LLC
|
|
|
|
|
|
Pollock Investment Advisors, LLC
|
|
|
|
|
|
JGRW - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Growth ETF
|
|
|
|
|
|
Hilton Capital Management, LLC
|
|
|
|
|
|
Linscomb & Williams, Inc.
|
|
|
|
|
|
Wealth Alliance Advisory Group, LLC
|
|
|
|
|
|
CALAMOS ADVISORS TRUST/IL - Calamos Growth & Income Portfolio
|
|
|
|
|
|
Richwood Investment Advisors, LLC
|
|
|
|
|
|
NOLVX - Northern Funds - Northern Large Cap Value Fund
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
VestGen Advisors, LLC
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6
|
|
|
|
|
|
Rodgers & Associates, LTD
|
|
|
|
|
|
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
|
|
|
|
|
Private Advisory Group LLC
|
|
|
|
|
|
THEQ - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Hedged Equity ETF
|
|
|
|
|
|
Montrusco Bolton Investments Inc.
|
|
|
|
|
|
Options Solutions, Llc
|
|
|
|
|
|
DiMeo Schneider & Associates, L.L.C.
|
|
|
|
|
|
Verus Financial Partners, Inc.
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Proffitt & Goodson Inc
|
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
|
Florida Financial Advisors, Llc
|
|
|
|
|
|
Heritage Wealth Management, Inc. /CA/
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Noesis Capital Mangement Corp
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
DRDAX - TRUST FOR PROFESSIONAL MANAGERS - Dearborn Partners Rising Dividend Fund - Class A Shares
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Daymark Wealth Partners, Llc
|
|
|
|
|
|
Foguth Wealth Management, LLC.
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Bbr Partners, Llc
|
|
|
|
|
|
Claro Advisors LLC
|
|
|
|
|
|
Financial Freedom, LLC
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Ullmann Financial Group, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
Omnia Family Wealth, LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Waldron Private Wealth LLC
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
SeaBridge Investment Advisors LLC
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Silver Lake Advisory, LLC
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
|
|
|
|
|
St. Clair Advisors, LLC
|
|
|
|
|
|
Concord Wealth Partners
|
|
|
|
|
|
REDW Wealth LLC
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
Schear Investment Advisers, LLC
|
|
|
|
|
|
AXS Investments LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Cordatus Wealth Management LLC
|
|
|
|
|
|
Mayfair Advisory Group, LLC
|
|
|
|
|
|
Hoey Investments, Inc
|
|
|
|
|
|
Amplify ETF Trust - Amplify CWP Growth & Income ETF
|
|
|
|
|
|
Pinney & Scofield, Inc.
|
|
|
|
|
|
Market Street Wealth Management Advisors Llc
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Rahlfs Capital, Llc
|
|
|
|
|
|
Consolidated Portfolio Review Corp
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
Quotient Wealth Partners, LLC
|
|
|
|
|
|
Wall Street Access Asset Management, LLC
|
|
|
|
|
|
Landing Point Financial Group, LLC
|
|
|
|
|
|
Obermeyer Wood Investment Counsel, Lllp
|
|
|
|
|
|
Wealth Management Associates, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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Guardian Partners Inc.
|
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PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
|
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Spinnaker Trust
|
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|
Trust Co
|
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DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
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|
Sofos Investments, Inc.
|
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Brown Brothers Harriman & Co
|
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South Plains Financial, Inc.
|
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IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
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|
Avondale Wealth Management
|
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|
Investment Management Corp of Ontario
|
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|
Argent Trust Co
|
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|
Quad-Cities Investment Group, LLC
|
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|
BCGM Wealth Management, LLC
|
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|
Seamount Financial Group Inc
|
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|
Stamos Capital Partners, L.p.
|
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JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
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|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
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|
D. Scott Neal, Inc.
|
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Elgethun Capital Management
|
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PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional
|
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Purkiss Capital Advisors LLC
|
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|
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NEFZX - LOOMIS SAYLES FUNDS II - Loomis Sayles Strategic Income Fund Class A
|
|
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|
Beacon Investment Advisory Services, Inc.
|
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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|
Walleye Trading LLC
|
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|
Fiera Capital Corp
|
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|
Martel Wealth Advisors Inc
|
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|
Alley Investment Management Company, LLC
|
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|
Convergence Financial, LLC
|
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|
Legal & General Group Plc
|
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Berkshire Asset Management Llc/pa
|
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RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
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|
Weaver Consulting Group
|
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|
RiverFront Investment Group, LLC
|
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|
Ethic Inc.
|
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|
Members Capital Advisors Inc
|
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Retirement Planning Group
|
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|
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|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Mattern Wealth Management LLC
|
|
|
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|
Sylvest Advisors, LLC
|
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|
Olistico Wealth, LLC
|
|
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|
Ninety One North America, Inc.
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
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|
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
|
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Mendel Capital Management LLC
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|
Verition Fund Management LLC
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|
State Farm Mutual Automobile Insurance Co
|
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Rhumbline Advisers
|
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|
Searle & Co.
|
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Foster & Motley Inc
|
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|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
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|
Creative Capital Management Investments LLC
|
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|
TRULX - T. Rowe Price U.S. Large-Cap Core Fund, Inc. - T. Rowe Price U.S. Large-Cap Core Fund, Inc.
|
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|
CFS Investment Advisory Services, LLC
|
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Capital International Investors
|
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Caisse Des Depots Et Consignations
|
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PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
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|
Earnest Partners Llc
|
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CAPTX - Capitol Series Trust - Canterbury Portfolio Thermostat Fund Institutional Shares
|
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|
JEPI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
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|
SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1
|
|
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|
Capital Investment Advisory Services, LLC
|
|
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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|
Vantage Point Financial LLC
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Columbia Asset Management
|
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Hummer Financial Advisory Services Inc
|
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New York State Teachers Retirement System
|
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Delta Financial Advisors Llc
|
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Petredis Investment Advisors Llc
|
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KNG - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
|
|
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|
Korea Investment CORP
|
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|
Clough Global Equity Fund
|
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|
Rs Crum Inc.
|
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|
Twin Capital Management Inc
|
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|
Cannon Financial Strategists, Inc.
|
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|
Syntegra Private Wealth Group, LLC
|
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|
|
Argent Capital Management Llc
|
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|
Oregon Pacific Wealth Management, LLC
|
|
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|
|
Flavin Financial Services, Inc.
|
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|
Heritage Financial Services, LLC
|
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|
|
UDOW - PROSHARES TRUST - ProShares UltraPro Dow30
|
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|
Employees Retirement System of Texas
|
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|
Zwj Investment Counsel Inc
|
|
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|
|
Drive Wealth Management, Llc
|
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|
Alpha Omega Wealth Management LLC
|
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|
Vestia Personal Wealth Advisors
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
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|
|
Anfield Capital Management, LLC
|
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|
|
Genus Capital Management Inc.
|
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|
RD Lewis Holdings, Inc.
|
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|
|
Amica Retiree Medical Trust
|
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|
|
|
|
Financial Strategies Group, Inc.
|
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|
|
Sequent Asset Management, LLC
|
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|
|
Clarity Financial LLC
|
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|
|
M&t Bank Corp
|
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|
|
|
Vigilare Wealth Management
|
|
|
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|
Magellan Asset Management Ltd
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Three Bridge Wealth Advisors, LLC
|
|
|
|
|
|
Edmond De Rothschild Holding S.a.
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
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|
|
Piscataqua Savings Bank
|
|
|
|
|
|
Saybrook Capital /nc
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
DJIA - Global X Funds - Global X Dow 30 Covered Call ETF
|
|
|
|
|
|
Parkwoods Wealth Partners, LLC
|
|
|
|
|
|
Anb Bank
|
|
|
|
|
|
Okabena Investment Services Inc
|
|
|
|
|
|
Dudley Capital Management, Llc
|
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|
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|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Little House Capital Llc
|
|
|
|
|
|
Apexium Financial, Lp
|
|
|
|
|
|
Nia Impact Advisors, Llc
|
|
|
|
|
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
Brucke Financial, Inc.
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Souders Financial Advisors
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Summit Asset Management, LLC
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
CIBC World Markets Inc.
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
ZDIVX - Zacks Trust - Zacks Dividend Fund Investor Class Shares
|
|
|
|
|
|
Riverbend Wealth Management, LLC
|
|
|
|
|
|
Affinity Wealth Management Llc
|
|
|
|
|
|
Yarger Wealth Strategies, Llc
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Clough Global Dividend & Income Fund
|
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
|
USMC - Principal Exchange-Traded Funds - Principal U.S. Mega-Cap Multi-Factor Index ETF
|
|
|
|
|
|
Hobbs Group Advisors, LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
MAPOX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Balanced Fund
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
Adalta Capital Management LLC
|
|
|
|
|
|
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
Ti-trust, Inc
|
|
|
|
|
|
Novare Capital Management Llc
|
|
|
|
|
|
Excalibur Management Corp
|
|
|
|
|
|
Delta Asset Management Llc/tn
|
|
|
|
|
|
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
|
|
|
|
|
|
Hibernia Wealth Partners, LLC
|
|
|
|
|
|
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
|
|
|
|
|
|
SPC Financial, Inc.
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
|
|
|
|
|
|
Successful Portfolios LLC
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
Steel Peak Wealth Management LLC
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
|
Wellington Shields & Co., LLC
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
Mutual Advisors, LLC
|
|
|
|
|
|
MSDKX - MORGAN STANLEY INSTITUTIONAL FUND INC - International Resilience Portfolio Class I
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
Paradigm Financial Partners, Llc
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
Eagle Strategies LLC
|
|
|
|
|
|
TCHP - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Blue Chip Growth ETF
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Triodos Investment Management BV
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
Birmingham Capital Management Co Inc/al
|
|
|
|
|
|
Guardian Wealth Advisors, LLC
|
|
|
|
|
|
JAGRX - JANUS ASPEN SERIES - Janus Henderson Research Portfolio Service Shares
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Essex Investment Management Co Llc
|
|
|
|
|
|
Krilogy Financial LLC
|
|
|
|
|
|
Fortune Financial Advisors, LLC
|
|
|
|
|
|
Martin & Co Inc /tn/
|
|
|
|
|
|
Trust Co of Kansas
|
|
|
|
|
|
Forte Capital Llc /adv
|
|
|
|
|
|
Prasad Wealth Partners, LLC
|
|
|
|
|
|
AIGOX - ALGER PORTFOLIOS - Alger Growth & Income Portfolio Class I-2
|
|
|
|
|
|
Congress Park Capital LLC
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Bluesphere Advisors, LLC
|
|
|
|
|
|
Precision Wealth Strategies, LLC
|
|
|
|
|
|
Wimmer Associates 1, Llc
|
|
|
|
|
|
Centennial Wealth Advisory LLC
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
Ckw Financial Group
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Kesler, Norman & Wride, LLC
|
|
|
|
|
|
Northstar Group, Inc.
|
|
|
|
|
|
Blackston Financial Advisory Group, LLC
|
|
|
|
|
|
BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
|
|
|
|
|
Leeward Financial Partners, LLC
|
|
|
|
|
|
Legacy Capital Wealth Partners, LLC
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
Kensington Investment Counsel, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Vista Investment Partners Llc
|
|
|
|
|
|
Ambassador Advisors, LLC
|
|
|
|
|
|
Sanders Capital, LLC
|
|
|
|
|
|
Mezzasalma Advisors, LLC
|
|
|
|
|
|
MSFAX - Morgan Stanley Institutional Fund Inc - Global Franchise Portfolio Class I
|
|
|
|
|
|
Clark Estates Inc/ny
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Optivise Advisory Services LLC
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
Wynn Capital, LLC
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
MOKAN Wealth Management Inc.
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Soundwatch Capital LLC
|
|
|
|
|
|
Evolution Wealth Management Inc.
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
DIVL - Madison ETFs Trust - Madison Dividend Value ETF
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Hills Bank & Trust Co
|
|
|
|
|
|
CVTRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth & Income Fund Class A
|
|
|
|
|
|
Ithaka Group Llc
|
|
|
|
|
|
Main Street Research LLC
|
|
|
|
|
|
Lmcg Investments, Llc
|
|
|
|
|
|
Waycross Partners, Llc
|
|
|
|
|
|
Kelman-Lazarov, Inc.
|
|
|
|
|
|
IDIVX - INTEGRITY FUNDS - Integrity Dividend Harvest Fund , Class A
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
Nilsine Partners, LLC
|
|
|
|
|
|
Virtue Capital Management, LLC
|
|
|
|
|
|
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
McElhenny Sheffield Capital Management, LLC
|
|
|
|
|
|
HHM Wealth Advisors, LLC
|
|
|
|
|
|
Wealth Advisors of Tampa Bay, LLC
|
|
|
|
|
|
ICONIQ Capital, LLC
|
|
|
|
|
|
LRGC - AB Active ETFs, Inc. - AB US Large Cap Strategic Equities ETF
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
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|
|
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|
Penn Davis Mcfarland Inc
|
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|
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|
Western Pacific Wealth Management, LP
|
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|
Td Asset Management Inc
|
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|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
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|
R.H. Investment Group, LLC
|
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|
White Pine Capital Llc
|
|
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|
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
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|
Farmers & Merchants Trust Co of Long Beach
|
|
|
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|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
|
|
|
|
Symmetry Partners, LLC
|
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|
LongView Wealth Management
|
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|
Tectonic Advisors Llc
|
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|
Canandaigua National Bank & Trust Co
|
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|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
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|
Octavia Wealth Advisors, LLC
|
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|
Sarver Vrooman Wealth Advisors
|
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|
First Dallas Securities Inc.
|
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|
Profunds - Profund Vp Large-cap Value
|
|
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|
Michels Family Financial, LLC
|
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|
Vestmark Advisory Solutions, Inc.
|
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Brevan Howard Capital Management LP
|
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Jericho Financial, Llp
|
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WealthTrust Axiom LLC
|
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|
North Capital, Inc.
|
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|
Stockman Wealth Management, Inc.
|
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|
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|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
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|
Stordahl Capital Management, Inc.
|
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|
Pennington Partners & Co., Llc
|
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VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
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|
Signature Wealth Management Group
|
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|
Chickasaw Capital Management Llc
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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|
Aprio Wealth Management, LLC
|
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|
Parkwood LLC
|
|
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|
VCULX - VALIC Co I - Growth Fund
|
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|
|
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|
Texas Capital Bancshares Inc/tx
|
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|
Lake Street Financial Llc
|
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|
Magnus Financial Group LLC
|
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|
Mitchell Capital Management Co
|
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|
Bailard, Inc.
|
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|
Cubist Systematic Strategies, LLC
|
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|
Black Diamond Financial, LLC
|
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|
Jackson Thornton Asset Management, Llc
|
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Rocky Mountain Advisers, Llc
|
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|
Covea Finance
|
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|
Bleakley Financial Group, LLC
|
|
|
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|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
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|
Schaper Benz & Wise Investment Counsel Inc/wi
|
|
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|
Richmond Investment Services, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
|
|
|
|
|
|
Mairs & Power Inc
|
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|
IFG Advisory, LLC
|
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|
PCA Investment Advisory Services Inc.
|
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|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
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|
Farringdon Capital, Ltd.
|
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HOVLX - HOMESTEAD FUNDS INC - Value Fund
|
|
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|
Triangle Securities Wealth Management
|
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|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
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|
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|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
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|
Curat Global, LLC
|
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|
Patriot Financial Group Insurance Agency, LLC
|
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|
Indiana Trust & Investment Management CO
|
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|
First Pacific Financial
|
|
|
|
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|
XLG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Top 50 ETF
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
Marshall Wace, Llp
|
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|
Magnolia Capital Management Ltd
|
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|
Nwam Llc
|
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|
LaFleur & Godfrey LLC
|
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|
Slagle Financial, LLC
|
|
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|
|
Loomis Sayles & Co L P
|
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|
|
M3 Advisory Group, LLC
|
|
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|
Savoie Capital LLC
|
|
|
|
|
|
DIVS - GUINNESS ATKINSON FUNDS - SmartETFs Dividend Builder ETF
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series B1
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
Curbstone Financial Management Corp
|
|
|
|
|
|
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
|
|
|
|
|
|
TKG Advisors, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
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|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
SSAQX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street U.S. Core Equity Fund
|
|
|
|
|
|
Town & Country Bank & Trust CO dba First Bankers Trust CO
|
|
|
|
|
|
Hohimer Wealth Management, Llc
|
|
|
|
|
|
Cascades Capital Asset Management, LLC
|
|
|
|
|
|
Gibbs Wealth Management
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
KCVIX - Advisors' Inner Circle Fund III - Knights of Columbus Large Cap Value Fund I Shares
|
|
|
|
|
|
Cherry Creek Investment Advisors, Inc.
|
|
|
|
|
|
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Mirador Capital Partners LP
|
|
|
|
|
|
White Lighthouse Investment Management Inc.
|
|
|
|
|
|
Evelyn Partners Investment Management Services Ltd
|
|
|
|
|
|
Occidental Asset Management, LLC
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
SNPD - DBX ETF TRUST - Xtrackers S&P ESG Dividend Aristocrats ETF
|
|
|
|
|
|
R.H. Dinel Investment Counsel, Inc.
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Waller Financial Planning Group, Inc
|
|
|
|
|
|
Naviter Wealth, LLC
|
|
|
|
|
|
Cable Hill Partners, LLC
|
|
|
|
|
|
All Terrain Financial Advisors, LLC
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Lawson Kroeker Investment Management Inc/ne
|
|
|
|
|
|
CNRWX - City National Rochdale Funds - City National Rochdale U.s. Core Equity Fund - Class N
|
|
|
|
|
|
FT Vest Total Return Income Fund: Series A2
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
Brooks, Moore & Associates, Inc.
|
|
|
|
|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
|
|
|
|
|
Astoria Portfolio Advisors LLC.
|
|
|
|
|
|
Tandem Investment Advisors, Inc.
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Pine Haven Investment Counsel, Inc
|
|
|
|
|
|
Pring Turner Capital Group Inc
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Advanced Portfolio Management, LLC
|
|
|
|
|
|
Wallace Capital Management Inc.
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Lynch & Associates/in
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
TCBAX - NORTHERN LIGHTS FUND TRUST III - The Covered Bridge Fund Class A Shares
|
|
|
|
|
|
Vision Capital Management, Inc.
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
|
|
|
|
|
|
Custom Index Systems, Llc
|
|
|
|
|
|
Ally Financial Inc.
|
|
|
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Washington Trust Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Strategic Advocates LLC
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Global Long/Short Equity Fund Institutional Shares
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
Tiemann Investment Advisors, Llc
|
|
|
|
|
|
Madison Asset Management, LLC
|
|
|
|
|
|
Mosaic Family Wealth Partners, Llc
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Allocation Fund Class C
|
|
|
|
|
|
Dorsey & Whitney Trust CO LLC
|
|
|
|
|
|
Dupree Financial Group, LLC
|
|
|
|
|
|
Meridian Wealth Partners, LLC
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
One Day In July LLC
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
Boltwood Capital Management
|
|
|
|
|
|
LFA - Lugano Financial Advisors SA
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
FKINX - Franklin Custodian Funds - Franklin Income Fund Class A1
|
|
|
|
|
|
Hubbell Strickland Wealth Management, LLC
|
|
|
|
|
|
Boomfish Wealth Group, LLC
|
|
|
|
|
|
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
|
|
|
|
|
|
Shilanski & Associates, Inc.
|
|
|
|
|
|
RFFC - ALPS ETF Trust - RiverFront Dynamic US Flex-Cap ETF
|
|
|
|
|
|
Dominguez Wealth Management Solutions, Inc.
|
|
|
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
|
|
|
|
|
Rockbridge Capital Management LLC
|
|
|
|
|
|
PGROX - BNY Mellon Worldwide Growth Fund, Inc. - BNY Mellon Worldwide Growth Fund, Inc. Class A
|
|
|
|
|
|
YHB Investment Advisors, Inc.
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
CGC Financial Services, LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
M. Kulyk & Associates, LLC
|
|
|
|
|
|
Summit Financial Strategies, Inc.
|
|
|
|
|
|
Financial Avengers, Inc.
|
|
|
|
|
|
Pettee Investors, Inc.
|
|
|
|
|
|
Investment Partners Asset Management, Inc.
|
|
|
|
|
|
SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
|
|
|
|
|
|
Financially Speaking Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB
|
|
|
|
|
|
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.
|
|
|
|
|
|
QLMAOX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Appreciation Portfolio Class I
|
|
|
|
|
|
Windle Wealth, LLC
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
SageView Advisory Group, LLC
|
|
|
|
|
|
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
|
|
|
|
|
|
Crown Wealth Group, LLC
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
10Elms LLP
|
|
|
|
|
|
Eubel Brady & Suttman Asset Management Inc
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Emprise Bank
|
|
|
|
|
|
Barnes Dennig Private Wealth Management LLC
|
|
|
|
|
|
Klingenstein Fields & Co Lp
|
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
KXI - iSHARES TRUST - iShares Global Consumer Staples ETF
|
|
|
|
|
|
KilterHowling LLC
|
|
|
|
|
|
Summitry Llc
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
PISIX - PIMCO FUNDS - PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Institutional
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
Lcnb Corp
|
|
|
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
|
|
|
|
|
Garrett Investment Advisors LLC
|
|
|
|
|
|
Smith & Howard Wealth Management, LLC
|
|
|
|
|
|
America First Investment Advisors, LLC
|
|
|
|
|
|
Dupont Capital Management Corp
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
Austin Private Wealth, LLC
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Holland Advisory Services, Inc.
|
|
|
|
|
|
Consilio Wealth Advisors, Llc
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
1776 Wealth LLC
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Davidson Trust Co
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Camden Capital, LLC
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
King Wealth
|
|
|
|
|
|
Clearwater Capital Advisors, LLC
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
Horizon Wealth Management, LLC
|
|
|
|
|
|
Saratoga Research & Investment Management
|
|
|
|
|
|
Platform Technology Partners
|
|
|
|
|
|
Global Assets Advisory, LLC
|
|
|
|
|
|
Kovack Advisors, Inc.
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
Somerset Trust Co
|
|
|
|
|
|
Harbour Capital Advisors, LLC
|
|
|
|
|
|
FFALX - Franklin Fund Allocator Series - Franklin Founding Funds Allocation Fund Class A
|
|
|
|
|
|
Westend Capital Management LLC
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Strategies Wealth Advisors, LLC
|
|
|
|
|
|
Rnc Capital Management Llc
|
|
|
|
|
|
Wealth Advisors of Iowa, LLC
|
|
|
|
|
|
Portfolio Design Labs, LLC
|
|
|
|
|
|
Sloy Dahl & Holst, LLC
|
|
|
|
|
|
Coco Enterprises, LLC
|
|
|
|
|
|
Members Wealth Llc
|
|
|
|
|
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QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
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|
Atlas Brown,Inc.
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|
OneAscent Investment Solutions LLC
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Pettinga Financial Advisors, LLC
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Uniting Wealth Partners, LLC
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Legacy Investment Solutions, LLC
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Certified Advisory Corp
|
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
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|
Benchmark Financial Wealth Advisors, LLC
|
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|
Franklin, Parlapiano, Turner & Welch, LLC
|
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|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
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|
PYVLX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Equity Income Fund (Investor Class)
|
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MWA Asset Management
|
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Sawyer & Company, Inc
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1248 Management, LLC
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Moody Lynn & Lieberson, Llc
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Calamos Advisors LLC
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Barnes Pettey Financial Advisors, Llc
|
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|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
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|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
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RMG Wealth Management LLC
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Patten Group, Inc.
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
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Tevis Investment Management
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PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional
|
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Empire Financial Management Company, LLC
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BostonPremier Wealth LLC
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Israel Discount Bank of New York
|
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Boothbay Fund Management, Llc
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Phoenix Wealth Advisors
|
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Activest Wealth Management
|
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Wrapmanager Inc
|
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Goldstream Capital Management Ltd
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Cohen Klingenstein LLC
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Becker Capital Management Inc
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North Star Asset Management Inc
|
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Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
|
|
|
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|
TBG - EA Series Trust - TBG Dividend Focus ETF
|
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NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
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GLOBALT Investments LLC / GA
|
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Augustine Asset Management Inc
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Charter Oak Capital Management, LLC
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Constant Guidance Financial LLC
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Brandywine Oak Private Wealth Llc
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Demars Financial Group, LLC
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Cfm Wealth Partners Llc
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PXTIX - PIMCO FUNDS - PIMCO RAE PLUS Fund Institutional
|
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YOKE - EA Series Trust - Yoke Core ETF
|
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Fountainhead AM, LLC
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Ameritas Investment Partners, Inc.
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My Legacy Advisors, LLC
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Auour Investments LLC
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Romano Brothers And Company
|
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Marietta Investment Partners Llc
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Bingham Private Wealth, Llc
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Boston Research & Management Inc
|
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Waterfront Wealth Inc.
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PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
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Verus Capital Partners, Llc
|
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Pacitti Group Inc.
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Mufg Securities Americas Inc.
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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|
Oak Hill Wealth Advisors, Llc
|
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Financiere des Professionnels - Fonds d,investissement inc.
|
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Sightline Wealth Advisors, LLC
|
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NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
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|
Quilter Plc
|
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Cullen Investment Group, Ltd.
|
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Coastwise Capital Group, LLC
|
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First National Bank Sioux Falls
|
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Healthcare Of Ontario Pension Plan Trust Fund
|
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Aptus Capital Advisors, LLC
|
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MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
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|
California State Teachers Retirement System
|
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|
Hayek Kallen Investment Management
|
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|
Williams Jones Wealth Management, LLC.
|
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Boyd Watterson Asset Management Llc/oh
|
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|
Morey & Quinn Wealth Partners, LLC
|
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|
Kwmg, Llc
|
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|
TRUE Private Wealth Advisors
|
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|
Meiji Yasuda Life Insurance Co
|
|
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|
|
Virginia Wealth Management Group, Inc.
|
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|
MGB Wealth Management, LLC
|
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|
First PREMIER Bank
|
|
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|
Helen Stephens Group, LLC
|
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|
Nemes Rush Group LLC
|
|
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|
ROSS\JOHNSON & Associates LLC
|
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|
|
Park Square Financial Group, LLC
|
|
|
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|
|
DJD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dow Jones Industrial Average Dividend ETF
|
|
|
|
|
|
McCarthy & Cox
|
|
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|
|
Graham Capital Management, L.P.
|
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|
Dohj, Llc
|
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|
|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
|
|
apricus wealth, LLC
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
WBIL - Absolute Shares Trust - WBI BullBear Quality 3000 ETF
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
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|
|
Rodgers Brothers Inc.
|
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|
Wealth Group, Ltd.
|
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|
Two Sigma Investments, Lp
|
|
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|
|
MADDEN SECURITIES Corp
|
|
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|
|
Strategic Advisors LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
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|
|
Delta Investment Management, LLC
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
Fiduciary Financial Group, Llc
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Manhattan West Asset Management, LLC
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
|
|
|
|
|
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
|
|
|
Legacy Trust
|
|
|
|
|
|
AWAAX - AB PORTFOLIOS - AB Wealth Appreciation Strategy Class A
|
|
|
|
|
|
Collective Family Office Llc
|
|
|
|
|
|
Quadcap Wealth Management, LLC
|
|
|
|
|
|
Core Wealth Advisors, Inc.
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
Alesco Advisors Llc
|
|
|
|
|
|
Interchange Capital Partners, LLC
|
|
|
|
|
|
Bowen Hanes & Co Inc
|
|
|
|
|
|
Rbo & Co Llc
|
|
|
|
|
|
ForthRight Wealth Management, LLC
|
|
|
|
|
|
SOL Capital Management CO
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Shum Financial Group, Inc.
|
|
|
|
|
|
Myecfo, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
|
|
|
|
Bennett Associates Wealth Management
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
Garden State Investment Advisory Services LLC
|
|
|
|
|
|
Jackson Hole Capital Partners, LLC
|
|
|
|
|
|
Centricity Wealth Management, LLC
|
|
|
|
|
|
VanWeelden Wealth Management, LLC
|
|
|
|
|
|
Community Bank of Raymore
|
|
|
|
|
|
Altus Wealth Management, LLC
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
|
Alpha Family Trust
|
|
|
|
|
|
Corundum Group, Inc.
|
|
|
|
|
|
JHJIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock ESG Large Cap Core Fund Class I
|
|
|
|
|
|
Keynote Financial Services Llc
|
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
Trilogy Capital Inc.
|
|
|
|
|
|
Morris Retirement Advisors, LLC
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
National Wealth Management Group, LLC
|
|
|
|
|
|
Fingerlakes Wealth Management, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Consumer Goods
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Elyxium Wealth, LLC
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Vancity Investment Management Ltd
|
|
|
|
|
|
Founders Financial Alliance, LLC
|
|
|
|
|
|
Roundview Capital LLC
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Cliftonlarsonallen Wealth Advisors, Llc
|
|
|
|
|
|
Old Point Trust & Financial Services N A
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
GSG Advisors LLC
|
|
|
|
|
|
Axim Planning & Wealth
|
|
|
|
|
|
Charter Research & Investment Group, Inc.
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Freestone Capital Holdings, LLC
|
|
|
|
|
|
Lifeworks Advisors, LLC
|
|
|
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
|
|
|
|
|
|
Schnieders Capital Management Llc
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Orrstown Financial Services Inc
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Exchange Bank
|
|
|
|
|
|
TruWealth Advisors, LLC
|
|
|
|
|
|
Lee Financial Co
|
|
|
|
|
|
Harvest Portfolios Group Inc.
|
|
|
|
|
|
Trail Ridge Investment Advisors, LLC
|
|
|
|
|
|
Sovereign Financial Group, Inc.
|
|
|
|
|
|
Calamos Strategic Total Return Fund
|
|
|
|
|
|
Tanaka Capital Management Inc
|
|
|
|
|
|
RSMV - Listed Funds Trust - Relative Strength Managed Volatility Strategy ETF
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
Sunbeam Capital Management, LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Peoples Bank/KS
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Tompkins Financial Corp
|
|
|
|
|
|
Roxbury Financial LLC
|
|
|
|
|
|
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
|
|
|
|
|
|
TCAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Premium Income ETF
|
|
|
|
|
|
Stonebridge Capital Advisors LLC
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Woodward Diversified Capital, Llc
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
Truepoint, Inc.
|
|
|
|
|
|
NOLCX - Northern Funds - Northern Large Cap Core Fund
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Argent Advisors, Inc.
|
|
|
|
|
|
Ssa Swiss Advisors Ag
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Secure Asset Management, LLC
|
|
|
|
|
|
Centerpoint Advisory Group
|
|
|
|
|
|
Elevation Series Trust - TrueShares Active Yield ETF
|
|
|
|
|
|
New England Asset Management Inc
|
|
|
|
|
|
CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A
|
|
|
|
|
|
Evermay Wealth Management Llc
|
|
|
|
|
|
JFLI - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Flexible Income ETF
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Hamel Associates, Inc.
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
MBL Wealth, LLC
|
|
|
|
|
|
Palogic Value Management, L.P.
|
|
|
|
|
|
D.B. Root & Company, LLC
|
|
|
|
|
|
Fielder Capital Group LLC
|
|
|
|
|
|
Acropolis Investment Management, LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Madison Diversified Income VP Service
|
|
|
|
|
|
Strategic Investment Advisors / MI
|
|
|
|
|
|
CWA Asset Management Group, LLC
|
|
|
|
|
|
Cushing Capital Partners, LLC
|
|
|
|
|
|
GROZ - Zacks Trust - Zacks Focus Growth ETF
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
Hennessy Advisors Inc
|
|
|
|
|
|
Emerald Advisors, LLC
|
|
|
|
|
|
Fundamentun, Llc
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Texas Bank & Trust Co
|
|
|
|
|
|
Strategy Asset Managers Llc
|
|
|
|
|
|
Actiam N.v.
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Nexus Investment Management ULC
|
|
|
|
|
|
BKD Wealth Advisors, LLC
|
|
|
|
|
|
ABN AMRO Bank N.V.
|
|
|
|
|
|
Pathway Financial Advisors LLC
|
|
|
|
|
|
Darden Wealth Group Inc
|
|
|
|
|
|
JAVAX - JAMES ADVANTAGE FUNDS - James Aggressive Allocation Fund
|
|
|
|
|
|
Harris Associates L P
|
|
|
|
|
|
TOWER TRUST & INVESTMENT Co
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
Barry Investment Advisors, LLC
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
West Bancorporation Inc
|
|
|
|
|
|
Aspire Growth Partners LLC
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
Wilson & Boucher Capital Management, LLC
|
|
|
|
|
|
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Vanguard Capital Wealth Advisors
|
|
|
|
|
|
Gould Capital, LLC
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
JAMEX - WILLIAMSBURG INVESTMENT TRUST - Jamestown Equity Fund
|
|
|
|
|
|
Spinnaker Investment Group, LLC
|
|
|
|
|
|
ROI Financial Advisors, LLC
|
|
|
|
|
|
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
KFA Private Wealth Group, LLC
|
|
|
|
|
|
XLP - SELECT SECTOR SPDR TRUST - The Consumer Staples Select Sector SPDR Fund
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
Carbahal Olsen Financial Services Group, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Cypress Capital Group
|
|
|
|
|
|
ALTFX - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. - AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. Class A
|
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Arvest Bank Trust Division
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Waterford Advisors, LLC
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AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
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|
Qube Research & Technologies Ltd
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|
Atwater Malick LLC
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Victory Capital Management Inc
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CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
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Resources Investment Advisors, LLC.
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SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
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DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
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Rice Hall James & Associates, Llc
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Cardinal Strategic Wealth Guidance
|
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GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
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Steward Partners Investment Advisory, Llc
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Jane Street Group, Llc
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ADME - ETF Series Solutions - Aptus Drawdown Managed Equity ETF
|
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Menora Mivtachim Holdings Ltd.
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Traveka Wealth, LLC
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O'ROURKE & COMPANY, Inc
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Summit Financial Wealth Advisors, LLC
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Horrell Capital Management, Inc.
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Nuveen S&p 500 Buywrite Income Fund
|
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FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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SDVGX - SIT MUTUAL FUNDS INC - Sit Dividend Growth Fund - Class I
|
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FUKOKU MUTUAL LIFE INSURANCE Co
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iA Global Asset Management Inc.
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Harmony Asset Management Llc
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FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
|
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Kestra Advisory Services, LLC
|
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GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
|
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|
Atria Wealth Solutions, Inc.
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Rehmann Capital Advisory Group
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IVC Wealth Advisors LLC
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Ellsworth Advisors, LLC
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XY Planning Network, Inc.
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M. Kraus & Co
|
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Galvin, Gaustad & Stein, LLC
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Centiva Capital, LP
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PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
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|
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|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
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PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
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Adams Wealth Management
|
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Atlas Legacy Advisors, LLC
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Rise Advisors, LLC
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Compass Financial Services Inc
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Hemenway Trust Co LLC
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Fidelity D & D Bancorp Inc
|
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Trellis Wealth Advisors LLC
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TPLGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Core Growth Fund
|
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Pacific Global Investment Management Co
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Ashton Thomas Securities, Llc
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Iat Reinsurance Co Ltd.
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Oxford Asset Management Llp
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Strategic Wealth Designers
|
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Rosenberg Matthew Hamilton
|
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GFG Capital, LLC
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NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
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Frisch Financial Group, Inc.
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Wescott Financial Advisory Group, LLC
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Distillate Capital Partners LLC
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South Street Advisors LLC
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Foundation Wealth Management, LLC\PA
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BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
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Cedar Wealth Management, LLC
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Mb, Levis & Associates, Llc
|
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Woodley Farra Manion Portfolio Management Inc
|
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UGE - PROSHARES TRUST - ProShares Ultra Consumer Goods
|
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
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Peterson Wealth Services
|
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ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
|
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SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
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Ccg Wealth Management, Llc
|
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TCP Asset Management, LLC
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JT Stratford LLC
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Eley Financial Management, Inc
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Neville Rodie & Shaw Inc
|
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|
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
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|
Kovitz Investment Group Partners, LLC
|
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Us Bancorp \de\
|
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Cobler Capital Management, LLC
|
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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|
McCarthy Grittinger Financial Group, LLC
|
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Scotia Capital Inc.
|
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FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
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|
Pacific Sage Partners, LLC
|
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|
Investment Partners, Ltd.
|
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Riverpoint Wealth Management Holdings, LLC
|
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|
Re Advisers Corp
|
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|
Redwood Financial Network Corp
|
|
|
|
|
|
Mascoma Wealth Management LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
|
|
|
|
|
|
Alliance Wealth Management Group
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
PSL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Consumer Staples Momentum ETF
|
|
|
|
|
|
Passive Capital Management, LLC.
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
Nova Wealth Management, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
Hara Capital LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
Dodge & Cox
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
Clarendon Private LLC
|
|
|
|
|
|
Spreng Capital Management, Inc.
|
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|
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|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
United Bank
|
|
|
|
|
|
Pinnacle West Asset Management, Inc.
|
|
|
|
|
|
Holderness Investments Co
|
|
|
|
|
|
GDMYX - GuideStone Funds - Defensive Market Strategies Fund Institutional
|
|
|
|
|
|
Gabelli Healthcare & Wellnessrx Trust
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Peregrine Asset Advisers, Inc.
|
|
|
|
|
|
Generation Capital Management LLC
|
|
|
|
|
|
Fonville Wealth Management LLC
|
|
|
|
|
|
Tyche Wealth Partners LLC
|
|
|
|
|
|
Allegiance Financial Group Advisory Services LLC
|
|
|
|
|
|
Long Road Investment Counsel, LLC
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Fiduciary Wealth Partners, LLC
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Moloney Securities Asset Management, LLC
|
|
|
|
|
|
Bellecapital International Ltd.
|
|
|
|
|
|
Opus Capital Group, LLC
|
|
|
|
|
|
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
QDISX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group Stock Fund for Retirement Plans
|
|
|
|
|
|
LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Investmark Advisory Group LLC
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Disciplined Investors, L.L.C.
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
United Community Bank
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Acorn Wealth Advisors, LLC
|
|
|
|
|
|
Cerro Pacific Wealth Advisors LLC
|
|
|
|
|
|
Viewpoint Capital Management LLC
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
Dillon & Associates Inc
|
|
|
|
|
|
Haven Private, LLC
|
|
|
|
|
|
BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class
|
|
|
|
|
|
Nuveen Multi-Asset Income Fund
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Tacita Capital Inc
|
|
|
|
|
|
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
GLRBX - JAMES ADVANTAGE FUNDS - James Balanced: Golden Rainbow Fund Retail Class
|
|
|
|
|
|
Auxano Advisors, LLC
|
|
|
|
|
|
Wellington Capital Management, Inc.
|
|
|
|
|
|
Jensen Investment Management Inc
|
|
|
|
|
|
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
|
|
|
|
|
|
Eldridge Investment Advisors, Inc.
|
|
|
|
|
|
Phillips Financial Management, Llc
|
|
|
|
|
|
Prospera Financial Services Inc
|
|
|
|
|
|
Walter & Keenan Financial Consulting Co /mi/ /adv
|
|
|
|
|
|
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A
|
|
|
|
|
|
FT Vest Hedged Equity Income Fund: Series A2
|
|
|
|
|
|
Riverbridge Partners Llc
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
RVW Wealth, LLC
|
|
|
|
|
|
Grove Street Fiduciary, LLC
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
|
Revisor Wealth Management LLC
|
|
|
|
|
|
Jamison Private Wealth Management, Inc.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
Partners Wealth Management, Llc
|
|
|
|
|
|
Miller Wealth Advisors, Llc
|
|
|
|
|
|
SP Asset Management LLC
|
|
|
|
|
|
Vista Wealth Management Group, LLC
|
|
|
|
|
|
J.P. Marvel Investment Advisors, LLC
|
|
|
|
|
|
Kahn Brothers Group Inc /de/
|
|
|
|
|
|
BBLU - EA Series Trust - EA Bridgeway Blue Chip ETF
|
|
|
|
|
|
Warren Street Wealth Advisors, LLC
|
|
|
|
|
|
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
|
|
|
|
|
|
Family Wealth Group, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
|
|
|
|
|
|
Altrius Capital Management Inc
|
|
|
|
|
|
Waratah Capital Advisors Ltd.
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Greenspring Advisors, LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Brady Family Wealth, Llc
|
|
|
|
|
|
Catalina Capital Group, LLC
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
WCEAX - IVY FUNDS - Ivy Core Equity Fund Class A
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
|
|
|
|
|
|
FRDAX - Franklin Managed Trust - Franklin Rising Dividends Fund Advisor Class
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Hurlow Wealth Management Group, Inc.
|
|
|
|
|
|
Godshalk Welsh Capital Management, Inc.
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Encompass Wealth Advisors, Llc
|
|
|
|
|
|
Ridgepath Capital Management LLC
|
|
|
|
|
|
Parkside Advisors LLC
|
|
|
|
|
|
Luken Investment Analytics, LLC
|
|
|
|
|
|
Mcdaniel Terry & Co
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Bridge Generations Wealth Management Llc
|
|
|
|
|
|
Private Management Group Inc
|
|
|
|
|
|
Northern Financial Advisors Inc
|
|
|
|
|
|
SC&H Financial Advisors, Inc.
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
|
|
|
|
|
|
MVGAX - MFS SERIES TRUST I - MFS Low Volatility Global Equity Fund A
|
|
|
|
|
|
Fortis Group Advisors, LLC
|
|
|
|
|
|
Foyston, Gordon, & Payne Inc
|
|
|
|
|
|
Stonegate Investment Group, LLC
|
|
|
|
|
|
Motive Wealth Advisors
|
|
|
|
|
|
Twin Focus Capital Partners, Llc
|
|
|
|
|
|
First Financial Group Corp
|
|
|
|
|
|
LZUOX - LAZARD FUNDS INC - Lazard US Equity Focus Portfolio Open Shares
|
|
|
|
|
|
Objective Capital Management, LLC
|
|
|
|
|
|
Moss Adams Wealth Advisors LLC
|
|
|
|
|
|
Payden & Rygel
|
|
|
|
|
|
Thoma Capital Management LLC
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Guardian Investment Management
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Aries Wealth Management
|
|
|
|
|
|
Regatta Capital Group, Llc
|
|
|
|
|
|
CHTRX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Charter Fund Class A
|
|
|
|
|
|
Armor Investment Advisors, LLC
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Sandbox Financial Partners, LLC
|
|
|
|
|
|
Ssi Investment Management Llc
|
|
|
|
|
|
Infusive Asset Management Inc.
|
|
|
|
|
|
Orleans Capital Management Corp/la
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
Pandora Wealth, Inc.
|
|
|
|
|
|
Insight Inv LLC
|
|
|
|
|
|
Impact Partnership Wealth, LLC
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
Edge Wealth Management LLC
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
C WorldWide Group Holding A/S
|
|
|
|
|
|
Embree Financial Group
|
|
|
|
|
|
Mechanics Financial Corp
|
|
|
|
|
|
Heritage Investors Management Corp
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Providence Wealth Advisors, LLC
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OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
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LKBAX - LKCM Funds - LKCM Balanced Fund
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Beacon Financial Group
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Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
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Fsb Premier Wealth Management, Inc.
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Eagle Bay Advisors LLC
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Marco Investment Management Llc
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Pacifica Partners Inc.
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Climber Capital SA
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JCIC Asset Management Inc.
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MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
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FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
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Wolverine Asset Management Llc
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Buckley Wealth Management, LLC
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Bradley Foster & Sargent Inc/ct
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Aviva Plc
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Rock Point Advisors, LLC
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49 Wealth Management, Llc
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
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Eaton Vance Tax-managed Buy-write Opportunities Fund
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
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Oregon Public Employees Retirement Fund
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Greenland Capital Management LP
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Cornerstone Capital, Inc.
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Clear Harbor Asset Management, LLC
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Aldebaran Financial Inc.
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Hourglass Capital, Llc
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